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 | |
|---|---|---|---|---|---|---|
5901
Vanda Pharmaceuticals
VNDA
$316M
| $629K | ﹤0.01% |
126,116
+56,272
| +81% | +$261K |
|
5902
Kingstone Companies
KINS
$285M
| $629K | ﹤0.01% |
42,790
+8,800
| +26% | +$129K |
|
5903
Amplify Energy
AMPY
$198M
| $627K | ﹤0.01% |
119,492
+16,602
| +16% | +$65.3K |
|
5904
CALL
Carrier Global
CARR
$51.8B
| $627K | ﹤0.01% |
10,500
-41,664
| -80% | -$2.83M |
|
5905
Accuray
ARAY
$33.2M
| $624K | ﹤0.01% |
373,832
-1,407,488
| -79% | -$2.08M |
|
|
ARDC
5906
Are Dynamic Credit Allocation Fund
ARDC
$299M
| $624K | ﹤0.01% |
44,365
-1,926
| -4% | -$27.9K |
|
|
NPAC
5907
New Providence Acquisition Corp III
NPAC
$403M
| $624K | ﹤0.01% |
+61,342
| New | +$622K |
|
5908
Clean Energy Fuels
CLNE
$403M
| $623K | ﹤0.01% |
241,453
-336,094
| -58% | -$786K |
|
5909
CALL
Hilton Worldwide
HLT
$73.6B
| $623K | ﹤0.01% |
+2,400
| New | +$649K |
|
5910
Nathan's Famous
NATH
$397M
| $622K | ﹤0.01% |
5,620
-1,617
| -22% | -$169K |
|
5911
Prenetics Global
PRE
$331M
| $619K | ﹤0.01% |
46,561
+39,733
| +582% | +$348K |
|
5912
JPMorgan High Yield Municipal ETF
JMHI
$293M
| $619K | ﹤0.01% |
12,258
+9,864
| +412% | +$489K |
|
|
CHCT
5913
Community Healthcare Trust
CHCT
$432M
| $619K | ﹤0.01% |
40,443
-78,549
| -66% | -$1.23M |
|
5914
Microbot Medical
MBOT
$104M
| $619K | ﹤0.01% |
202,845
+161,317
| +388% | +$503K |
|
5915
GSI Technology
GSIT
$270M
| $617K | ﹤0.01% |
167,672
+165,944
| +9,603% | +$625K |
|
5916
State Street SPDR S&P Health Care Services ETF
XHS
$209M
| $616K | ﹤0.01% |
6,067
+883
| +17% | +$84.6K |
|
5917
Star Group
SGU
$415M
| $615K | ﹤0.01% |
52,025
+3,333
| +7% | +$38.9K |
|
5918
PUT
JetBlue
JBLU
$2.13B
| $615K | ﹤0.01% |
125,000
-33,700
| -21% | -$162K |
|
5919
PUT
Sabre
SABR
$900M
| $615K | ﹤0.01% |
336,000
| – | – |
|
|
PPIH
5920
Perma-Pipe International
PPIH
$218M
| $615K | ﹤0.01% |
26,234
+25,905
| +7,874% | +$670K |
|
5921
Ribbon Communications
RBBN
$377M
| $614K | ﹤0.01% |
161,488
-107,405
| -40% | -$422K |
|
|
SBI
5922
Western Asset Intermediate Muni Fund
SBI
$108M
| $613K | ﹤0.01% |
77,439
+1,168
| +2% | +$9K |
|
5923
CALL
Lumen
LUMN
$6.93B
| $612K | ﹤0.01% |
+100,000
| New | +$480K |
|
5924
Comtech Telecommunications
CMTL
$52.7M
| $611K | ﹤0.01% |
236,937
+4,157
| +2% | +$9.49K |
|
|
NXG
5925
NXG NextGen Infrastructure Income Fund
NXG
$356M
| $611K | ﹤0.01% |
12,529
+889
| +8% | +$42.8K |
|
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.