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 | |
|---|---|---|---|---|---|---|
5751
Vuzix
VUZI
$258M
| $772K | ﹤0.01% |
246,722
-204,195
| -45% | -$482K |
|
|
TSI
5752
TCW Strategic Income Fund
TSI
$214M
| $772K | ﹤0.01% |
156,821
-27,004
| -15% | -$133K |
|
5753
Columbia Financial
CLBK
$1.23B
| $771K | ﹤0.01% |
51,365
-66,959
| -57% | -$998K |
|
|
GRVY
5754
GRAVITY
GRVY
$489M
| $771K | ﹤0.01% |
12,046
-18,834
| -61% | -$1.21M |
|
5755
CALL
Equifax
EFX
$21.2B
| $771K | ﹤0.01% |
+3,004
| New | +$755K |
|
5756
Priority Technology Holdings
PRTH
$453M
| $770K | ﹤0.01% |
112,024
+14,813
| +15% | +$112K |
|
|
HOLX
5757
CALL
DELISTED
Hologic
HOLX
| $769K | ﹤0.01% |
+11,400
| New | +$757K |
|
|
MCHB
5758
Mechanics Bancorp
MCHB
$3.78B
| $769K | ﹤0.01% |
57,751
+17,698
| +44% | +$235K |
|
|
BFS
5759
Saul Centers
BFS
$860M
| $766K | ﹤0.01% |
24,047
-44,033
| -65% | -$1.45M |
|
5760
AEye
LIDR
$60.9M
| $766K | ﹤0.01% |
307,696
+267,075
| +657% | +$640K |
|
5761
Ecovyst
ECVT
$1.14B
| $766K | ﹤0.01% |
87,455
-261,043
| -75% | -$2.3M |
|
5762
VinFast Auto
VFS
$7.42B
| $764K | ﹤0.01% |
237,139
-82,303
| -26% | -$282K |
|
5763
CALL
XPO
XPO
$24.7B
| $763K | ﹤0.01% |
5,900
| – | – |
|
|
WYFI
5764
WhiteFiber Inc
WYFI
$1.15B
| $763K | ﹤0.01% |
+28,068
| New | +$548K |
|
5765
CALL
Upstart Holdings
UPST
$2.96B
| $762K | ﹤0.01% |
+15,000
| New | +$1.06M |
|
5766
West Bancorporation
WTBA
$508M
| $762K | ﹤0.01% |
37,487
+652
| +2% | +$12.8K |
|
5767
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.26B
| $761K | ﹤0.01% |
10,490
+1,069
| +11% | +$74.6K |
|
5768
LiveWire
LVWR
$246M
| $760K | ﹤0.01% |
160,098
+17,672
| +12% | +$72K |
|
5769
Amplify Etho Climate Leadership US ETF
ETHO
$197M
| $760K | ﹤0.01% |
11,935
-3,476
| -23% | -$213K |
|
5770
CALL
Biohaven
BHVN
$2.21B
| $760K | ﹤0.01% |
+50,600
| New | +$737K |
|
5771
CALL
HealthEquity
HQY
$8.76B
| $758K | ﹤0.01% |
+8,000
| New | +$753K |
|
5772
Babcock & Wilcox
BW
$1.53B
| $758K | ﹤0.01% |
261,325
-318,435
| -55% | -$564K |
|
5773
Invesco S&P SmallCap Momentum ETF
XSMO
$3.14B
| $757K | ﹤0.01% |
+10,291
| New | +$727K |
|
|
BZUN
5774
Baozun
BZUN
$165M
| $757K | ﹤0.01% |
186,863
-40,005
| -18% | -$130K |
|
5775
CALL
Universal Health Services
UHS
$10B
| $756K | ﹤0.01% |
3,700
+3,000
| +429% | +$540K |
|
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.