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 | |
|---|---|---|---|---|---|---|
4851
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$918M
| $2.19M | ﹤0.01% |
214,445
-12,998
| -6% | -$125K |
|
4852
PUT
Under Armour
UAA
$2.3B
| $2.19M | ﹤0.01% |
438,300
+78,400
| +22% | +$457K |
|
|
PPL
4853
CALL
PPL Corp
PPL
$26.7B
| $2.18M | ﹤0.01% |
58,600
-59,700
| -50% | -$2.14M |
|
4854
Ennis
EBF
$556M
| $2.17M | ﹤0.01% |
118,791
+41,331
| +53% | +$752K |
|
4855
Vishay Precision Group
VPG
$908M
| $2.17M | ﹤0.01% |
67,724
+523
| +0.8% | +$15.1K |
|
|
STEW
4856
SRH Total Return Fund
STEW
$1.8B
| $2.17M | ﹤0.01% |
119,518
-18,811
| -14% | -$338K |
|
|
TUYA
4857
Tuya Inc
TUYA
$1.1B
| $2.17M | ﹤0.01% |
877,976
+802,368
| +1,061% | +$2.01M |
|
|
GHY
4858
PGIM Global High Yield Fund
GHY
$483M
| $2.16M | ﹤0.01% |
167,948
+6,884
| +4% | +$91.2K |
|
|
CVAC
4859
DELISTED
CureVac
CVAC
| $2.16M | ﹤0.01% |
401,269
+159,179
| +66% | +$861K |
|
|
BOW
4860
Bowhead Specialty Holdings
BOW
$1.11B
| $2.16M | ﹤0.01% |
79,980
+65,908
| +468% | +$2.06M |
|
4861
FerroAtlántica
GSM
$818M
| $2.16M | ﹤0.01% |
474,915
+213,743
| +82% | +$915K |
|
4862
ProPetro Holding
PUMP
$1.42B
| $2.16M | ﹤0.01% |
412,033
-21,428
| -5% | -$114K |
|
4863
John Hancock Multifactor Developed International ETF
JHMD
$987M
| $2.16M | ﹤0.01% |
53,994
-14,104
| -21% | -$551K |
|
4864
CALL
GSK
GSK
$101B
| $2.16M | ﹤0.01% |
+50,000
| New | +$1.95M |
|
4865
HUTCHMED
HCM
$2.13B
| $2.16M | ﹤0.01% |
137,000
+72,614
| +113% | +$1.19M |
|
4866
Andersons Inc
ANDE
$2.21B
| $2.15M | ﹤0.01% |
53,980
-39,231
| -42% | -$1.51M |
|
|
MYD
4867
DELISTED
BlackRock MuniYield Fund
MYD
| $2.15M | ﹤0.01% |
203,411
+17,350
| +9% | +$176K |
|
4868
Nomad Foods
NOMD
$1.68B
| $2.14M | ﹤0.01% |
162,616
-156,526
| -49% | -$2.45M |
|
4869
First Trust Small Cap Value AlphaDEX Fund
FYT
$202M
| $2.14M | ﹤0.01% |
38,240
-8,805
| -19% | -$478K |
|
4870
Amplitude
AMPL
$1.55B
| $2.13M | ﹤0.01% |
198,992
+157,654
| +381% | +$1.87M |
|
4871
iShares MSCI France ETF
EWQ
$332M
| $2.13M | ﹤0.01% |
48,541
-50
| -0.1% | -$2.16K |
|
4872
Artesian Resources
ARTNA
$362M
| $2.13M | ﹤0.01% |
65,413
+22,730
| +53% | +$753K |
|
4873
CALL
JetBlue
JBLU
$2.19B
| $2.13M | ﹤0.01% |
433,300
-140,000
| -24% | -$673K |
|
|
INR
4874
Infinity Natural Resources
INR
$256M
| $2.12M | ﹤0.01% |
161,950
-76,739
| -32% | -$1.1M |
|
|
OPTU
4875
Optimum Communications Inc
OPTU
$227M
| $2.12M | ﹤0.01% |
879,674
+461,347
| +110% | +$1.13M |
|
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.