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 | |
|---|---|---|---|---|---|---|
2901
CALL
TJX Companies
TJX
$175B
| $14.6M | ﹤0.01% |
101,200
+5,000
| +5% | +$664K |
|
2902
Advanced Energy
AEIS
$12.6B
| $14.6M | ﹤0.01% |
85,837
+6,767
| +9% | +$1.02M |
|
2903
Ocular Therapeutix
OCUL
$2.03B
| $14.6M | ﹤0.01% |
1,248,266
-716,885
| -36% | -$8.57M |
|
2904
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
| $14.6M | ﹤0.01% |
757,244
-89,818
| -11% | -$1.57M |
|
2905
CALL
Coupang
CPNG
$29.1B
| $14.6M | ﹤0.01% |
452,244
-12,956
| -3% | -$392K |
|
2906
PUT
Mondelez International
MDLZ
$78.5B
| $14.5M | ﹤0.01% |
232,900
-145,000
| -38% | -$9.35M |
|
2907
Customers Bancorp
CUBI
$2.78B
| $14.5M | ﹤0.01% |
222,208
+11,714
| +6% | +$770K |
|
2908
CALL
DuPont de Nemours
DD
$19.1B
| $14.5M | ﹤0.01% |
148,419
+45,808
| +45% | +$4.32M |
|
2909
Xeris Biopharma Holdings
XERS
$1.46B
| $14.5M | ﹤0.01% |
1,782,734
+1,554,869
| +682% | +$10.3M |
|
2910
Twist Bioscience
TWST
$7.83B
| $14.5M | ﹤0.01% |
514,928
+298,331
| +138% | +$9.04M |
|
2911
iShares US Transportation ETF
IYT
$2.27B
| $14.5M | ﹤0.01% |
202,043
-20,683
| -9% | -$1.46M |
|
|
WRD
2912
WeRide Inc
WRD
$2.08B
| $14.5M | ﹤0.01% |
1,462,785
+209,394
| +17% | +$1.98M |
|
2913
PUT
Tenet Healthcare
THC
$20.9B
| $14.5M | ﹤0.01% |
71,300
+17,900
| +34% | +$3.18M |
|
2914
Amneal Pharmaceuticals
AMRX
$5.71B
| $14.5M | ﹤0.01% |
1,445,801
-136,949
| -9% | -$1.23M |
|
2915
Cogent Communications
CCOI
$528M
| $14.4M | ﹤0.01% |
376,582
+252,427
| +203% | +$10.5M |
|
2916
PUT
Amgen
AMGN
$226B
| $14.4M | ﹤0.01% |
51,100
-15,700
| -24% | -$4.55M |
|
2917
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
| $14.4M | ﹤0.01% |
428,017
+178,394
| +71% | +$5.88M |
|
2918
PUT
Suncor Energy
SU
$73.4B
| $14.4M | ﹤0.01% |
344,200
-10,000
| -3% | -$401K |
|
2919
CALL
Albemarle
ALB
$15.5B
| $14.4M | ﹤0.01% |
177,300
+73,000
| +70% | +$5.63M |
|
2920
Xometry
XMTR
$5.19B
| $14.4M | ﹤0.01% |
263,719
+103,119
| +64% | +$4.47M |
|
2921
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $14.4M | ﹤0.01% |
297,854
+7,299
| +3% | +$351K |
|
|
VG
2922
Venture Global Inc
VG
$35.4B
| $14.4M | ﹤0.01% |
1,011,545
-2,558,370
| -72% | -$36.5M |
|
2923
Jackson Financial
JXN
$8.83B
| $14.3M | ﹤0.01% |
141,308
+1,139
| +0.8% | +$106K |
|
2924
MYR Group
MYRG
$5.14B
| $14.3M | ﹤0.01% |
68,762
-25,781
| -27% | -$4.81M |
|
2925
Sphere Entertainment
SPHR
$5.84B
| $14.3M | ﹤0.01% |
230,143
+8,591
| +4% | +$405K |
|
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.