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 | |
|---|---|---|---|---|---|---|
6001
Bel Fuse Inc Class A
BELFA
$3.51B
| $555K | ﹤0.01% |
4,771
-1,396
| -23% | -$154K |
|
6002
American Battery Technology Co
ABAT
$340M
| $555K | ﹤0.01% |
114,113
+2,653
| +2% | +$6.93K |
|
6003
ACNB Corp
ACNB
$660M
| $554K | ﹤0.01% |
12,573
+1,122
| +10% | +$49.5K |
|
6004
CALL
Allegro MicroSystems
ALGM
$8.27B
| $552K | ﹤0.01% |
18,900
| – | – |
|
6005
Invesco Global Clean Energy ETF
PBD
$195M
| $552K | ﹤0.01% |
36,615
+1,238
| +3% | +$17.3K |
|
6006
iShares ESG Advanced MSCI USA ETF
USXF
$1.52B
| $551K | ﹤0.01% |
9,622
-203
| -2% | -$11.3K |
|
6007
Caesarstone
CSTE
$119M
| $551K | ﹤0.01% |
346,451
+306,672
| +771% | +$500K |
|
|
ASIC
6008
Ategrity Specialty Insurance
ASIC
$1.19B
| $551K | ﹤0.01% |
27,863
+25,363
| +1,015% | +$532K |
|
6009
CALL
StoneCo
STNE
$2.32B
| $551K | ﹤0.01% |
29,116
| – | – |
|
6010
SES AI
SES
$223M
| $550K | ﹤0.01% |
329,378
-974,396
| -75% | -$1.17M |
|
|
FLNA
6011
Filana Therapeutics
FLNA
$44.1M
| $550K | ﹤0.01% |
188,993
-1,092
| -0.6% | -$2.51K |
|
6012
CALL
L3Harris
LHX
$54.3B
| $550K | ﹤0.01% |
1,800
+1,500
| +500% | +$410K |
|
6013
Fidelity Enhanced Large Cap Core ETF
FELC
$8.41B
| $549K | ﹤0.01% |
14,733
+13,498
| +1,093% | +$482K |
|
6014
Pacer Lunt Large Cap Alternator ETF
ALTL
$92.2M
| $549K | ﹤0.01% |
12,917
-1,046
| -7% | -$42.1K |
|
6015
X4 Pharmaceuticals
XFOR
$418M
| $547K | ﹤0.01% |
159,835
+49,876
| +45% | +$129K |
|
|
DEC
6016
Diversified Energy Company
DEC
$1.01B
| $546K | ﹤0.01% |
38,987
-100,015
| -72% | -$1.5M |
|
|
FOCL
6017
EDAP TMS S.A.
FOCL
$178M
| $546K | ﹤0.01% |
238,220
+59,771
| +33% | +$108K |
|
6018
PUT
Hilton Worldwide
HLT
$73.6B
| $545K | ﹤0.01% |
+2,100
| New | +$568K |
|
6019
M-tron Industries
MPTI
$383M
| $544K | ﹤0.01% |
9,811
+3,786
| +63% | +$170K |
|
6020
CALL
T. Rowe Price
TROW
$23.6B
| $544K | ﹤0.01% |
5,300
| – | – |
|
6021
WisdomTree Emerging Markets Local Debt Fund
ELD
$143M
| $543K | ﹤0.01% |
18,896
+1,037
| +6% | +$29.3K |
|
6022
State Street SPDR FactSet Innovative Technology ETF
XITK
$73.4M
| $540K | ﹤0.01% |
2,838
+2,574
| +975% | +$482K |
|
6023
5E Advanced Materials
FEAM
$66.8M
| $538K | ﹤0.01% |
154,084
+153,308
| +19,756% | +$585K |
|
6024
CALL
Ribbon Communications
RBBN
$377M
| $537K | ﹤0.01% |
141,400
| – | – |
|
6025
Franklin FTSE Canada ETF
FLCA
$866M
| $536K | ﹤0.01% |
11,803
+8,021
| +212% | +$346K |
|
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, 4,189 increased, 4,485 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.