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 | |
|---|---|---|---|---|---|---|
5451
Vanguard US Multifactor ETF
VFMF
$934M
| $1.13M | ﹤0.01% |
7,820
+467
| +6% | +$65.1K |
|
|
SPPP
5452
Sprott Physical Platinum and Palladium Trust
SPPP
$615M
| $1.13M | ﹤0.01% |
82,889
+60,019
| +262% | +$741K |
|
5453
CALL
Vanguard Information Technology ETF
VGT
$150B
| $1.12M | ﹤0.01% |
+12,048
| New | +$1.05M |
|
5454
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$107M
| $1.12M | ﹤0.01% |
22,933
+1,792
| +8% | +$87K |
|
5455
PUT
Toronto Dominion Bank
TD
$205B
| $1.12M | ﹤0.01% |
14,054
| – | – |
|
|
ILPT
5456
Industrial Logistics Properties Trust
ILPT
$595M
| $1.12M | ﹤0.01% |
192,717
+169,277
| +722% | +$974K |
|
5457
CALL
Equinox Gold
EQX
$13.5B
| $1.12M | ﹤0.01% |
+100,000
| New | +$795K |
|
5458
Stem
STEM
$56.8M
| $1.12M | ﹤0.01% |
64,020
-15,823
| -20% | -$224K |
|
5459
PepGen
PEPG
$207M
| $1.12M | ﹤0.01% |
242,451
+229,089
| +1,714% | +$369K |
|
|
HSHP
5460
Himalaya Shipping
HSHP
$760M
| $1.12M | ﹤0.01% |
136,060
+102,288
| +303% | +$765K |
|
5461
PUT
Crocs
CROX
$6.32B
| $1.12M | ﹤0.01% |
13,400
+9,400
| +235% | +$858K |
|
|
NXDT
5462
NexPoint Diversified Real Estate Trust
NXDT
$264M
| $1.12M | ﹤0.01% |
303,173
+279,717
| +1,193% | +$1.19M |
|
5463
CALL
Yeti Holdings
YETI
$3.38B
| $1.12M | ﹤0.01% |
33,700
+22,000
| +188% | +$769K |
|
5464
AB High Yield ETF
HYFI
$331M
| $1.12M | ﹤0.01% |
29,413
+3,771
| +15% | +$142K |
|
|
OKLO
5465
CALL
Oklo
OKLO
$8.26B
| $1.12M | ﹤0.01% |
+10,000
| New | +$783K |
|
5466
Cullinan Oncology
CGEM
$1.31B
| $1.12M | ﹤0.01% |
188,185
-123,124
| -40% | -$902K |
|
|
NBP
5467
NovaBridge Biosciences American Depositary Shares
NBP
$227M
| $1.12M | ﹤0.01% |
295,078
+110,233
| +60% | +$374K |
|
5468
Cardlytics
CDLX
$24.9M
| $1.11M | ﹤0.01% |
45,807
+24,254
| +113% | +$404K |
|
5469
iShares ESG Advanced Universal USD Bond ETF
EUSB
$711M
| $1.11M | ﹤0.01% |
25,333
+4,226
| +20% | +$184K |
|
5470
Skillsoft
SKIL
$74.2M
| $1.11M | ﹤0.01% |
85,449
+12,692
| +17% | +$186K |
|
5471
CALL
Syndax Pharmaceuticals
SNDX
$1.77B
| $1.11M | ﹤0.01% |
+72,300
| New | +$946K |
|
5472
CALL
Invesco NASDAQ 100 ETF
QQQM
$104B
| $1.11M | ﹤0.01% |
4,500
-520
| -10% | -$123K |
|
5473
BRC Inc
BRCC
$213M
| $1.11M | ﹤0.01% |
712,099
+96,406
| +16% | +$154K |
|
|
SEPN
5474
Septerna Inc
SEPN
$2.08B
| $1.11M | ﹤0.01% |
59,046
-13,289
| -18% | -$174K |
|
5475
iShares Global Consumer Discretionary ETF
RXI
$274M
| $1.11M | ﹤0.01% |
5,360
-1,464
| -21% | -$288K |
|
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.