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 | |
|---|---|---|---|---|---|---|
5626
Kodiak Sciences
KOD
$2.59B
| $928K | ﹤0.01% |
56,709
-2,394
| -4% | -$20.6K |
|
5627
Cadiz
CDZI
$292M
| $928K | ﹤0.01% |
196,549
+52,656
| +37% | +$184K |
|
|
FT
5628
Franklin Universal Trust
FT
$198M
| $926K | ﹤0.01% |
115,229
-36,901
| -24% | -$290K |
|
5629
Lakeland Industries
LAKE
$117M
| $926K | ﹤0.01% |
62,595
+55,777
| +818% | +$812K |
|
5630
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$968M
| $925K | ﹤0.01% |
33,778
+27
| +0.1% | +$567 |
|
5631
National CineMedia
NCMI
$269M
| $923K | ﹤0.01% |
204,689
+30,131
| +17% | +$141K |
|
|
HSPTU
5632
DELISTED
Horizon Space Acquisition II Corp Units
HSPTU
| $921K | ﹤0.01% |
87,922
-1,741
| -2% | -$18.1K |
|
5633
American Century Focused Large Cap Value ETF
FLV
$377M
| $920K | ﹤0.01% |
12,476
-107
| -0.9% | -$7.79K |
|
5634
PUT
PureCycle Technologies
PCT
$1.4B
| $919K | ﹤0.01% |
69,900
-80,100
| -53% | -$1.11M |
|
5635
CALL
Recursion Pharmaceuticals
RXRX
$1.69B
| $918K | ﹤0.01% |
+188,100
| New | +$988K |
|
|
GOOS
5636
Canada Goose Holdings
GOOS
$854M
| $918K | ﹤0.01% |
66,535
-676,336
| -91% | -$8.77M |
|
5637
Digital Turbine
APPS
$1.51B
| $917K | ﹤0.01% |
143,318
-367,504
| -72% | -$1.82M |
|
5638
Custom Truck One Source
CTOS
$2.4B
| $916K | ﹤0.01% |
142,719
-421,465
| -75% | -$2.44M |
|
5639
ZipRecruiter
ZIP
$386M
| $915K | ﹤0.01% |
216,925
-12,098
| -5% | -$56.6K |
|
5640
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$399M
| $911K | ﹤0.01% |
12,597
+166
| +1% | +$11.3K |
|
5641
First Trust Dow Jones Select MicroCap Index Fund
FDM
$273M
| $911K | ﹤0.01% |
12,021
+1,146
| +11% | +$84.6K |
|
5642
Marcus & Millichap
MMI
$1.2B
| $910K | ﹤0.01% |
31,020
-1,752
| -5% | -$55K |
|
|
GBIO
5643
DELISTED
Generation Bio
GBIO
| $910K | ﹤0.01% |
148,721
+60,231
| +68% | +$312K |
|
5644
ChargePoint
CHPT
$160M
| $910K | ﹤0.01% |
83,293
-273,231
| -77% | -$3.13M |
|
|
5645
CALL
Southwest Airlines
LUV
$21.7B
| $909K | ﹤0.01% |
28,500
-50,000
| -64% | -$1.64M |
|
5646
ARKO Corp
ARKO
$544M
| $909K | ﹤0.01% |
198,883
-297,660
| -60% | -$1.41M |
|
5647
W&T Offshore
WTI
$554M
| $908K | ﹤0.01% |
498,811
-188,507
| -27% | -$335K |
|
5648
Orion Group Holdings
ORN
$402M
| $903K | ﹤0.01% |
108,475
+35,305
| +48% | +$278K |
|
5649
PUT
Ericsson
ERIC
$33.6B
| $902K | ﹤0.01% |
109,100
+86,100
| +374% | +$674K |
|
|
OTF
5650
Blue Owl Technology Finance Corp
OTF
$5.25B
| $902K | ﹤0.01% |
65,252
+62,673
| +2,430% | +$940K |
|
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.