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 | |
|---|---|---|---|---|---|---|
4626
LiveRamp
RAMP
$2.31B
| $2.83M | ﹤0.01% |
104,236
+12,034
| +13% | +$355K |
|
4627
State Street Multi-Asset Real Return ETF
RLY
$1.31B
| $2.83M | ﹤0.01% |
91,534
+13,684
| +18% | +$410K |
|
4628
Ternium
TX
$10.7B
| $2.82M | ﹤0.01% |
81,307
+30,689
| +61% | +$1.01M |
|
4629
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$7.41B
| $2.82M | ﹤0.01% |
13,316
+10,628
| +395% | +$2.03M |
|
|
RYZ
4630
Ryerson Holding Corp
RYZ
$1.5B
| $2.81M | ﹤0.01% |
123,106
+17,460
| +17% | +$393K |
|
4631
Interface
TILE
$2.24B
| $2.81M | ﹤0.01% |
97,123
-48,661
| -33% | -$1.23M |
|
|
SUPV
4632
Grupo Supervielle
SUPV
$738M
| $2.81M | ﹤0.01% |
567,393
+341,539
| +151% | +$2.98M |
|
4633
MainStreet Bancshares
MNSB
$179M
| $2.81M | ﹤0.01% |
134,821
+131,028
| +3,454% | +$2.76M |
|
4634
Greenfire Resources
GFR
$854M
| $2.81M | ﹤0.01% |
607,419
+74,522
| +14% | +$348K |
|
4635
Marten Transport
MRTN
$1.24B
| $2.8M | ﹤0.01% |
263,003
+104,719
| +66% | +$1.27M |
|
|
EMPD
4636
Empery Digital
EMPD
$79.6M
| $2.8M | ﹤0.01% |
372,222
+368,651
| +10,323% | +$3.33M |
|
4637
Fidelity MSCI Real Estate Index ETF
FREL
$1.49B
| $2.8M | ﹤0.01% |
100,579
+2,287
| +2% | +$63K |
|
4638
JPMorgan US Quality Factor ETF
JQUA
$8.66B
| $2.8M | ﹤0.01% |
44,456
-3,051
| -6% | -$187K |
|
4639
Aquestive Therapeutics
AQST
$533M
| $2.79M | ﹤0.01% |
499,036
+137,772
| +38% | +$596K |
|
4640
State Street SPDR MSCI USA Gender Diversity ETF
SHE
$339M
| $2.78M | ﹤0.01% |
21,827
-1,367
| -6% | -$171K |
|
4641
NETGEAR
NTGR
$647M
| $2.78M | ﹤0.01% |
85,797
+33,471
| +64% | +$915K |
|
|
PRSU
4642
Pursuit Attractions and Hospitality Inc
PRSU
$1.29B
| $2.78M | ﹤0.01% |
76,724
+33,308
| +77% | +$1.13M |
|
4643
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$726M
| $2.78M | ﹤0.01% |
32,664
-38,728
| -54% | -$3.15M |
|
|
FISV
4644
PUT
Fiserv Inc
FISV
$29.5B
| $2.77M | ﹤0.01% |
21,500
+14,000
| +187% | +$2.01M |
|
4645
Fulcrum Therapeutics
FULC
$283M
| $2.77M | ﹤0.01% |
301,157
+165,952
| +123% | +$1.2M |
|
4646
CALL
Duolingo
DUOL
$6.74B
| $2.77M | ﹤0.01% |
+8,600
| New | +$2.88M |
|
4647
Invesco California Value Municipal Income Trust
VCV
$527M
| $2.77M | ﹤0.01% |
261,344
-10,807
| -4% | -$111K |
|
4648
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.27B
| $2.77M | ﹤0.01% |
28,972
-4,231
| -13% | -$396K |
|
4649
PUT
Toll Brothers
TOL
$14B
| $2.76M | ﹤0.01% |
20,000
| – | – |
|
4650
Aspen Aerogels
ASPN
$504M
| $2.76M | ﹤0.01% |
396,809
+123,980
| +45% | +$874K |
|
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.