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 | |
|---|---|---|---|---|---|---|
6601
Mistras Group
MG
$576M
| $222K | ﹤0.01% |
22,564
-2,395
| -10% | -$21.3K |
|
6602
LiveOne
LVO
$57.2M
| $222K | ﹤0.01% |
53,693
+42,978
| +401% | +$266K |
|
6603
Citizens Financial Services
CZFS
$397M
| $222K | ﹤0.01% |
3,677
-1,080
| -23% | -$64.6K |
|
6604
Inhibikase Therapeutics
IKT
$336M
| $221K | ﹤0.01% |
136,280
+97,606
| +252% | +$169K |
|
6605
Phunware
PHUN
$42.8M
| $220K | ﹤0.01% |
79,836
-83,756
| -51% | -$241K |
|
6606
Alvotech
ALVO
$1.37B
| $219K | ﹤0.01% |
26,738
-15,865
| -37% | -$135K |
|
6607
Franklin Financial Services
FRAF
$288M
| $218K | ﹤0.01% |
4,731
+1,005
| +27% | +$43.4K |
|
6608
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$42.9M
| $218K | ﹤0.01% |
7,911
+3,794
| +92% | +$104K |
|
|
SZNE
6609
DELISTED
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
| $217K | ﹤0.01% |
6,367
-6,829
| -52% | -$235K |
|
|
BIOA
6610
BioAge Labs
BIOA
$487M
| $217K | ﹤0.01% |
36,934
+14,022
| +61% | +$65.7K |
|
6611
James River Group Holdings
JRVR
$193M
| $217K | ﹤0.01% |
39,099
-255,769
| -87% | -$1.43M |
|
6612
Pacer Trendpilot Fund of Funds ETF
TRND
$64.3M
| $217K | ﹤0.01% |
6,445
-3,682
| -36% | -$120K |
|
6613
CALL
Lazard
LAZ
$4.35B
| $216K | ﹤0.01% |
+4,100
| New | +$221K |
|
6614
PetMed Express
PETS
$39.5M
| $216K | ﹤0.01% |
86,090
+8,700
| +11% | +$26.9K |
|
6615
Ponce Financial Group
PDLB
$502M
| $216K | ﹤0.01% |
14,691
-3,540
| -19% | -$51.3K |
|
6616
Hooker Furnishings Corp
HOFT
$158M
| $216K | ﹤0.01% |
21,254
-43,386
| -67% | -$453K |
|
|
SKYT
6617
CALL
DELISTED
SkyWater Technology
SKYT
| $215K | ﹤0.01% |
+11,500
| New | +$133K |
|
6618
Bit Origin
BTOG
$3.41M
| $214K | ﹤0.01% |
9,309
+8,239
| +770% | +$204K |
|
|
SI
6619
Shoulder Innovations Inc
SI
$432M
| $214K | ﹤0.01% |
+17,027
| New | +$238K |
|
6620
Superior Group of Companies
SGC
$208M
| $214K | ﹤0.01% |
19,921
+12,407
| +165% | +$142K |
|
6621
Greif Class B
GEF.B
$4.2B
| $213K | ﹤0.01% |
3,456
-4,517
| -57% | -$304K |
|
6622
C&F Financial
CFFI
$287M
| $213K | ﹤0.01% |
3,167
+1,338
| +73% | +$90.9K |
|
|
GNTY
6623
DELISTED
Guaranty Bancshares
GNTY
| $213K | ﹤0.01% |
4,362
-2,073
| -32% | -$97.1K |
|
6624
First Trust Lunt US Factor Rotation ETF
FCTR
$56.8M
| $212K | ﹤0.01% |
5,976
+4,622
| +341% | +$159K |
|
6625
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$307M
| $212K | ﹤0.01% |
1,593
-3,292
| -67% | -$434K |
|
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.