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 | |
|---|---|---|---|---|---|---|
|
TGNA
5551
CALL
DELISTED
TEGNA Inc
TGNA
| $1.02M | ﹤0.01% |
+50,000
| New | +$953K |
|
5552
Mama's Creations
MAMA
$802M
| $1.02M | ﹤0.01% |
96,694
-45,456
| -32% | -$412K |
|
5553
Invesco WilderHill Clean Energy ETF
PBW
$465M
| $1.01M | ﹤0.01% |
35,144
-34,454
| -50% | -$850K |
|
5554
Republic Bancorp
RBCAA
$1.92B
| $1.01M | ﹤0.01% |
13,963
+1,635
| +13% | +$121K |
|
5555
PUT
Adient
ADNT
$1.57B
| $1.01M | ﹤0.01% |
41,800
| – | – |
|
5556
Icahn Enterprises
IEP
$5.27B
| $1.01M | ﹤0.01% |
119,509
+10,786
| +10% | +$94.4K |
|
5557
ProShares Bitcoin Strategy ETF
BITO
$1.42B
| $1M | ﹤0.01% |
51,047
-8,957
| -15% | -$187K |
|
5558
MasterCraft Boat Holdings
MCFT
$605M
| $1M | ﹤0.01% |
46,792
+11,590
| +33% | +$242K |
|
|
LGI
5559
Lazard Global Total Return & Income Fund
LGI
$241M
| $1M | ﹤0.01% |
57,965
-47,511
| -45% | -$819K |
|
|
FUND
5560
Sprott Focus Trust
FUND
$320M
| $1M | ﹤0.01% |
120,586
-863
| -0.7% | -$6.88K |
|
5561
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.5M
| $1,000K | ﹤0.01% |
+46,633
| New | +$1.04M |
|
5562
Nuveen Real Asset Income & Growth Fund
JRI
$346M
| $999K | ﹤0.01% |
70,124
-65,390
| -48% | -$884K |
|
5563
Agilon Health
AGL
$1.63B
| $997K | ﹤0.01% |
38,729
-15,039
| -28% | -$568K |
|
5564
CALL
WisdomTree India Earnings Fund ETF
EPI
$2.03B
| $996K | ﹤0.01% |
22,540
| – | – |
|
5565
iShares MSCI Thailand ETF
THD
$353M
| $995K | ﹤0.01% |
16,894
+1,874
| +12% | +$107K |
|
|
AVR
5566
Anteris Technologies
AVR
$916M
| $995K | ﹤0.01% |
221,030
-80,128
| -27% | -$314K |
|
5567
CALL
TransDigm Group
TDG
$69.5B
| $994K | ﹤0.01% |
+754
| New | +$1.08M |
|
5568
Cass Information Systems
CASS
$748M
| $992K | ﹤0.01% |
25,226
+5,733
| +29% | +$244K |
|
5569
Tiptree Inc
TIPT
$672M
| $990K | ﹤0.01% |
51,655
-50,567
| -49% | -$1.13M |
|
5570
Exagen
XGN
$161M
| $989K | ﹤0.01% |
90,011
-356,196
| -80% | -$3.15M |
|
5571
Televisa
TV
$1.53B
| $988K | ﹤0.01% |
367,164
+135,202
| +58% | +$341K |
|
5572
FT Energy Income Partners Strategy ETF
EIPX
$582M
| $987K | ﹤0.01% |
37,730
-5
| -0% | -$130 |
|
|
ACRE
5573
Ares Commercial Real Estate
ACRE
$262M
| $985K | ﹤0.01% |
218,460
-18,893
| -8% | -$87.7K |
|
5574
Stoneridge
SRI
$205M
| $985K | ﹤0.01% |
129,260
+73,818
| +133% | +$585K |
|
|
GRMN
5575
CALL
Garmin
GRMN
$59.8B
| $985K | ﹤0.01% |
4,000
+2,000
| +100% | +$461K |
|
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.