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 | |
|---|---|---|---|---|---|---|
6251
Velocity Financial
VEL
$717M
| $387K | ﹤0.01% |
21,351
+10,006
| +88% | +$183K |
|
6252
PUT
Huntington Bancshares
HBAN
$36.2B
| $387K | ﹤0.01% |
+22,400
| New | +$383K |
|
6253
ProShares Nasdaq-100 High Income ETF
IQQQ
$414M
| $386K | ﹤0.01% |
8,771
+7,163
| +445% | +$302K |
|
6254
SR Bancorp
SRBK
$146M
| $386K | ﹤0.01% |
25,561
+14,660
| +134% | +$213K |
|
6255
Avita Medical
RCEL
$243M
| $385K | ﹤0.01% |
75,400
-334,399
| -82% | -$1.74M |
|
|
BBU
6256
DELISTED
Brookfield Business Partners
BBU
| $385K | ﹤0.01% |
11,809
-7,113
| -38% | -$190K |
|
|
CRE
6257
Cre8 Enterprise Ltd
CRE
$5.42M
| $385K | ﹤0.01% |
+32,063
| New | +$866K |
|
|
AVBC
6258
Avidia Bancorp
AVBC
$410M
| $384K | ﹤0.01% |
+25,731
| New | +$389K |
|
6259
Johnson Outdoors
JOUT
$505M
| $384K | ﹤0.01% |
9,504
+1,391
| +17% | +$51.8K |
|
|
OKLL
6260
Defiance Daily Target 2x Long OKLO ETF
OKLL
$155M
| $383K | ﹤0.01% |
6,363
+6,330
| +19,182% | +$229K |
|
6261
KNOT Offshore Partners
KNOP
$369M
| $383K | ﹤0.01% |
43,410
-4,609
| -10% | -$35.3K |
|
6262
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$602M
| $382K | ﹤0.01% |
5,463
+4,236
| +345% | +$283K |
|
6263
Overlay Shares Core Bond ETF
OVB
$47.9M
| $382K | ﹤0.01% |
18,349
-11,029
| -38% | -$226K |
|
6264
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD
$122M
| $382K | ﹤0.01% |
5,096
+3,328
| +188% | +$244K |
|
6265
Timothy Plan US Small Cap Core ETF
TPSC
$390M
| $382K | ﹤0.01% |
9,178
-1,008
| -10% | -$40.9K |
|
|
DHIL
6266
DELISTED
Diamond Hill
DHIL
| $382K | ﹤0.01% |
2,725
-646
| -19% | -$94.3K |
|
6267
Veru
VERU
$46.5M
| $381K | ﹤0.01% |
100,393
-65,066
| -39% | -$281K |
|
6268
CarParts.com
PRTS
$47.1M
| $381K | ﹤0.01% |
53,530
-10,132
| -16% | -$82.4K |
|
|
PINE
6269
Alpine Income Property Trust
PINE
$348M
| $380K | ﹤0.01% |
26,803
-16,616
| -38% | -$243K |
|
6270
Afya
AFYA
$1.27B
| $380K | ﹤0.01% |
24,337
+3,746
| +18% | +$57.4K |
|
6271
Alta Equipment Group
ALTG
$237M
| $379K | ﹤0.01% |
52,395
-118,232
| -69% | -$919K |
|
6272
CALL
United Microelectronic
UMC
$48B
| $379K | ﹤0.01% |
50,000
| – | – |
|
|
BSMY
6273
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$140M
| $378K | ﹤0.01% |
+15,546
| New | +$370K |
|
6274
ProShares Pet Care ETF
PAWZ
$33.8M
| $378K | ﹤0.01% |
6,746
+3,552
| +111% | +$203K |
|
6275
Everspin Technologies
MRAM
$460M
| $378K | ﹤0.01% |
40,622
+15,053
| +59% | +$102K |
|
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.