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 | |
|---|---|---|---|---|---|---|
3426
Tootsie Roll Industries
TR
$2.99B
| $8.88M | ﹤0.01% |
218,286
+22,182
| +11% | +$839K |
|
3427
CALL
PG&E
PCG
$37.8B
| $8.88M | ﹤0.01% |
589,000
+419,000
| +246% | +$6.11M |
|
3428
Sensient Technologies
SXT
$5.49B
| $8.88M | ﹤0.01% |
94,636
+17,194
| +22% | +$1.88M |
|
3429
10x Genomics
TXG
$7.64B
| $8.87M | ﹤0.01% |
758,980
-157,997
| -17% | -$2.06M |
|
3430
Par Pacific Holdings
PARR
$3.65B
| $8.87M | ﹤0.01% |
250,377
-155,336
| -38% | -$5.05M |
|
3431
State Street SPDR ICE Preferred Securities ETF
PSK
$683M
| $8.86M | ﹤0.01% |
267,879
-17,097
| -6% | -$557K |
|
3432
Protolabs
PRLB
$2.15B
| $8.85M | ﹤0.01% |
176,880
-64,960
| -27% | -$2.98M |
|
3433
Alamo Group
ALG
$2.08B
| $8.85M | ﹤0.01% |
46,347
+23,702
| +105% | +$5.09M |
|
3434
PUT
Southern Company
SO
$106B
| $8.83M | ﹤0.01% |
93,200
| – | – |
|
|
PDS
3435
Precision Drilling
PDS
$1.06B
| $8.83M | ﹤0.01% |
156,697
-18,354
| -10% | -$1M |
|
3436
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.86B
| $8.83M | ﹤0.01% |
252,876
+396
| +0.2% | +$13.3K |
|
3437
Teekay Tankers
TNK
$2.66B
| $8.83M | ﹤0.01% |
174,610
+26,114
| +18% | +$1.24M |
|
3438
World Acceptance Corp
WRLD
$884M
| $8.82M | ﹤0.01% |
52,146
-44,864
| -46% | -$7.55M |
|
3439
Vinci Compass Investments Ltd
VINP
$656M
| $8.82M | ﹤0.01% |
820,443
-10,324
| -1% | -$103K |
|
3440
WSFS Financial
WSFS
$4.14B
| $8.82M | ﹤0.01% |
163,519
+23,678
| +17% | +$1.34M |
|
3441
Talos Energy
TALO
$2.59B
| $8.81M | ﹤0.01% |
918,946
-499,386
| -35% | -$4.48M |
|
3442
Universal Corp
UVV
$1.19B
| $8.8M | ﹤0.01% |
157,543
+24,290
| +18% | +$1.34M |
|
3443
iShares Convertible Bond ETF
ICVT
$7.43B
| $8.8M | ﹤0.01% |
87,930
-3,676
| -4% | -$346K |
|
3444
FLEX LNG
FLNG
$1.64B
| $8.8M | ﹤0.01% |
349,084
+105,243
| +43% | +$2.61M |
|
3445
CALL
Warner Bros
WBD
$67.6B
| $8.78M | ﹤0.01% |
449,600
+221,300
| +97% | +$3.01M |
|
3446
iShares Morningstar Small-Cap Growth ETF
ISCG
$1.01B
| $8.78M | ﹤0.01% |
161,595
+54,800
| +51% | +$2.86M |
|
3447
iShares Bitcoin Trust
IBIT
$47.7B
| $8.77M | ﹤0.01% |
134,993
+25,841
| +24% | +$1.68M |
|
3448
CALL
State Street SPDR S&P Retail ETF
XRT
$651M
| $8.76M | ﹤0.01% |
101,700
+50,000
| +97% | +$4.17M |
|
|
EOS
3449
Eaton Vance Enhance Equity Income Fund II
EOS
$1.18B
| $8.76M | ﹤0.01% |
366,033
+43,929
| +14% | +$1.06M |
|
3450
Energizer
ENR
$1.5B
| $8.76M | ﹤0.01% |
351,912
-148,838
| -30% | -$3.89M |
|
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.