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 | |
|---|---|---|---|---|---|---|
3626
GH Research
GHRS
$2B
| $7.31M | ﹤0.01% |
511,464
+52,882
| +12% | +$740K |
|
3627
Zegna
ZGN
$3.8B
| $7.31M | ﹤0.01% |
773,453
+121,311
| +19% | +$1.05M |
|
|
TERN
3628
DELISTED
Terns Pharmaceuticals
TERN
| $7.31M | ﹤0.01% |
972,772
-198,847
| -17% | -$1.27M |
|
3629
Heritage Insurance Holdings
HRTG
$957M
| $7.3M | ﹤0.01% |
289,827
+47,119
| +19% | +$1.07M |
|
|
3630
PUT
Southwest Airlines
LUV
$22.3B
| $7.29M | ﹤0.01% |
228,500
-1,900,000
| -89% | -$62.1M |
|
3631
CALL
Norwegian Cruise Line
NCLH
$8.59B
| $7.29M | ﹤0.01% |
296,032
-197,268
| -40% | -$4.79M |
|
3632
Gossamer Bio
GOSS
$88.9M
| $7.29M | ﹤0.01% |
2,770,046
+2,457,304
| +786% | +$5.42M |
|
3633
Cohen & Steers Select Preferred & Income Fund
PSF
$235M
| $7.28M | ﹤0.01% |
350,408
-13,800
| -4% | -$283K |
|
3634
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.69B
| $7.26M | ﹤0.01% |
43,891
+917
| +2% | +$134K |
|
3635
Napco Security Technologies
NSSC
$1.42B
| $7.26M | ﹤0.01% |
168,995
+48,405
| +40% | +$1.68M |
|
3636
CALL
O'Reilly Automotive
ORLY
$74.9B
| $7.26M | ﹤0.01% |
67,300
+5,800
| +9% | +$583K |
|
3637
PUT
State Street SPDR S&P Metals & Mining ETF
XME
$4.56B
| $7.25M | ﹤0.01% |
77,800
-425,200
| -85% | -$33.9M |
|
3638
CALL
Sempra
SRE
$55.9B
| $7.24M | ﹤0.01% |
80,500
+55,500
| +222% | +$4.49M |
|
3639
Liberty Global Class C
LBTYK
$3.4B
| $7.24M | ﹤0.01% |
616,319
-198,356
| -24% | -$2.22M |
|
3640
United States Natural Gas Fund
UNG
$494M
| $7.23M | ﹤0.01% |
553,347
+266,228
| +93% | +$3.57M |
|
3641
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$5.21B
| $7.22M | ﹤0.01% |
+138,209
| New | +$7.02M |
|
3642
IPG Photonics
IPGP
$3.65B
| $7.21M | ﹤0.01% |
91,072
-4,641
| -5% | -$363K |
|
|
KIO
3643
KKR Income Opportunities Fund
KIO
$459M
| $7.21M | ﹤0.01% |
572,119
-189,673
| -25% | -$2.39M |
|
3644
Sonos
SONO
$1.78B
| $7.2M | ﹤0.01% |
455,925
+55,240
| +14% | +$709K |
|
3645
Stoke Therapeutics
STOK
$2.13B
| $7.19M | ﹤0.01% |
306,037
-46,678
| -13% | -$800K |
|
3646
Manchester United
MANU
$3.8B
| $7.18M | ﹤0.01% |
474,425
+18,676
| +4% | +$317K |
|
3647
Globalstar
GSAT
$10.8B
| $7.18M | ﹤0.01% |
197,296
-8,119
| -4% | -$233K |
|
3648
Franklin FTSE Japan ETF
FLJP
$4.06B
| $7.16M | ﹤0.01% |
207,135
-64,441
| -24% | -$2.15M |
|
|
UCTT
3649
Ultra Clean Holdings
UCTT
$3.9B
| $7.15M | ﹤0.01% |
262,527
-152,100
| -37% | -$3.74M |
|
3650
NorthWestern Energy
NWE
$4.35B
| $7.15M | ﹤0.01% |
122,054
-1,004,302
| -89% | -$55.4M |
|
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.