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 | |
|---|---|---|---|---|---|---|
5151
Brown-Forman Class A
BF.A
$13.3B
| $1.62M | ﹤0.01% |
60,052
+23,804
| +66% | +$692K |
|
5152
Quantum Corp
QMCO
$1.02B
| $1.61M | ﹤0.01% |
162,605
+102,384
| +170% | +$861K |
|
|
WBI
5153
WaterBridge Infrastructure LLC
WBI
$1.48B
| $1.61M | ﹤0.01% |
+63,874
| New | +$1.5M |
|
5154
RGC Resources
RGCO
$225M
| $1.61M | ﹤0.01% |
71,718
-2,622
| -4% | -$57.5K |
|
5155
CALL
Veeva Systems
VEEV
$40.2B
| $1.61M | ﹤0.01% |
5,400
| – | – |
|
5156
Nuveen Select Maturities Municipal Fund
NIM
$116M
| $1.61M | ﹤0.01% |
173,515
+3,087
| +2% | +$28.3K |
|
5157
CALL
Republic Services
RSG
$66.2B
| $1.61M | ﹤0.01% |
7,000
+6,800
| +3,400% | +$1.6M |
|
5158
Sutro Biopharma
STRO
$352M
| $1.6M | ﹤0.01% |
184,584
+22,696
| +14% | +$193K |
|
5159
Minerals Technologies
MTX
$2.25B
| $1.6M | ﹤0.01% |
25,780
-21,745
| -46% | -$1.33M |
|
|
PCQ
5160
Pimco California Municipal Income Fund
PCQ
$168M
| $1.6M | ﹤0.01% |
183,355
+167,969
| +1,092% | +$1.42M |
|
|
OPRA
5161
Opera Ltd
OPRA
$1.79B
| $1.6M | ﹤0.01% |
77,324
+27,348
| +55% | +$489K |
|
|
SLN
5162
Silence Therapeutics
SLN
$643M
| $1.6M | ﹤0.01% |
307,363
+78,854
| +35% | +$438K |
|
5163
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.24B
| $1.59M | ﹤0.01% |
+44,049
| New | +$1.56M |
|
5164
Allot
ALLT
$378M
| $1.59M | ﹤0.01% |
150,384
-140,871
| -48% | -$1.2M |
|
5165
CALL
Pagaya Technologies
PGY
$1.79B
| $1.59M | ﹤0.01% |
+53,500
| New | +$1.73M |
|
|
FFC
5166
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$781M
| $1.59M | ﹤0.01% |
94,006
-9,332
| -9% | -$153K |
|
5167
CALL
Teladoc Health
TDOC
$1.25B
| $1.59M | ﹤0.01% |
205,200
+1,300
| +0.6% | +$10.1K |
|
5168
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$59M
| $1.58M | ﹤0.01% |
38,398
-3,497
| -8% | -$136K |
|
5169
SIGA Technologies
SIGA
$207M
| $1.58M | ﹤0.01% |
173,012
+138,251
| +398% | +$1.11M |
|
|
MMU
5170
Western Asset Managed Municipals Fund
MMU
$560M
| $1.58M | ﹤0.01% |
152,956
-13,086
| -8% | -$131K |
|
|
IRBT
5171
DELISTED
iRobot
IRBT
| $1.58M | ﹤0.01% |
440,280
+94,103
| +27% | +$364K |
|
5172
Global Ship Lease
GSL
$1.51B
| $1.58M | ﹤0.01% |
51,368
-349,479
| -87% | -$10.4M |
|
|
OLPX
5173
DELISTED
Olaplex Holdings
OLPX
| $1.58M | ﹤0.01% |
1,203,307
+375,867
| +45% | +$539K |
|
|
WTPI
5174
WisdomTree Equity Premium Income Fund
WTPI
$505M
| $1.57M | ﹤0.01% |
47,334
-531
| -1% | -$17.4K |
|
5175
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$65.9M
| $1.57M | ﹤0.01% |
38,038
+1,447
| +4% | +$59.2K |
|
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.