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 | |
|---|---|---|---|---|---|---|
4601
V2X
VVX
$2.55B
| $2.88M | ﹤0.01% |
49,661
+41,739
| +527% | +$2.23M |
|
4602
CALL
CRISPR Therapeutics
CRSP
$5.22B
| $2.88M | ﹤0.01% |
44,508
+31,724
| +248% | +$1.82M |
|
4603
CALL
Franklin Resources
BEN
$17.2B
| $2.88M | ﹤0.01% |
124,500
| – | – |
|
4604
Arcos Dorados Holdings
ARCO
$1.71B
| $2.88M | ﹤0.01% |
426,578
+252,326
| +145% | +$1.79M |
|
|
TRTX
4605
TPG RE Finance Trust
TRTX
$616M
| $2.88M | ﹤0.01% |
336,210
-199,117
| -37% | -$1.76M |
|
4606
Liberty Broadband Class A
LBRDA
$5.29B
| $2.88M | ﹤0.01% |
45,429
-4,128
| -8% | -$287K |
|
|
GAU
4607
Galiano Gold
GAU
$547M
| $2.88M | ﹤0.01% |
1,313,118
+1,308,833
| +30,545% | +$2.44M |
|
4608
Scholastic
SCHL
$784M
| $2.88M | ﹤0.01% |
105,027
-79,474
| -43% | -$1.96M |
|
|
MOFG
4609
DELISTED
MidWestOne Financial Group
MOFG
| $2.87M | ﹤0.01% |
101,624
+37,199
| +58% | +$1.08M |
|
4610
Sigma Lithium
SGML
$1.27B
| $2.87M | ﹤0.01% |
448,479
+441,842
| +6,657% | +$2.66M |
|
4611
Grid Dynamics Holdings
GDYN
$644M
| $2.87M | ﹤0.01% |
372,467
+106,772
| +40% | +$953K |
|
4612
CALL
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.69B
| $2.87M | ﹤0.01% |
21,700
-118,200
| -84% | -$15.3M |
|
4613
First Trust Mid Cap Value AlphaDEX Fund
FNK
$233M
| $2.87M | ﹤0.01% |
51,856
-12,164
| -19% | -$662K |
|
4614
CALL
Coherent
COHR
$64B
| $2.87M | ﹤0.01% |
+26,600
| New | +$2.65M |
|
4615
PUT
McCormick & Company Non-Voting
MKC
$14.6B
| $2.86M | ﹤0.01% |
42,800
-67,200
| -61% | -$4.71M |
|
4616
iShares Residential and Multisector Real Estate ETF
REZ
$861M
| $2.86M | ﹤0.01% |
33,699
-125
| -0.4% | -$10.4K |
|
|
NPKI
4617
NPK International
NPKI
$1.18B
| $2.86M | ﹤0.01% |
252,718
+189,951
| +303% | +$1.85M |
|
4618
PRA Group
PRAA
$762M
| $2.86M | ﹤0.01% |
185,029
-156,127
| -46% | -$2.53M |
|
4619
Transportadora de Gas del Sur
TGS
$4.2B
| $2.85M | ﹤0.01% |
135,637
+131,258
| +2,997% | +$3.4M |
|
4620
Upbound Group
UPBD
$1.15B
| $2.85M | ﹤0.01% |
120,666
+15,196
| +14% | +$375K |
|
|
ACH
4621
Accendra Health
ACH
$84.6M
| $2.85M | ﹤0.01% |
593,819
-174,407
| -23% | -$1.11M |
|
4622
Rigel Pharmaceuticals
RIGL
$762M
| $2.85M | ﹤0.01% |
100,597
+32,541
| +48% | +$973K |
|
4623
Invesco KBW Property & Casualty Insurance ETF
KBWP
$267M
| $2.84M | ﹤0.01% |
22,991
+1,461
| +7% | +$175K |
|
4624
Lionsgate Studios
LION
$3.49B
| $2.84M | ﹤0.01% |
411,407
+185,093
| +82% | +$1.19M |
|
|
K
4625
PUT
DELISTED
Kellanova
K
| $2.83M | ﹤0.01% |
+34,500
| New | +$2.74M |
|
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.