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 | |
|---|---|---|---|---|---|---|
3751
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.1B
| $6.57M | ﹤0.01% |
95,941
-4,173
| -4% | -$274K |
|
3752
First Trust Energy AlphaDEX Fund
FXN
$390M
| $6.56M | ﹤0.01% |
402,407
-190,023
| -32% | -$3.02M |
|
3753
Cracker Barrel
CBRL
$1.25B
| $6.55M | ﹤0.01% |
148,759
-136,065
| -48% | -$7.86M |
|
3754
Franklin FTSE India ETF
FLIN
$2.68B
| $6.55M | ﹤0.01% |
175,671
-51,994
| -23% | -$1.99M |
|
3755
Chefs' Warehouse
CHEF
$4.46B
| $6.55M | ﹤0.01% |
112,247
-9,659
| -8% | -$616K |
|
|
SOFX
3756
Defiance Daily Target 2X Long SOFI ETF
SOFX
$77.7M
| $6.54M | ﹤0.01% |
168,596
+167,660
| +17,912% | +$5.56M |
|
3757
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.76B
| $6.54M | ﹤0.01% |
114,497
-12,046
| -10% | -$683K |
|
3758
WisdomTree International SmallCap Dividend Fund
DLS
$1.07B
| $6.54M | ﹤0.01% |
82,223
-23,244
| -22% | -$1.81M |
|
3759
CALL
Kroger
KR
$34.5B
| $6.52M | ﹤0.01% |
96,700
-26,500
| -22% | -$1.85M |
|
|
HNGE
3760
Hinge Health
HNGE
$7.18B
| $6.51M | ﹤0.01% |
132,721
+97,421
| +276% | +$5.1M |
|
3761
iShares Core MSCI Pacific ETF
IPAC
$2.75B
| $6.51M | ﹤0.01% |
88,675
-801
| -0.9% | -$57K |
|
|
DFTX
3762
Definium Therapeutics
DFTX
$5.43B
| $6.51M | ﹤0.01% |
551,809
+37,364
| +7% | +$348K |
|
3763
JPMorgan Inflation Managed Bond ETF
JCPI
$868M
| $6.5M | ﹤0.01% |
133,225
+4,650
| +4% | +$225K |
|
3764
Burford Capital
BUR
$953M
| $6.5M | ﹤0.01% |
543,248
-2,153,294
| -80% | -$28.8M |
|
3765
Gerdau
GGB
$9.2B
| $6.48M | ﹤0.01% |
2,091,144
+18,111
| +0.9% | +$54.8K |
|
3766
Aptus Collared Investment Opportunity ETF
ACIO
$2.43B
| $6.47M | ﹤0.01% |
149,050
-18,150
| -11% | -$767K |
|
3767
CALL
Biogen
BIIB
$30.1B
| $6.47M | ﹤0.01% |
46,200
+1,000
| +2% | +$135K |
|
3768
Triple Flag Precious Metals
TFPM
$6.59B
| $6.47M | ﹤0.01% |
220,964
+102,608
| +87% | +$2.65M |
|
3769
Spyre Therapeutics
SYRE
$9.06B
| $6.46M | ﹤0.01% |
385,589
-77,274
| -17% | -$1.26M |
|
3770
CONMED
CNMD
$1.48B
| $6.46M | ﹤0.01% |
137,261
+84,617
| +161% | +$4.39M |
|
3771
SITE Centers
SITC
$155M
| $6.45M | ﹤0.01% |
715,962
+180,751
| +34% | +$1.92M |
|
|
GRP.U
3772
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $6.45M | ﹤0.01% |
115,702
+5,500
| +5% | +$302K |
|
3773
Ondas Inc
ONDS
$5.56B
| $6.45M | ﹤0.01% |
835,357
+759,498
| +1,001% | +$3.15M |
|
3774
United Fire Group
UFCS
$1.39B
| $6.43M | ﹤0.01% |
211,339
+93,525
| +79% | +$2.76M |
|
3775
Simplify Hedged Equity ETF
HEQT
$303M
| $6.42M | ﹤0.01% |
205,404
-50,116
| -20% | -$1.54M |
|
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.