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 | |
|---|---|---|---|---|---|---|
5726
CALL
Globant
GLOB
$1.61B
| $802K | ﹤0.01% |
13,970
| – | – |
|
5727
iShares MSCI China Small-Cap ETF
ECNS
$66.3M
| $801K | ﹤0.01% |
20,287
-15,028
| -43% | -$546K |
|
5728
RCI Hospitality Holdings
RICK
$236M
| $796K | ﹤0.01% |
26,099
+15,021
| +136% | +$538K |
|
5729
State Street SPDR S&P Global Dividend ETF
WDIV
$284M
| $796K | ﹤0.01% |
10,951
-5,816
| -35% | -$420K |
|
5730
ALPS Clean Energy ETF
ACES
$125M
| $795K | ﹤0.01% |
24,896
+4,466
| +22% | +$128K |
|
5731
Milestone Pharmaceuticals
MIST
$137M
| $795K | ﹤0.01% |
397,534
+74,886
| +23% | +$132K |
|
5732
Relay Therapeutics
RLAY
$4.35B
| $795K | ﹤0.01% |
152,253
-20,837
| -12% | -$79.5K |
|
|
FMN
5733
Federated Hermes Premier Municipal Income Fund
FMN
$87.5M
| $794K | ﹤0.01% |
71,875
-1,411
| -2% | -$15.1K |
|
|
BLE
5734
DELISTED
BlackRock Municipal Income Trust II
BLE
| $793K | ﹤0.01% |
75,892
-8,881
| -10% | -$88.9K |
|
5735
McCormick & Company Voting
MKC.V
$14.6B
| $792K | ﹤0.01% |
11,876
+950
| +9% | +$66.5K |
|
5736
CALL
Lemonade
LMND
$4.07B
| $792K | ﹤0.01% |
14,794
+9,250
| +167% | +$451K |
|
5737
Innovator US Equity Buffer ETF November
BNOV
$213M
| $789K | ﹤0.01% |
18,141
+5,863
| +48% | +$248K |
|
5738
Outdoor Holding Co
POWW
$260M
| $788K | ﹤0.01% |
532,702
+457,636
| +610% | +$610K |
|
|
ZBIO
5739
Zenas BioPharma
ZBIO
$1.86B
| $788K | ﹤0.01% |
35,492
+11,229
| +46% | +$183K |
|
5740
Finance of America Companies
FOA
$201M
| $787K | ﹤0.01% |
35,108
-208
| -0.6% | -$5.19K |
|
|
SNBR
5741
DELISTED
Sleep Number
SNBR
| $787K | ﹤0.01% |
112,167
+42,932
| +62% | +$376K |
|
|
MCR
5742
DELISTED
MFS Charter Income Trust
MCR
| $784K | ﹤0.01% |
122,116
+32,395
| +36% | +$207K |
|
5743
CALL
Celanese
CE
$5.01B
| $783K | ﹤0.01% |
+18,600
| New | +$926K |
|
5744
Unisys
UIS
$209M
| $781K | ﹤0.01% |
200,384
+76,651
| +62% | +$311K |
|
5745
PUT
Nasdaq
NDAQ
$54.2B
| $778K | ﹤0.01% |
8,800
+7,500
| +577% | +$695K |
|
5746
Acme United Corp
ACU
$232M
| $778K | ﹤0.01% |
18,897
+9,839
| +109% | +$414K |
|
|
ONIT
5747
Onity Group
ONIT
$328M
| $776K | ﹤0.01% |
19,426
-4,886
| -20% | -$196K |
|
5748
Global X SuperDividend US ETF
DIV
$786M
| $776K | ﹤0.01% |
43,842
+3,330
| +8% | +$59K |
|
5749
Old Second Bancorp
OSBC
$1.32B
| $775K | ﹤0.01% |
44,812
+7,541
| +20% | +$136K |
|
5750
Global X MSCI Norway ETF
NORW
$89.4M
| $773K | ﹤0.01% |
25,582
+9,438
| +58% | +$278K |
|
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.