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 | |
|---|---|---|---|---|---|---|
4801
ThredUp
TDUP
$416M
| $2.32M | ﹤0.01% |
245,440
+33,200
| +16% | +$314K |
|
4802
OraSure Technologies
OSUR
$259M
| $2.32M | ﹤0.01% |
722,520
+358,016
| +98% | +$1.12M |
|
|
SLDE
4803
Slide Insurance Holdings
SLDE
$2.45B
| $2.32M | ﹤0.01% |
146,757
+44,587
| +44% | +$731K |
|
|
BSL
4804
Blackstone Senior Floating Rate 2027 Term Fund
BSL
$170M
| $2.31M | ﹤0.01% |
164,048
+4,058
| +3% | +$57.6K |
|
4805
Vesta Real Estate
VTMX
$3.14B
| $2.31M | ﹤0.01% |
81,486
-2,959
| -4% | -$81.3K |
|
4806
AnaptysBio
ANAB
$1.66B
| $2.3M | ﹤0.01% |
75,262
-1,197,237
| -94% | -$27.5M |
|
|
EIM
4807
Eaton Vance Municipal Bond Fund
EIM
$497M
| $2.3M | ﹤0.01% |
231,822
-5,699
| -2% | -$55.5K |
|
4808
PUT
Fidelity National Information Services
FIS
$22.8B
| $2.3M | ﹤0.01% |
34,900
+31,800
| +1,026% | +$2.32M |
|
4809
First Trust Consumer Staples AlphaDEX Fund
FXG
$232M
| $2.3M | ﹤0.01% |
36,631
+17,346
| +90% | +$1.11M |
|
4810
Neuberger Option Strategy ETF
NBOS
$528M
| $2.29M | ﹤0.01% |
85,263
-49,623
| -37% | -$1.31M |
|
4811
PUT
Jefferies Financial Group
JEF
$12.9B
| $2.29M | ﹤0.01% |
+35,000
| New | +$2.13M |
|
4812
PUT
Motorola Solutions
MSI
$77.7B
| $2.29M | ﹤0.01% |
5,000
| – | – |
|
4813
Fidelity MSCI Financials Index ETF
FNCL
$2.43B
| $2.28M | ﹤0.01% |
29,920
+452
| +2% | +$34K |
|
4814
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
| $2.28M | ﹤0.01% |
22,203
+954
| +4% | +$94.3K |
|
4815
Arcus Biosciences
RCUS
$3.67B
| $2.28M | ﹤0.01% |
167,404
+74,603
| +80% | +$776K |
|
4816
PUT
Nice
NICE
$5.78B
| $2.27M | ﹤0.01% |
15,700
-200
| -1% | -$30K |
|
|
NLOP
4817
Net Lease Office Properties
NLOP
$171M
| $2.27M | ﹤0.01% |
76,575
-22,823
| -23% | -$716K |
|
4818
Polestar Automotive Holding UK
PSNY
$1.99B
| $2.26M | ﹤0.01% |
80,309
+14,779
| +23% | +$473K |
|
4819
Evolution Petroleum
EPM
$134M
| $2.26M | ﹤0.01% |
469,692
+88,575
| +23% | +$442K |
|
4820
Banco Macro
BMA
$5.1B
| $2.26M | ﹤0.01% |
53,493
+13,651
| +34% | +$834K |
|
4821
SiriusPoint
SPNT
$2.66B
| $2.26M | ﹤0.01% |
124,676
-245,047
| -66% | -$4.58M |
|
|
MFA
4822
MFA Financial
MFA
$925M
| $2.25M | ﹤0.01% |
245,302
-336,004
| -58% | -$3.25M |
|
4823
PUT
GE HealthCare
GEHC
$33.3B
| $2.25M | ﹤0.01% |
30,000
| – | – |
|
4824
Dorchester Minerals
DMLP
$1.35B
| $2.25M | ﹤0.01% |
86,964
+47,744
| +122% | +$1.25M |
|
4825
CEVA Inc
CEVA
$855M
| $2.23M | ﹤0.01% |
84,620
-7,317
| -8% | -$170K |
|
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.