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 | |
|---|---|---|---|---|---|---|
4976
Personalis
PSNL
$1.54B
| $1.93M | ﹤0.01% |
295,564
+175,750
| +147% | +$1M |
|
4977
iShares Emerging Markets Equity Factor ETF
EMGF
$1.91B
| $1.92M | ﹤0.01% |
34,022
-11,486
| -25% | -$620K |
|
4978
Critical Metals Corp
CRML
$967M
| $1.92M | ﹤0.01% |
308,912
-675,585
| -69% | -$3.46M |
|
4979
PC Connection
CNXN
$2.04B
| $1.92M | ﹤0.01% |
30,983
+8,929
| +40% | +$570K |
|
4980
Surf Air Mobility
SRFM
$97.8M
| $1.92M | ﹤0.01% |
447,260
+318,108
| +246% | +$1.49M |
|
4981
Kenon Holdings
KEN
$3.55B
| $1.92M | ﹤0.01% |
42,467
+35,573
| +516% | +$1.6M |
|
4982
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$335M
| $1.92M | ﹤0.01% |
33,238
-3,388
| -9% | -$193K |
|
4983
Pacific Biosciences
PACB
$357M
| $1.92M | ﹤0.01% |
1,497,226
-495,932
| -25% | -$672K |
|
4984
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$305M
| $1.92M | ﹤0.01% |
31,968
+6,572
| +26% | +$377K |
|
4985
ECARX Holdings
ECX
$413M
| $1.91M | ﹤0.01% |
950,930
+110,243
| +13% | +$196K |
|
4986
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$307M
| $1.91M | ﹤0.01% |
16,190
+2,142
| +15% | +$243K |
|
4987
PrimeEnergy Resources
PNRG
$316M
| $1.91M | ﹤0.01% |
11,412
+7,084
| +164% | +$1.15M |
|
4988
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.19B
| $1.9M | ﹤0.01% |
82,286
+4,349
| +6% | +$98.4K |
|
4989
Treace Medical Concepts
TMCI
$293M
| $1.9M | ﹤0.01% |
283,349
-94,098
| -25% | -$614K |
|
4990
BBVA Argentina
BBAR
$3.25B
| $1.9M | ﹤0.01% |
228,307
+202,638
| +789% | +$2.74M |
|
4991
Strive 1000 Growth ETF
STXG
$154M
| $1.9M | ﹤0.01% |
38,022
+1,029
| +3% | +$49.3K |
|
|
UHT
4992
Universal Health Realty Income Trust
UHT
$573M
| $1.9M | ﹤0.01% |
48,437
+4,104
| +9% | +$165K |
|
|
WAY
4993
CALL
Waystar Holding Corp
WAY
$4.81B
| $1.9M | ﹤0.01% |
+50,000
| New | +$1.85M |
|
4994
Braskem
BAK
$825M
| $1.9M | ﹤0.01% |
783,445
+19,956
| +3% | +$64K |
|
4995
Direxion Daily Technology Bull 3x ETF
TECL
$6.47B
| $1.89M | ﹤0.01% |
15,233
-1,912
| -11% | -$201K |
|
4996
CALL
Martin Marietta Materials
MLM
$32.7B
| $1.89M | ﹤0.01% |
+3,000
| New | +$1.79M |
|
4997
Telefônica Brasil
VIV
$18.1B
| $1.89M | ﹤0.01% |
148,294
-217,258
| -59% | -$2.6M |
|
|
TVRD
4998
Tvardi Therapeutics
TVRD
$22.1M
| $1.89M | ﹤0.01% |
48,479
+19,126
| +65% | +$545K |
|
4999
VanEck Green Bond ETF
GRNB
$185M
| $1.89M | ﹤0.01% |
77,308
+2,348
| +3% | +$57K |
|
5000
Inseego
INSG
$77.7M
| $1.89M | ﹤0.01% |
126,145
+72,452
| +135% | +$730K |
|
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.