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 | |
|---|---|---|---|---|---|---|
3701
Evolv Technologies
EVLV
$1.08B
| $6.82M | ﹤0.01% |
903,269
+645,848
| +251% | +$4.71M |
|
3702
Fox Factory Holding Corp
FOXF
$905M
| $6.82M | ﹤0.01% |
280,727
+109,853
| +64% | +$3.09M |
|
3703
CALL
Akamai
AKAM
$16.8B
| $6.82M | ﹤0.01% |
90,000
+52,000
| +137% | +$4.01M |
|
3704
CALL
Comcast
CMCSA
$91B
| $6.81M | ﹤0.01% |
216,761
+191,000
| +741% | +$6.4M |
|
3705
Alliance Resource Partners
ARLP
$3.18B
| $6.81M | ﹤0.01% |
269,165
+213,496
| +384% | +$5.34M |
|
|
AMWD
3706
DELISTED
American Woodmark
AMWD
| $6.8M | ﹤0.01% |
101,872
-8,366
| -8% | -$513K |
|
3707
Nuveen Churchill Direct Lending
NCDL
$619M
| $6.79M | ﹤0.01% |
492,094
+48,157
| +11% | +$770K |
|
|
MLNK
3708
DELISTED
MeridianLink
MLNK
| $6.78M | ﹤0.01% |
340,042
+234,380
| +222% | +$4.31M |
|
3709
Cushman & Wakefield Ltd
CWK
$3.23B
| $6.77M | ﹤0.01% |
425,522
+16,178
| +4% | +$228K |
|
3710
CALL
Cigna
CI
$72.4B
| $6.77M | ﹤0.01% |
23,500
-1,500
| -6% | -$444K |
|
3711
PUT
Reliance Steel & Aluminium
RS
$21.6B
| $6.77M | ﹤0.01% |
24,100
+15,400
| +177% | +$4.62M |
|
3712
Enviri
NVRI
$566M
| $6.77M | ﹤0.01% |
533,224
-120,928
| -18% | -$1.25M |
|
3713
iShares MSCI Europe Financials ETF
EUFN
$4.27B
| $6.76M | ﹤0.01% |
196,878
-16,764
| -8% | -$556K |
|
3714
Marriott Vacations Worldwide
VAC
$3.95B
| $6.76M | ﹤0.01% |
101,567
-64,146
| -39% | -$4.95M |
|
3715
Lindblad Expeditions
LIND
$2.15B
| $6.75M | ﹤0.01% |
527,668
-53,945
| -9% | -$710K |
|
3716
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$3.09B
| $6.75M | ﹤0.01% |
741,596
+39,764
| +6% | +$353K |
|
3717
PUT
Nucor
NUE
$61.9B
| $6.74M | ﹤0.01% |
49,800
| – | – |
|
3718
Interparfums
IPAR
$3.84B
| $6.74M | ﹤0.01% |
68,500
+32,312
| +89% | +$3.81M |
|
|
DQ
3719
CALL
Daqo New Energy
DQ
$984M
| $6.74M | ﹤0.01% |
239,500
+73,600
| +44% | +$1.73M |
|
3720
CALL
Xylem
XYL
$28.8B
| $6.73M | ﹤0.01% |
45,646
| – | – |
|
3721
Kforce
KFRC
$1.04B
| $6.72M | ﹤0.01% |
224,090
+11,496
| +5% | +$407K |
|
3722
Gladstone Investment Corp
GAIN
$655M
| $6.7M | ﹤0.01% |
484,848
+229,192
| +90% | +$3.23M |
|
3723
MaxLinear
MXL
$6.26B
| $6.68M | ﹤0.01% |
415,369
+127,606
| +44% | +$2M |
|
3724
NB Bancorp
NBBK
$997M
| $6.68M | ﹤0.01% |
378,353
+274,511
| +264% | +$5.04M |
|
3725
CALL
Li Auto
LI
$12.4B
| $6.66M | ﹤0.01% |
263,018
+225,550
| +602% | +$5.84M |
|
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.