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 | |
|---|---|---|---|---|---|---|
4151
Fidelity MSCI Health Care Index ETF
FHLC
$3.42B
| $4.42M | ﹤0.01% |
66,045
-60
| -0.1% | -$3.88K |
|
4152
PACS Group
PACS
$7.12B
| $4.41M | ﹤0.01% |
321,364
+233,919
| +268% | +$2.74M |
|
4153
PUT
KeyCorp
KEY
$24.6B
| $4.41M | ﹤0.01% |
236,000
+224,700
| +1,988% | +$4.16M |
|
4154
PUT
Synaptics
SYNA
$4.2B
| $4.41M | ﹤0.01% |
64,500
| – | – |
|
|
EVN
4155
Eaton Vance Municipal Income Trust
EVN
$434M
| $4.41M | ﹤0.01% |
398,018
-3,782
| -0.9% | -$40.1K |
|
4156
CALL
Aptiv
APTV
$10.2B
| $4.4M | ﹤0.01% |
51,000
| – | – |
|
|
BRSL
4157
Brightstar Lottery PLC
BRSL
$2.15B
| $4.39M | ﹤0.01% |
254,736
-883,937
| -78% | -$14.2M |
|
4158
Bristow Group
VTOL
$1.38B
| $4.39M | ﹤0.01% |
121,617
+57,577
| +90% | +$2.11M |
|
4159
CALL
DigitalBridge
DBRG
$2.94B
| $4.38M | ﹤0.01% |
374,600
| – | – |
|
4160
PUT
Antero Resources
AR
$11.3B
| $4.38M | ﹤0.01% |
130,500
+129,500
| +12,950% | +$4.32M |
|
4161
Anavex Life Sciences
AVXL
$303M
| $4.38M | ﹤0.01% |
491,977
+17,823
| +4% | +$181K |
|
|
CIM
4162
Chimera Investment
CIM
$993M
| $4.38M | ﹤0.01% |
330,964
+82,610
| +33% | +$1.15M |
|
4163
Live Oak Bancshares
LOB
$2.01B
| $4.37M | ﹤0.01% |
124,185
+11,416
| +10% | +$393K |
|
4164
iShares MSCI USA Equal Weighted ETF
EUSA
$1.96B
| $4.37M | ﹤0.01% |
42,470
+7,305
| +21% | +$741K |
|
4165
Davis Select Financial ETF
DFNL
$495M
| $4.37M | ﹤0.01% |
96,687
+676
| +0.7% | +$29.9K |
|
4166
Upexi
UPXI
$54.8M
| $4.37M | ﹤0.01% |
757,244
+720,990
| +1,989% | +$4.38M |
|
4167
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$288M
| $4.37M | ﹤0.01% |
99,283
+57,390
| +137% | +$2.42M |
|
4168
Red Cat Holdings
RCAT
$1.56B
| $4.36M | ﹤0.01% |
421,235
-41,786
| -9% | -$390K |
|
4169
WisdomTree International High Dividend Fund
DTH
$661M
| $4.35M | ﹤0.01% |
88,441
+11,899
| +16% | +$573K |
|
4170
PUT
Cognizant
CTSH
$26.7B
| $4.35M | ﹤0.01% |
64,800
+22,600
| +54% | +$1.63M |
|
4171
iShares MSCI Israel ETF
EIS
$909M
| $4.35M | ﹤0.01% |
43,327
-7,060
| -14% | -$663K |
|
4172
BancFirst
BANF
$3.89B
| $4.34M | ﹤0.01% |
34,330
-11,770
| -26% | -$1.52M |
|
4173
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.89B
| $4.34M | ﹤0.01% |
52,029
+5,448
| +12% | +$449K |
|
4174
NETSCOUT
NTCT
$2.89B
| $4.34M | ﹤0.01% |
167,870
+39,966
| +31% | +$945K |
|
|
VRNT
4175
DELISTED
Verint Systems
VRNT
| $4.33M | ﹤0.01% |
214,054
-273,657
| -56% | -$5.63M |
|
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.