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 | |
|---|---|---|---|---|---|---|
4426
Arvinas
ARVN
$589M
| $3.41M | ﹤0.01% |
400,136
-621,517
| -61% | -$4.71M |
|
4427
Xtrackers Russell US Multifactor ETF
DEUS
$307M
| $3.41M | ﹤0.01% |
58,645
-14,749
| -20% | -$845K |
|
4428
Gorman-Rupp
GRC
$2.11B
| $3.4M | ﹤0.01% |
73,290
-26,575
| -27% | -$1.1M |
|
4429
Flotek Industries
FTK
$1.25B
| $3.4M | ﹤0.01% |
232,966
+194,951
| +513% | +$2.46M |
|
4430
CALL
Dollar Tree
DLTR
$24.9B
| $3.4M | ﹤0.01% |
36,000
+9,500
| +36% | +$1.02M |
|
4431
FuelCell Energy
FCEL
$1.63B
| $3.39M | ﹤0.01% |
435,152
+100,724
| +30% | +$548K |
|
4432
Mineralys Therapeutics
MLYS
$2.31B
| $3.39M | ﹤0.01% |
89,504
-25,635
| -22% | -$554K |
|
4433
LegalZoom.com
LZ
$993M
| $3.39M | ﹤0.01% |
326,474
-804,183
| -71% | -$8.02M |
|
4434
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.17B
| $3.38M | ﹤0.01% |
66,928
-8,063
| -11% | -$406K |
|
4435
Rekor Systems
REKR
$97.6M
| $3.38M | ﹤0.01% |
2,154,064
-319,095
| -13% | -$403K |
|
4436
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$537M
| $3.37M | ﹤0.01% |
43,941
+10,092
| +30% | +$748K |
|
4437
Astrana Health
ASTH
$1.87B
| $3.36M | ﹤0.01% |
118,668
+25,996
| +28% | +$704K |
|
4438
Nuvation Bio
NUVB
$2.14B
| $3.36M | ﹤0.01% |
908,101
+434,162
| +92% | +$1.18M |
|
4439
Scansource
SCSC
$1.06B
| $3.36M | ﹤0.01% |
76,332
+46,417
| +155% | +$1.98M |
|
4440
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$412M
| $3.36M | ﹤0.01% |
97,929
+38,263
| +64% | +$1.31M |
|
4441
3D Systems Corp
DDD
$601M
| $3.35M | ﹤0.01% |
1,156,809
-1,435,942
| -55% | -$2.96M |
|
4442
PUT
PVH
PVH
$3.77B
| $3.35M | ﹤0.01% |
40,000
| – | – |
|
4443
DXP Enterprises
DXPE
$3B
| $3.35M | ﹤0.01% |
28,140
-2,026
| -7% | -$226K |
|
4444
Nurix Therapeutics
NRIX
$2.82B
| $3.35M | ﹤0.01% |
362,546
-1,226,494
| -77% | -$12.7M |
|
4445
BrightView Holdings
BV
$1.08B
| $3.34M | ﹤0.01% |
249,617
-270,764
| -52% | -$4.02M |
|
4446
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
| $3.34M | ﹤0.01% |
145,418
+13,400
| +10% | +$308K |
|
|
GRW
4447
TCW ETF Trust TCW Durable Growth ETF
GRW
$66.7M
| $3.34M | ﹤0.01% |
104,654
+18,795
| +22% | +$626K |
|
4448
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.04B
| $3.34M | ﹤0.01% |
53,064
-15,813
| -23% | -$982K |
|
|
SOBO
4449
South Bow Corp
SOBO
$7.64B
| $3.34M | ﹤0.01% |
117,980
-77,878
| -40% | -$2.12M |
|
4450
Shinhan Financial Group
SHG
$35.1B
| $3.33M | ﹤0.01% |
66,167
+42,366
| +178% | +$2.07M |
|
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.