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 | |
|---|---|---|---|---|---|---|
3776
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.75B
| $6.41M | ﹤0.01% |
85,590
-326
| -0.4% | -$23.4K |
|
|
HOUS
3777
DELISTED
Anywhere Real Estate
HOUS
| $6.4M | ﹤0.01% |
604,635
+28,465
| +5% | +$167K |
|
3778
Oil States International
OIS
$532M
| $6.39M | ﹤0.01% |
1,055,130
+897,563
| +570% | +$4.92M |
|
|
DIAX
3779
DELISTED
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
| $6.39M | ﹤0.01% |
428,921
-16,252
| -4% | -$236K |
|
3780
Lufax Holding
LU
$1.34B
| $6.38M | ﹤0.01% |
1,571,180
+710,341
| +83% | +$2.12M |
|
3781
indie Semiconductor
INDI
$805M
| $6.35M | ﹤0.01% |
1,560,837
-295,078
| -16% | -$1.22M |
|
3782
Ibotta
IBTA
$741M
| $6.35M | ﹤0.01% |
227,901
-46,222
| -17% | -$1.45M |
|
3783
Ero Copper
ERO
$3.79B
| $6.34M | ﹤0.01% |
313,185
+148,547
| +90% | +$2.26M |
|
3784
CALL
Allstate
ALL
$66.3B
| $6.33M | ﹤0.01% |
29,500
+29,400
| +29,400% | +$5.93M |
|
3785
Frontdoor
FTDR
$5.76B
| $6.33M | ﹤0.01% |
94,054
-19,219
| -17% | -$1.17M |
|
3786
STAAR Surgical
STAA
$1.24B
| $6.33M | ﹤0.01% |
235,531
-32,143
| -12% | -$766K |
|
3787
Portland General Electric
POR
$5.69B
| $6.33M | ﹤0.01% |
143,758
-287,424
| -67% | -$12.1M |
|
3788
Evolus
EOLS
$551M
| $6.32M | ﹤0.01% |
1,030,116
-46,468
| -4% | -$362K |
|
3789
Invesco Building & Construction ETF
PKB
$398M
| $6.31M | ﹤0.01% |
66,043
+46,643
| +240% | +$4.14M |
|
3790
CALL
Hims & Hers Health
HIMS
$7.12B
| $6.31M | ﹤0.01% |
111,312
-47,590
| -30% | -$2.44M |
|
3791
CALL
Amer Sports
AS
$19.7B
| $6.31M | ﹤0.01% |
+181,560
| New | +$6.85M |
|
|
IBMN
3792
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| $6.31M | ﹤0.01% |
235,384
-46,137
| -16% | -$1.23M |
|
|
CALY
3793
Callaway Golf Company
CALY
$3.01B
| $6.29M | ﹤0.01% |
661,697
+43,386
| +7% | +$403K |
|
3794
Portillo's
PTLO
$327M
| $6.29M | ﹤0.01% |
974,434
+59,598
| +7% | +$503K |
|
|
CYBR
3795
PUT
DELISTED
CyberArk
CYBR
| $6.28M | ﹤0.01% |
13,000
| – | – |
|
3796
i3 Verticals
IIIV
$331M
| $6.26M | ﹤0.01% |
192,954
+2,278
| +1% | +$68.7K |
|
3797
iShares iBonds 2026 Term High Yield and Income ETF
IBHF
$789M
| $6.26M | ﹤0.01% |
267,737
+5,112
| +2% | +$119K |
|
3798
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
| $6.25M | ﹤0.01% |
131,578
+23,210
| +21% | +$1.09M |
|
3799
CALL
Synchrony
SYF
$25.5B
| $6.25M | ﹤0.01% |
+88,000
| New | +$6.38M |
|
3800
Grupo Aeroportuario del Pacifico
PAC
$12.7B
| $6.25M | ﹤0.01% |
26,359
+2,273
| +9% | +$545K |
|
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.