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 | |
|---|---|---|---|---|---|---|
4826
AdvanSix
ASIX
$427M
| $2.23M | ﹤0.01% |
115,311
+3,296
| +3% | +$69.3K |
|
4827
Daktronics
DAKT
$997M
| $2.23M | ﹤0.01% |
106,720
-48,794
| -31% | -$876K |
|
4828
Evertec
EVTC
$1.91B
| $2.23M | ﹤0.01% |
65,980
-114,876
| -64% | -$4.01M |
|
4829
Davis Select International ETF
DINT
$291M
| $2.22M | ﹤0.01% |
79,395
+2,463
| +3% | +$65.4K |
|
4830
Gabelli Equity Trust
GAB
$1.81B
| $2.22M | ﹤0.01% |
364,559
-15,169
| -4% | -$91K |
|
4831
CALL
ON Semiconductor
ON
$31.8B
| $2.22M | ﹤0.01% |
+45,000
| New | +$2.37M |
|
4832
Phibro Animal Health
PAHC
$1.37B
| $2.21M | ﹤0.01% |
54,688
-8,558
| -14% | -$283K |
|
4833
Voyager Therapeutics
VYGR
$197M
| $2.21M | ﹤0.01% |
473,100
+17,558
| +4% | +$63.5K |
|
|
MNTN
4834
MNTN Inc
MNTN
$919M
| $2.21M | ﹤0.01% |
119,049
-49,816
| -30% | -$1.13M |
|
4835
Regional Management Corp
RM
$297M
| $2.21M | ﹤0.01% |
56,676
-44,992
| -44% | -$1.69M |
|
4836
Lightwave Logic
LWLG
$1.12B
| $2.2M | ﹤0.01% |
593,959
+150,966
| +34% | +$389K |
|
4837
MillerKnoll
MLKN
$1.64B
| $2.2M | ﹤0.01% |
124,199
-43,790
| -26% | -$886K |
|
|
NESR
4838
National Energy Services Reunited Corp
NESR
$3.62B
| $2.2M | ﹤0.01% |
214,594
-1,516,046
| -88% | -$12.1M |
|
4839
Perspective Therapeutics
CATX
$372M
| $2.2M | ﹤0.01% |
641,143
+268,433
| +72% | +$979K |
|
4840
Riley Exploration Permian
REPX
$796M
| $2.2M | ﹤0.01% |
81,100
+2,042
| +3% | +$55.8K |
|
4841
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$525M
| $2.2M | ﹤0.01% |
40,573
+590
| +1% | +$31.9K |
|
4842
Aurinia Pharmaceuticals
AUPH
$2.06B
| $2.2M | ﹤0.01% |
198,748
-126,881
| -39% | -$1.39M |
|
4843
CALL
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $2.19M | ﹤0.01% |
28,000
-297,000
| -91% | -$24M |
|
4844
First Trust RiverFront Dynamic Developed International ETF
RFDI
$168M
| $2.19M | ﹤0.01% |
28,596
+3,129
| +12% | +$234K |
|
4845
FuboTV Inc
FUBO
$293M
| $2.19M | ﹤0.01% |
44,047
-382,270
| -90% | -$17.3M |
|
4846
BlackSky Technology
BKSY
$1.3B
| $2.19M | ﹤0.01% |
108,828
-77,775
| -42% | -$1.52M |
|
4847
Payoneer
PAYO
$2.41B
| $2.19M | ﹤0.01% |
362,373
-646,146
| -64% | -$4.33M |
|
4848
PUT
Lazard
LAZ
$4.24B
| $2.19M | ﹤0.01% |
+41,500
| New | +$2.24M |
|
4849
PUT
Cognex
CGNX
$10.4B
| $2.19M | ﹤0.01% |
+48,300
| New | +$1.95M |
|
4850
Daily Journal
DJCO
$828M
| $2.19M | ﹤0.01% |
4,703
+249
| +6% | +$108K |
|
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.