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 | |
|---|---|---|---|---|---|---|
2776
Ultragenyx Pharmaceutical
RARE
$2.64B
| $16.5M | ﹤0.01% |
547,025
+106,593
| +24% | +$3.2M |
|
2777
M/I Homes
MHO
$3.74B
| $16.4M | ﹤0.01% |
113,831
+38,361
| +51% | +$5.19M |
|
2778
PUT
Dow Inc
DOW
$21.9B
| $16.4M | ﹤0.01% |
716,560
+16,800
| +2% | +$419K |
|
2779
Insight Enterprises
NSIT
$4.52B
| $16.4M | ﹤0.01% |
144,681
+59,623
| +70% | +$7.76M |
|
2780
Aegon
AEG
$14B
| $16.4M | ﹤0.01% |
2,052,633
-936,526
| -31% | -$6.99M |
|
2781
CALL
BHP
BHP
$230B
| $16.4M | ﹤0.01% |
293,600
-28,000
| -9% | -$1.49M |
|
2782
CALL
Dick's Sporting Goods
DKS
$18.9B
| $16.3M | ﹤0.01% |
73,400
+32,600
| +80% | +$7.1M |
|
|
SFD
2783
Smithfield Foods
SFD
$9.71B
| $16.3M | ﹤0.01% |
694,438
+452,075
| +187% | +$11M |
|
|
CHA
2784
Chagee Holdings Ltd
CHA
$1.93B
| $16.3M | ﹤0.01% |
984,755
+669,583
| +212% | +$14.5M |
|
|
JPUS
2785
JPMorgan Diversified Return US Equity ETF
JPUS
$464M
| $16.3M | ﹤0.01% |
131,440
-3,387
| -3% | -$411K |
|
2786
Amprius Technologies
AMPX
$1.74B
| $16.3M | ﹤0.01% |
1,548,008
+816,475
| +112% | +$6.42M |
|
2787
CALL
HCA Healthcare
HCA
$89.4B
| $16.3M | ﹤0.01% |
38,200
+10,000
| +35% | +$3.88M |
|
2788
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
| $16.2M | ﹤0.01% |
690,882
-660,972
| -49% | -$15.4M |
|
2789
Community Bank
CBU
$3.37B
| $16.2M | ﹤0.01% |
276,438
+156,049
| +130% | +$9.03M |
|
|
JBGS
2790
JBG SMITH
JBGS
$635M
| $16.2M | ﹤0.01% |
728,168
-1,675,064
| -70% | -$34.5M |
|
2791
Archer Aviation
ACHR
$4.79B
| $16.2M | ﹤0.01% |
1,691,042
-4,014,149
| -70% | -$39.7M |
|
2792
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$12B
| $16.2M | ﹤0.01% |
676,522
+364,692
| +117% | +$8.66M |
|
2793
CALL
Baker Hughes
BKR
$63.7B
| $16.2M | ﹤0.01% |
332,000
+278,700
| +523% | +$12.3M |
|
|
GTM
2794
ZoomInfo Technologies
GTM
$1.25B
| $16.2M | ﹤0.01% |
1,481,379
-622,153
| -30% | -$6.67M |
|
2795
IQ MacKay Municipal Insured ETF
MMIN
$478M
| $16.2M | ﹤0.01% |
678,388
-50,673
| -7% | -$1.18M |
|
2796
GeneDx Holdings
WGS
$2.32B
| $16.1M | ﹤0.01% |
149,789
-851,931
| -85% | -$92.8M |
|
2797
CALL
Sunrun
RUN
$2.4B
| $16.1M | ﹤0.01% |
932,244
+40,500
| +5% | +$542K |
|
2798
Integer Holdings
ITGR
$4.25B
| $16.1M | ﹤0.01% |
155,754
-151,266
| -49% | -$16.5M |
|
2799
CALL
Prudential Financial
PRU
$41.9B
| $16.1M | ﹤0.01% |
155,100
+1,200
| +0.8% | +$126K |
|
2800
Reynolds Consumer Products
REYN
$5.47B
| $16.1M | ﹤0.01% |
656,702
+350,713
| +115% | +$7.94M |
|
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.