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 | |
|---|---|---|---|---|---|---|
5076
Hallador Energy
HNRG
$660M
| $1.74M | ﹤0.01% |
88,933
+35,250
| +66% | +$606K |
|
|
CBL
5077
CBL Properties
CBL
$1.63B
| $1.74M | ﹤0.01% |
56,839
+15,815
| +39% | +$461K |
|
5078
Rocket Pharmaceuticals
RCKT
$299M
| $1.74M | ﹤0.01% |
532,992
-303,516
| -36% | -$956K |
|
5079
Douglas Dynamics
PLOW
$909M
| $1.74M | ﹤0.01% |
55,557
+15,378
| +38% | +$481K |
|
5080
Great Southern Bancorp
GSBC
$841M
| $1.73M | ﹤0.01% |
28,300
+10,758
| +61% | +$656K |
|
|
TYG
5081
Tortoise Energy Infrastructure Corp
TYG
$972M
| $1.73M | ﹤0.01% |
40,191
-1,122
| -3% | -$48.1K |
|
5082
State Street SPDR S&P Pharmaceuticals ETF
XPH
$547M
| $1.73M | ﹤0.01% |
36,013
+4,965
| +16% | +$222K |
|
|
CANG
5083
Cango Inc
CANG
$103M
| $1.73M | ﹤0.01% |
40,718
+30,774
| +309% | +$1.49M |
|
|
JCAP
5084
Jefferson Capital
JCAP
$1.1B
| $1.73M | ﹤0.01% |
99,975
+97,475
| +3,899% | +$1.73M |
|
5085
Criteo S.A.
CRTO
$749M
| $1.72M | ﹤0.01% |
76,324
+22,191
| +41% | +$520K |
|
5086
CALL
New Oriental
EDU
$8.6B
| $1.72M | ﹤0.01% |
32,500
-2,000
| -6% | -$98.7K |
|
5087
PUT
Cadence Design Systems
CDNS
$90.3B
| $1.72M | ﹤0.01% |
4,900
-97,100
| -95% | -$33.4M |
|
|
5088
CALL
Cadence Design Systems
CDNS
$90.3B
| $1.72M | ﹤0.01% |
4,896
-3,600
| -42% | -$1.24M |
|
5089
PUT
AutoZone
AZO
$45.8B
| $1.72M | ﹤0.01% |
+400
| New | +$1.6M |
|
5090
GoodRx Holdings
GDRX
$1.14B
| $1.72M | ﹤0.01% |
405,651
+130,711
| +48% | +$575K |
|
5091
eHealth
EHTH
$23.1M
| $1.71M | ﹤0.01% |
397,722
+80,263
| +25% | +$308K |
|
5092
iShares Core Moderate Allocation ETF
AOM
$1.88B
| $1.71M | ﹤0.01% |
35,981
+46
| +0.1% | +$2.14K |
|
5093
CALL
NiSource
NI
$18.9B
| $1.71M | ﹤0.01% |
+39,500
| New | +$1.64M |
|
5094
Equity Bancshares
EQBK
$967M
| $1.71M | ﹤0.01% |
41,979
+18,062
| +76% | +$731K |
|
5095
Global Industrial
GIC
$1.6B
| $1.71M | ﹤0.01% |
46,567
+26,471
| +132% | +$888K |
|
|
RFM
5096
RiverNorth Flexible Municipal Income Fund
RFM
$79M
| $1.71M | ﹤0.01% |
117,991
-1,052
| -0.9% | -$14.7K |
|
5097
PUT
Murphy Oil
MUR
$5.29B
| $1.7M | ﹤0.01% |
+60,000
| New | +$1.51M |
|
5098
StealthGas
GASS
$340M
| $1.7M | ﹤0.01% |
260,133
+45,846
| +21% | +$318K |
|
|
LADR
5099
Ladder Capital
LADR
$1.12B
| $1.7M | ﹤0.01% |
156,150
-66,015
| -30% | -$743K |
|
5100
CALL
Peabody Energy
BTU
$3.01B
| $1.7M | ﹤0.01% |
64,200
| – | – |
|
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.