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 | |
|---|---|---|---|---|---|---|
|
WCN
5401
CALL
Waste Connections
WCN
$41.8B
| $1.2M | ﹤0.01% |
6,800
+6,600
| +3,300% | +$1.2M |
|
5402
Corvus Pharmaceuticals
CRVS
$1.24B
| $1.19M | ﹤0.01% |
162,074
+72,360
| +81% | +$370K |
|
|
ISOU
5403
IsoEnergy Ltd
ISOU
$668M
| $1.19M | ﹤0.01% |
119,388
-23,055
| -16% | -$180K |
|
5404
Idaho Strategic Resources
IDR
$502M
| $1.19M | ﹤0.01% |
35,168
-101,671
| -74% | -$2.4M |
|
5405
ProShares UltraPro Short Russell2000
SRTY
$65.7M
| $1.19M | ﹤0.01% |
25,239
+24,829
| +6,056% | +$1.41M |
|
|
HTB
5406
HomeTrust Bancshares
HTB
$834M
| $1.18M | ﹤0.01% |
28,935
-31,799
| -52% | -$1.27M |
|
|
BAND
5407
Bandwidth Inc
BAND
$1.73B
| $1.18M | ﹤0.01% |
70,991
-235,796
| -77% | -$3.64M |
|
5408
Grupo Aeroportuario Centro Norte
OMAB
$4.99B
| $1.18M | ﹤0.01% |
11,382
+2,332
| +26% | +$250K |
|
5409
Central Garden & Pet Co
CENT
$2.75B
| $1.18M | ﹤0.01% |
36,185
+13,545
| +60% | +$500K |
|
|
SRTA
5410
Strata Critical Medical Inc
SRTA
$523M
| $1.18M | ﹤0.01% |
233,445
-55,968
| -19% | -$247K |
|
5411
CALL
Cameco
CCJ
$42.6B
| $1.18M | ﹤0.01% |
14,056
-102,610
| -88% | -$7.96M |
|
|
WW
5412
WW International
WW
$142M
| $1.18M | ﹤0.01% |
+43,038
| New | +$1.48M |
|
5413
Viemed Healthcare
VMD
$348M
| $1.18M | ﹤0.01% |
173,411
-16,006
| -8% | -$108K |
|
5414
NGL Energy Partners
NGL
$2.24B
| $1.18M | ﹤0.01% |
196,143
-147,109
| -43% | -$740K |
|
5415
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$433M
| $1.18M | ﹤0.01% |
73,267
-189
| -0.3% | -$3.04K |
|
|
NXJ
5416
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
| $1.17M | ﹤0.01% |
94,664
-8,094
| -8% | -$93.5K |
|
5417
Horizon Bancorp
HBNC
$1.06B
| $1.17M | ﹤0.01% |
73,310
+23,780
| +48% | +$381K |
|
5418
CALL
ARK Genomic Revolution ETF
ARKG
$1.74B
| $1.17M | ﹤0.01% |
42,168
-41,666
| -50% | -$1.05M |
|
5419
AirSculpt Technologies
AIRS
$246M
| $1.17M | ﹤0.01% |
145,971
-280,189
| -66% | -$1.73M |
|
|
THW
5420
abrdn World Healthcare Fund
THW
$563M
| $1.17M | ﹤0.01% |
92,727
-43,626
| -32% | -$491K |
|
5421
iShares US Oil Equipment & Services ETF
IEZ
$393M
| $1.17M | ﹤0.01% |
60,566
-47,280
| -44% | -$868K |
|
|
LUXE
5422
LuxExperience B.V.
LUXE
$1.05B
| $1.17M | ﹤0.01% |
137,133
+85,447
| +165% | +$711K |
|
|
PSKY
5423
PUT
Paramount Skydance Corp
PSKY
$11.5B
| $1.17M | ﹤0.01% |
+61,600
| New | +$974K |
|
5424
iShares Global Timber & Forestry ETF
WOOD
$269M
| $1.16M | ﹤0.01% |
15,859
-26
| -0.2% | -$1.94K |
|
5425
CALL
BellRing Brands
BRBR
$1.25B
| $1.16M | ﹤0.01% |
32,000
-325,500
| -91% | -$14.7M |
|
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.