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 | |
|---|---|---|---|---|---|---|
2526
Cinemark Holdings
CNK
$4.32B
| $20.6M | ﹤0.01% |
734,772
+66,796
| +10% | +$1.85M |
|
2527
ScottsMiracle-Gro
SMG
$3.66B
| $20.6M | ﹤0.01% |
361,352
+66,439
| +23% | +$4.19M |
|
2528
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
| $20.6M | ﹤0.01% |
748,593
+12,122
| +2% | +$325K |
|
2529
Vita Coco
COCO
$3.6B
| $20.6M | ﹤0.01% |
483,902
+267,145
| +123% | +$9.91M |
|
2530
USA Compression Partners
USAC
$3.74B
| $20.5M | ﹤0.01% |
855,818
-23,975
| -3% | -$577K |
|
|
2531
PUT
UBS Group
UBS
$176B
| $20.5M | ﹤0.01% |
500,000
+300,000
| +150% | +$11.7M |
|
2532
Invesco Financial Preferred ETF
PGF
$672M
| $20.5M | ﹤0.01% |
1,401,504
+289,564
| +26% | +$4.19M |
|
2533
CALL
Monster Beverage
MNST
$88.5B
| $20.5M | ﹤0.01% |
304,200
+50,000
| +20% | +$3.12M |
|
2534
Root
ROOT
$798M
| $20.5M | ﹤0.01% |
228,738
+180,289
| +372% | +$18.9M |
|
2535
WisdomTree India Earnings Fund ETF
EPI
$2.06B
| $20.5M | ﹤0.01% |
463,082
-164,134
| -26% | -$7.45M |
|
2536
Rush Street Interactive
RSI
$2.88B
| $20.4M | ﹤0.01% |
997,045
-214,337
| -18% | -$4.04M |
|
2537
MidCap Financial Investment
MFIC
$804M
| $20.4M | ﹤0.01% |
1,701,175
+33,887
| +2% | +$432K |
|
2538
RBC Bearings
RBC
$18B
| $20.4M | ﹤0.01% |
52,209
-54,613
| -51% | -$21.3M |
|
2539
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.92B
| $20.4M | ﹤0.01% |
451,955
-5,807
| -1% | -$252K |
|
2540
CALL
Cheniere Energy
LNG
$52.9B
| $20.4M | ﹤0.01% |
86,700
-92,800
| -52% | -$21.8M |
|
2541
Madison Square Garden
MSGS
$9.39B
| $20.4M | ﹤0.01% |
89,694
+24,494
| +38% | +$5.02M |
|
2542
Columbia Research Enhanced Core ETF
RECS
$6.05B
| $20.3M | ﹤0.01% |
504,315
+137,361
| +37% | +$5.29M |
|
2543
PUT
MetLife
MET
$62.1B
| $20.3M | ﹤0.01% |
246,000
-30,000
| -11% | -$2.36M |
|
2544
PUT
Waste Management
WM
$91B
| $20.3M | ﹤0.01% |
91,700
+12,800
| +16% | +$2.88M |
|
2545
Atlanta Braves Holdings Series B
BATRK
$3.21B
| $20.2M | ﹤0.01% |
486,761
-56,698
| -10% | -$2.5M |
|
2546
Concentrix
CNXC
$1.57B
| $20.2M | ﹤0.01% |
438,647
-5,447
| -1% | -$291K |
|
2547
Mirum Pharmaceuticals
MIRM
$6.14B
| $20.2M | ﹤0.01% |
275,842
+93,386
| +51% | +$5.94M |
|
2548
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
| $20.2M | ﹤0.01% |
1,774,888
-32,978
| -2% | -$363K |
|
2549
Planet Labs
PL
$8.53B
| $20.2M | ﹤0.01% |
1,557,296
+1,119,948
| +256% | +$8.64M |
|
2550
PUT
iShares US Real Estate ETF
IYR
$4.57B
| $20.2M | ﹤0.01% |
208,100
+161,900
| +350% | +$15.6M |
|
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.