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 | |
|---|---|---|---|---|---|---|
2601
PUT
Delta Air Lines
DAL
$60.1B
| $19.3M | ﹤0.01% |
340,800
-1,550,200
| -82% | -$88.5M |
|
2602
CALL
Ferrari
RACE
$72.5B
| $19.3M | ﹤0.01% |
39,854
+14,198
| +55% | +$6.8M |
|
2603
Invesco S&P 500 GARP ETF
SPGP
$2.32B
| $19.3M | ﹤0.01% |
170,101
-68,043
| -29% | -$7.54M |
|
2604
CALL
Automatic Data Processing
ADP
$108B
| $19.3M | ﹤0.01% |
65,700
+2,700
| +4% | +$813K |
|
2605
PUT
Marathon Petroleum
MPC
$83.7B
| $19.3M | ﹤0.01% |
100,000
+12,300
| +14% | +$2.16M |
|
2606
Avnet
AVT
$7.92B
| $19.3M | ﹤0.01% |
368,327
+37,809
| +11% | +$2.03M |
|
2607
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.78B
| $19.3M | ﹤0.01% |
1,154,391
+65,547
| +6% | +$1.09M |
|
2608
PUT
AB InBev
BUD
$165B
| $19.2M | ﹤0.01% |
322,700
+104,400
| +48% | +$6.57M |
|
2609
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
| $19.2M | ﹤0.01% |
830,486
+22,701
| +3% | +$522K |
|
2610
PUT
KLA
KLAC
$259B
| $19.2M | ﹤0.01% |
178,000
+22,000
| +14% | +$2.05M |
|
|
HIMU
2611
iShares High Yield Muni Active ETF
HIMU
$2.44B
| $19.2M | ﹤0.01% |
389,754
+28,424
| +8% | +$1.36M |
|
2612
Intellia Therapeutics
NTLA
$1.67B
| $19.1M | ﹤0.01% |
1,108,186
+227,313
| +26% | +$2.8M |
|
2613
Indivior Pharmaceuticals
INDV
$4.58B
| $19.1M | ﹤0.01% |
793,763
-1,594,227
| -67% | -$33.4M |
|
2614
Schrodinger
SDGR
$1.36B
| $19.1M | ﹤0.01% |
953,740
-386,234
| -29% | -$7.76M |
|
2615
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.8B
| $19.1M | ﹤0.01% |
371,138
-10,208
| -3% | -$515K |
|
2616
iShares International Dividend Growth ETF
IGRO
$1.32B
| $19.1M | ﹤0.01% |
239,914
-11,759
| -5% | -$924K |
|
2617
Amylyx Pharmaceuticals
AMLX
$2.54B
| $19.1M | ﹤0.01% |
1,404,471
+151,127
| +12% | +$1.42M |
|
2618
Brookfield Renewable
BEPC
$6.26B
| $19.1M | ﹤0.01% |
554,209
+183,833
| +50% | +$6.3M |
|
2619
CALL
Applovin
APP
$116B
| $19M | ﹤0.01% |
26,512
-1,397
| -5% | -$644K |
|
2620
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$183M
| $19M | ﹤0.01% |
437,871
-222
| -0.1% | -$10.1K |
|
2621
CALL
Nutanix
NTNX
$16.9B
| $19M | ﹤0.01% |
255,500
+155,600
| +156% | +$11.4M |
|
2622
PUT
Duke Energy
DUK
$97.3B
| $19M | ﹤0.01% |
153,400
+60,900
| +66% | +$7.39M |
|
|
SKE
2623
Skeena Resources
SKE
$4.04B
| $19M | ﹤0.01% |
1,029,117
-1,003,235
| -49% | -$16.4M |
|
|
NNE
2624
Nano Nuclear Energy
NNE
$1.01B
| $18.9M | ﹤0.01% |
491,328
-125,220
| -20% | -$4.45M |
|
2625
CALL
Lam Research
LRCX
$390B
| $18.9M | ﹤0.01% |
141,400
+40,400
| +40% | +$4.28M |
|
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.