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 | |
|---|---|---|---|---|---|---|
5701
Invesco Zacks Mid-Cap ETF
CZA
$193M
| $839K | ﹤0.01% |
7,634
-19,600
| -72% | -$2.12M |
|
|
LOMA
5702
Loma Negra
LOMA
$1.1B
| $836K | ﹤0.01% |
113,486
+61,180
| +117% | +$609K |
|
5703
PUT
Rogers Communications
RCI
$19.7B
| $835K | ﹤0.01% |
24,231
| – | – |
|
|
GRSD
5704
Grandstand Limited Ordinary Shares
GRSD
$80.4M
| $834K | ﹤0.01% |
102,013
+85,466
| +517% | +$827K |
|
5705
Larimar Therapeutics
LRMR
$453M
| $833K | ﹤0.01% |
257,999
+149,662
| +138% | +$561K |
|
5706
Pyxis Oncology
PYXS
$191M
| $830K | ﹤0.01% |
373,727
-22,369
| -6% | -$32.2K |
|
5707
Columbus McKinnon
CMCO
$556M
| $829K | ﹤0.01% |
57,797
-36,236
| -39% | -$545K |
|
5708
Tyra Biosciences
TYRA
$1.51B
| $827K | ﹤0.01% |
59,144
+12,876
| +28% | +$147K |
|
|
IFLN
5709
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
| $827K | ﹤0.01% |
44,500
+845
| +2% | +$15.6K |
|
5710
PUT
Xylem
XYL
$27.9B
| $826K | ﹤0.01% |
+5,600
| New | +$777K |
|
5711
4D Molecular Therapeutics
FDMT
$637M
| $825K | ﹤0.01% |
94,900
-1,619
| -2% | -$9.68K |
|
|
PDT
5712
John Hancock Premium Dividend Fund
PDT
$628M
| $823K | ﹤0.01% |
61,719
+14,108
| +30% | +$188K |
|
5713
PSQ Holdings
PSQH
$15.5M
| $823K | ﹤0.01% |
28,736
-3,295
| -10% | -$100K |
|
|
AIOT
5714
PowerFleet Inc
AIOT
$417M
| $818K | ﹤0.01% |
156,165
+63,766
| +69% | +$294K |
|
|
MSTZ
5715
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$103M
| $817K | ﹤0.01% |
+155,408
| New | +$697K |
|
|
CLYM
5716
Climb Bio
CLYM
$938M
| $815K | ﹤0.01% |
405,404
+22,922
| +6% | +$42.6K |
|
|
SRV
5717
NXG Cushing Midstream Energy Fund
SRV
$226M
| $815K | ﹤0.01% |
17,730
-30,529
| -63% | -$1.32M |
|
5718
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$81.2M
| $814K | ﹤0.01% |
20,251
+4,095
| +25% | +$159K |
|
5719
NeoVolta
NEOV
$214M
| $814K | ﹤0.01% |
182,459
-128,855
| -41% | -$570K |
|
|
WIW
5720
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$512M
| $812K | ﹤0.01% |
91,386
-89,491
| -49% | -$791K |
|
|
CTNM
5721
Contineum Therapeutics
CTNM
$534M
| $805K | ﹤0.01% |
68,504
+60,839
| +794% | +$490K |
|
5722
Ichor Holdings
ICHR
$2.66B
| $805K | ﹤0.01% |
45,934
+21,428
| +87% | +$407K |
|
5723
Zentalis Pharmaceuticals
ZNTL
$255M
| $804K | ﹤0.01% |
532,678
+403,210
| +311% | +$604K |
|
5724
Navigator Holdings
NVGS
$1.29B
| $803K | ﹤0.01% |
51,829
-44,146
| -46% | -$705K |
|
5725
Midland States Bancorp
MSBI
$693M
| $802K | ﹤0.01% |
46,780
+614
| +1% | +$11K |
|
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.