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 | |
|---|---|---|---|---|---|---|
|
GRFS
2201
Grifois
GRFS
$5.4B
| $27.9M | ﹤0.01% |
2,804,569
+595,799
| +27% | +$5.95M |
|
2202
Lear
LEA
$8.18B
| $27.9M | ﹤0.01% |
277,630
-153,069
| -36% | -$15.9M |
|
2203
Loar Holdings
LOAR
$6.64B
| $27.9M | ﹤0.01% |
348,872
+80,375
| +30% | +$6.04M |
|
2204
DXC Technology
DXC
$1.73B
| $27.9M | ﹤0.01% |
2,047,395
+1,161,879
| +131% | +$16.5M |
|
2205
CALL
KE Holdings
BEKE
$18.8B
| $27.9M | ﹤0.01% |
1,468,692
-165,038
| -10% | -$3.09M |
|
2206
MannKind Corp
MNKD
$1.32B
| $27.9M | ﹤0.01% |
5,194,739
+3,088,820
| +147% | +$13.6M |
|
2207
CALL
Realty Income
O
$59.1B
| $27.9M | ﹤0.01% |
458,200
-19,600
| -4% | -$1.14M |
|
2208
iShares US Energy ETF
IYE
$1.7B
| $27.8M | ﹤0.01% |
585,971
-1,001
| -0.2% | -$46.6K |
|
2209
CALL
Dollar General
DG
$27.9B
| $27.8M | ﹤0.01% |
269,300
+99,000
| +58% | +$10.9M |
|
2210
iShares Russell Top 200 Value ETF
IWX
$4.03B
| $27.8M | ﹤0.01% |
316,629
+13,366
| +4% | +$1.15M |
|
2211
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
| $27.8M | ﹤0.01% |
538,825
+13,227
| +3% | +$671K |
|
2212
Peabody Energy
BTU
$2.9B
| $27.8M | ﹤0.01% |
1,046,870
+514,690
| +97% | +$9.17M |
|
2213
PTC Therapeutics
PTCT
$6.12B
| $27.8M | ﹤0.01% |
452,209
-126,741
| -22% | -$6.6M |
|
2214
HUB Group
HUBG
$2.92B
| $27.7M | ﹤0.01% |
804,847
+39,215
| +5% | +$1.4M |
|
2215
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $27.6M | ﹤0.01% |
267,249
+48,334
| +22% | +$4.99M |
|
2216
Beam Therapeutics
BEAM
$2.84B
| $27.6M | ﹤0.01% |
1,137,633
-26,261
| -2% | -$522K |
|
2217
BigBear.ai
BBAI
$1.57B
| $27.6M | ﹤0.01% |
4,228,161
+3,048,666
| +258% | +$19.5M |
|
2218
PUT
Kinder Morgan
KMI
$68.7B
| $27.6M | ﹤0.01% |
973,400
-27,800
| -3% | -$761K |
|
2219
Alkami Technology
ALKT
$2.11B
| $27.6M | ﹤0.01% |
1,109,175
+550,133
| +98% | +$14.1M |
|
2220
Reinsurance Group of America
RGA
$16.1B
| $27.5M | ﹤0.01% |
143,388
+87,885
| +158% | +$16.8M |
|
|
FITB
2221
PUT
Fifth Third Bancorp
FITB
$51.8B
| $27.5M | ﹤0.01% |
617,600
+9,600
| +2% | +$420K |
|
2222
PUT
Baker Hughes
BKR
$61.1B
| $27.5M | ﹤0.01% |
564,400
+430,900
| +323% | +$19M |
|
2223
PUT
CME Group
CME
$94.8B
| $27.5M | ﹤0.01% |
101,700
-1,200
| -1% | -$327K |
|
2224
ProShares Russell 2000 Dividend Growers ETF
SMDV
$710M
| $27.5M | ﹤0.01% |
412,095
+34,111
| +9% | +$2.28M |
|
2225
Independence Realty Trust
IRT
$4.07B
| $27.5M | ﹤0.01% |
1,675,220
-125,146
| -7% | -$2.17M |
|
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.