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 | |
|---|---|---|---|---|---|---|
2951
Global X Russell 2000 Covered Call ETF
RYLD
$1.39B
| $13.8M | ﹤0.01% |
919,330
+12,701
| +1% | +$190K |
|
2952
Goldman Sachs BDC
GSBD
$1.1B
| $13.8M | ﹤0.01% |
1,360,013
+290,737
| +27% | +$3.31M |
|
2953
CALL
MongoDB
MDB
$33.5B
| $13.8M | ﹤0.01% |
44,500
-12,300
| -22% | -$3.16M |
|
2954
Urban Edge Properties
UE
$2.75B
| $13.8M | ﹤0.01% |
673,606
-54,272
| -7% | -$1.08M |
|
2955
Xencor
XNCR
$1.6B
| $13.8M | ﹤0.01% |
1,175,267
+399,071
| +51% | +$3.46M |
|
2956
PUT
Kraft Heinz
KHC
$29.6B
| $13.8M | ﹤0.01% |
529,100
-714,700
| -57% | -$19.4M |
|
|
BSCP
2957
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $13.7M | ﹤0.01% |
663,726
-1,613,703
| -71% | -$33.4M |
|
2958
Travel + Leisure Co
TNL
$4.5B
| $13.7M | ﹤0.01% |
230,772
-161,514
| -41% | -$9.7M |
|
2959
C3.ai
AI
$1.62B
| $13.7M | ﹤0.01% |
789,222
-435,443
| -36% | -$9.09M |
|
|
LX
2960
LexinFintech Holdings
LX
$242M
| $13.7M | ﹤0.01% |
2,563,047
+1,977,021
| +337% | +$12.6M |
|
2961
First Trust Short Duration Managed Municipal ETF
FSMB
$627M
| $13.7M | ﹤0.01% |
680,193
-80,387
| -11% | -$1.61M |
|
|
FOLD
2962
DELISTED
Amicus Therapeutics
FOLD
| $13.6M | ﹤0.01% |
1,730,855
+37,563
| +2% | +$267K |
|
2963
Pacer Data & Infrastructure Real Estate ETF
SRVR
$378M
| $13.6M | ﹤0.01% |
428,784
-24,300
| -5% | -$773K |
|
2964
Howard Hughes
HHH
$3.91B
| $13.6M | ﹤0.01% |
165,246
-95,691
| -37% | -$7.09M |
|
2965
Centuri Holdings
CTRI
$2.4B
| $13.6M | ﹤0.01% |
641,007
+541,734
| +546% | +$11.5M |
|
2966
CALL
Stryker
SYK
$133B
| $13.6M | ﹤0.01% |
36,700
+13,100
| +56% | +$5.06M |
|
2967
iShares MSCI Poland ETF
EPOL
$817M
| $13.6M | ﹤0.01% |
421,313
+120,195
| +40% | +$3.91M |
|
|
BWIN
2968
Baldwin Insurance Group
BWIN
$2.79B
| $13.5M | ﹤0.01% |
480,321
+159,309
| +50% | +$5.53M |
|
|
AMRZ
2969
CALL
Amrize Ltd
AMRZ
$25.6B
| $13.5M | ﹤0.01% |
+278,925
| New | +$14.2M |
|
2970
ING
ING
$101B
| $13.5M | ﹤0.01% |
519,013
+55,148
| +12% | +$1.33M |
|
2971
SM Energy
SM
$7.55B
| $13.5M | ﹤0.01% |
541,622
+221,406
| +69% | +$5.97M |
|
|
BBT
2972
Beacon Financial Corp
BBT
$2.66B
| $13.5M | ﹤0.01% |
569,757
+281,830
| +98% | +$7.23M |
|
2973
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.45B
| $13.5M | ﹤0.01% |
298,311
+93,197
| +45% | +$3.67M |
|
2974
Nuveen California Quality Municipal Income Fund
NAC
$1.85B
| $13.5M | ﹤0.01% |
1,171,075
-402,628
| -26% | -$4.52M |
|
2975
BlackRock Core Bond Trust
BHK
$664M
| $13.4M | ﹤0.01% |
1,352,965
+101,636
| +8% | +$984K |
|
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.