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 | |
|---|---|---|---|---|---|---|
|
PKST
5576
DELISTED
Peakstone Realty Trust
PKST
| $985K | ﹤0.01% |
75,055
+15,455
| +26% | +$206K |
|
5577
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$461M
| $984K | ﹤0.01% |
30,462
+18,430
| +153% | +$593K |
|
5578
Cricut
CRCT
$1.21B
| $982K | ﹤0.01% |
156,159
+75,652
| +94% | +$443K |
|
|
ABX
5579
Abacus Global Management
ABX
$907M
| $980K | ﹤0.01% |
171,044
+9,571
| +6% | +$56.8K |
|
5580
Anterix
ATEX
$1.79B
| $979K | ﹤0.01% |
45,621
-7,726
| -14% | -$173K |
|
|
TGB
5581
Trekor Metals
TGB
$3.06B
| $979K | ﹤0.01% |
231,504
-493,629
| -68% | -$1.68M |
|
5582
Strive US Energy ETF
DRLL
$306M
| $977K | ﹤0.01% |
33,992
-18,586
| -35% | -$525K |
|
|
BNY
5583
DELISTED
BlackRock New York Municipal Income Trust
BNY
| $975K | ﹤0.01% |
96,370
-27,395
| -22% | -$266K |
|
5584
Timothy Plan International ETF
TPIF
$267M
| $975K | ﹤0.01% |
29,197
+82
| +0.3% | +$2.69K |
|
5585
Grupo Aeroportuario del Sureste
ASR
$7.94B
| $973K | ﹤0.01% |
3,010
-18,406
| -86% | -$5.92M |
|
5586
Invesco Energy Exploration & Production ETF
PXE
$86.4M
| $973K | ﹤0.01% |
33,100
-393
| -1% | -$11.3K |
|
5587
CALL
Albertsons Companies
ACI
$6.03B
| $972K | ﹤0.01% |
55,500
-40,000
| -42% | -$784K |
|
|
FSCO
5588
FS Credit Opportunities Corp
FSCO
$1.03B
| $969K | ﹤0.01% |
140,262
+14,700
| +12% | +$108K |
|
5589
PUT
M&T Bank
MTB
$36.7B
| $968K | ﹤0.01% |
+4,900
| New | +$961K |
|
|
FISV
5590
CALL
Fiserv Inc
FISV
$28.9B
| $967K | ﹤0.01% |
7,500
| – | – |
|
|
SVC
5591
Service Properties Trust
SVC
$1.05B
| $967K | ﹤0.01% |
71,333
+11,280
| +19% | +$153K |
|
|
GRDN
5592
Guardian Pharmacy Services
GRDN
$2.43B
| $964K | ﹤0.01% |
36,760
-13,412
| -27% | -$320K |
|
|
SRDX
5593
DELISTED
Surmodics
SRDX
| $964K | ﹤0.01% |
32,251
-390,473
| -92% | -$13M |
|
5594
PUT
Solventum
SOLV
$15.1B
| $964K | ﹤0.01% |
+13,200
| New | +$968K |
|
5595
Village Super Market
VLGEA
$637M
| $964K | ﹤0.01% |
25,791
-5,623
| -18% | -$207K |
|
|
BWAY
5596
Brainsway
BWAY
$655M
| $963K | ﹤0.01% |
127,756
+121,754
| +2,029% | +$840K |
|
|
OMDA
5597
Omada Health Inc
OMDA
$1.46B
| $961K | ﹤0.01% |
43,484
+5,626
| +15% | +$115K |
|
|
BEAG
5598
Bold Eagle Acquisition Corp
BEAG
| $961K | ﹤0.01% |
92,439
-49,887
| -35% | -$520K |
|
|
URG
5599
Ur-Energy
URG
$537M
| $960K | ﹤0.01% |
536,247
-128,807
| -19% | -$175K |
|
5600
CALL
Yum China
YUMC
$16.3B
| $958K | ﹤0.01% |
22,320
-5,612
| -20% | -$255K |
|
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.