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 | |
|---|---|---|---|---|---|---|
3451
Galicia Financial Group
GGAL
$7.57B
| $8.75M | ﹤0.01% |
317,330
+256,924
| +425% | +$11M |
|
3452
CALL
Kenvue
KVUE
$36.5B
| $8.74M | ﹤0.01% |
538,500
+327,000
| +155% | +$6.68M |
|
3453
Banner Corp
BANR
$2.44B
| $8.73M | ﹤0.01% |
133,285
+11,657
| +10% | +$767K |
|
3454
PUT
Lincoln National
LNC
$8.6B
| $8.73M | ﹤0.01% |
216,400
-1,100
| -0.5% | -$42.5K |
|
3455
Kura Sushi USA
KRUS
$595M
| $8.72M | ﹤0.01% |
146,827
+5,001
| +4% | +$399K |
|
3456
Edgewell Personal Care
EPC
$1.27B
| $8.71M | ﹤0.01% |
427,759
+52,746
| +14% | +$1.24M |
|
3457
First Trust US Equity Opportunities ETF
FPX
$1.49B
| $8.7M | ﹤0.01% |
52,381
+6,324
| +14% | +$963K |
|
3458
CALL
Tyson Foods
TSN
$19.8B
| $8.7M | ﹤0.01% |
160,200
+22,300
| +16% | +$1.23M |
|
3459
WisdomTree US Quality Growth Fund
QGRW
$2.89B
| $8.68M | ﹤0.01% |
151,377
-1,479
| -1% | -$80.9K |
|
3460
PUT
Applied Digital
APLD
$8.54B
| $8.68M | ﹤0.01% |
378,500
-621,000
| -62% | -$9.19M |
|
3461
Bank of America Series L
BAC.PRL
$4.01B
| $8.67M | ﹤0.01% |
6,775
+381
| +6% | +$473K |
|
3462
CALL
monday.com
MNDY
$3.58B
| $8.67M | ﹤0.01% |
44,772
+38,272
| +589% | +$8.81M |
|
3463
Fidelity Low Duration Bond Factor ETF
FLDR
$1.98B
| $8.67M | ﹤0.01% |
172,676
+7,566
| +5% | +$380K |
|
|
PLGO
3464
Pelagos Insurance Capital
PLGO
$2.11B
| $8.65M | ﹤0.01% |
476,349
+326,153
| +217% | +$5.44M |
|
3465
Artivion
AORT
$1.3B
| $8.64M | ﹤0.01% |
204,069
+4,110
| +2% | +$155K |
|
3466
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.08B
| $8.63M | ﹤0.01% |
153,885
-8,910
| -5% | -$494K |
|
3467
Grindr
GRND
$2.78B
| $8.63M | ﹤0.01% |
574,544
+207,370
| +56% | +$3.64M |
|
3468
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$601M
| $8.62M | ﹤0.01% |
99,290
+11,226
| +13% | +$969K |
|
3469
Pitney Bowes
PBI
$2.33B
| $8.62M | ﹤0.01% |
755,424
-378,183
| -33% | -$4.4M |
|
3470
ProShares Online Retail ETF
ONLN
$66.2M
| $8.62M | ﹤0.01% |
141,825
+4,198
| +3% | +$237K |
|
|
ONT
3471
Onterris Inc
ONT
$549M
| $8.61M | ﹤0.01% |
313,388
-195,003
| -38% | -$5.1M |
|
|
IBDZ
3472
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
| $8.58M | ﹤0.01% |
324,127
+23,044
| +8% | +$603K |
|
|
JKS
3473
CALL
JinkoSolar
JKS
$887M
| $8.58M | ﹤0.01% |
356,922
-297,686
| -45% | -$7.02M |
|
3474
John Wiley & Sons Class A
WLY
$2.6B
| $8.57M | ﹤0.01% |
211,851
+39,135
| +23% | +$1.58M |
|
3475
CVR Partners
UAN
$1.24B
| $8.57M | ﹤0.01% |
95,074
-8,453
| -8% | -$762K |
|
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.