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 | Miscellaneous | 38.35% |
| 2 | Technology | 17.79% |
| 3 | Financials | 9.18% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3276
Jack in the Box
JACK
$263M
| $10.1M | ﹤0.01% |
510,445
-228,258
| -31% | -$4.53M |
|
3277
JPMorgan BetaBuilders Japan ETF
BBJP
$19.5B
| $10.1M | ﹤0.01% |
152,025
+10,037
| +7% | +$641K |
|
3278
U-Haul Holding Co Series N
UHAL.B
$10.4B
| $10M | ﹤0.01% |
197,337
-1,209
| -0.6% | -$64.4K |
|
3279
Hovnanian Enterprises
HOV
$676M
| $10M | ﹤0.01% |
78,070
-35,379
| -31% | -$4.72M |
|
|
HTT
3280
High Templar Tech Ltd
HTT
$371M
| $10M | ﹤0.01% |
2,346,464
-696,274
| -23% | -$2.79M |
|
|
BIDD
3281
iShares International Dividend Active ETF
BIDD
$396M
| $10M | ﹤0.01% |
357,638
-320,167
| -47% | -$8.72M |
|
3282
Green Brick Partners
GRBK
$2.94B
| $10M | ﹤0.01% |
135,350
+22,236
| +20% | +$1.52M |
|
3283
TRI-Continental Corp
TY
$1.84B
| $9.99M | ﹤0.01% |
293,798
-47,074
| -14% | -$1.55M |
|
3284
WD-40
WDFC
$2.74B
| $9.99M | ﹤0.01% |
50,550
+3,167
| +7% | +$686K |
|
3285
Vanguard Russell 2000 Growth ETF
VTWG
$1.43B
| $9.99M | ﹤0.01% |
42,717
+809
| +2% | +$178K |
|
3286
WaFd
WAFD
$2.28B
| $9.98M | ﹤0.01% |
329,476
-83,812
| -20% | -$2.57M |
|
3287
Nuveen ESG Mid-Cap Growth ETF
NUMG
$345M
| $9.97M | ﹤0.01% |
204,744
-19,613
| -9% | -$951K |
|
3288
Artisan Partners
APAM
$2.54B
| $9.96M | ﹤0.01% |
229,432
+11,742
| +5% | +$541K |
|
3289
Akebia Therapeutics
AKBA
$247M
| $9.95M | ﹤0.01% |
3,646,233
+3,006,771
| +470% | +$10M |
|
|
TNGY
3290
Tortoise Energy ETF
TNGY
$549M
| $9.94M | ﹤0.01% |
1,096,336
+6,228
| +0.6% | +$56.3K |
|
|
DOO
3291
Bombardier Recreational Products
DOO
$4.03B
| $9.94M | ﹤0.01% |
163,592
-15,380
| -9% | -$865K |
|
3292
Harmony Gold Mining
HMY
$11.1B
| $9.94M | ﹤0.01% |
547,806
+258,461
| +89% | +$3.9M |
|
|
VMEO
3293
DELISTED
Vimeo
VMEO
| $9.93M | ﹤0.01% |
1,280,725
+298,471
| +30% | +$1.47M |
|
3294
Progress Software
PRGS
$1.62B
| $9.92M | ﹤0.01% |
225,764
-72,950
| -24% | -$3.36M |
|
3295
Enpro
NPO
$6.51B
| $9.91M | ﹤0.01% |
43,867
-33,167
| -43% | -$7.16M |
|
3296
PUT
Yum! Brands
YUM
$37.7B
| $9.91M | ﹤0.01% |
65,200
+21,200
| +48% | +$3.12M |
|
|
GREK
3297
Global X MSCI Greece ETF
GREK
$346M
| $9.88M | ﹤0.01% |
153,480
+142,061
| +1,244% | +$8.98M |
|
3298
iShares Agency Bond ETF
AGZ
$630M
| $9.87M | ﹤0.01% |
89,412
+12,258
| +16% | +$1.34M |
|
3299
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.63B
| $9.87M | ﹤0.01% |
193,521
+17,421
| +10% | +$885K |
|
3300
ICF International
ICFI
$1.49B
| $9.86M | ﹤0.01% |
106,209
+65,989
| +164% | +$6.12M |
|
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, 4,186 increased, 4,477 reduced and 1,085 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 Miscellaneous at 38% of assets, up from 36% a quarter earlier, followed by Technology and Financials.
- 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 1,085 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.