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 | |
|---|---|---|---|---|---|---|
4251
Fresenius Medical Care
FMS
$12.6B
| $4.04M | ﹤0.01% |
153,449
+74,298
| +94% | +$1.91M |
|
4252
CALL
Archer Daniels Midland
ADM
$38.6B
| $4.04M | ﹤0.01% |
67,600
+64,400
| +2,013% | +$3.77M |
|
4253
Rogers Corp
ROG
$2.46B
| $4.04M | ﹤0.01% |
50,174
+29,838
| +147% | +$2.22M |
|
4254
Bank First Corp
BFC
$1.76B
| $4.04M | ﹤0.01% |
33,275
+22,604
| +212% | +$2.81M |
|
|
SOCAU
4255
Solarius Capital Acquisition Corp Units
SOCAU
$161M
| $4.03M | ﹤0.01% |
+400,000
| New | +$4.03M |
|
|
ORBS
4256
Eightco Holdings
ORBS
$292M
| $4.03M | ﹤0.01% |
440,624
+438,578
| +21,436% | +$2.4M |
|
4257
Extreme Networks
EXTR
$3.16B
| $4.03M | ﹤0.01% |
195,213
-95,815
| -33% | -$1.9M |
|
4258
COPT Defense Properties
CDP
$4.23B
| $4.03M | ﹤0.01% |
138,717
+38,503
| +38% | +$1.11M |
|
4259
CALL
Oscar Health
OSCR
$9.5B
| $4.03M | ﹤0.01% |
212,700
+192,700
| +964% | +$3.18M |
|
4260
Colliers International
CIGI
$5.41B
| $4.02M | ﹤0.01% |
25,763
-28,956
| -53% | -$4.45M |
|
4261
Nano X Imaging
NNOX
$73.2M
| $4.02M | ﹤0.01% |
1,086,645
+292,899
| +37% | +$1.3M |
|
4262
TMC The Metals Company
TMC
$1.91B
| $4.02M | ﹤0.01% |
630,757
-215,283
| -25% | -$1.29M |
|
|
EOI
4263
Eaton Vance Enhanced Equity Income Fund
EOI
$832M
| $4.01M | ﹤0.01% |
190,755
+5,140
| +3% | +$108K |
|
4264
iShares MSCI Europe Small-Cap ETF
IEUS
$185M
| $4M | ﹤0.01% |
59,360
+19,003
| +47% | +$1.27M |
|
|
ARIS
4265
Aris Mining
ARIS
$3.59B
| $3.99M | ﹤0.01% |
407,507
+223,612
| +122% | +$1.78M |
|
4266
Universal Technical Institute
UTI
$1.42B
| $3.99M | ﹤0.01% |
122,617
+44,561
| +57% | +$1.31M |
|
4267
Invesco BulletShares 2027 Municipal Bond ETF
BSMR
$347M
| $3.99M | ﹤0.01% |
168,606
+1,996
| +1% | +$47.1K |
|
4268
Phathom Pharmaceuticals
PHAT
$743M
| $3.98M | ﹤0.01% |
338,360
-81,113
| -19% | -$837K |
|
4269
CALL
D.R. Horton
DHI
$41.9B
| $3.98M | ﹤0.01% |
23,496
+2,000
| +9% | +$315K |
|
4270
PUT
Independence Realty Trust
IRT
$4.01B
| $3.98M | ﹤0.01% |
+242,900
| New | +$4.21M |
|
|
SFIX
4271
Stitch Fix
SFIX
$487M
| $3.97M | ﹤0.01% |
913,559
+20,168
| +2% | +$99.6K |
|
4272
abrdn Physical Palladium Shares ETF
PALL
$648M
| $3.95M | ﹤0.01% |
173,055
-26,960
| -13% | -$577K |
|
4273
VanEck Pharmaceutical ETF
PPH
$991M
| $3.95M | ﹤0.01% |
43,687
-120,031
| -73% | -$10.5M |
|
4274
Neurogene
NGNE
$713M
| $3.95M | ﹤0.01% |
227,716
-12,603
| -5% | -$253K |
|
|
ITWO
4275
ProShares Russell 2000 High Income ETF
ITWO
$202M
| $3.94M | ﹤0.01% |
100,000
| – | – |
|
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.