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 | |
|---|---|---|---|---|---|---|
|
OS
3726
DELISTED
OneStream Inc
OS
| $6.66M | ﹤0.01% |
361,558
+30,979
| +9% | +$680K |
|
3727
Bit Digital
BTBT
$471M
| $6.66M | ﹤0.01% |
2,218,661
+480,155
| +28% | +$1.46M |
|
|
BORR
3728
Borr Drilling
BORR
$1.32B
| $6.65M | ﹤0.01% |
2,472,250
-705,377
| -22% | -$1.75M |
|
3729
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.37B
| $6.65M | ﹤0.01% |
131,609
-6,683
| -5% | -$337K |
|
3730
PUT
Best Buy
BBY
$17.6B
| $6.65M | ﹤0.01% |
87,900
-17,800
| -17% | -$1.28M |
|
3731
Trustmark
TRMK
$2.78B
| $6.64M | ﹤0.01% |
167,668
+97,828
| +140% | +$3.81M |
|
3732
Trinity Industries
TRN
$2.29B
| $6.64M | ﹤0.01% |
236,764
-88,346
| -27% | -$2.44M |
|
|
AD
3733
Array Digital Infrastructure
AD
$3.01B
| $6.64M | ﹤0.01% |
132,736
+85,058
| +178% | +$5.28M |
|
3734
Castle Biosciences
CSTL
$985M
| $6.63M | ﹤0.01% |
291,362
-72,486
| -20% | -$1.47M |
|
3735
ARS Pharmaceuticals
SPRY
$591M
| $6.63M | ﹤0.01% |
659,886
-207,049
| -24% | -$2.97M |
|
3736
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$108M
| $6.62M | ﹤0.01% |
214,452
-65,867
| -23% | -$1.9M |
|
3737
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$424M
| $6.62M | ﹤0.01% |
248,595
+15,150
| +6% | +$399K |
|
3738
G-III Apparel Group
GIII
$1.44B
| $6.62M | ﹤0.01% |
248,651
+88,293
| +55% | +$2.24M |
|
3739
Freshworks
FRSH
$3.31B
| $6.61M | ﹤0.01% |
561,873
+131,051
| +30% | +$1.77M |
|
3740
RxSight
RXST
$293M
| $6.61M | ﹤0.01% |
735,170
+475,395
| +183% | +$4.17M |
|
3741
Avient
AVNT
$4.17B
| $6.6M | ﹤0.01% |
200,245
-84,310
| -30% | -$2.93M |
|
3742
Leggett & Platt
LEG
$1.3B
| $6.59M | ﹤0.01% |
742,355
-736,191
| -50% | -$7.01M |
|
3743
Suburban Propane Partners
SPH
$1.17B
| $6.59M | ﹤0.01% |
353,402
-9,512
| -3% | -$176K |
|
|
MOMO
3744
Hello Group
MOMO
$861M
| $6.59M | ﹤0.01% |
888,193
+203,854
| +30% | +$1.67M |
|
3745
Horace Mann Educators
HMN
$2.12B
| $6.58M | ﹤0.01% |
145,677
-408
| -0.3% | -$17.9K |
|
3746
iShares Global Consumer Staples ETF
KXI
$1.06B
| $6.58M | ﹤0.01% |
102,166
-5,514
| -5% | -$360K |
|
3747
ProShares Short Russell2000
RWM
$100M
| $6.58M | ﹤0.01% |
391,619
+249,586
| +176% | +$4.44M |
|
|
CTRA
3748
CALL
DELISTED
Coterra Energy
CTRA
| $6.57M | ﹤0.01% |
277,900
| – | – |
|
3749
CALL
ResMed
RMD
$32.6B
| $6.57M | ﹤0.01% |
24,000
+16,200
| +208% | +$4.43M |
|
3750
Arlo Technologies
ARLO
$1.59B
| $6.57M | ﹤0.01% |
387,450
+52,623
| +16% | +$894K |
|
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.