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 | |
|---|---|---|---|---|---|---|
2451
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.59B
| $22M | ﹤0.01% |
766,643
+60,922
| +9% | +$1.75M |
|
2452
CALL
SharkNinja
SN
$26.1B
| $22M | ﹤0.01% |
213,596
+87,800
| +70% | +$10M |
|
2453
Pacira BioSciences
PCRX
$997M
| $22M | ﹤0.01% |
854,861
-174,028
| -17% | -$4.27M |
|
2454
iQIYI
IQ
$1.28B
| $22M | ﹤0.01% |
8,599,624
+1,841,356
| +27% | +$4.08M |
|
2455
CALL
Diamondback Energy
FANG
$52.7B
| $22M | ﹤0.01% |
153,614
+71,700
| +88% | +$10.2M |
|
|
CHI
2456
Calamos Convertible Opportunities and Income Fund
CHI
$1.05B
| $22M | ﹤0.01% |
2,036,796
+124,569
| +7% | +$1.3M |
|
2457
The Ensign Group
ENSG
$10.7B
| $22M | ﹤0.01% |
127,199
-23,893
| -16% | -$3.81M |
|
2458
LXP Industrial Trust
LXP
$3.57B
| $22M | ﹤0.01% |
490,503
+182,313
| +59% | +$7.83M |
|
2459
HNI Corp
HNI
$3.59B
| $21.9M | ﹤0.01% |
468,174
+310,454
| +197% | +$14.7M |
|
2460
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.74B
| $21.9M | ﹤0.01% |
855,517
+118,732
| +16% | +$3.01M |
|
2461
FNB Corp
FNB
$6.75B
| $21.9M | ﹤0.01% |
1,359,381
+218,165
| +19% | +$3.47M |
|
2462
Liberty Global Class A
LBTYA
$3.6B
| $21.9M | ﹤0.01% |
1,910,716
+742,867
| +64% | +$8.17M |
|
2463
PUT
BP
BP
$107B
| $21.9M | ﹤0.01% |
635,000
+114,000
| +22% | +$3.82M |
|
2464
Moog Inc Class A
MOG.A
$12.8B
| $21.9M | ﹤0.01% |
105,312
+47,021
| +81% | +$9.08M |
|
2465
CALL
Trip.com Group
TCOM
$29.1B
| $21.9M | ﹤0.01% |
290,740
+45,440
| +19% | +$3.04M |
|
2466
NewAmsterdam Pharma
NAMS
$3.34B
| $21.9M | ﹤0.01% |
768,520
+140,801
| +22% | +$3.38M |
|
2467
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $21.8M | ﹤0.01% |
245,089
-12,967
| -5% | -$1.09M |
|
2468
Helmerich & Payne
HP
$3.71B
| $21.8M | ﹤0.01% |
988,154
+194,971
| +25% | +$3.59M |
|
2469
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.59B
| $21.8M | ﹤0.01% |
429,747
+423,272
| +6,537% | +$21.4M |
|
2470
OR Royalties Inc
OR
$6.2B
| $21.8M | ﹤0.01% |
543,306
+259,135
| +91% | +$8.09M |
|
2471
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$885M
| $21.7M | ﹤0.01% |
485,472
-18,922
| -4% | -$840K |
|
|
SARO
2472
StandardAero Inc
SARO
$9.7B
| $21.7M | ﹤0.01% |
796,726
+40,187
| +5% | +$1.13M |
|
2473
Academy Sports + Outdoors
ASO
$2.98B
| $21.7M | ﹤0.01% |
434,109
-252,396
| -37% | -$12.9M |
|
2474
PUT
Vertex Pharmaceuticals
VRTX
$126B
| $21.7M | ﹤0.01% |
55,300
+9,400
| +20% | +$3.93M |
|
2475
Buckle
BKE
$2.37B
| $21.7M | ﹤0.01% |
369,091
+2,941
| +0.8% | +$159K |
|
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.