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 | |
|---|---|---|---|---|---|---|
4876
Healthcare Services Group
HCSG
$1.43B
| $2.12M | ﹤0.01% |
125,944
-38,614
| -23% | -$575K |
|
4877
Veritone
VERI
$139M
| $2.12M | ﹤0.01% |
439,198
+191,677
| +77% | +$554K |
|
4878
CALL
Royalty Pharma
RPRX
$26.1B
| $2.12M | ﹤0.01% |
60,000
| – | – |
|
4879
New Fortress Energy
NFE
$93M
| $2.12M | ﹤0.01% |
957,341
-2,486,139
| -72% | -$7.08M |
|
4880
LSB Industries
LXU
$711M
| $2.12M | ﹤0.01% |
268,489
-11,706
| -4% | -$95K |
|
|
GRNY
4881
FundStrat Granny Shots US Large Cap ETF
GRNY
$4.47B
| $2.11M | ﹤0.01% |
84,321
+75,021
| +807% | +$1.77M |
|
4882
The Honest Company
HNST
$540M
| $2.11M | ﹤0.01% |
572,397
-234,638
| -29% | -$995K |
|
|
KBDC
4883
Kayne Anderson BDC
KBDC
$898M
| $2.1M | ﹤0.01% |
158,023
-78,104
| -33% | -$1.19M |
|
4884
Sagimet Biosciences
SGMT
$577M
| $2.1M | ﹤0.01% |
306,766
-265,969
| -46% | -$2.16M |
|
4885
BlackRock Enhanced International Dividend Trust
BGY
$532M
| $2.1M | ﹤0.01% |
365,958
+4,181
| +1% | +$24.1K |
|
4886
Cohu
COHU
$2.76B
| $2.1M | ﹤0.01% |
103,114
+22,626
| +28% | +$456K |
|
|
CCD
4887
Calamos Dynamic Convertible & Income Fund
CCD
$757M
| $2.1M | ﹤0.01% |
99,615
-9,195
| -8% | -$190K |
|
4888
PUT
Dollar Tree
DLTR
$24.7B
| $2.1M | ﹤0.01% |
22,200
+22,100
| +22,100% | +$2.37M |
|
|
FCT
4889
DELISTED
First Trust Senior Floating Rate Income Fund II
FCT
| $2.09M | ﹤0.01% |
209,481
+12,282
| +6% | +$124K |
|
4890
CALL
Regions Financial
RF
$26.9B
| $2.09M | ﹤0.01% |
79,400
+31,700
| +66% | +$823K |
|
|
PSTL
4891
Postal Realty Trust
PSTL
$701M
| $2.09M | ﹤0.01% |
133,378
+20,352
| +18% | +$308K |
|
4892
Vaalco Energy
EGY
$602M
| $2.09M | ﹤0.01% |
520,446
-399,689
| -43% | -$1.54M |
|
|
FITE
4893
State Street SPDR S&P Kensho Future Security ETF
FITE
$160M
| $2.09M | ﹤0.01% |
24,434
+800
| +3% | +$63.3K |
|
4894
Taysha Gene Therapies
TSHA
$1.92B
| $2.09M | ﹤0.01% |
639,356
+378,117
| +145% | +$1.07M |
|
4895
IHS Holding
IHS
$2.82B
| $2.09M | ﹤0.01% |
306,336
-697,777
| -69% | -$4.67M |
|
4896
WisdomTree
WT
$3.44B
| $2.09M | ﹤0.01% |
150,184
-419,420
| -74% | -$5.6M |
|
4897
PUT
Wheaton Precious Metals
WPM
$59.9B
| $2.09M | ﹤0.01% |
18,662
| – | – |
|
4898
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$378M
| $2.09M | ﹤0.01% |
30,718
+1,745
| +6% | +$115K |
|
4899
Organogenesis Holdings
ORGO
$226M
| $2.08M | ﹤0.01% |
493,316
-6,055
| -1% | -$28.1K |
|
|
BELFB
4900
Bel Fuse Inc Class B
BELFB
$4.25B
| $2.08M | ﹤0.01% |
14,755
-14,942
| -50% | -$1.9M |
|
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.