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 | |
|---|---|---|---|---|---|---|
2976
CALL
Kraft Heinz
KHC
$29.6B
| $13.4M | ﹤0.01% |
516,000
+78,600
| +18% | +$2.14M |
|
|
CVSA
2977
Covista Inc
CVSA
$4.38B
| $13.4M | ﹤0.01% |
86,857
+2,301
| +3% | +$295K |
|
2978
BlackRock Taxable Municipal Bond Trust
BBN
$984M
| $13.4M | ﹤0.01% |
807,344
-352,640
| -30% | -$5.72M |
|
|
DX
2979
Dynex Capital
DX
$3.17B
| $13.4M | ﹤0.01% |
1,088,742
-123,327
| -10% | -$1.54M |
|
2980
Comstock Resources
CRK
$4.22B
| $13.4M | ﹤0.01% |
673,764
-108,124
| -14% | -$2M |
|
2981
PUT
Futu Holdings
FUTU
$15.2B
| $13.4M | ﹤0.01% |
76,800
+45,000
| +142% | +$7.47M |
|
2982
Ambev
ABEV
$45.4B
| $13.4M | ﹤0.01% |
5,988,204
-5,598,516
| -48% | -$12.8M |
|
2983
XP
XP
$8.37B
| $13.3M | ﹤0.01% |
710,332
+251,825
| +55% | +$4.52M |
|
2984
CALL
Simon Property Group
SPG
$71.5B
| $13.3M | ﹤0.01% |
70,800
+34,900
| +97% | +$6.02M |
|
2985
CALL
Cleveland-Cliffs
CLF
$7.13B
| $13.3M | ﹤0.01% |
1,088,000
-7,000
| -0.6% | -$73.6K |
|
2986
CALL
Dow Inc
DOW
$22.1B
| $13.2M | ﹤0.01% |
577,549
-50,100
| -8% | -$1.25M |
|
2987
Construction Partners
ROAD
$6.68B
| $13.2M | ﹤0.01% |
104,248
+7,631
| +8% | +$871K |
|
2988
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.98B
| $13.2M | ﹤0.01% |
520,471
-1,717
| -0.3% | -$41.9K |
|
2989
iShares Genomics Immunology and Healthcare ETF
IDNA
$208M
| $13.2M | ﹤0.01% |
559,840
+7,497
| +1% | +$166K |
|
2990
Aurora
AUR
$13.7B
| $13.2M | ﹤0.01% |
2,449,885
+682,391
| +39% | +$4M |
|
2991
Sanmina
SANM
$10.7B
| $13.2M | ﹤0.01% |
114,689
-42,096
| -27% | -$4.73M |
|
2992
Dentsply Sirona
XRAY
$2.34B
| $13.2M | ﹤0.01% |
1,039,980
-640,635
| -38% | -$9.3M |
|
2993
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.87B
| $13.2M | ﹤0.01% |
290,454
-215,543
| -43% | -$9.35M |
|
2994
PUT
eBay
EBAY
$47.9B
| $13.2M | ﹤0.01% |
145,000
+75,000
| +107% | +$6.63M |
|
2995
CALL
American International
AIG
$40.7B
| $13.2M | ﹤0.01% |
167,900
+42,300
| +34% | +$3.38M |
|
2996
CALL
Interactive Brokers
IBKR
$41.1B
| $13.2M | ﹤0.01% |
191,300
+43,300
| +29% | +$2.72M |
|
2997
Selective Insurance
SIGI
$5.66B
| $13.2M | ﹤0.01% |
162,319
+79,085
| +95% | +$6.38M |
|
2998
CALL
General Motors
GM
$77.2B
| $13.2M | ﹤0.01% |
215,700
+210,700
| +4,214% | +$11.7M |
|
2999
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$730M
| $13.1M | ﹤0.01% |
275,788
+2,315
| +0.8% | +$107K |
|
3000
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$275M
| $13.1M | ﹤0.01% |
282,860
+12,881
| +5% | +$553K |
|
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.