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 | |
|---|---|---|---|---|---|---|
|
PAXS
2426
PIMCO Access Income Fund
PAXS
$674M
| $22.5M | ﹤0.01% |
1,380,357
-70,795
| -5% | -$1.11M |
|
2427
Fortune Brands Innovations
FBIN
$6.06B
| $22.4M | ﹤0.01% |
420,388
-107,289
| -20% | -$6.05M |
|
2428
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.36B
| $22.4M | ﹤0.01% |
762,234
-79,828
| -9% | -$2.35M |
|
2429
Sturm, Ruger & Co
RGR
$593M
| $22.4M | ﹤0.01% |
514,510
+122,111
| +31% | +$4.4M |
|
2430
Ubiquiti
UI
$34.3B
| $22.4M | ﹤0.01% |
33,855
-32,571
| -49% | -$16.3M |
|
2431
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $22.4M | ﹤0.01% |
670,095
-17,547
| -3% | -$553K |
|
2432
TG Therapeutics
TGTX
$7.62B
| $22.3M | ﹤0.01% |
618,228
+86,787
| +16% | +$2.86M |
|
2433
Belden
BDC
$5.19B
| $22.3M | ﹤0.01% |
185,662
+73,061
| +65% | +$9.2M |
|
2434
iShares MSCI China ETF
MCHI
$6.38B
| $22.3M | ﹤0.01% |
338,691
-90,683
| -21% | -$5.43M |
|
2435
CALL
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $22.3M | ﹤0.01% |
200,000
-2,549,600
| -93% | -$280M |
|
|
2436
PUT
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $22.3M | ﹤0.01% |
200,000
-1,151,000
| -85% | -$127M |
|
2437
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
| $22.3M | ﹤0.01% |
222,271
-4,434
| -2% | -$435K |
|
2438
Global X Copper Miners ETF NEW
COPX
$8.2B
| $22.2M | ﹤0.01% |
371,869
+64,958
| +21% | +$3.14M |
|
2439
CALL
State Street SPDR S&P Bank ETF
KBE
$1.71B
| $22.2M | ﹤0.01% |
374,300
-251,300
| -40% | -$14.8M |
|
2440
QuantumScape Corp
QS
$3.74B
| $22.2M | ﹤0.01% |
1,804,157
-3,338,028
| -65% | -$32.6M |
|
2441
PJT Partners
PJT
$4.38B
| $22.2M | ﹤0.01% |
125,039
+32,748
| +35% | +$5.89M |
|
2442
AXIS Capital
AXS
$7.55B
| $22.2M | ﹤0.01% |
231,526
-21,281
| -8% | -$2.06M |
|
2443
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$560M
| $22.2M | ﹤0.01% |
278,374
-12,926
| -4% | -$991K |
|
2444
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.17B
| $22.2M | ﹤0.01% |
486,231
-19,553
| -4% | -$876K |
|
2445
TTM Technologies
TTMI
$14.5B
| $22.2M | ﹤0.01% |
384,594
-744,117
| -66% | -$34.6M |
|
2446
GCM Grosvenor
GCMG
$820M
| $22.1M | ﹤0.01% |
1,833,941
+1,493,250
| +438% | +$18.5M |
|
2447
PUT
United States Oil Fund
USO
$1.67B
| $22.1M | ﹤0.01% |
300,000
+140,000
| +88% | +$10.5M |
|
2448
Kirby Corp
KEX
$6.93B
| $22.1M | ﹤0.01% |
265,001
+180,794
| +215% | +$18.2M |
|
2449
CALL
AB InBev
BUD
$165B
| $22.1M | ﹤0.01% |
370,400
+97,600
| +36% | +$6.14M |
|
|
ETOR
2450
eToro Group
ETOR
$2.8B
| $22.1M | ﹤0.01% |
534,375
+308,525
| +137% | +$15.9M |
|
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.