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 | |
|---|---|---|---|---|---|---|
5601
CALL
Celsius Holdings
CELH
$7.36B
| $958K | ﹤0.01% |
16,660
-10,090
| -38% | -$528K |
|
|
API
5602
Agora
API
$392M
| $954K | ﹤0.01% |
249,787
+152,679
| +157% | +$576K |
|
|
QVCGA
5603
DELISTED
QVC Group Inc Series A
QVCGA
| $954K | ﹤0.01% |
70,731
+16,307
| +30% | +$106K |
|
5604
Covenant Logistics
CVLG
$886M
| $952K | ﹤0.01% |
43,938
-32,844
| -43% | -$785K |
|
|
IBHE
5605
DELISTED
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
| $952K | ﹤0.01% |
40,981
| – | – |
|
5606
CALL
iShares Core S&P Small-Cap ETF
IJR
$114B
| $951K | ﹤0.01% |
8,000
-2,040
| -20% | -$235K |
|
5607
Cabaletta Bio
CABA
$448M
| $948K | ﹤0.01% |
405,120
-66,922
| -14% | -$115K |
|
5608
Safety Insurance
SAFT
$1.52B
| $947K | ﹤0.01% |
13,400
-20,117
| -60% | -$1.46M |
|
5609
Compañía de Cervecerías Unidas
CCU
$2.18B
| $947K | ﹤0.01% |
78,122
+7,468
| +11% | +$91.3K |
|
5610
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$319M
| $946K | ﹤0.01% |
20,433
+18
| +0.1% | +$822 |
|
|
ADUR
5611
Aduro Clean Technologies
ADUR
$573M
| $946K | ﹤0.01% |
70,594
+12,202
| +21% | +$141K |
|
5612
Kyverna Therapeutics
KYTX
$505M
| $945K | ﹤0.01% |
157,422
+59,264
| +60% | +$237K |
|
5613
Alico
ALCO
$297M
| $944K | ﹤0.01% |
27,239
+523
| +2% | +$17.4K |
|
5614
Forestar Group
FOR
$1.5B
| $943K | ﹤0.01% |
35,478
-11,712
| -25% | -$300K |
|
5615
CALL
AES
AES
$10.5B
| $942K | ﹤0.01% |
+71,600
| New | +$930K |
|
|
IDE
5616
Voya Infrastructure, Industrials and Materials Fund
IDE
$202M
| $938K | ﹤0.01% |
77,360
+3,540
| +5% | +$42.7K |
|
|
MSTU
5617
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$296M
| $938K | ﹤0.01% |
20,166
-35,748
| -64% | -$2.45M |
|
5618
PUT
QuantumScape Corp
QS
$3.81B
| $938K | ﹤0.01% |
+76,100
| New | +$742K |
|
|
NXDR
5619
Nextdoor Holdings
NXDR
$998M
| $937K | ﹤0.01% |
448,379
-408,716
| -48% | -$792K |
|
5620
Arteris
AIP
$1.39B
| $936K | ﹤0.01% |
92,716
+41,445
| +81% | +$395K |
|
5621
Enel Chile
ENIC
$6.27B
| $934K | ﹤0.01% |
240,193
-12,712
| -5% | -$44.5K |
|
5622
Perion Network
PERI
$385M
| $932K | ﹤0.01% |
97,057
-118,244
| -55% | -$1.18M |
|
5623
AMERISAFE
AMSF
$513M
| $931K | ﹤0.01% |
21,236
-13,750
| -39% | -$616K |
|
5624
BK Technologies
BKTI
$277M
| $931K | ﹤0.01% |
11,019
+4,694
| +74% | +$268K |
|
5625
iShares Currency Hedged MSCI Emerging Markets
HEEM
$293M
| $930K | ﹤0.01% |
27,627
+1,316
| +5% | +$41.5K |
|
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.