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 | |
|---|---|---|---|---|---|---|
2276
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.87B
| $25.9M | ﹤0.01% |
438,174
+10,912
| +3% | +$620K |
|
2277
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
| $25.9M | ﹤0.01% |
534,904
+184,233
| +53% | +$8.83M |
|
2278
JetBlue
JBLU
$2.29B
| $25.9M | ﹤0.01% |
5,257,191
+2,141,429
| +69% | +$10.3M |
|
2279
FIVE9
FIVN
$2.54B
| $25.9M | ﹤0.01% |
1,068,755
-1,068,628
| -50% | -$28.3M |
|
2280
Primerica
PRI
$9.89B
| $25.8M | ﹤0.01% |
93,030
+25,964
| +39% | +$6.97M |
|
|
HSAI
2281
Hesai Group
HSAI
$3.02B
| $25.8M | ﹤0.01% |
918,915
+642,141
| +232% | +$15.7M |
|
2282
iShares Emerging Markets Dividend ETF
DVYE
$1.22B
| $25.8M | ﹤0.01% |
869,613
+45,041
| +5% | +$1.33M |
|
2283
Supernus Pharmaceuticals
SUPN
$2.77B
| $25.8M | ﹤0.01% |
540,123
+312,775
| +138% | +$12.6M |
|
2284
Axsome Therapeutics
AXSM
$10.9B
| $25.8M | ﹤0.01% |
212,451
-383,004
| -64% | -$43.1M |
|
2285
Globant
GLOB
$1.61B
| $25.8M | ﹤0.01% |
449,342
-3,265
| -0.7% | -$240K |
|
2286
CALL
CAVA Group
CAVA
$7.27B
| $25.8M | ﹤0.01% |
426,675
+7,272
| +2% | +$551K |
|
2287
Syndax Pharmaceuticals
SNDX
$1.82B
| $25.8M | ﹤0.01% |
1,674,513
+239,098
| +17% | +$3.13M |
|
2288
CALL
Verizon
VZ
$196B
| $25.7M | ﹤0.01% |
585,726
-1,845,700
| -76% | -$79.9M |
|
2289
Applied Optoelectronics
AAOI
$11.5B
| $25.7M | ﹤0.01% |
991,491
-27,528
| -3% | -$704K |
|
2290
Qualys
QLYS
$6.35B
| $25.7M | ﹤0.01% |
194,256
+81,360
| +72% | +$11M |
|
2291
CALL
Impinj
PI
$5.6B
| $25.7M | ﹤0.01% |
+142,120
| New | +$22.4M |
|
2292
CALL
Centene
CNC
$32.5B
| $25.7M | ﹤0.01% |
719,400
+418,500
| +139% | +$12.6M |
|
2293
Thor Industries
THO
$4.14B
| $25.7M | ﹤0.01% |
247,542
-238,150
| -49% | -$24M |
|
2294
Millicom
TIGO
$16.3B
| $25.7M | ﹤0.01% |
528,614
+398,694
| +307% | +$17.5M |
|
2295
iShares MSCI Singapore ETF
EWS
$1.15B
| $25.6M | ﹤0.01% |
904,505
+492,982
| +120% | +$13.6M |
|
2296
iShares Core US REIT ETF
USRT
$4.64B
| $25.6M | ﹤0.01% |
435,488
-26,975
| -6% | -$1.55M |
|
|
LTM
2297
LATAM Airlines Group S.A.
LTM
$16.3B
| $25.6M | ﹤0.01% |
565,071
+488,450
| +637% | +$22M |
|
2298
CALL
3M
MMM
$94.3B
| $25.6M | ﹤0.01% |
164,732
+1,506
| +0.9% | +$232K |
|
|
PDX
2299
PIMCO Dynamic Income Strategy Fund
PDX
$965M
| $25.5M | ﹤0.01% |
1,022,996
-16,968
| -2% | -$417K |
|
2300
CALL
Guidewire Software
GWRE
$14.2B
| $25.5M | ﹤0.01% |
110,900
+104,000
| +1,507% | +$23.7M |
|
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.