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 | |
|---|---|---|---|---|---|---|
2676
CALL
Bunge Global
BG
$21.3B
| $18.1M | ﹤0.01% |
223,000
| – | – |
|
2677
US Global Jets ETF
JETS
$831M
| $18.1M | ﹤0.01% |
734,638
+587,952
| +401% | +$14.8M |
|
|
EIPI
2678
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.09B
| $18.1M | ﹤0.01% |
911,351
+41,140
| +5% | +$812K |
|
2679
Laureate Education
LAUR
$5.23B
| $18.1M | ﹤0.01% |
572,640
+439,819
| +331% | +$11.5M |
|
2680
CALL
United Airlines
UAL
$40.9B
| $18.1M | ﹤0.01% |
187,100
+172,100
| +1,147% | +$16.6M |
|
2681
Southwest Gas
SWX
$6.63B
| $18M | ﹤0.01% |
230,394
-21,564
| -9% | -$1.68M |
|
2682
Olin
OLN
$2.11B
| $18M | ﹤0.01% |
721,769
-904,123
| -56% | -$20.1M |
|
2683
Schwab International Small-Cap Equity ETF
SCHC
$5.62B
| $18M | ﹤0.01% |
395,862
+63,696
| +19% | +$2.8M |
|
2684
Ameris Bancorp
ABCB
$5.9B
| $18M | ﹤0.01% |
245,248
-69,921
| -22% | -$4.92M |
|
2685
Coastal Financial
CCB
$727M
| $18M | ﹤0.01% |
166,185
+101,935
| +159% | +$10.8M |
|
2686
Fortuna Silver Mines
FSM
$3.02B
| $17.9M | ﹤0.01% |
1,999,794
-394,041
| -16% | -$2.88M |
|
2687
Teradata
TDC
$2.52B
| $17.9M | ﹤0.01% |
832,935
+305,057
| +58% | +$6.57M |
|
2688
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.92B
| $17.9M | ﹤0.01% |
508,390
+35,339
| +7% | +$1.2M |
|
2689
PUT
Texas Instruments
TXN
$259B
| $17.9M | ﹤0.01% |
97,300
-49,700
| -34% | -$9.72M |
|
2690
Hayward Holdings
HAYW
$3.31B
| $17.9M | ﹤0.01% |
1,181,435
+22,077
| +2% | +$338K |
|
2691
ODDITY Tech
ODD
$625M
| $17.9M | ﹤0.01% |
286,561
+158,387
| +124% | +$10.3M |
|
2692
PUT
Vistra
VST
$47.7B
| $17.8M | ﹤0.01% |
91,100
-143,200
| -61% | -$28.4M |
|
2693
PUT
The Mosaic Company
MOS
$7.19B
| $17.8M | ﹤0.01% |
513,500
+197,200
| +62% | +$6.79M |
|
2694
Cedar Fair
FUN
$1.67B
| $17.8M | ﹤0.01% |
783,616
+346,241
| +79% | +$9.19M |
|
2695
Boyd Gaming
BYD
$5.97B
| $17.8M | ﹤0.01% |
205,867
-128,490
| -38% | -$10.8M |
|
2696
RLJ Lodging Trust
RLJ
$1.65B
| $17.8M | ﹤0.01% |
2,470,926
+1,288,328
| +109% | +$9.71M |
|
2697
Fluence Energy
FLNC
$2.4B
| $17.8M | ﹤0.01% |
1,645,955
-1,251,195
| -43% | -$10.5M |
|
2698
Transocean
RIG
$6.09B
| $17.8M | ﹤0.01% |
5,692,164
-2,084,817
| -27% | -$6.29M |
|
2699
TAL Education Group
TAL
$6.77B
| $17.8M | ﹤0.01% |
1,585,660
-149,650
| -9% | -$1.61M |
|
2700
McEwen Inc
MUX
$1.14B
| $17.7M | ﹤0.01% |
1,037,687
-389,208
| -27% | -$4.66M |
|
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.