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 | |
|---|---|---|---|---|---|---|
5001
U-Haul Holding Co
UHAL
$14.5B
| $1.89M | ﹤0.01% |
33,080
+6,005
| +22% | +$354K |
|
5002
German American Bancorp
GABC
$1.92B
| $1.89M | ﹤0.01% |
48,052
-545
| -1% | -$22K |
|
5003
Integra LifeSciences
IART
$1.42B
| $1.88M | ﹤0.01% |
131,224
-66,400
| -34% | -$910K |
|
|
THRO
5004
iShares U.S. Thematic Rotation Active ETF
THRO
$6.77B
| $1.88M | ﹤0.01% |
+49,668
| New | +$1.82M |
|
|
GLU
5005
Gabelli Utility & Income Trust
GLU
$116M
| $1.88M | ﹤0.01% |
103,732
-16,671
| -14% | -$296K |
|
5006
Lands' End
LE
$391M
| $1.87M | ﹤0.01% |
132,610
+88,017
| +197% | +$1.17M |
|
5007
Alpha and Omega Semiconductor
AOSL
$916M
| $1.87M | ﹤0.01% |
66,867
+44,931
| +205% | +$1.25M |
|
5008
Amerant Bancorp
AMTB
$1.15B
| $1.87M | ﹤0.01% |
96,997
+15,530
| +19% | +$313K |
|
5009
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.38B
| $1.87M | ﹤0.01% |
1,807
+1,197
| +196% | +$1.65M |
|
5010
Chunghwa Telecom
CHT
$32.8B
| $1.87M | ﹤0.01% |
42,796
-4,098
| -9% | -$182K |
|
5011
Malibu Boats
MBUU
$576M
| $1.87M | ﹤0.01% |
57,506
-48,572
| -46% | -$1.66M |
|
5012
Sinclair Inc
SBGI
$1B
| $1.86M | ﹤0.01% |
123,264
+37,031
| +43% | +$531K |
|
|
HEPS
5013
D-Market Electronic Services & Trading
HEPS
$1.01B
| $1.86M | ﹤0.01% |
691,683
-160,495
| -19% | -$445K |
|
|
MGIC
5014
DELISTED
Magic Software Enterprises
MGIC
| $1.86M | ﹤0.01% |
91,081
+39,940
| +78% | +$812K |
|
5015
Senseonics Holdings Inc
SENS
$419M
| $1.85M | ﹤0.01% |
212,426
+170,693
| +409% | +$1.65M |
|
5016
Edgewise Therapeutics
EWTX
$4.69B
| $1.85M | ﹤0.01% |
114,128
-56,854
| -33% | -$806K |
|
|
RPC
5017
Ridgepost Capital
RPC
$972M
| $1.85M | ﹤0.01% |
169,919
-65,541
| -28% | -$779K |
|
|
ARX
5018
Accelerant Holdings
ARX
$4.26B
| $1.85M | ﹤0.01% |
+124,025
| New | +$2.9M |
|
5019
LSI Industries
LYTS
$890M
| $1.85M | ﹤0.01% |
78,206
-1,512
| -2% | -$30.7K |
|
5020
Fidelity Magellan ETF
FMAG
$253M
| $1.84M | ﹤0.01% |
52,394
+8,377
| +19% | +$292K |
|
5021
PUT
Generac Holdings
GNRC
$12.8B
| $1.84M | ﹤0.01% |
11,000
+1,000
| +10% | +$175K |
|
5022
National Presto Industries
NPK
$998M
| $1.84M | ﹤0.01% |
16,419
-6,205
| -27% | -$659K |
|
5023
CALL
Viking Therapeutics
VKTX
$3.84B
| $1.84M | ﹤0.01% |
+70,000
| New | +$2.09M |
|
5024
Kaspi.kz JSC
KSPI
$18.9B
| $1.84M | ﹤0.01% |
22,517
+3,507
| +18% | +$307K |
|
|
KE
5025
Kimball Electronics
KE
$606M
| $1.84M | ﹤0.01% |
61,524
+25,467
| +71% | +$628K |
|
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.