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 | |
|---|---|---|---|---|---|---|
6076
Invesco Equal Weight 0-30 Year Treasury ETF
GOVI
$1.22B
| $504K | ﹤0.01% |
18,165
-211
| -1% | -$5.78K |
|
|
YSG
6077
Yatsen Holding
YSG
$319M
| $504K | ﹤0.01% |
55,629
+25,583
| +85% | +$243K |
|
6078
iShares MSCI Austria ETF
EWO
$188M
| $504K | ﹤0.01% |
16,254
+10,420
| +179% | +$318K |
|
6079
Sono-Tek
SOTK
$80.8M
| $503K | ﹤0.01% |
113,518
-26,212
| -19% | -$94.9K |
|
6080
iShares iBonds 2029 Term High Yield and Income ETF
IBHI
$499M
| $502K | ﹤0.01% |
21,036
+3,946
| +23% | +$93.3K |
|
6081
Conduent
CNDT
$236M
| $501K | ﹤0.01% |
179,100
-111,680
| -38% | -$302K |
|
|
TBI
6082
Trueblue
TBI
$311M
| $501K | ﹤0.01% |
81,730
+71,363
| +688% | +$451K |
|
6083
Spire Global
SPIR
$567M
| $499K | ﹤0.01% |
45,397
-114,971
| -72% | -$1.19M |
|
6084
WisdomTree US AI Enhanced Value Fund
AIVL
$440M
| $498K | ﹤0.01% |
4,361
-161
| -4% | -$18.3K |
|
|
XYF
6085
X Financial
XYF
$209M
| $498K | ﹤0.01% |
36,189
-6,514
| -15% | -$100K |
|
6086
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.4B
| $497K | ﹤0.01% |
+6,755
| New | +$484K |
|
6087
SkinHealth Systems
SKIN
$86.8M
| $497K | ﹤0.01% |
249,554
-55,072
| -18% | -$112K |
|
6088
First Business Financial Services
FBIZ
$598M
| $496K | ﹤0.01% |
9,684
+3,809
| +65% | +$195K |
|
|
DAAQ
6089
Digital Asset Acquisition Corp
DAAQ
$240M
| $495K | ﹤0.01% |
48,588
+34,884
| +255% | +$360K |
|
6090
Invesco BulletShares 2032 Municipal Bond ETF
BSMW
$214M
| $494K | ﹤0.01% |
19,795
+9,005
| +83% | +$221K |
|
|
FVR
6091
FrontView REIT
FVR
$483M
| $494K | ﹤0.01% |
36,009
-3,881
| -10% | -$49.7K |
|
6092
Cyngn
CYN
$16M
| $492K | ﹤0.01% |
81,627
+64,053
| +364% | +$461K |
|
6093
Investar Holding Corp
ISTR
$426M
| $491K | ﹤0.01% |
21,158
+16,302
| +336% | +$366K |
|
6094
Amplify Travel Tech ETF
AWAY
$32.6M
| $490K | ﹤0.01% |
22,012
-8,389
| -28% | -$185K |
|
6095
Sportsman's Warehouse
SPWH
$46.4M
| $489K | ﹤0.01% |
176,679
+121,207
| +219% | +$387K |
|
6096
Invesco S&P MidCap 400 Pure Value ETF
RFV
$343M
| $489K | ﹤0.01% |
3,810
-4,556
| -54% | -$579K |
|
6097
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$64M
| $489K | ﹤0.01% |
11,593
-263
| -2% | -$11.1K |
|
6098
Matrix Service
MTRX
$335M
| $488K | ﹤0.01% |
37,309
-12,583
| -25% | -$179K |
|
|
FLOC
6099
Flowco Holdings
FLOC
$1.04B
| $487K | ﹤0.01% |
32,797
-219,714
| -87% | -$3.71M |
|
|
DDL
6100
Dingdong
DDL
$523M
| $487K | ﹤0.01% |
235,129
+202,772
| +627% | +$439K |
|
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.