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 | |
|---|---|---|---|---|---|---|
3651
Nordic American Tanker
NAT
$1.31B
| $7.15M | ﹤0.01% |
2,277,830
+1,039,353
| +84% | +$3.07M |
|
3652
iShares US Regional Banks ETF
IAT
$682M
| $7.15M | ﹤0.01% |
136,136
-7,014
| -5% | -$366K |
|
3653
PUT
Hims & Hers Health
HIMS
$7.06B
| $7.15M | ﹤0.01% |
126,000
-62,800
| -33% | -$3.22M |
|
3654
MasterBrand
MBC
$1.88B
| $7.14M | ﹤0.01% |
542,365
+319,853
| +144% | +$3.95M |
|
3655
RPC Inc
RES
$1.4B
| $7.14M | ﹤0.01% |
1,499,425
+859,406
| +134% | +$4.06M |
|
|
CAI
3656
Caris Life Sciences
CAI
$6.54B
| $7.14M | ﹤0.01% |
+235,873
| New | +$7.52M |
|
3657
Century Communities
CCS
$2.01B
| $7.13M | ﹤0.01% |
112,521
-139,375
| -55% | -$8.79M |
|
3658
Banco de Chile
BCH
$20.7B
| $7.13M | ﹤0.01% |
235,238
-199,989
| -46% | -$5.82M |
|
3659
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
| $7.12M | ﹤0.01% |
293,322
+45,805
| +19% | +$1.11M |
|
3660
Ingles Markets
IMKTA
$1.65B
| $7.12M | ﹤0.01% |
102,333
+64,049
| +167% | +$4.27M |
|
3661
CTS Corp
CTS
$1.83B
| $7.11M | ﹤0.01% |
178,036
+112,686
| +172% | +$4.67M |
|
3662
PUT
Sonoco
SON
$5.71B
| $7.11M | ﹤0.01% |
+165,000
| New | +$7.62M |
|
|
NUTX
3663
Nutex Health
NUTX
$1.14B
| $7.11M | ﹤0.01% |
68,791
+23,316
| +51% | +$2.29M |
|
3664
First Advantage
FA
$3.64B
| $7.09M | ﹤0.01% |
460,666
+188,610
| +69% | +$3.13M |
|
3665
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$343M
| $7.09M | ﹤0.01% |
405,266
+9,708
| +2% | +$174K |
|
3666
AMN Healthcare
AMN
$1.28B
| $7.09M | ﹤0.01% |
366,051
-189,615
| -34% | -$3.7M |
|
3667
CRA International
CRAI
$1.06B
| $7.07M | ﹤0.01% |
33,920
+16,067
| +90% | +$3.09M |
|
|
EU
3668
enCore Energy
EU
$268M
| $7.07M | ﹤0.01% |
2,202,530
+1,490,469
| +209% | +$4.01M |
|
3669
Frequency Electronics
FEIM
$832M
| $7.06M | ﹤0.01% |
208,334
+81,165
| +64% | +$2.26M |
|
3670
CALL
SkinHealth Systems
SKIN
$91.1M
| $7.05M | ﹤0.01% |
3,542,164
| – | – |
|
3671
Tarsus Pharmaceuticals
TARS
$3.05B
| $7.05M | ﹤0.01% |
118,562
+90,056
| +316% | +$4.43M |
|
3672
New York Times
NYT
$10.3B
| $7.03M | ﹤0.01% |
122,464
-155,458
| -56% | -$8.87M |
|
3673
Strategic Education
STRA
$1.81B
| $7.02M | ﹤0.01% |
81,645
+44,272
| +118% | +$3.56M |
|
|
ETV
3674
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.78B
| $7.01M | ﹤0.01% |
491,757
-71,977
| -13% | -$1M |
|
3675
TriNet
TNET
$3.06B
| $7M | ﹤0.01% |
104,712
-3,678
| -3% | -$250K |
|
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.