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 | |
|---|---|---|---|---|---|---|
4926
Iovance Biotherapeutics
IOVA
$2.95B
| $2.03M | ﹤0.01% |
936,504
-842,908
| -47% | -$1.99M |
|
4927
Weis Markets
WMK
$1.78B
| $2.03M | ﹤0.01% |
28,233
-167,063
| -86% | -$12.2M |
|
4928
Quanterix
QTRX
$135M
| $2.03M | ﹤0.01% |
373,600
-11,351
| -3% | -$60.4K |
|
4929
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$599M
| $2.03M | ﹤0.01% |
12,633
-1,513
| -11% | -$232K |
|
4930
PUT
Canadian Natural Resources
CNQ
$98.1B
| $2.03M | ﹤0.01% |
63,400
| – | – |
|
4931
WisdomTree Global High Dividend Fund
DEW
$156M
| $2.03M | ﹤0.01% |
33,679
-101
| -0.3% | -$5.96K |
|
4932
CALL
Dutch Bros
BROS
$8.93B
| $2.02M | ﹤0.01% |
38,675
| – | – |
|
4933
iShares Global Materials ETF
MXI
$356M
| $2.02M | ﹤0.01% |
21,861
-2,319
| -10% | -$206K |
|
4934
PUT
Teva Pharmaceuticals
TEVA
$42.6B
| $2.02M | ﹤0.01% |
100,000
| – | – |
|
4935
CALL
Opendoor
OPEN
$3.54B
| $2.01M | ﹤0.01% |
+261,123
| New | +$1.06M |
|
4936
CALL
Cracker Barrel
CBRL
$1.31B
| $2.01M | ﹤0.01% |
+45,700
| New | +$2.64M |
|
4937
Goldman Sachs Hedge Industry VIP ETF
GVIP
$584M
| $2.01M | ﹤0.01% |
13,122
-5,659
| -30% | -$811K |
|
4938
CALL
IDEX
IEX
$17.7B
| $2.01M | ﹤0.01% |
12,340
| – | – |
|
4939
Global X Internet of Things ETF
SNSR
$224M
| $2.01M | ﹤0.01% |
51,483
-12,275
| -19% | -$469K |
|
4940
iShares Self-Driving EV and Tech ETF
IDRV
$137M
| $2.01M | ﹤0.01% |
54,704
+5,057
| +10% | +$174K |
|
4941
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
| $2M | ﹤0.01% |
29,475
+1,048
| +4% | +$68.6K |
|
|
MREO
4942
Mereo BioPharma
MREO
$49.1M
| $2M | ﹤0.01% |
970,667
+597,162
| +160% | +$1.1M |
|
4943
Puma Biotechnology
PBYI
$450M
| $2M | ﹤0.01% |
376,091
+101,991
| +37% | +$433K |
|
4944
Freedom Holding
FRHC
$9.65B
| $2M | ﹤0.01% |
11,600
-1,855
| -14% | -$313K |
|
|
DOG
4945
ProShares Short Dow30
DOG
$87.2M
| $1.99M | ﹤0.01% |
81,909
-32,286
| -28% | -$810K |
|
4946
CALL
Henry Schein
HSIC
$10.1B
| $1.99M | ﹤0.01% |
+30,000
| New | +$2.08M |
|
|
TSSI
4947
TSS Inc
TSSI
$336M
| $1.99M | ﹤0.01% |
109,856
+5,786
| +6% | +$116K |
|
4948
Independent Bank Corp
IBCP
$854M
| $1.98M | ﹤0.01% |
64,068
+40,223
| +169% | +$1.3M |
|
4949
CALL
ACM Research
ACMR
$5.65B
| $1.98M | ﹤0.01% |
50,700
-75,300
| -60% | -$2.24M |
|
4950
Oxford Industries
OXM
$538M
| $1.98M | ﹤0.01% |
48,855
-118,575
| -71% | -$5.14M |
|
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.