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 | |
|---|---|---|---|---|---|---|
|
QXO
5926
PUT
QXO Inc
QXO
$15.7B
| $608K | ﹤0.01% |
+31,900
| New | +$661K |
|
5927
PUT
C3.ai
AI
$1.54B
| $608K | ﹤0.01% |
35,060
+25,000
| +249% | +$522K |
|
5928
PUT
Pultegroup
PHM
$24.8B
| $608K | ﹤0.01% |
4,600
| – | – |
|
|
PFN
5929
PIMCO Income Strategy Fund II
PFN
$698M
| $608K | ﹤0.01% |
80,072
-5,071
| -6% | -$38.2K |
|
5930
CALL
TPG
TPG
$8.51B
| $606K | ﹤0.01% |
10,542
-5,000
| -32% | -$295K |
|
5931
CALL
Dynatrace
DT
$14.2B
| $606K | ﹤0.01% |
+12,500
| New | +$633K |
|
|
BBOT
5932
BridgeBio Oncology
BBOT
$726M
| $605K | ﹤0.01% |
52,226
-16,308
| -24% | -$170K |
|
5933
MoonLake Immunotherapeutics
MLTX
$1.4B
| $605K | ﹤0.01% |
84,347
+3,997
| +5% | +$208K |
|
5934
iShares iBonds 2027 Term High Yield and Income ETF
IBHG
$515M
| $603K | ﹤0.01% |
26,798
-1,274
| -5% | -$28.6K |
|
5935
Genie Energy
GNE
$383M
| $602K | ﹤0.01% |
40,246
+24,091
| +149% | +$431K |
|
|
WIA
5936
Western Asset Inflation-Linked Income Fund
WIA
$187M
| $602K | ﹤0.01% |
71,454
-3,465
| -5% | -$29K |
|
5937
TAT Technologies
TATT
$542M
| $601K | ﹤0.01% |
13,647
-32,881
| -71% | -$1.17M |
|
5938
Invesco Dorsey Wright Energy Momentum ETF
PXI
$55.5M
| $600K | ﹤0.01% |
12,809
-12,423
| -49% | -$543K |
|
5939
Peapack-Gladstone Financial
PGC
$828M
| $598K | ﹤0.01% |
21,668
+4,786
| +28% | +$134K |
|
5940
Comstock
LODE
$263M
| $597K | ﹤0.01% |
174,617
-7,006
| -4% | -$21.8K |
|
5941
TaskUs
TASK
$688M
| $597K | ﹤0.01% |
33,451
-53,004
| -61% | -$917K |
|
5942
Children's Place
PLCE
$54.3M
| $597K | ﹤0.01% |
96,150
-55,508
| -37% | -$301K |
|
|
NEXN
5943
Nexxen International
NEXN
$583M
| $595K | ﹤0.01% |
64,302
-10,902
| -14% | -$108K |
|
|
RCT
5944
RedCloud Holdings
RCT
$14.9M
| $594K | ﹤0.01% |
328,365
+315,016
| +2,360% | +$606K |
|
|
FAC
5945
Factorial Energy Inc
FAC
$552M
| $594K | ﹤0.01% |
59,144
+58,703
| +13,311% | +$589K |
|
5946
Unusual Machines
UMAC
$1.7B
| $593K | ﹤0.01% |
39,281
+16,633
| +73% | +$175K |
|
5947
Xponential Fitness
XPOF
$206M
| $593K | ﹤0.01% |
76,121
-156,963
| -67% | -$1.43M |
|
5948
Virco
VIRC
$95.2M
| $593K | ﹤0.01% |
76,498
-90,756
| -54% | -$739K |
|
5949
Standard BioTools
LAB
$280M
| $593K | ﹤0.01% |
455,814
+77,943
| +21% | +$102K |
|
5950
Farmers National Banc Corp
FMNB
$966M
| $592K | ﹤0.01% |
41,115
-1,473
| -3% | -$21.1K |
|
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.