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 | |
|---|---|---|---|---|---|---|
|
MTAL
2876
DELISTED
Metals Acquisition
MTAL
| $15.1M | ﹤0.01% |
1,234,977
+1,166,006
| +1,691% | +$14.1M |
|
|
NBXG
2877
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.22B
| $15.1M | ﹤0.01% |
979,401
-291,145
| -23% | -$4.32M |
|
2878
CALL
MetLife
MET
$61.7B
| $15M | ﹤0.01% |
182,700
| – | – |
|
2879
Invesco China Technology ETF
CQQQ
$3.3B
| $15M | ﹤0.01% |
254,808
+210,570
| +476% | +$10.5M |
|
2880
1st Source
SRCE
$2.1B
| $15M | ﹤0.01% |
243,630
+86,322
| +55% | +$5.42M |
|
2881
CALL
FedEx
FDX
$76.9B
| $15M | ﹤0.01% |
63,578
-11,550
| -15% | -$2.66M |
|
2882
iShares MSCI Taiwan ETF
EWT
$11B
| $15M | ﹤0.01% |
235,627
-288,231
| -55% | -$17.4M |
|
2883
Global E Online
GLBE
$6.91B
| $14.9M | ﹤0.01% |
417,813
+329,755
| +374% | +$11.3M |
|
2884
Atkore
ATKR
$3.17B
| $14.9M | ﹤0.01% |
238,035
+2,145
| +0.9% | +$140K |
|
2885
AppFolio
APPF
$7.07B
| $14.9M | ﹤0.01% |
53,995
-47,786
| -47% | -$12.9M |
|
2886
BlackBerry
BB
$5.18B
| $14.8M | ﹤0.01% |
3,041,707
+1,052,398
| +53% | +$4.17M |
|
2887
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.52B
| $14.8M | ﹤0.01% |
710,374
+194,222
| +38% | +$4.03M |
|
2888
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.71B
| $14.8M | ﹤0.01% |
330,800
-1,169,600
| -78% | -$52.9M |
|
2889
PUT
Archer Daniels Midland
ADM
$38.8B
| $14.8M | ﹤0.01% |
247,800
+117,600
| +90% | +$6.88M |
|
|
PRA
2890
DELISTED
ProAssurance
PRA
| $14.8M | ﹤0.01% |
616,076
+148,979
| +32% | +$3.55M |
|
2891
Acushnet Holdings
GOLF
$5.34B
| $14.8M | ﹤0.01% |
188,261
-54,084
| -22% | -$4.2M |
|
2892
Global X Cloud Computing ETF
CLOU
$271M
| $14.7M | ﹤0.01% |
633,766
+27,686
| +5% | +$634K |
|
2893
PUT
American Airlines Group
AAL
$9.93B
| $14.7M | ﹤0.01% |
1,310,800
-467,000
| -26% | -$5.75M |
|
2894
SmartRent
SMRT
$261M
| $14.7M | ﹤0.01% |
10,448,199
+2,335,454
| +29% | +$3M |
|
|
EVMO
2895
Eaton Vance Mortgage Opportunities ETF
EVMO
$860M
| $14.7M | ﹤0.01% |
+290,982
| New | +$14.6M |
|
|
EH
2896
EHang Holdings
EH
$432M
| $14.7M | ﹤0.01% |
791,122
-47,641
| -6% | -$834K |
|
2897
ProShares Ultra S&P500
SSO
$8.41B
| $14.7M | ﹤0.01% |
261,948
-6,224
| -2% | -$325K |
|
2898
CALL
Ironwood Pharmaceuticals
IRWD
$669M
| $14.7M | ﹤0.01% |
11,200,320
| – | – |
|
2899
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $14.7M | ﹤0.01% |
475,429
-79,740
| -14% | -$2.46M |
|
2900
Landstar System
LSTR
$6.05B
| $14.6M | ﹤0.01% |
119,495
-53,975
| -31% | -$7.17M |
|
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.