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 | |
|---|---|---|---|---|---|---|
5176
Contango Silver & Gold Inc
CTGO
$675M
| $1.57M | ﹤0.01% |
63,120
+3,037
| +5% | +$64.6K |
|
5177
MediaAlpha
MAX
$824M
| $1.57M | ﹤0.01% |
138,186
-390,194
| -74% | -$4.3M |
|
5178
AdaptHealth
AHCO
$786M
| $1.57M | ﹤0.01% |
175,485
-162,047
| -48% | -$1.5M |
|
5179
PUT
T. Rowe Price
TROW
$23.5B
| $1.57M | ﹤0.01% |
15,300
| – | – |
|
5180
Anixa Biosciences
ANIX
$109M
| $1.57M | ﹤0.01% |
474,480
-30,810
| -6% | -$97.5K |
|
5181
ReposiTrak
TRAK
$154M
| $1.56M | ﹤0.01% |
105,463
-6,632
| -6% | -$115K |
|
5182
Target Hospitality
TH
$1.71B
| $1.56M | ﹤0.01% |
184,158
+33,202
| +22% | +$274K |
|
5183
Hyster-Yale Materials Handling
HY
$616M
| $1.56M | ﹤0.01% |
42,291
+22,790
| +117% | +$889K |
|
5184
PUT
Canadian National Railway
CNI
$77.1B
| $1.56M | ﹤0.01% |
16,500
| – | – |
|
5185
Global X SuperIncome Preferred ETF
SPFF
$143M
| $1.55M | ﹤0.01% |
168,282
+1,883
| +1% | +$17.4K |
|
5186
Mercantile Bank Corp
MBWM
$1.06B
| $1.55M | ﹤0.01% |
34,534
+13,095
| +61% | +$622K |
|
|
CMBT
5187
CMB.TECH NV
CMBT
$4.98B
| $1.55M | ﹤0.01% |
165,348
-82,367
| -33% | -$754K |
|
5188
Inspire Small/Mid Cap Impact ETF
ISMD
$347M
| $1.55M | ﹤0.01% |
39,891
+1,141
| +3% | +$42.9K |
|
5189
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$147M
| $1.55M | ﹤0.01% |
51,462
+14,475
| +39% | +$391K |
|
|
INGM
5190
Ingram Micro Holding
INGM
$6.54B
| $1.55M | ﹤0.01% |
71,929
-87,627
| -55% | -$1.78M |
|
|
LCCCU
5191
Lakeshore Acquisition III Corp Unit
LCCCU
$94.5M
| $1.54M | ﹤0.01% |
150,542
-458
| -0.3% | -$4.69K |
|
5192
PUT
Sanofi
SNY
$105B
| $1.54M | ﹤0.01% |
+32,700
| New | +$1.58M |
|
5193
United States Antimony
UAMY
$820M
| $1.54M | ﹤0.01% |
248,756
+53,667
| +28% | +$224K |
|
5194
Radware
RDWR
$1.23B
| $1.54M | ﹤0.01% |
58,213
-19,707
| -25% | -$526K |
|
5195
CALL
GameStop
GME
$8.36B
| $1.54M | ﹤0.01% |
56,500
+6,000
| +12% | +$142K |
|
|
BFZ
5196
DELISTED
BlackRock CA Municipal Income Trust
BFZ
| $1.54M | ﹤0.01% |
140,647
-23,023
| -14% | -$245K |
|
|
BCAX
5197
Bicara Therapeutics
BCAX
$1.58B
| $1.54M | ﹤0.01% |
97,362
+9,756
| +11% | +$109K |
|
5198
Washington Trust Bancorp
WASH
$768M
| $1.54M | ﹤0.01% |
53,129
-17,862
| -25% | -$517K |
|
5199
Ituran Location and Control
ITRN
$1.08B
| $1.53M | ﹤0.01% |
42,963
-80,905
| -65% | -$3.06M |
|
5200
Thryv Holdings
THRY
$95.5M
| $1.53M | ﹤0.01% |
127,172
+11,070
| +10% | +$140K |
|
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.