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 | |
|---|---|---|---|---|---|---|
4126
Invesco S&P Ultra Dividend Revenue ETF
RDIV
$1.41B
| $4.57M | ﹤0.01% |
87,665
+2,315
| +3% | +$117K |
|
4127
Beazer Homes USA
BZH
$874M
| $4.56M | ﹤0.01% |
185,571
-179,488
| -49% | -$4.41M |
|
4128
Worthington Enterprises
WOR
$2.85B
| $4.55M | ﹤0.01% |
82,073
-3,391
| -4% | -$214K |
|
4129
ALPS Equal Sector Weight ETF
EQL
$768M
| $4.54M | ﹤0.01% |
98,731
+6,777
| +7% | +$304K |
|
4130
Walker & Dunlop
WD
$1.47B
| $4.54M | ﹤0.01% |
54,293
-20,917
| -28% | -$1.68M |
|
|
DVAX
4131
DELISTED
Dynavax Technologies
DVAX
| $4.54M | ﹤0.01% |
457,132
+51,264
| +13% | +$534K |
|
4132
Triumph Financial Inc
TFIN
$1.87B
| $4.53M | ﹤0.01% |
90,525
+19,318
| +27% | +$1.14M |
|
4133
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$579M
| $4.52M | ﹤0.01% |
209,400
+85,124
| +68% | +$1.83M |
|
4134
PUT
Coupang
CPNG
$29.3B
| $4.51M | ﹤0.01% |
140,000
+15,000
| +12% | +$453K |
|
4135
Banco Santander
SAN
$211B
| $4.5M | ﹤0.01% |
429,411
-445,276
| -51% | -$4.15M |
|
4136
First Financial Bancorp
FFBC
$3.6B
| $4.49M | ﹤0.01% |
177,707
+76,870
| +76% | +$1.95M |
|
|
FIG
4137
CALL
Figma
FIG
$14B
| $4.49M | ﹤0.01% |
+86,470
| New | +$5.94M |
|
4138
Invesco S&P MidCap 400 GARP ETF
GRPM
$511M
| $4.47M | ﹤0.01% |
37,049
+9
| +0% | +$1.05K |
|
4139
Solid Biosciences
SLDB
$974M
| $4.47M | ﹤0.01% |
724,145
-48,150
| -6% | -$282K |
|
4140
Prudential
PUK
$34.5B
| $4.47M | ﹤0.01% |
159,538
+141,909
| +805% | +$3.72M |
|
|
BDN
4141
Brandywine Realty Trust
BDN
$542M
| $4.46M | ﹤0.01% |
1,068,711
-717,285
| -40% | -$3.02M |
|
4142
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$111M
| $4.45M | ﹤0.01% |
123,450
-8,861
| -7% | -$318K |
|
4143
Power Integrations
POWI
$3.48B
| $4.45M | ﹤0.01% |
110,668
-11,231
| -9% | -$542K |
|
|
AVNS
4144
DELISTED
Avanos Medical
AVNS
| $4.45M | ﹤0.01% |
384,817
+156,386
| +68% | +$1.83M |
|
|
HIMX
4145
Himax Technologies
HIMX
$2.56B
| $4.45M | ﹤0.01% |
503,553
-50,930
| -9% | -$437K |
|
4146
First Trust Natural Gas ETF
FCG
$639M
| $4.44M | ﹤0.01% |
189,170
+95,262
| +101% | +$2.23M |
|
4147
Genworth Financial
GNW
$3.77B
| $4.44M | ﹤0.01% |
499,006
-1,796,883
| -78% | -$14.8M |
|
4148
Allogene Therapeutics
ALLO
$683M
| $4.43M | ﹤0.01% |
3,571,157
+1,532,238
| +75% | +$1.83M |
|
4149
B2Gold
BTG
$6.7B
| $4.42M | ﹤0.01% |
893,907
-589,956
| -40% | -$2.32M |
|
4150
Dyne Therapeutics
DYN
$4.85B
| $4.42M | ﹤0.01% |
349,388
+227,596
| +187% | +$2.6M |
|
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.