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 | |
|---|---|---|---|---|---|---|
5126
Waldencast
WALD
$165M
| $1.66M | ﹤0.01% |
838,536
+690,441
| +466% | +$1.38M |
|
5127
Lexeo Therapeutics
LXEO
$394M
| $1.66M | ﹤0.01% |
249,909
-21,995
| -8% | -$106K |
|
5128
VanEck Retail ETF
RTH
$259M
| $1.66M | ﹤0.01% |
6,613
-1,256
| -16% | -$309K |
|
5129
Invesco CurrencyShares British Pound Sterling Trust
FXB
$65.1M
| $1.65M | ﹤0.01% |
12,750
-349
| -3% | -$45.2K |
|
5130
Smith & Wesson
SWBI
$642M
| $1.65M | ﹤0.01% |
167,530
-174,448
| -51% | -$1.49M |
|
5131
CALL
iShares MSCI China ETF
MCHI
$6.16B
| $1.65M | ﹤0.01% |
+25,000
| New | +$1.5M |
|
5132
Franklin FTSE Brazil ETF
FLBR
$512M
| $1.64M | ﹤0.01% |
86,348
-19,413
| -18% | -$345K |
|
5133
Keros Therapeutics
KROS
$200M
| $1.64M | ﹤0.01% |
103,864
+1,091
| +1% | +$16.1K |
|
|
VTYX
5134
DELISTED
Ventyx Biosciences
VTYX
| $1.64M | ﹤0.01% |
527,292
+159,783
| +43% | +$423K |
|
5135
ReNew
RNW
$2.48B
| $1.64M | ﹤0.01% |
212,829
+61,959
| +41% | +$471K |
|
5136
Shenandoah Telecom
SHEN
$739M
| $1.63M | ﹤0.01% |
121,699
+23,906
| +24% | +$328K |
|
5137
Tronox
TROX
$947M
| $1.63M | ﹤0.01% |
405,896
-40,274
| -9% | -$184K |
|
|
CCRN
5138
DELISTED
Cross Country Healthcare
CCRN
| $1.63M | ﹤0.01% |
114,897
-72,135
| -39% | -$953K |
|
5139
Orthofix Medical
OFIX
$416M
| $1.63M | ﹤0.01% |
111,350
-90,750
| -45% | -$1.19M |
|
5140
CALL
IonQ
IONQ
$18.7B
| $1.63M | ﹤0.01% |
+26,500
| New | +$1.25M |
|
5141
CALL
SiriusXM
SIRI
$9.52B
| $1.63M | ﹤0.01% |
70,000
+20,000
| +40% | +$463K |
|
5142
Enliven Therapeutics
ELVN
$4.24B
| $1.63M | ﹤0.01% |
79,508
-58,772
| -43% | -$1.18M |
|
|
SAFE
5143
Safehold
SAFE
$1.09B
| $1.63M | ﹤0.01% |
105,025
-31,480
| -23% | -$486K |
|
5144
Cytek Biosciences
CTKB
$623M
| $1.63M | ﹤0.01% |
468,689
-163,363
| -26% | -$613K |
|
5145
National Beverage
FIZZ
$2.93B
| $1.62M | ﹤0.01% |
44,003
-7,324
| -14% | -$317K |
|
|
FINV
5146
PUT
FinVolution Group
FINV
$1.04B
| $1.62M | ﹤0.01% |
+220,100
| New | +$1.93M |
|
5147
CALL
Wyndham Hotels & Resorts
WH
$5.48B
| $1.62M | ﹤0.01% |
+20,300
| New | +$1.75M |
|
|
FSUN
5148
FirstSun Capital Bancorp
FSUN
$2.03B
| $1.62M | ﹤0.01% |
41,796
+20,369
| +95% | +$767K |
|
5149
CareDx
CDNA
$2.36B
| $1.62M | ﹤0.01% |
111,459
-14,756
| -12% | -$210K |
|
|
PLTY
5150
YieldMax PLTR Option Income Strategy ETF
PLTY
$397M
| $1.62M | ﹤0.01% |
+24,768
| New | +$1.63M |
|
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.