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 | |
|---|---|---|---|---|---|---|
|
CCC
1851
CCC Intelligent Solutions
CCC
$4.08B
| $40M | 0.01% |
4,396,257
+2,753,253
| +168% | +$26.6M |
|
1852
PUT
Diamondback Energy
FANG
$52.7B
| $40M | 0.01% |
279,180
+160,500
| +135% | +$22.8M |
|
1853
CALL
iShares US Real Estate ETF
IYR
$4.65B
| $39.9M | 0.01% |
411,500
+383,200
| +1,354% | +$36.9M |
|
1854
ATI
ATI
$31B
| $39.9M | 0.01% |
490,473
-336,486
| -41% | -$27.3M |
|
1855
Invesco NASDAQ Internet ETF
PNQI
$551M
| $39.9M | 0.01% |
714,381
-22,440
| -3% | -$1.21M |
|
1856
Autoliv
ALV
$9B
| $39.8M | 0.01% |
322,596
+163,030
| +102% | +$19.5M |
|
1857
Globus Medical
GMED
$11.2B
| $39.8M | 0.01% |
695,358
+207,721
| +43% | +$12M |
|
1858
PUT
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.6B
| $39.8M | 0.01% |
1,206,100
-293,900
| -20% | -$8.84M |
|
1859
Tetra Tech
TTEK
$9.07B
| $39.7M | 0.01% |
1,190,113
+164,756
| +16% | +$5.99M |
|
1860
PUT
CSX Corp
CSX
$93.1B
| $39.7M | 0.01% |
1,117,900
+463,000
| +71% | +$15.8M |
|
1861
argenx
ARGX
$54.1B
| $39.7M | 0.01% |
53,793
-14,483
| -21% | -$9.55M |
|
1862
H&R Block
HRB
$5.86B
| $39.7M | 0.01% |
784,198
+27,652
| +4% | +$1.46M |
|
1863
CALL
Rocket Companies
RKT
$38.9B
| $39.6M | 0.01% |
2,044,600
+1,554,600
| +317% | +$27.1M |
|
1864
Patrick Industries
PATK
$2.85B
| $39.6M | 0.01% |
382,701
-233,391
| -38% | -$24.5M |
|
1865
Pinnacle West Capital
PNW
$12.2B
| $39.6M | 0.01% |
441,382
+21,857
| +5% | +$1.97M |
|
1866
Uranium Energy
UEC
$5.57B
| $39.5M | 0.01% |
2,960,592
-3,687,953
| -55% | -$36.9M |
|
1867
StepStone Group
STEP
$3.82B
| $39.5M | 0.01% |
604,518
+483,847
| +401% | +$29.5M |
|
1868
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$2.1B
| $39.5M | 0.01% |
816,789
+7,522
| +0.9% | +$349K |
|
1869
Remitly
RELY
$5.14B
| $39.4M | 0.01% |
2,418,069
+1,583,432
| +190% | +$28.4M |
|
1870
Doximity
DOCS
$4.88B
| $39.3M | 0.01% |
537,852
-309,635
| -37% | -$20.2M |
|
1871
CALL
Shell
SHEL
$245B
| $39.3M | 0.01% |
549,468
-473,232
| -46% | -$34.1M |
|
1872
UL Solutions
ULS
$15.8B
| $39.3M | 0.01% |
554,449
+25,233
| +5% | +$1.72M |
|
1873
CALL
ConocoPhillips
COP
$141B
| $39.3M | 0.01% |
415,004
-59,146
| -12% | -$5.59M |
|
1874
PUT
Northrop Grumman
NOC
$81.2B
| $39.2M | 0.01% |
64,300
+7,800
| +14% | +$4.42M |
|
1875
Western Union
WU
$2.21B
| $39.2M | 0.01% |
4,900,542
+2,754,827
| +128% | +$23M |
|
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.