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 | |
|---|---|---|---|---|---|---|
2501
NextNav
NN
$2.23B
| $21.1M | ﹤0.01% |
1,475,780
+14,517
| +1% | +$229K |
|
2502
Tenable Holdings
TENB
$4.01B
| $21.1M | ﹤0.01% |
723,175
+443,480
| +159% | +$13.9M |
|
2503
GATX Corp
GATX
$6.27B
| $21.1M | ﹤0.01% |
120,623
-20,778
| -15% | -$3.36M |
|
|
DCH
2504
Dauch Corp
DCH
$1.51B
| $21.1M | ﹤0.01% |
3,503,827
+3,096,778
| +761% | +$16.6M |
|
2505
Sprott Gold Miners ETF
SGDM
$662M
| $21M | ﹤0.01% |
339,233
+13,743
| +4% | +$699K |
|
2506
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
| $20.9M | ﹤0.01% |
438,726
+54,351
| +14% | +$2.55M |
|
2507
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.36B
| $20.9M | ﹤0.01% |
118,344
+37,634
| +47% | +$6.55M |
|
2508
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
| $20.9M | ﹤0.01% |
177,016
-11,932
| -6% | -$1.34M |
|
2509
Steven Madden
SHOO
$3.55B
| $20.9M | ﹤0.01% |
624,002
+340,919
| +120% | +$9.56M |
|
|
GLXY
2510
Galaxy Digital Inc
GLXY
$3.93B
| $20.9M | ﹤0.01% |
616,687
-220,160
| -26% | -$5.94M |
|
2511
ESAB
ESAB
$5.71B
| $20.8M | ﹤0.01% |
186,459
+23,623
| +15% | +$2.81M |
|
2512
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.35B
| $20.8M | ﹤0.01% |
948,336
+26,149
| +3% | +$572K |
|
2513
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
| $20.8M | ﹤0.01% |
709,351
-6,516
| -0.9% | -$191K |
|
|
ZIMV
2514
DELISTED
ZimVie
ZIMV
| $20.8M | ﹤0.01% |
1,097,707
+952,550
| +656% | +$16.1M |
|
2515
CALL
Darden Restaurants
DRI
$24.4B
| $20.8M | ﹤0.01% |
109,200
+12,000
| +12% | +$2.47M |
|
2516
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.22B
| $20.7M | ﹤0.01% |
1,958,300
+183,725
| +10% | +$1.88M |
|
2517
CALL
Synopsys
SNPS
$79.7B
| $20.7M | ﹤0.01% |
41,996
+24,388
| +139% | +$13.8M |
|
|
JKS
2518
JinkoSolar
JKS
$891M
| $20.7M | ﹤0.01% |
860,988
+22,136
| +3% | +$522K |
|
2519
Utz Brands
UTZ
$1.25B
| $20.7M | ﹤0.01% |
1,702,641
+483,638
| +40% | +$6.41M |
|
|
PLTU
2520
Direxion Daily PLTR Bull 2X ETF
PLTU
$593M
| $20.7M | ﹤0.01% |
203,000
+202,803
| +102,946% | +$17M |
|
2521
Alight
ALIT
$407M
| $20.7M | ﹤0.01% |
317,088
-4,609
| -1% | -$407K |
|
2522
Rogers Communications
RCI
$18.6B
| $20.6M | ﹤0.01% |
598,866
-35,734
| -6% | -$1.23M |
|
|
CNL
2523
Collective Mining Ltd
CNL
$1.31B
| $20.6M | ﹤0.01% |
1,427,180
-41,136
| -3% | -$467K |
|
2524
PennyMac Financial
PFSI
$4.02B
| $20.6M | ﹤0.01% |
166,357
+79,117
| +91% | +$8.56M |
|
2525
CALL
Enterprise Products Partners
EPD
$81.7B
| $20.6M | ﹤0.01% |
658,500
+555,700
| +541% | +$17.5M |
|
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.