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 | |
|---|---|---|---|---|---|---|
5026
Lincoln Educational Services
LINC
$941M
| $1.84M | ﹤0.01% |
78,118
-16,121
| -17% | -$345K |
|
5027
Karooooo
KARO
$1.96B
| $1.84M | ﹤0.01% |
32,131
-14,170
| -31% | -$720K |
|
|
AIFC
5028
AI Financial Corp
AIFC
$57.8M
| $1.83M | ﹤0.01% |
681,877
+645,399
| +1,769% | +$3.86M |
|
|
ISD
5029
PGIM High Yield Bond Fund
ISD
$416M
| $1.83M | ﹤0.01% |
127,482
-1,643
| -1% | -$23.7K |
|
5030
Invesco DB US Dollar Index Bullish Fund
UUP
$413M
| $1.83M | ﹤0.01% |
66,588
+55,679
| +510% | +$1.52M |
|
5031
Domo
DOMO
$186M
| $1.83M | ﹤0.01% |
115,579
+85,410
| +283% | +$1.32M |
|
|
ITIC
5032
Investors Title Co
ITIC
$536M
| $1.83M | ﹤0.01% |
6,828
+1,051
| +18% | +$244K |
|
|
BZAI
5033
Blaize Holdings
BZAI
$108M
| $1.83M | ﹤0.01% |
529,914
+349,808
| +194% | +$1.24M |
|
5034
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
$241M
| $1.83M | ﹤0.01% |
41,472
-9,927
| -19% | -$390K |
|
5035
PUT
Floor & Decor
FND
$6.2B
| $1.83M | ﹤0.01% |
+24,800
| New | +$2.03M |
|
|
PLYM
5036
DELISTED
Plymouth Industrial REIT
PLYM
| $1.82M | ﹤0.01% |
81,533
-70,986
| -47% | -$1.3M |
|
5037
Vestis
VSTS
$1.8B
| $1.81M | ﹤0.01% |
400,588
-981,564
| -71% | -$5.03M |
|
5038
Invesco Food & Beverage ETF
PBJ
$108M
| $1.81M | ﹤0.01% |
39,517
-1,639
| -4% | -$77.9K |
|
|
CHY
5039
Calamos Convertible and High Income Fund
CHY
$1.08B
| $1.81M | ﹤0.01% |
161,483
+415
| +0.3% | +$4.57K |
|
5040
iRadimed
IRMD
$1.1B
| $1.81M | ﹤0.01% |
25,433
+20,242
| +390% | +$1.35M |
|
|
TDAY
5041
USA Today Co
TDAY
$1.01B
| $1.81M | ﹤0.01% |
437,937
+64,052
| +17% | +$257K |
|
5042
US Physical Therapy
USPH
$1.2B
| $1.81M | ﹤0.01% |
21,249
-38,057
| -64% | -$3.05M |
|
5043
iShares MSCI Sweden ETF
EWD
$585M
| $1.8M | ﹤0.01% |
38,194
+9,365
| +32% | +$432K |
|
|
IAUX
5044
i-80 Gold Corp
IAUX
$1.47B
| $1.8M | ﹤0.01% |
1,885,158
-431,504
| -19% | -$314K |
|
5045
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.29B
| $1.79M | ﹤0.01% |
154,234
-1,251
| -0.8% | -$10.6K |
|
|
TIXT
5046
DELISTED
TELUS International
TIXT
| $1.79M | ﹤0.01% |
400,109
-187,633
| -32% | -$761K |
|
5047
Dream Finders Homes
DFH
$1.42B
| $1.79M | ﹤0.01% |
69,128
-95,225
| -58% | -$2.62M |
|
|
HELP
5048
Cybin Inc
HELP
$700M
| $1.79M | ﹤0.01% |
303,740
+124,297
| +69% | +$881K |
|
|
CVGW
5049
DELISTED
Calavo Growers
CVGW
| $1.79M | ﹤0.01% |
69,501
-50,568
| -42% | -$1.37M |
|
5050
Zumiez
ZUMZ
$316M
| $1.79M | ﹤0.01% |
91,220
-52,242
| -36% | -$863K |
|
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.