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 | |
|---|---|---|---|---|---|---|
3676
Central Garden & Pet Co Class A
CENTA
$2.4B
| $6.99M | ﹤0.01% |
236,783
+122,857
| +108% | +$4.09M |
|
3677
Nuveen ESG Emerging Markets Equity ETF
NUEM
$393M
| $6.98M | ﹤0.01% |
195,672
-10,663
| -5% | -$365K |
|
3678
Clover Health Investments
CLOV
$2.33B
| $6.98M | ﹤0.01% |
2,282,113
+1,388,761
| +155% | +$3.97M |
|
3679
Fulton Financial
FULT
$4.65B
| $6.98M | ﹤0.01% |
374,474
-78,726
| -17% | -$1.49M |
|
3680
PUT
MP Materials
MP
$9.84B
| $6.98M | ﹤0.01% |
+104,000
| New | +$6.54M |
|
|
EFXT
3681
Enerflex
EFXT
$2.54B
| $6.97M | ﹤0.01% |
646,364
-508,029
| -44% | -$4.72M |
|
3682
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.14B
| $6.96M | ﹤0.01% |
173,307
-11,691
| -6% | -$448K |
|
3683
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$251M
| $6.96M | ﹤0.01% |
157,536
-4,021
| -2% | -$172K |
|
|
FITB
3684
CALL
Fifth Third Bancorp
FITB
$52.2B
| $6.96M | ﹤0.01% |
156,200
+74,600
| +91% | +$3.27M |
|
3685
PUT
Insmed
INSM
$29B
| $6.94M | ﹤0.01% |
48,200
-41,800
| -46% | -$5.12M |
|
3686
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$744M
| $6.94M | ﹤0.01% |
103,959
-2,125
| -2% | -$139K |
|
3687
Perella Weinberg Partners
PWP
$1.31B
| $6.92M | ﹤0.01% |
324,649
+77,412
| +31% | +$1.65M |
|
3688
Fortrea Holdings
FTRE
$1.86B
| $6.91M | ﹤0.01% |
820,543
-368,017
| -31% | -$2.82M |
|
3689
Sabesp
SBS
$17.7B
| $6.91M | ﹤0.01% |
1,430,729
-752,125
| -34% | -$3.16M |
|
3690
Maravai LifeSciences
MRVI
$866M
| $6.89M | ﹤0.01% |
2,399,212
-833,072
| -26% | -$2.13M |
|
3691
United Natural Foods
UNFI
$2.86B
| $6.88M | ﹤0.01% |
183,010
-31,132
| -15% | -$854K |
|
3692
Helix Energy Solutions
HLX
$1.5B
| $6.88M | ﹤0.01% |
1,049,142
+34,597
| +3% | +$218K |
|
3693
Endava
DAVA
$160M
| $6.88M | ﹤0.01% |
756,082
+425,106
| +128% | +$5.29M |
|
3694
Cimpress
CMPR
$2.32B
| $6.87M | ﹤0.01% |
108,922
+62,107
| +133% | +$3.48M |
|
3695
CALL
Wheaton Precious Metals
WPM
$61B
| $6.86M | ﹤0.01% |
61,337
| – | – |
|
3696
Grand Canyon Education
LOPE
$3.76B
| $6.86M | ﹤0.01% |
31,237
-27,282
| -47% | -$5.24M |
|
3697
BlackRock MuniYield Quality Fund III
MYI
$717M
| $6.86M | ﹤0.01% |
618,760
-120,874
| -16% | -$1.28M |
|
|
TTAM
3698
Titan America SA
TTAM
$2.95B
| $6.84M | ﹤0.01% |
457,863
-89,325
| -16% | -$1.32M |
|
3699
Immunome
IMNM
$2.97B
| $6.84M | ﹤0.01% |
583,942
+158,027
| +37% | +$1.57M |
|
3700
CALL
TransAlta
TAC
$3.95B
| $6.83M | ﹤0.01% |
+500,000
| New | +$6.15M |
|
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.