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 | |
|---|---|---|---|---|---|---|
6101
CALL
Hershey
HSY
$37B
| $486K | ﹤0.01% |
2,600
| – | – |
|
6102
Fulgent Genetics
FLGT
$511M
| $486K | ﹤0.01% |
21,489
-54,734
| -72% | -$1.13M |
|
6103
Bioventus
BVS
$1.2B
| $481K | ﹤0.01% |
71,960
-15,653
| -18% | -$109K |
|
|
MIMI
6104
Mint Inc
MIMI
$14.1M
| $481K | ﹤0.01% |
6,128
+6,017
| +5,421% | +$484K |
|
6105
Bankwell Financial Group
BWFG
$543M
| $480K | ﹤0.01% |
10,857
-5,513
| -34% | -$226K |
|
6106
GrowGeneration
GRWG
$104M
| $480K | ﹤0.01% |
256,587
-1,048,931
| -80% | -$1.44M |
|
6107
Candel Therapeutics
CADL
$897M
| $480K | ﹤0.01% |
94,071
+11,904
| +14% | +$68.8K |
|
|
PPT
6108
Franklin Premier Income Trust
PPT
$330M
| $479K | ﹤0.01% |
129,900
+27,991
| +27% | +$103K |
|
6109
Innovator US Small Cap Power Buffer ETF January
KJAN
$329M
| $478K | ﹤0.01% |
11,833
-7,750
| -40% | -$302K |
|
6110
CALL
Coty
COTY
$2.51B
| $477K | ﹤0.01% |
+118,185
| New | +$542K |
|
6111
PUT
Mohawk Industries
MHK
$9.49B
| $477K | ﹤0.01% |
+3,700
| New | +$458K |
|
6112
Lexicon Pharmaceuticals
LXRX
$1.03B
| $476K | ﹤0.01% |
352,922
-47,810
| -12% | -$54.3K |
|
|
INV
6113
Innventure Inc
INV
$137M
| $475K | ﹤0.01% |
82,075
+15,685
| +24% | +$80.2K |
|
6114
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
| $475K | ﹤0.01% |
19,526
-3,074
| -14% | -$74.7K |
|
6115
E.W. Scripps
SSP
$320M
| $474K | ﹤0.01% |
192,748
+152,351
| +377% | +$469K |
|
6116
Wheels Up
UP
$182M
| $474K | ﹤0.01% |
12,885
+10,211
| +382% | +$372K |
|
6117
PUT
Steel Dynamics
STLD
$36.7B
| $474K | ﹤0.01% |
3,400
+3,000
| +750% | +$394K |
|
|
CHYM
6118
CALL
Chime Financial
CHYM
$12.1B
| $474K | ﹤0.01% |
+23,500
| New | +$668K |
|
6119
SunPower Inc
SPWR
$44.3M
| $473K | ﹤0.01% |
268,892
-118,867
| -31% | -$196K |
|
6120
Cambria Foreign Shareholder Yield ETF
FYLD
$731M
| $473K | ﹤0.01% |
15,160
-3,205
| -17% | -$98K |
|
|
RPT
6121
Rithm Property Trust
RPT
$104M
| $472K | ﹤0.01% |
31,207
+23,474
| +304% | +$372K |
|
|
GAP
6122
CALL
The Gap Inc
GAP
$7.42B
| $471K | ﹤0.01% |
22,040
-801
| -4% | -$17.3K |
|
|
EXOD
6123
Exodus Movement Inc
EXOD
$235M
| $471K | ﹤0.01% |
16,953
-18,519
| -52% | -$547K |
|
|
KOID
6124
KraneShares Global Humanoid Robotics and Physical AI Index ETF
KOID
$317M
| $470K | ﹤0.01% |
+14,639
| New | +$420K |
|
|
TSE
6125
DELISTED
Trinseo
TSE
| $470K | ﹤0.01% |
199,804
+9,339
| +5% | +$24.3K |
|
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, 4,189 increased, 4,485 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.