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 | |
|---|---|---|---|---|---|---|
5501
PUT
Cummins
CMI
$86.9B
| $1.08M | ﹤0.01% |
2,551
| – | – |
|
5502
EA Series Trust Strive Small-Cap ETF
STXK
$90.6M
| $1.08M | ﹤0.01% |
32,506
+8,849
| +37% | +$284K |
|
5503
US Gold Corp
USAU
$245M
| $1.08M | ﹤0.01% |
65,242
+44,573
| +216% | +$569K |
|
5504
PUT
PagerDuty
PD
$918M
| $1.07M | ﹤0.01% |
+65,000
| New | +$1.03M |
|
5505
Claros Mortgage Trust
CMTG
$257M
| $1.07M | ﹤0.01% |
323,020
-263,044
| -45% | -$886K |
|
5506
Harbor Long-Term Growers ETF
WINN
$1.2B
| $1.07M | ﹤0.01% |
+34,389
| New | +$1.03M |
|
5507
ARK Space & Defense Innovation ETF
ARKX
$865M
| $1.07M | ﹤0.01% |
37,498
-54,500
| -59% | -$1.43M |
|
5508
PUT
UiPath
PATH
$8.3B
| $1.07M | ﹤0.01% |
80,000
-340,800
| -81% | -$4.03M |
|
5509
OrthoPediatrics
KIDS
$648M
| $1.07M | ﹤0.01% |
57,694
+22,677
| +65% | +$467K |
|
5510
LeaderShares Dynamic Yield ETF
DYLD
$40.2M
| $1.07M | ﹤0.01% |
47,052
+7,355
| +19% | +$167K |
|
|
MMD
5511
MainStay MacKay DefinedTerm Municipal Opportunities Fund
MMD
$282M
| $1.06M | ﹤0.01% |
70,378
-35,162
| -33% | -$521K |
|
|
OLP
5512
One Liberty Properties
OLP
$529M
| $1.06M | ﹤0.01% |
48,130
+2,486
| +5% | +$57.4K |
|
5513
Ironwood Pharmaceuticals
IRWD
$712M
| $1.06M | ﹤0.01% |
811,664
+511,554
| +170% | +$529K |
|
|
MBX
5514
MBX Biosciences
MBX
$3.3B
| $1.06M | ﹤0.01% |
60,725
+29,758
| +96% | +$398K |
|
5515
Nuveen Credit Strategies Income Fund
JQC
$708M
| $1.06M | ﹤0.01% |
201,546
-58,376
| -22% | -$319K |
|
|
AWF
5516
AllianceBernstein Global High Income Fund
AWF
$875M
| $1.06M | ﹤0.01% |
94,563
-2,649
| -3% | -$29.6K |
|
|
EWCZ
5517
DELISTED
European Wax Center
EWCZ
| $1.06M | ﹤0.01% |
265,520
-565,856
| -68% | -$2.58M |
|
|
KDK
5518
Kodiak AI
KDK
$835M
| $1.06M | ﹤0.01% |
154,866
+13,367
| +9% | +$148K |
|
5519
NovoCure
NVCR
$1.97B
| $1.06M | ﹤0.01% |
81,975
-191,407
| -70% | -$2.56M |
|
5520
Annexon
ANNX
$867M
| $1.06M | ﹤0.01% |
346,139
+21,017
| +6% | +$52.2K |
|
|
NHICU
5521
NewHold Investment Corp III Units
NHICU
$217M
| $1.06M | ﹤0.01% |
102,071
-79,599
| -44% | -$822K |
|
|
BULL
5522
PUT
Webull Corp
BULL
$4.28B
| $1.05M | ﹤0.01% |
+71,300
| New | +$1.02M |
|
|
THS
5523
CALL
DELISTED
Treehouse Foods
THS
| $1.05M | ﹤0.01% |
+52,000
| New | +$986K |
|
5524
ADC Therapeutics
ADCT
$128M
| $1.05M | ﹤0.01% |
262,261
-565,314
| -68% | -$1.78M |
|
5525
Aldeyra Therapeutics
ALDX
$94.1M
| $1.05M | ﹤0.01% |
200,739
+93,486
| +87% | +$488K |
|
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.