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 | |
|---|---|---|---|---|---|---|
|
ZK
5201
DELISTED
Zeekr
ZK
| $1.53M | ﹤0.01% |
50,237
-121,551
| -71% | -$3.52M |
|
5202
PUT
Duolingo
DUOL
$6.23B
| $1.53M | ﹤0.01% |
+4,757
| New | +$1.59M |
|
5203
Camden National
CAC
$995M
| $1.53M | ﹤0.01% |
39,673
-48,533
| -55% | -$1.95M |
|
5204
Definitive Healthcare
DH
$67.2M
| $1.53M | ﹤0.01% |
376,909
-99,431
| -21% | -$397K |
|
5205
Red Violet
RDVT
$1.12B
| $1.53M | ﹤0.01% |
29,227
+14,776
| +102% | +$701K |
|
5206
CALL
Trade Desk
TTD
$6.64B
| $1.52M | ﹤0.01% |
31,100
-13,500
| -30% | -$857K |
|
5207
Amplify Cybersecurity ETF
HACK
$3B
| $1.52M | ﹤0.01% |
17,544
+2,006
| +13% | +$170K |
|
5208
AB Disruptors ETF
FWD
$3.23B
| $1.52M | ﹤0.01% |
15,045
+10,792
| +254% | +$1.01M |
|
5209
Lennar Class B
LEN.B
$20.5B
| $1.52M | ﹤0.01% |
12,683
+2,103
| +20% | +$249K |
|
5210
Insteel Industries
IIIN
$635M
| $1.52M | ﹤0.01% |
39,674
-1,055
| -3% | -$39.9K |
|
|
AHL
5211
DELISTED
Aspen Insurance
AHL
| $1.52M | ﹤0.01% |
+41,296
| New | +$1.36M |
|
5212
Richtech Robotics
RR
$394M
| $1.51M | ﹤0.01% |
352,338
-409,201
| -54% | -$1.08M |
|
5213
ProShares UltraShort QQQ
QID
$243M
| $1.51M | ﹤0.01% |
70,197
+17,279
| +33% | +$410K |
|
|
GOOD
5214
Gladstone Commercial Corp
GOOD
$631M
| $1.51M | ﹤0.01% |
122,660
-64,638
| -35% | -$861K |
|
5215
Global X Social Media ETF
SOCL
$93.1M
| $1.51M | ﹤0.01% |
24,842
+734
| +3% | +$41.9K |
|
5216
Innovator S&P Investment Grade Preferred ETF
EPRF
$68.6M
| $1.51M | ﹤0.01% |
82,550
-4,357
| -5% | -$79.1K |
|
5217
CALL
ICICI Bank
IBN
$106B
| $1.51M | ﹤0.01% |
49,900
-29,300
| -37% | -$957K |
|
5218
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$547M
| $1.51M | ﹤0.01% |
17,361
+3,719
| +27% | +$313K |
|
5219
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.21B
| $1.5M | ﹤0.01% |
9,738
+8,738
| +874% | +$866K |
|
5220
Virgin Galactic
SPCE
$512M
| $1.5M | ﹤0.01% |
389,154
-17,253
| -4% | -$57.8K |
|
|
MITT
5221
TPG Mortgage Investment Trust
MITT
$215M
| $1.5M | ﹤0.01% |
207,190
-14,588
| -7% | -$111K |
|
5222
CALL
CRH
CRH
$64.5B
| $1.5M | ﹤0.01% |
+12,500
| New | +$1.32M |
|
5223
Immunocore
IMCR
$1.72B
| $1.5M | ﹤0.01% |
41,234
+18,682
| +83% | +$635K |
|
|
DENN
5224
DELISTED
Denny's
DENN
| $1.5M | ﹤0.01% |
286,271
+34,287
| +14% | +$152K |
|
|
CHW
5225
Calamos Global Dynamic Income Fund
CHW
$555M
| $1.49M | ﹤0.01% |
198,060
+4,167
| +2% | +$30.3K |
|
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.