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 | |
|---|---|---|---|---|---|---|
5526
Metropolitan Bank Holding Corp
MCB
$1.17B
| $1.05M | ﹤0.01% |
13,988
-10,239
| -42% | -$769K |
|
5527
Financial Institutions
FISI
$823M
| $1.05M | ﹤0.01% |
38,422
+4,627
| +14% | +$123K |
|
5528
VanEck Natural Resources ETF
HAP
$309M
| $1.04M | ﹤0.01% |
18,275
-544
| -3% | -$29.6K |
|
|
TECX
5529
Tectonic Therapeutic
TECX
$682M
| $1.04M | ﹤0.01% |
66,460
+32,222
| +94% | +$665K |
|
5530
Nuveen Real Estate Income Fund
JRS
$246M
| $1.04M | ﹤0.01% |
127,091
-317
| -0.2% | -$2.51K |
|
|
FPI
5531
Farmland Partners
FPI
$433M
| $1.04M | ﹤0.01% |
95,485
-2,709
| -3% | -$29.7K |
|
5532
IDT Corp
IDT
$1.66B
| $1.04M | ﹤0.01% |
19,840
+9,413
| +90% | +$587K |
|
|
OACC
5533
Oaktree Acquisition Corp III Life Sciences
OACC
$265M
| $1.04M | ﹤0.01% |
98,721
+98,711
| +987,110% | +$1.03M |
|
5534
CALL
UiPath
PATH
$8.3B
| $1.04M | ﹤0.01% |
77,500
-257,302
| -77% | -$3.04M |
|
|
WSR
5535
DELISTED
Whitestone REIT
WSR
| $1.04M | ﹤0.01% |
84,408
+1,091
| +1% | +$13.7K |
|
5536
Journey Medical
DERM
$185M
| $1.03M | ﹤0.01% |
145,220
-13,531
| -9% | -$98.1K |
|
5537
Wolfspeed
WOLF
$1.65B
| $1.03M | ﹤0.01% |
36,129
-5,930,031
| -99% | -$13.9M |
|
5538
Titan Machinery
TITN
$429M
| $1.03M | ﹤0.01% |
61,573
+12,149
| +25% | +$238K |
|
5539
PUT
Allstate
ALL
$66.1B
| $1.03M | ﹤0.01% |
4,800
+4,600
| +2,300% | +$928K |
|
|
GLDD
5540
DELISTED
Great Lakes Dredge & Dock
GLDD
| $1.03M | ﹤0.01% |
85,826
-75,890
| -47% | -$880K |
|
5541
AudioCodes
AUDC
$255M
| $1.03M | ﹤0.01% |
107,707
-13,358
| -11% | -$131K |
|
|
BYM
5542
DELISTED
BlackRock Municipal Income Quality Trust
BYM
| $1.03M | ﹤0.01% |
93,637
+13,056
| +16% | +$138K |
|
5543
CALL
Helmerich & Payne
HP
$4.42B
| $1.02M | ﹤0.01% |
+46,400
| New | +$855K |
|
5544
Outset Medical
OM
$84.8M
| $1.02M | ﹤0.01% |
72,441
-7,145
| -9% | -$111K |
|
5545
Innoviz Technologies
INVZ
$107M
| $1.02M | ﹤0.01% |
501,141
-427,167
| -46% | -$728K |
|
5546
PUT
Allegro MicroSystems
ALGM
$8.27B
| $1.02M | ﹤0.01% |
35,000
| – | – |
|
5547
CALL
Sigma Lithium
SGML
$1.34B
| $1.02M | ﹤0.01% |
+159,300
| New | +$958K |
|
|
CGO
5548
Calamos Global Total Return Fund
CGO
$131M
| $1.02M | ﹤0.01% |
84,734
-9,118
| -10% | -$108K |
|
5549
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
| $1.02M | ﹤0.01% |
22,249
+1,767
| +9% | +$79.2K |
|
|
ECC
5550
Eagle Point Credit Company
ECC
$510M
| $1.02M | ﹤0.01% |
153,907
+74,433
| +94% | +$527K |
|
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.