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 | |
|---|---|---|---|---|---|---|
4401
iShares JPMorgan EM High Yield Bond ETF
EMHY
$639M
| $3.5M | ﹤0.01% |
88,162
-144,847
| -62% | -$5.7M |
|
4402
Invesco DB Commodity Index Tracking Fund
DBC
$1.71B
| $3.5M | ﹤0.01% |
155,178
-104,357
| -40% | -$2.32M |
|
|
PEW
4403
GrabAGun Digital Holdings
PEW
$79.4M
| $3.49M | ﹤0.01% |
+748,127
| New | +$4.69M |
|
4404
First Trust S&P REIT Index Fund
FRI
$204M
| $3.49M | ﹤0.01% |
124,003
-883
| -0.7% | -$24.3K |
|
4405
Humacyte
HUMA
$148M
| $3.48M | ﹤0.01% |
2,002,335
-443,136
| -18% | -$868K |
|
|
KAT
4406
Scharf ETF
KAT
$678M
| $3.47M | ﹤0.01% |
+61,667
| New | +$3.4M |
|
4407
ArcBest
ARCB
$3.28B
| $3.47M | ﹤0.01% |
49,604
+11,307
| +30% | +$850K |
|
|
PBPB
4408
DELISTED
Potbelly
PBPB
| $3.46M | ﹤0.01% |
203,338
+157,617
| +345% | +$2.14M |
|
4409
Invesco CurrencyShares Euro Currency Trust
FXE
$340M
| $3.46M | ﹤0.01% |
31,959
+7,027
| +28% | +$758K |
|
4410
CALL
Magnite
MGNI
$3.53B
| $3.46M | ﹤0.01% |
159,000
| – | – |
|
4411
NerdWallet
NRDS
$639M
| $3.46M | ﹤0.01% |
321,637
+154,055
| +92% | +$1.64M |
|
4412
PUT
Trane Technologies
TT
$105B
| $3.46M | ﹤0.01% |
8,200
+6,700
| +447% | +$2.86M |
|
4413
PUT
Sunrun
RUN
$2.37B
| $3.46M | ﹤0.01% |
+200,000
| New | +$2.68M |
|
4414
Pampa Energía
PAM
$4.24B
| $3.45M | ﹤0.01% |
57,477
+23,184
| +68% | +$1.6M |
|
4415
Bowman Consulting
BWMN
$731M
| $3.45M | ﹤0.01% |
81,471
-14,932
| -15% | -$560K |
|
|
CURB
4416
Curbline Properties
CURB
$3.46B
| $3.45M | ﹤0.01% |
154,531
+21,322
| +16% | +$481K |
|
4417
Calumet Specialty Products
CLMT
$4.29B
| $3.44M | ﹤0.01% |
188,728
-263,649
| -58% | -$4.34M |
|
4418
SFL Corp
SFL
$1.61B
| $3.44M | ﹤0.01% |
457,013
-124,043
| -21% | -$1.07M |
|
4419
CPI Card Group
PMTS
$334M
| $3.44M | ﹤0.01% |
227,161
-34,499
| -13% | -$613K |
|
|
HTBK
4420
DELISTED
Heritage Commerce
HTBK
| $3.43M | ﹤0.01% |
345,625
+184,976
| +115% | +$1.86M |
|
|
DMC
4421
Del Monte Corp
DMC
$1.44B
| $3.42M | ﹤0.01% |
98,624
+16,369
| +20% | +$580K |
|
|
UROY
4422
Uranium Royalty Corp
UROY
$1.55B
| $3.42M | ﹤0.01% |
796,325
+19,604
| +3% | +$59.3K |
|
4423
Gaotu Techedu
GOTU
$401M
| $3.42M | ﹤0.01% |
1,049,687
-1,633,036
| -61% | -$5.93M |
|
4424
REX American Resources
REX
$1.44B
| $3.42M | ﹤0.01% |
111,682
+72,448
| +185% | +$2.06M |
|
4425
Sasol
SSL
$7.17B
| $3.42M | ﹤0.01% |
549,245
-82,486
| -13% | -$482K |
|
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.