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 | |
|---|---|---|---|---|---|---|
5051
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$262M
| $1.79M | ﹤0.01% |
13,768
+3,483
| +34% | +$449K |
|
5052
CALL
Under Armour Class C
UA
$2.24B
| $1.79M | ﹤0.01% |
369,800
+119,800
| +48% | +$670K |
|
|
CRESY
5053
Cresud
CRESY
$748M
| $1.78M | ﹤0.01% |
195,403
-57,939
| -23% | -$596K |
|
5054
AlTi Global
ALTI
$462M
| $1.77M | ﹤0.01% |
498,085
-17,780
| -3% | -$73.7K |
|
5055
Community Health Systems
CYH
$417M
| $1.77M | ﹤0.01% |
551,681
-98,594
| -15% | -$296K |
|
5056
Amplify Blockchain Technology ETF
BLOK
$1.08B
| $1.77M | ﹤0.01% |
26,352
-21,916
| -45% | -$1.33M |
|
|
LUCK
5057
Lucky Strike Entertainment
LUCK
$936M
| $1.77M | ﹤0.01% |
172,518
+54,919
| +47% | +$553K |
|
5058
First Commonwealth Financial
FCF
$2.19B
| $1.77M | ﹤0.01% |
103,543
-272,186
| -72% | -$4.65M |
|
5059
PUT
Aflac
AFL
$60.7B
| $1.76M | ﹤0.01% |
15,800
+12,300
| +351% | +$1.29M |
|
5060
PUT
STMicroelectronics
STM
$49B
| $1.76M | ﹤0.01% |
62,400
+22,400
| +56% | +$626K |
|
|
EOD
5061
Allspring Global Dividend Opportunity Fund
EOD
$288M
| $1.76M | ﹤0.01% |
308,931
-14,280
| -4% | -$80.1K |
|
5062
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.19B
| $1.76M | ﹤0.01% |
49,196
+16,772
| +52% | +$572K |
|
|
AAUC
5063
Allied Gold Corp
AAUC
$3.22B
| $1.76M | ﹤0.01% |
100,543
-1,252,585
| -93% | -$17.6M |
|
5064
Alerian Energy Infrastructure ETF
ENFR
$524M
| $1.76M | ﹤0.01% |
54,305
-706
| -1% | -$22.4K |
|
5065
Climb Global Solutions
CLMB
$534M
| $1.76M | ﹤0.01% |
52,204
+2,788
| +6% | +$82.7K |
|
5066
Bank of N.T. Butterfield & Son
NTB
$2.51B
| $1.76M | ﹤0.01% |
40,987
-166,883
| -80% | -$7.52M |
|
5067
SunCoke Energy
SXC
$796M
| $1.76M | ﹤0.01% |
215,502
-363,554
| -63% | -$2.9M |
|
5068
CALL
Summit Therapeutics
SMMT
$10.5B
| $1.76M | ﹤0.01% |
+85,000
| New | +$2.06M |
|
5069
Hafnia
HAFN
$3.88B
| $1.75M | ﹤0.01% |
292,290
-582,907
| -67% | -$3.34M |
|
5070
CALL
Samsara
IOT
$23.6B
| $1.75M | ﹤0.01% |
47,000
+4,500
| +11% | +$167K |
|
5071
Movado Group
MOV
$792M
| $1.75M | ﹤0.01% |
92,239
+55,922
| +154% | +$970K |
|
5072
Orrstown Financial Services
ORRF
$855M
| $1.74M | ﹤0.01% |
51,350
+15,864
| +45% | +$539K |
|
5073
OceanFirst Financial
OCFC
$1.9B
| $1.74M | ﹤0.01% |
99,217
-59,072
| -37% | -$1.06M |
|
|
FFIC
5074
DELISTED
Flushing Financial
FFIC
| $1.74M | ﹤0.01% |
126,130
-359,913
| -74% | -$4.68M |
|
|
CD
5075
Chaince Digital Holdings
CD
$369M
| $1.74M | ﹤0.01% |
70,842
+16,644
| +31% | +$105K |
|
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.