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 | |
|---|---|---|---|---|---|---|
|
NNDM
5301
Nano Dimension
NNDM
$344M
| $1.34M | ﹤0.01% |
851,339
-370,626
| -30% | -$541K |
|
5302
Green Plains
GPRE
$1.08B
| $1.33M | ﹤0.01% |
151,859
-457,927
| -75% | -$4.01M |
|
5303
Barnes & Noble Education
BNED
$419M
| $1.33M | ﹤0.01% |
133,888
+41,586
| +45% | +$388K |
|
5304
Digimarc Corp
DMRC
$158M
| $1.33M | ﹤0.01% |
136,174
-56,344
| -29% | -$608K |
|
|
BRSL
5305
CALL
Brightstar Lottery PLC
BRSL
$2.17B
| $1.33M | ﹤0.01% |
77,100
-402,400
| -84% | -$6.44M |
|
|
HDSN
5306
Hudson Technologies
HDSN
$237M
| $1.33M | ﹤0.01% |
133,820
+25,862
| +24% | +$243K |
|
5307
Benchmark Electronics
BHE
$2.92B
| $1.33M | ﹤0.01% |
34,426
-26,058
| -43% | -$1.03M |
|
5308
Quanex
NX
$955M
| $1.33M | ﹤0.01% |
93,306
-20,263
| -18% | -$379K |
|
5309
Atlanta Braves Holdings Series A
BATRA
$3.67B
| $1.32M | ﹤0.01% |
29,120
+1,605
| +6% | +$75.9K |
|
5310
CALL
CarMax
KMX
$8.45B
| $1.32M | ﹤0.01% |
29,500
| – | – |
|
5311
Zura Bio
ZURA
$538M
| $1.32M | ﹤0.01% |
305,329
+274,118
| +878% | +$493K |
|
5312
CALL
PagerDuty
PD
$919M
| $1.32M | ﹤0.01% |
+80,000
| New | +$1.27M |
|
5313
Columbia India Consumer ETF
INCO
$237M
| $1.32M | ﹤0.01% |
20,436
-14,496
| -41% | -$942K |
|
5314
Mitek Systems
MITK
$868M
| $1.32M | ﹤0.01% |
134,746
-67,641
| -33% | -$665K |
|
5315
Oculis Holding
OCS
$714M
| $1.31M | ﹤0.01% |
74,732
-51,783
| -41% | -$918K |
|
|
DFSV
5316
Dimensional US Small Cap Value ETF
DFSV
$8.46B
| $1.31M | ﹤0.01% |
41,196
-12,427
| -23% | -$388K |
|
5317
Tradr TSLA Bear Daily ETF
TSLQ
$99.5M
| $1.31M | ﹤0.01% |
54,166
+54,070
| +56,323% | +$2.41M |
|
5318
Nu Skin
NUS
$236M
| $1.31M | ﹤0.01% |
107,240
+50,643
| +89% | +$532K |
|
5319
PUT
United States Natural Gas Fund
UNG
$492M
| $1.31M | ﹤0.01% |
+100,000
| New | +$1.34M |
|
5320
PUT
Match Group
MTCH
$8.7B
| $1.31M | ﹤0.01% |
+37,000
| New | +$1.32M |
|
5321
ALPS Medical Breakthroughs ETF
SBIO
$214M
| $1.31M | ﹤0.01% |
33,613
-19,836
| -37% | -$682K |
|
5322
Coherus Oncology
CHRS
$182M
| $1.31M | ﹤0.01% |
795,941
+221,410
| +39% | +$246K |
|
5323
CALL
Cardiff Oncology
CRDF
$76.9M
| $1.3M | ﹤0.01% |
633,000
| – | – |
|
5324
Merchants Bancorp
MBIN
$2.53B
| $1.3M | ﹤0.01% |
40,989
-15,179
| -27% | -$498K |
|
5325
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$439M
| $1.3M | ﹤0.01% |
9,342
-448
| -5% | -$59.1K |
|
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.