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 | |
|---|---|---|---|---|---|---|
|
ETB
3951
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$460M
| $5.4M | ﹤0.01% |
359,879
-2,042
| -0.6% | -$30.1K |
|
3952
Dianthus Therapeutics
DNTH
$6.12B
| $5.39M | ﹤0.01% |
137,073
+5,592
| +4% | +$143K |
|
3953
CALL
Thor Industries
THO
$4.1B
| $5.39M | ﹤0.01% |
+52,000
| New | +$5.24M |
|
|
ROBN
3954
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$110M
| $5.39M | ﹤0.01% |
+50,000
| New | +$3.36M |
|
3955
Real Brokerage
REAX
$517M
| $5.39M | ﹤0.01% |
1,288,964
+1,159,366
| +895% | +$5.24M |
|
3956
EverQuote
EVER
$873M
| $5.37M | ﹤0.01% |
234,694
-361,034
| -61% | -$8.72M |
|
3957
Clearwater Paper
CLW
$352M
| $5.36M | ﹤0.01% |
258,186
+179,539
| +228% | +$4.34M |
|
3958
Vanguard World Funds Extended Duration ETF
EDV
$3.48B
| $5.35M | ﹤0.01% |
78,171
-32,244
| -29% | -$2.13M |
|
|
SHOE
3959
Shoe Station Group
SHOE
$419M
| $5.33M | ﹤0.01% |
256,478
+12,709
| +5% | +$275K |
|
3960
CALL
BCE
BCE
$21.7B
| $5.33M | ﹤0.01% |
227,692
| – | – |
|
3961
Smith & Nephew
SNN
$12.6B
| $5.32M | ﹤0.01% |
146,584
-2,682
| -2% | -$92.6K |
|
|
DQ
3962
PUT
Daqo New Energy
DQ
$1.01B
| $5.32M | ﹤0.01% |
+189,100
| New | +$4.43M |
|
|
ASTX
3963
Tradr 2X Long ASTS Daily ETF
ASTX
$406M
| $5.32M | ﹤0.01% |
+198,510
| New | +$5.76M |
|
3964
Invesco S&P International Developed Low Volatility ETF
IDLV
$344M
| $5.32M | ﹤0.01% |
158,688
-268,562
| -63% | -$9.01M |
|
|
CHYM
3965
Chime Financial
CHYM
$12.1B
| $5.31M | ﹤0.01% |
263,499
+229,366
| +672% | +$6.52M |
|
3966
Playtika
PLTK
$961M
| $5.31M | ﹤0.01% |
1,365,770
+103,591
| +8% | +$423K |
|
3967
Alarm.com
ALRM
$2.74B
| $5.31M | ﹤0.01% |
100,083
-45,310
| -31% | -$2.53M |
|
3968
PUT
James Hardie Industries
JHX
$17.9B
| $5.31M | ﹤0.01% |
+276,400
| New | +$6.62M |
|
3969
State Street SPDR S&P International Small Cap ETF
GWX
$928M
| $5.3M | ﹤0.01% |
131,999
-8,107
| -6% | -$314K |
|
|
LKFT
3970
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.84B
| $5.3M | ﹤0.01% |
152,999
-85,525
| -36% | -$2.74M |
|
3971
ESCO Technologies
ESE
$7.78B
| $5.3M | ﹤0.01% |
25,086
-31,487
| -56% | -$6.23M |
|
3972
Expro Ltd
XPRO
$2.09B
| $5.27M | ﹤0.01% |
443,340
+20,941
| +5% | +$227K |
|
3973
CorVel
CRVL
$3.23B
| $5.27M | ﹤0.01% |
68,020
+28,750
| +73% | +$2.56M |
|
3974
Ardagh Metal Packaging
AMBP
$3.15B
| $5.26M | ﹤0.01% |
1,319,163
-221,716
| -14% | -$882K |
|
|
ORC
3975
Orchid Island Capital
ORC
$1.33B
| $5.24M | ﹤0.01% |
747,817
-274,342
| -27% | -$1.95M |
|
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.