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 | |
|---|---|---|---|---|---|---|
3601
Theravance Biopharma
TBPH
$877M
| $7.51M | ﹤0.01% |
514,170
+117,037
| +29% | +$1.48M |
|
3602
Porch Group
PRCH
$1.79B
| $7.48M | ﹤0.01% |
446,028
+35,885
| +9% | +$551K |
|
3603
Douglas Emmett
DEI
$1.92B
| $7.48M | ﹤0.01% |
480,415
+89,018
| +23% | +$1.39M |
|
3604
BioLife Solutions
BLFS
$1.7B
| $7.47M | ﹤0.01% |
292,906
+23,685
| +9% | +$562K |
|
3605
PagSeguro Digital
PAGS
$2.48B
| $7.47M | ﹤0.01% |
746,722
+122,741
| +20% | +$1.1M |
|
3606
CALL
Sherwin-Williams
SHW
$88.5B
| $7.45M | ﹤0.01% |
21,512
+11,500
| +115% | +$4.05M |
|
3607
Ziff Davis
ZD
$1.97B
| $7.45M | ﹤0.01% |
195,473
-30,661
| -14% | -$1.07M |
|
|
SCHR
3608
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
| $7.44M | ﹤0.01% |
296,049
+26,364
| +10% | +$659K |
|
3609
FormFactor
FORM
$9.46B
| $7.44M | ﹤0.01% |
204,153
+4,541
| +2% | +$146K |
|
3610
iShares International Treasury Bond ETF
IGOV
$1.53B
| $7.43M | ﹤0.01% |
174,402
+60,046
| +53% | +$2.55M |
|
3611
Tennant Co
TNC
$1.13B
| $7.42M | ﹤0.01% |
91,507
-6,534
| -7% | -$534K |
|
3612
Opko Health
OPK
$1.04B
| $7.4M | ﹤0.01% |
4,775,536
-944,096
| -17% | -$1.3M |
|
3613
Fastly Inc
FSLY
$4.58B
| $7.4M | ﹤0.01% |
865,488
+205,401
| +31% | +$1.52M |
|
3614
Photronics
PLAB
$1.95B
| $7.4M | ﹤0.01% |
322,278
-237,751
| -42% | -$5.08M |
|
|
NML
3615
Neuberger Energy Infrastructure and Income Fund Inc
NML
$598M
| $7.39M | ﹤0.01% |
847,633
-85,604
| -9% | -$742K |
|
3616
BlackRock Credit Allocation Income Trust
BTZ
$956M
| $7.39M | ﹤0.01% |
668,820
+105,028
| +19% | +$1.15M |
|
3617
PUT
Core Scientific
CORZ
$6.35B
| $7.39M | ﹤0.01% |
411,900
+242,000
| +142% | +$3.55M |
|
|
MTSR
3618
DELISTED
Metsera Inc
MTSR
| $7.37M | ﹤0.01% |
140,923
+94,655
| +205% | +$3.49M |
|
3619
Provident Financial Services
PFS
$3.23B
| $7.37M | ﹤0.01% |
382,408
+86,489
| +29% | +$1.65M |
|
3620
Black Stone Minerals
BSM
$3.02B
| $7.37M | ﹤0.01% |
560,688
-693,232
| -55% | -$8.72M |
|
3621
Sonic Automotive
SAH
$2.55B
| $7.37M | ﹤0.01% |
96,818
+34,282
| +55% | +$2.73M |
|
3622
ABM Industries
ABM
$2.83B
| $7.36M | ﹤0.01% |
159,509
-27,044
| -14% | -$1.28M |
|
|
KYIV
3623
Kyivstar Group
KYIV
$3.02B
| $7.34M | ﹤0.01% |
+587,209
| New | +$6.97M |
|
|
WELD
3624
Tema U.S. Manufacturing & Reshoring ETF
WELD
$297M
| $7.33M | ﹤0.01% |
170,467
+87,006
| +104% | +$3.63M |
|
3625
Invesco Value Municipal Income Trust
IIM
$595M
| $7.32M | ﹤0.01% |
583,629
-21,559
| -4% | -$254K |
|
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.