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 | |
|---|---|---|---|---|---|---|
2626
PUT
Public Storage
PSA
$61.3B
| $18.9M | ﹤0.01% |
65,500
+46,600
| +247% | +$13.4M |
|
2627
Invesco S&P MidCap Low Volatility ETF
XMLV
$748M
| $18.9M | ﹤0.01% |
297,637
-18,275
| -6% | -$1.15M |
|
2628
PUT
Nu Holdings
NU
$66.9B
| $18.9M | ﹤0.01% |
1,180,400
+793,000
| +205% | +$11.1M |
|
2629
Black Hills Corp
BKH
$5.69B
| $18.9M | ﹤0.01% |
306,763
+36,460
| +13% | +$2.14M |
|
2630
Phillips Edison & Co
PECO
$5.24B
| $18.9M | ﹤0.01% |
550,276
+137,827
| +33% | +$4.78M |
|
2631
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.38B
| $18.9M | ﹤0.01% |
196,143
+252
| +0.1% | +$24.1K |
|
2632
Signet Jewelers
SIG
$3.76B
| $18.9M | ﹤0.01% |
196,532
-388,865
| -66% | -$33.3M |
|
2633
BGC Group
BGC
$4.89B
| $18.8M | ﹤0.01% |
1,990,435
+806,776
| +68% | +$8.08M |
|
2634
ARK Web x.0 ETF
ARKW
$1.75B
| $18.8M | ﹤0.01% |
107,671
+67,550
| +168% | +$10.7M |
|
|
VOYG
2635
Voyager Technologies
VOYG
$2.54B
| $18.8M | ﹤0.01% |
631,046
+544,390
| +628% | +$18.8M |
|
2636
ProShares Short QQQ
PSQ
$643M
| $18.7M | ﹤0.01% |
603,499
+328,443
| +119% | +$10.7M |
|
2637
iShares Global Energy ETF
IXC
$2.62B
| $18.7M | ﹤0.01% |
448,142
-73,545
| -14% | -$2.99M |
|
2638
PUT
KKR & Co
KKR
$92.3B
| $18.7M | ﹤0.01% |
143,700
-41,300
| -22% | -$5.86M |
|
2639
Gevo
GEVO
$382M
| $18.7M | ﹤0.01% |
9,525,507
-1,132,607
| -11% | -$1.85M |
|
|
BMNR
2640
PUT
BitMine Immersion Technologies
BMNR
$11.4B
| $18.7M | ﹤0.01% |
+359,414
| New | +$18.2M |
|
2641
VanEck High Yield Muni ETF
HYD
$4.4B
| $18.6M | ﹤0.01% |
366,264
+30,734
| +9% | +$1.53M |
|
2642
CALL
Full Truck Alliance
YMM
$9.99B
| $18.6M | ﹤0.01% |
1,436,330
+25,000
| +2% | +$310K |
|
|
MPT
2643
Medical Properties Trust
MPT
$2.81B
| $18.6M | ﹤0.01% |
3,674,106
+850,523
| +30% | +$3.75M |
|
2644
Goodyear
GT
$1.85B
| $18.6M | ﹤0.01% |
2,489,935
-1,427,595
| -36% | -$13.4M |
|
2645
First Majestic Silver
AG
$9.07B
| $18.6M | ﹤0.01% |
1,515,037
-2,118,992
| -58% | -$19.6M |
|
2646
PUT
MGM Resorts International
MGM
$11.2B
| $18.6M | ﹤0.01% |
536,900
+106,300
| +25% | +$3.9M |
|
2647
CALL
Pultegroup
PHM
$25.3B
| $18.6M | ﹤0.01% |
140,800
+45,000
| +47% | +$5.59M |
|
2648
Mercury Systems
MRCY
$6.52B
| $18.6M | ﹤0.01% |
240,349
+72,017
| +43% | +$4.48M |
|
2649
CALL
Datadog
DDOG
$84B
| $18.6M | ﹤0.01% |
130,500
+80,300
| +160% | +$11.1M |
|
2650
CALL
Teck Resources
TECK
$32.6B
| $18.6M | ﹤0.01% |
423,400
+109,800
| +35% | +$3.99M |
|
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.