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 | |
|---|---|---|---|---|---|---|
2551
White Mountains Insurance
WTM
$5.13B
| $20.2M | ﹤0.01% |
12,085
+7,073
| +141% | +$12.6M |
|
2552
Invesco KBW Bank ETF
KBWB
$6.73B
| $20.2M | ﹤0.01% |
258,237
-85,613
| -25% | -$6.45M |
|
2553
Certara
CERT
$1.25B
| $20.2M | ﹤0.01% |
1,651,955
+851,249
| +106% | +$9.31M |
|
2554
First Trust Utilities AlphaDEX Fund
FXU
$825M
| $20.2M | ﹤0.01% |
443,424
-67,568
| -13% | -$2.98M |
|
2555
PUT
On Holding
ONON
$12.5B
| $20.1M | ﹤0.01% |
475,700
+153,000
| +47% | +$7.28M |
|
2556
Sunrun
RUN
$2.46B
| $20.1M | ﹤0.01% |
1,163,927
-1,377,910
| -54% | -$18.4M |
|
2557
iShares Global Clean Energy ETF
ICLN
$2.1B
| $20.1M | ﹤0.01% |
1,299,970
+80,788
| +7% | +$1.14M |
|
2558
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.77B
| $20.1M | ﹤0.01% |
210,267
-4,772
| -2% | -$453K |
|
2559
CALL
Marathon Petroleum
MPC
$83.7B
| $20.1M | ﹤0.01% |
104,300
+11,000
| +12% | +$1.93M |
|
2560
Vermilion Energy
VET
$1.66B
| $20M | ﹤0.01% |
2,563,562
-499,047
| -16% | -$3.86M |
|
|
NSA
2561
DELISTED
National Storage Affiliates Trust
NSA
| $20M | ﹤0.01% |
662,900
+30,896
| +5% | +$964K |
|
2562
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.93B
| $20M | ﹤0.01% |
893,932
+91,303
| +11% | +$2.04M |
|
2563
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.41B
| $20M | ﹤0.01% |
196,858
+6,015
| +3% | +$595K |
|
2564
iShares Investment Grade Systematic Bond ETF
IGEB
$1.51B
| $20M | ﹤0.01% |
434,389
+97,650
| +29% | +$4.45M |
|
2565
PUT
Cheniere Energy
LNG
$52.9B
| $20M | ﹤0.01% |
85,100
+5,000
| +6% | +$1.18M |
|
2566
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10B
| $20M | ﹤0.01% |
552,255
+19,894
| +4% | +$686K |
|
2567
CALL
NetEase
NTES
$84.7B
| $20M | ﹤0.01% |
131,300
-144,700
| -52% | -$19.9M |
|
2568
Bread Financial
BFH
$4.38B
| $19.9M | ﹤0.01% |
357,637
+116,446
| +48% | +$7.19M |
|
2569
Kinetik
KNTK
$7.98B
| $19.9M | ﹤0.01% |
466,318
+270,915
| +139% | +$11.5M |
|
2570
Trump Media & Technology Group
DJT
$2.83B
| $19.9M | ﹤0.01% |
1,213,718
-722,491
| -37% | -$12.8M |
|
2571
Allegiant Air
ALGT
$2.57B
| $19.9M | ﹤0.01% |
327,828
+67,327
| +26% | +$3.86M |
|
2572
PUT
TeraWulf
WULF
$8.52B
| $19.9M | ﹤0.01% |
1,743,000
+1,477,200
| +556% | +$11.3M |
|
2573
PUT
Ford
F
$55.7B
| $19.9M | ﹤0.01% |
1,662,700
-680,000
| -29% | -$7.84M |
|
|
USAR
2574
USA Rare Earth Inc
USAR
$4.73B
| $19.9M | ﹤0.01% |
1,155,166
+1,076,146
| +1,362% | +$15.4M |
|
2575
Ligand Pharmaceuticals
LGND
$6.36B
| $19.8M | ﹤0.01% |
111,986
+78,476
| +234% | +$11.7M |
|
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.