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 | |
|---|---|---|---|---|---|---|
5376
Nomura Holdings
NMR
$28.7B
| $1.23M | ﹤0.01% |
168,839
-143,877
| -46% | -$1.01M |
|
5377
Vir Biotechnology
VIR
$1.56B
| $1.23M | ﹤0.01% |
214,762
-100,405
| -32% | -$513K |
|
5378
CALL
Wolverine World Wide
WWW
$1.73B
| $1.22M | ﹤0.01% |
+44,600
| New | +$1.17M |
|
5379
CVRx
CVRX
$82.9M
| $1.22M | ﹤0.01% |
151,323
+63,179
| +72% | +$475K |
|
5380
Citizens Community Bancorp
CZWI
$203M
| $1.22M | ﹤0.01% |
75,853
+60,949
| +409% | +$954K |
|
5381
Ranger Energy Services
RNGR
$410M
| $1.22M | ﹤0.01% |
86,745
+45,050
| +108% | +$593K |
|
5382
PUT
Peloton Interactive
PTON
$2.45B
| $1.22M | ﹤0.01% |
135,200
-167,500
| -55% | -$1.25M |
|
|
DCBO
5383
Docebo
DCBO
$589M
| $1.22M | ﹤0.01% |
44,486
+13,386
| +43% | +$405K |
|
5384
Petco
WOOF
$808M
| $1.22M | ﹤0.01% |
314,102
-208,914
| -40% | -$699K |
|
|
SKYT
5385
PUT
DELISTED
SkyWater Technology
SKYT
| $1.21M | ﹤0.01% |
+65,000
| New | +$751K |
|
5386
Peoples Bancorp
PEBO
$1.48B
| $1.21M | ﹤0.01% |
40,415
-1,543
| -4% | -$46.8K |
|
5387
TETRA Technologies
TTI
$1.26B
| $1.21M | ﹤0.01% |
210,553
-168,649
| -44% | -$720K |
|
|
BFK
5388
DELISTED
BlackRock Municipal Income Trust
BFK
| $1.21M | ﹤0.01% |
120,462
-12,063
| -9% | -$117K |
|
5389
NCS Multistage Holdings
NCSM
$136M
| $1.21M | ﹤0.01% |
23,703
+23,457
| +9,535% | +$882K |
|
5390
Standard Motor Products
SMP
$863M
| $1.21M | ﹤0.01% |
29,563
-18,664
| -39% | -$684K |
|
5391
Unity Bancorp
UNTY
$618M
| $1.21M | ﹤0.01% |
24,673
+15,179
| +160% | +$772K |
|
5392
Granite Ridge Resources
GRNT
$678M
| $1.21M | ﹤0.01% |
222,821
+114,540
| +106% | +$625K |
|
5393
Bakkt Inc
BKKT
$332M
| $1.2M | ﹤0.01% |
35,809
+32,279
| +914% | +$444K |
|
|
BRCB
5394
Black Rock Coffee Bar Inc
BRCB
$183M
| $1.2M | ﹤0.01% |
+50,414
| New | +$1.32M |
|
5395
Westrock Coffee
WEST
$824M
| $1.2M | ﹤0.01% |
246,995
+45,330
| +22% | +$273K |
|
|
TOUR
5396
Tuniu
TOUR
$54M
| $1.2M | ﹤0.01% |
125,991
-112,755
| -47% | -$972K |
|
|
PCN
5397
PIMCO Corporate & Income Strategy Fund
PCN
$881M
| $1.2M | ﹤0.01% |
89,566
+1,408
| +2% | +$18.1K |
|
5398
Arq
ARQ
$102M
| $1.2M | ﹤0.01% |
167,283
+143,615
| +607% | +$949K |
|
5399
First Community Bankshares
FCBC
$932M
| $1.2M | ﹤0.01% |
34,413
+10,708
| +45% | +$405K |
|
5400
Fractyl Health
GUTS
$108M
| $1.2M | ﹤0.01% |
752,596
+729,754
| +3,195% | +$947K |
|
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.