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 | |
|---|---|---|---|---|---|---|
1801
Rithm Capital
RITM
$5.69B
| $42.4M | 0.01% |
3,718,822
+2,087,282
| +128% | +$25.3M |
|
1802
Dycom Industries
DY
$12.3B
| $42.3M | 0.01% |
144,881
+8,145
| +6% | +$2.14M |
|
1803
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
| $42.2M | 0.01% |
864,294
-4,544
| -0.5% | -$221K |
|
1804
Celcuity
CELC
$4.52B
| $42.2M | 0.01% |
854,483
+769,891
| +910% | +$30.8M |
|
1805
Genpact
G
$5.76B
| $42.2M | 0.01% |
1,007,358
+588,449
| +140% | +$25.9M |
|
1806
Qorvo
QRVO
$8.74B
| $42.2M | 0.01% |
463,256
-383,958
| -45% | -$34.2M |
|
|
FBCG
1807
Fidelity Blue Chip Growth ETF
FBCG
$7.25B
| $42.2M | 0.01% |
785,824
-88,650
| -10% | -$4.51M |
|
1808
Synaptics
SYNA
$4.15B
| $42.2M | 0.01% |
616,895
+76,610
| +14% | +$5.21M |
|
1809
Scholar Rock
SRRK
$6.44B
| $42.1M | 0.01% |
1,131,787
+792,760
| +234% | +$27.7M |
|
1810
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
| $42.1M | 0.01% |
1,352,031
-97,190
| -7% | -$2.95M |
|
1811
CALL
Costco
COST
$420B
| $42.1M | 0.01% |
45,466
-12,240
| -21% | -$11.7M |
|
1812
Upstart Holdings
UPST
$3.03B
| $41.9M | 0.01% |
825,348
+5,286
| +0.6% | +$372K |
|
1813
Chewy
CHWY
$9.63B
| $41.7M | 0.01% |
1,031,292
-746,075
| -42% | -$28.8M |
|
1814
PVH
PVH
$4.04B
| $41.7M | 0.01% |
497,585
-13,690
| -3% | -$1.08M |
|
|
XYZ
1815
CALL
Block Inc
XYZ
$47.5B
| $41.6M | 0.01% |
576,192
+314,074
| +120% | +$23.5M |
|
|
SNV
1816
DELISTED
Synovus
SNV
| $41.6M | 0.01% |
848,341
+387,360
| +84% | +$19.8M |
|
1817
Magnolia Oil & Gas
MGY
$5.94B
| $41.6M | 0.01% |
1,743,421
+242,112
| +16% | +$5.77M |
|
1818
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.92B
| $41.6M | 0.01% |
2,210,521
+262,391
| +13% | +$4.92M |
|
1819
CALL
Intuitive Surgical
ISRG
$134B
| $41.5M | 0.01% |
92,890
+17,582
| +23% | +$8.44M |
|
1820
Roivant Sciences
ROIV
$26.2B
| $41.5M | 0.01% |
2,744,956
-2,348,112
| -46% | -$29.1M |
|
1821
JPMorgan US Tech Leaders ETF
JTEK
$4.44B
| $41.5M | 0.01% |
451,449
+17,659
| +4% | +$1.53M |
|
1822
PUT
Devon Energy
DVN
$47.3B
| $41.5M | 0.01% |
1,182,600
+3,700
| +0.3% | +$126K |
|
1823
PUT
Gilead Sciences
GILD
$165B
| $41.4M | 0.01% |
373,300
+5,700
| +2% | +$648K |
|
1824
First Trust Water ETF
FIW
$1.94B
| $41.3M | 0.01% |
367,215
-48,083
| -12% | -$5.35M |
|
1825
Healthcare Realty
HR
$6.84B
| $41.2M | 0.01% |
2,282,951
+1,263,863
| +124% | +$21.4M |
|
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.