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 | |
|---|---|---|---|---|---|---|
5276
Cooper-Standard Automotive
CPS
$501M
| $1.4M | ﹤0.01% |
37,939
+13,611
| +56% | +$415K |
|
5277
Intercorp Financial Services
IFS
$6.05B
| $1.4M | ﹤0.01% |
34,659
+7,458
| +27% | +$288K |
|
|
LAZR
5278
DELISTED
Luminar Technologies
LAZR
| $1.39M | ﹤0.01% |
730,018
+529,917
| +265% | +$1.3M |
|
|
AVK
5279
Advent Convertible and Income Fund
AVK
$571M
| $1.39M | ﹤0.01% |
109,001
-11,550
| -10% | -$143K |
|
|
CAN
5280
Canaan Creative
CAN
$172M
| $1.39M | ﹤0.01% |
1,579,827
-2,319,736
| -59% | -$1.76M |
|
5281
Cognyte Software
CGNT
$677M
| $1.39M | ﹤0.01% |
165,252
-5,797
| -3% | -$51.3K |
|
5282
1-800-Flowers.com
FLWS
$259M
| $1.38M | ﹤0.01% |
300,571
+86,509
| +40% | +$477K |
|
|
NFBK
5283
DELISTED
Northfield Bancorp
NFBK
| $1.38M | ﹤0.01% |
116,838
-7,975
| -6% | -$91.6K |
|
5284
MediWound
MDWD
$173M
| $1.37M | ﹤0.01% |
76,301
+10,102
| +15% | +$186K |
|
5285
CALL
Boston Beer
SAM
$1.92B
| $1.37M | ﹤0.01% |
+6,500
| New | +$1.38M |
|
5286
PUT
Appian
APPN
$2.57B
| $1.37M | ﹤0.01% |
+44,900
| New | +$1.35M |
|
|
SION
5287
Sionna Therapeutics
SION
$292M
| $1.37M | ﹤0.01% |
46,666
-4,701
| -9% | -$102K |
|
5288
Choiceone Financial
COFS
$515M
| $1.37M | ﹤0.01% |
47,305
+18,666
| +65% | +$557K |
|
|
NAK
5289
Northern Dynasty Minerals
NAK
$902M
| $1.37M | ﹤0.01% |
1,140,609
+1,048,116
| +1,133% | +$1.13M |
|
5290
Solid Power
SLDP
$552M
| $1.36M | ﹤0.01% |
392,738
-363,696
| -48% | -$1.37M |
|
5291
CALL
Alnylam Pharmaceuticals
ALNY
$30.4B
| $1.36M | ﹤0.01% |
2,988
-12,500
| -81% | -$5.09M |
|
5292
Pulse Biosciences
PLSE
$3.16B
| $1.36M | ﹤0.01% |
76,856
+26,739
| +53% | +$423K |
|
5293
Turkcell
TKC
$4.75B
| $1.36M | ﹤0.01% |
225,711
+215,187
| +2,045% | +$1.26M |
|
5294
Cambria Emerging Shareholder Yield ETF
EYLD
$890M
| $1.36M | ﹤0.01% |
36,464
-190
| -0.5% | -$7.06K |
|
5295
CALL
Teva Pharmaceuticals
TEVA
$42.6B
| $1.35M | ﹤0.01% |
66,900
-70,900
| -51% | -$1.25M |
|
5296
Tango Therapeutics
TNGX
$4.24B
| $1.35M | ﹤0.01% |
160,478
-116,624
| -42% | -$789K |
|
5297
National Healthcare
NHC
$3.48B
| $1.34M | ﹤0.01% |
11,041
+1,495
| +16% | +$161K |
|
5298
Rayonier
RYN
$6.48B
| $1.34M | ﹤0.01% |
52,951
-355,161
| -87% | -$8.52M |
|
5299
Microvision
MVIS
$52.6M
| $1.34M | ﹤0.01% |
72,012
-7,728
| -10% | -$138K |
|
5300
PUT
Amer Sports
AS
$19.1B
| $1.34M | ﹤0.01% |
+38,500
| New | +$1.45M |
|
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.