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 | |
|---|---|---|---|---|---|---|
2751
Biohaven
BHVN
$2.23B
| $16.8M | ﹤0.01% |
1,119,665
+589,844
| +111% | +$8.59M |
|
2752
CALL
Kinder Morgan
KMI
$69.3B
| $16.8M | ﹤0.01% |
593,300
-78,300
| -12% | -$2.14M |
|
2753
CALL
Devon Energy
DVN
$49.2B
| $16.8M | ﹤0.01% |
478,623
-10,500
| -2% | -$357K |
|
2754
Enovix
ENVX
$1.03B
| $16.8M | ﹤0.01% |
1,681,379
-651,349
| -28% | -$7.21M |
|
2755
Huron Consulting
HURN
$2.44B
| $16.7M | ﹤0.01% |
113,949
-211,251
| -65% | -$28.8M |
|
2756
State Street SPDR S&P Semiconductor ETF
XSD
$2.86B
| $16.7M | ﹤0.01% |
52,384
-10,228
| -16% | -$2.89M |
|
2757
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
| $16.7M | ﹤0.01% |
469,646
+4,023
| +0.9% | +$140K |
|
2758
Highwoods Properties
HIW
$3.4B
| $16.7M | ﹤0.01% |
524,020
+84,427
| +19% | +$2.58M |
|
2759
Agree Realty
ADC
$9.24B
| $16.7M | ﹤0.01% |
234,571
-48,665
| -17% | -$3.52M |
|
2760
British American Tobacco
BTI
$124B
| $16.7M | ﹤0.01% |
313,739
-48,529
| -13% | -$2.63M |
|
2761
Brookfield Infrastructure
BIPC
$4.78B
| $16.6M | ﹤0.01% |
404,902
+67,521
| +20% | +$2.74M |
|
2762
Franklin US Low Volatility High Dividend Index ETF
LVHD
$622M
| $16.6M | ﹤0.01% |
402,638
+6,735
| +2% | +$275K |
|
2763
Gold Fields
GFI
$36.5B
| $16.6M | ﹤0.01% |
395,479
+128,617
| +48% | +$3.99M |
|
|
DFUS
2764
Dimensional US Equity ETF
DFUS
$21.7B
| $16.6M | ﹤0.01% |
228,902
-9,771
| -4% | -$681K |
|
|
ARR
2765
Armour Residential REIT
ARR
$2.34B
| $16.6M | ﹤0.01% |
1,109,852
+895,773
| +418% | +$14.1M |
|
|
RAPP
2766
Rapport Therapeutics
RAPP
$2.22B
| $16.6M | ﹤0.01% |
558,073
+284,566
| +104% | +$5.08M |
|
2767
CALL
American Airlines Group
AAL
$10.3B
| $16.6M | ﹤0.01% |
1,473,719
-1,275,381
| -46% | -$15.7M |
|
2768
United Bankshares
UBSI
$6.59B
| $16.6M | ﹤0.01% |
445,043
-353,527
| -44% | -$13.2M |
|
2769
ProShares UltraPro QQQ
TQQQ
$37.3B
| $16.5M | ﹤0.01% |
319,946
-227,280
| -42% | -$10.4M |
|
2770
Alger Mid Cap 40 ETF
FRTY
$150M
| $16.5M | ﹤0.01% |
737,646
+96,800
| +15% | +$1.97M |
|
2771
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
| $16.5M | ﹤0.01% |
735,132
-54,955
| -7% | -$1.22M |
|
2772
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.73B
| $16.5M | ﹤0.01% |
256,428
-32,262
| -11% | -$2.02M |
|
2773
CALL
Affirm
AFRM
$25.4B
| $16.5M | ﹤0.01% |
225,412
+177,312
| +369% | +$13.5M |
|
2774
Lantheus
LNTH
$6.59B
| $16.5M | ﹤0.01% |
321,142
-329,502
| -51% | -$20.6M |
|
2775
VanEck BDC Income ETF
BIZD
$1.67B
| $16.5M | ﹤0.01% |
1,102,059
+72,393
| +7% | +$1.16M |
|
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.