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 | |
|---|---|---|---|---|---|---|
3551
Dorman Products
DORM
$3.67B
| $7.84M | ﹤0.01% |
50,295
-85,944
| -63% | -$12.3M |
|
3552
CALL
Best Buy
BBY
$18.9B
| $7.83M | ﹤0.01% |
103,600
-85,000
| -45% | -$6.1M |
|
3553
Privia Health
PRVA
$2.54B
| $7.83M | ﹤0.01% |
314,602
+182,926
| +139% | +$3.94M |
|
3554
PUT
Constellation Brands
STZ
$19.3B
| $7.82M | ﹤0.01% |
58,100
-16,100
| -22% | -$2.56M |
|
3555
iShares MSCI India Small-Cap ETF
SMIN
$743M
| $7.82M | ﹤0.01% |
109,045
-81,019
| -43% | -$6.02M |
|
3556
Blackbaud
BLKB
$1.92B
| $7.82M | ﹤0.01% |
121,607
+50,193
| +70% | +$3.29M |
|
3557
Independent Bank
INDB
$3.77B
| $7.82M | ﹤0.01% |
112,997
+36,710
| +48% | +$2.5M |
|
3558
PUT
Cigna
CI
$71.8B
| $7.81M | ﹤0.01% |
27,100
-8,100
| -23% | -$2.4M |
|
3559
State Street SPDR S&P Software & Services ETF
XSW
$484M
| $7.8M | ﹤0.01% |
39,445
-4,896
| -11% | -$934K |
|
3560
Stevanato
STVN
$5.85B
| $7.8M | ﹤0.01% |
302,751
-96,972
| -24% | -$2.39M |
|
3561
Vital Farms
VITL
$415M
| $7.79M | ﹤0.01% |
189,198
+71,729
| +61% | +$3.11M |
|
3562
Mativ Holdings
MATV
$653M
| $7.78M | ﹤0.01% |
688,273
+407,275
| +145% | +$4.04M |
|
|
EVV
3563
Eaton Vance Limited Duration Income Fund
EVV
$973M
| $7.78M | ﹤0.01% |
766,559
+81,259
| +12% | +$829K |
|
3564
WisdomTree US Total Dividend Fund
DTD
$1.64B
| $7.76M | ﹤0.01% |
92,352
+4,225
| +5% | +$346K |
|
3565
PUT
State Street SPDR S&P Homebuilders ETF
XHB
$1.5B
| $7.76M | ﹤0.01% |
70,000
-140,000
| -67% | -$15.4M |
|
3566
PAR Technology
PAR
$564M
| $7.74M | ﹤0.01% |
195,672
+70,686
| +57% | +$3.9M |
|
3567
Cohen & Steers Quality Income Realty Fund
RQI
$1.5B
| $7.74M | ﹤0.01% |
621,057
-20,283
| -3% | -$252K |
|
3568
Invesco S&P SmallCap Industrials ETF
PSCI
$272M
| $7.73M | ﹤0.01% |
51,726
-755
| -1% | -$109K |
|
3569
Coca-Cola Femsa
KOF
$22.9B
| $7.73M | ﹤0.01% |
92,971
-59,973
| -39% | -$5.18M |
|
3570
Banc of California
BANC
$2.8B
| $7.71M | ﹤0.01% |
466,099
-150,735
| -24% | -$2.36M |
|
3571
Skyward Specialty Insurance
SKWD
$2.38B
| $7.71M | ﹤0.01% |
162,170
+69,159
| +74% | +$3.46M |
|
3572
Lifestance Health
LFST
$4.5B
| $7.71M | ﹤0.01% |
1,401,448
+336,278
| +32% | +$1.65M |
|
|
THR
3573
DELISTED
Thermon Group Holdings
THR
| $7.71M | ﹤0.01% |
288,370
+213,935
| +287% | +$5.75M |
|
3574
RUM Group Inc
RUM
$3.93B
| $7.7M | ﹤0.01% |
1,064,072
+46,925
| +5% | +$383K |
|
3575
Employers Holdings
EIG
$858M
| $7.7M | ﹤0.01% |
181,341
+100,751
| +125% | +$4.38M |
|
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.