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 | |
|---|---|---|---|---|---|---|
3126
BOK Financial
BOKF
$8.7B
| $11.6M | ﹤0.01% |
103,737
-72,713
| -41% | -$7.77M |
|
|
REVG
3127
DELISTED
REV Group
REVG
| $11.6M | ﹤0.01% |
203,941
+57,575
| +39% | +$3.06M |
|
3128
Hillman Solutions
HLMN
$1.77B
| $11.6M | ﹤0.01% |
1,258,661
+256,076
| +26% | +$2.31M |
|
3129
NEOS Nasdaq 100 High Income ETF
QQQI
$13.9B
| $11.5M | ﹤0.01% |
212,848
+111,284
| +110% | +$5.91M |
|
3130
PennantPark Floating Rate Capital
PFLT
$734M
| $11.5M | ﹤0.01% |
1,296,070
+178,423
| +16% | +$1.83M |
|
3131
PUT
Atlassian
TEAM
$38.5B
| $11.5M | ﹤0.01% |
72,100
-52,800
| -42% | -$9.55M |
|
|
PINC
3132
DELISTED
Premier
PINC
| $11.5M | ﹤0.01% |
414,148
-422,100
| -50% | -$10.2M |
|
3133
American Superconductor
AMSC
$1.5B
| $11.5M | ﹤0.01% |
193,734
-4,667
| -2% | -$233K |
|
|
HI
3134
DELISTED
Hillenbrand
HI
| $11.5M | ﹤0.01% |
425,297
+73,812
| +21% | +$1.73M |
|
3135
Nuveen California Municipal Value Fund
NCA
$303M
| $11.5M | ﹤0.01% |
1,291,449
+147,752
| +13% | +$1.27M |
|
3136
Verra Mobility
VRRM
$720M
| $11.5M | ﹤0.01% |
465,231
-4,876
| -1% | -$121K |
|
3137
Patria Investments
PAX
$1.81B
| $11.5M | ﹤0.01% |
786,641
-948,269
| -55% | -$13.2M |
|
3138
Palomar
PLMR
$3.46B
| $11.5M | ﹤0.01% |
98,325
+72,663
| +283% | +$9.21M |
|
|
AIO
3139
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$907M
| $11.5M | ﹤0.01% |
477,626
+29,408
| +7% | +$718K |
|
3140
CALL
Applied Digital
APLD
$8.37B
| $11.5M | ﹤0.01% |
500,000
+457,820
| +1,085% | +$6.78M |
|
3141
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$2.05B
| $11.5M | ﹤0.01% |
134,857
-850
| -0.6% | -$71K |
|
3142
AllianceBernstein
AB
$3.45B
| $11.5M | ﹤0.01% |
299,685
+7,450
| +3% | +$298K |
|
3143
Sprinklr
CXM
$1.62B
| $11.4M | ﹤0.01% |
1,481,265
+117,800
| +9% | +$993K |
|
3144
PUT
Aptiv
APTV
$10.3B
| $11.4M | ﹤0.01% |
132,500
-125,000
| -49% | -$9.43M |
|
3145
ClearBridge Large Cap Growth Select ETF
LRGE
$382M
| $11.4M | ﹤0.01% |
137,021
-6,071
| -4% | -$488K |
|
3146
iShares MSCI Global Gold Miners ETF
RING
$2.45B
| $11.4M | ﹤0.01% |
176,482
+9,722
| +6% | +$498K |
|
3147
PureCycle Technologies
PCT
$1.46B
| $11.4M | ﹤0.01% |
867,843
+385,818
| +80% | +$5.36M |
|
3148
Shutterstock
SSTK
$217M
| $11.4M | ﹤0.01% |
547,241
+230,413
| +73% | +$4.7M |
|
3149
CALL
KKR & Co
KKR
$93.2B
| $11.4M | ﹤0.01% |
87,620
+7,620
| +10% | +$1.08M |
|
3150
PUT
LyondellBasell Industries
LYB
$20.2B
| $11.4M | ﹤0.01% |
231,600
+41,800
| +22% | +$2.36M |
|
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.