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 | |
|---|---|---|---|---|---|---|
3526
Nuveen Floating Rate Income Fund
JFR
$1.26B
| $8.09M | ﹤0.01% |
988,761
+4,710
| +0.5% | +$39.6K |
|
|
MAGN
3527
Magnera Corp
MAGN
$457M
| $8.08M | ﹤0.01% |
689,481
-410,121
| -37% | -$5.09M |
|
3528
Xerox
XRX
$424M
| $8.08M | ﹤0.01% |
2,148,977
-3,270,140
| -60% | -$14.5M |
|
3529
American Century Diversified Corporate Bond ETF
KORP
$896M
| $8.08M | ﹤0.01% |
169,672
+16,281
| +11% | +$767K |
|
3530
CALL
The RealReal
REAL
$1.45B
| $8.06M | ﹤0.01% |
757,876
-777,955
| -51% | -$5.76M |
|
3531
Veeco
VECO
$3.04B
| $8.02M | ﹤0.01% |
263,393
+40,947
| +18% | +$976K |
|
3532
Sotera Health
SHC
$5.42B
| $8.01M | ﹤0.01% |
509,265
-905,402
| -64% | -$12.7M |
|
3533
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$471M
| $8.01M | ﹤0.01% |
313,761
-2,350
| -0.7% | -$59.7K |
|
|
CSW
3534
CSW Industrials
CSW
$5.71B
| $8M | ﹤0.01% |
32,976
+1,418
| +4% | +$381K |
|
3535
Carlyle Secured Lending
CGBD
$776M
| $7.94M | ﹤0.01% |
635,484
+67,938
| +12% | +$933K |
|
3536
ENI
E
$80.5B
| $7.94M | ﹤0.01% |
227,264
-1,690
| -0.7% | -$58.3K |
|
3537
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$309M
| $7.94M | ﹤0.01% |
102,122
-3,176
| -3% | -$245K |
|
3538
Reaves Utility Income Fund
UTG
$3.63B
| $7.94M | ﹤0.01% |
200,390
+11,561
| +6% | +$436K |
|
3539
CALL
Tractor Supply
TSCO
$18.7B
| $7.92M | ﹤0.01% |
139,200
-24,300
| -15% | -$1.43M |
|
3540
Diebold Nixdorf
DBD
$2.46B
| $7.9M | ﹤0.01% |
138,542
+25,573
| +23% | +$1.52M |
|
|
EFOR
3541
Everforth Inc
EFOR
$1.31B
| $7.9M | ﹤0.01% |
166,843
+92,665
| +125% | +$4.73M |
|
|
3542
PUT
Tractor Supply
TSCO
$18.7B
| $7.9M | ﹤0.01% |
138,900
+200
| +0.1% | +$11.8K |
|
3543
Acadia Realty Trust
AKR
$2.77B
| $7.9M | ﹤0.01% |
391,946
-57,499
| -13% | -$1.11M |
|
3544
Cable One
CABO
$202M
| $7.88M | ﹤0.01% |
44,504
-147
| -0.3% | -$22.1K |
|
3545
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
| $7.87M | ﹤0.01% |
99,606
+3,815
| +4% | +$300K |
|
3546
ClearPoint Neuro
CLPT
$446M
| $7.86M | ﹤0.01% |
360,705
+205,295
| +132% | +$2.42M |
|
|
ELME
3547
Elme Communities
ELME
$143M
| $7.86M | ﹤0.01% |
466,016
-113,466
| -20% | -$1.88M |
|
3548
CALL
OneMain Financial
OMF
$7.34B
| $7.85M | ﹤0.01% |
139,100
| – | – |
|
3549
PUT
Extra Space Storage
EXR
$30.8B
| $7.85M | ﹤0.01% |
55,700
+5,600
| +11% | +$804K |
|
|
CSGS
3550
DELISTED
CSG Systems International
CSGS
| $7.84M | ﹤0.01% |
121,837
-5,491
| -4% | -$350K |
|
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.