UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.08B |
| 2 |
UBS Group
UBS
|
+$643M |
| 3 |
Southwest Airlines
LUV
|
+$588M |
| 4 |
Medtronic
MDT
|
+$505M |
| 5 |
Workday
WDAY
|
+$497M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.51B |
| 2 |
Tesla
TSLA
|
+$1.13B |
| 3 |
Apple
AAPL
|
+$976M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$803M |
| 5 |
Chevron
CVX
|
+$688M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4701
Center Bancorp
CNOB
$1.81B
| $2.58M | ﹤0.01% |
103,809
+6,919
| +7% | +$171K |
|
|
NXRT
4702
NexPoint Residential Trust
NXRT
$631M
| $2.57M | ﹤0.01% |
79,872
-3,048
| -4% | -$100K |
|
4703
PDF Solutions
PDFS
$2.19B
| $2.57M | ﹤0.01% |
99,635
-20,351
| -17% | -$444K |
|
4704
Savers
SVV
$1.65B
| $2.57M | ﹤0.01% |
194,105
-502,543
| -72% | -$5.78M |
|
|
ETX
4705
Eaton Vance Municipal Income 2028 Term Trust
ETX
$199M
| $2.57M | ﹤0.01% |
132,987
-5,612
| -4% | -$104K |
|
|
TEN
4706
Tsakos Energy Navigation Ltd
TEN
$1.18B
| $2.57M | ﹤0.01% |
115,500
+2,089
| +2% | +$43.9K |
|
4707
State Street SPDR S&P Telecom ETF
XTL
$555M
| $2.56M | ﹤0.01% |
18,327
-11,171
| -38% | -$1.43M |
|
4708
Seaboard Corp
SEB
$4.02B
| $2.56M | ﹤0.01% |
703
-900
| -56% | -$3.13M |
|
4709
J&J Snack Foods
JJSF
$1.67B
| $2.56M | ﹤0.01% |
26,606
+2,277
| +9% | +$252K |
|
|
FINV
4710
CALL
FinVolution Group
FINV
$1.07B
| $2.55M | ﹤0.01% |
+346,500
| New | +$3.04M |
|
4711
State Street Ultra Short Term Bond ETF
ULST
$526M
| $2.55M | ﹤0.01% |
62,758
-1,897
| -3% | -$77K |
|
|
RZLV
4712
Rezolve AI
RZLV
$1.06B
| $2.55M | ﹤0.01% |
512,611
+310,371
| +153% | +$1.22M |
|
4713
CALL
QuantumScape Corp
QS
$3.79B
| $2.55M | ﹤0.01% |
+207,200
| New | +$2.02M |
|
4714
Kearny Financial
KRNY
$604M
| $2.55M | ﹤0.01% |
388,314
-255,034
| -40% | -$1.64M |
|
4715
CALL
Restaurant Brands International
QSR
$26.1B
| $2.55M | ﹤0.01% |
39,770
| – | – |
|
4716
CALL
NXP Semiconductors
NXPI
$58.9B
| $2.55M | ﹤0.01% |
11,200
| – | – |
|
4717
RELX
RELX
$60.4B
| $2.55M | ﹤0.01% |
53,359
-29,158
| -35% | -$1.44M |
|
4718
Invesco DB Agriculture Fund
DBA
$1.23B
| $2.55M | ﹤0.01% |
95,216
-12,736
| -12% | -$339K |
|
4719
Hackett Group
HCKT
$278M
| $2.55M | ﹤0.01% |
134,005
+65,643
| +96% | +$1.43M |
|
4720
Myers Industries
MYE
$1.23B
| $2.55M | ﹤0.01% |
150,284
+6,879
| +5% | +$109K |
|
4721
Korro Bio
KRRO
$197M
| $2.54M | ﹤0.01% |
53,103
+34,522
| +186% | +$766K |
|
4722
Ardelyx
ARDX
$1.03B
| $2.54M | ﹤0.01% |
461,320
-426,608
| -48% | -$2.32M |
|
|
BBNX
4723
Beta Bionics
BBNX
$780M
| $2.54M | ﹤0.01% |
127,905
+31,844
| +33% | +$560K |
|
4724
United States Copper Index Fund
CPER
$771M
| $2.54M | ﹤0.01% |
84,647
+6,971
| +9% | +$210K |
|
4725
Central Pacific Financial
CPF
$1B
| $2.54M | ﹤0.01% |
83,626
+41,339
| +98% | +$1.21M |
|
Similar funds
UBS Group's Q3 2025 Portfolio in Review
As of Q3 2025, UBS Group held 11,340 positions worth $638B, up 11% from $578B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
UBS Group's Q3 2025 filing shows 1,170 new, 4,190 increased, 4,486 reduced and 1,079 closed positions. Its largest new stake was Paramount Skydance Corp: 13,287,677 shares worth $251M. The largest sale was NVIDIA, an estimated $1.51B.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- UBS Group's largest Q3 2025 buy was Paramount Skydance Corp: 13,287,677 shares worth $251M.
- UBS Group added most to iShares Core S&P 500 ETF in Q3 2025, an estimated $1.08B increase.
- UBS Group's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.51B.
- UBS Group fully exited Hess in Q3 2025, selling an estimated $442M.
- UBS Group's ten largest holdings make up 16% of its $638B portfolio in Q3 2025.
- UBS Group opened 1,170 new positions and closed 1,079 in Q3 2025.
- UBS Group's portfolio value rose 11% quarter-over-quarter to $638B.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.