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 | |
|---|---|---|---|---|---|---|
3026
Autohome
ATHM
$2.71B
| $12.8M | ﹤0.01% |
447,105
-1,720
| -0.4% | -$48.6K |
|
3027
Innospec
IOSP
$2.29B
| $12.7M | ﹤0.01% |
165,047
+58,778
| +55% | +$4.91M |
|
3028
PUT
Dollar General
DG
$27B
| $12.7M | ﹤0.01% |
123,100
+73,100
| +146% | +$8.01M |
|
3029
Perimeter Solutions
PRM
$5.65B
| $12.7M | ﹤0.01% |
567,322
-220,391
| -28% | -$4.18M |
|
3030
PUT
Boston Scientific
BSX
$73.1B
| $12.7M | ﹤0.01% |
130,000
-99,800
| -43% | -$10.3M |
|
3031
CorMedix
CRMD
$591M
| $12.7M | ﹤0.01% |
1,090,908
+814,964
| +295% | +$9.85M |
|
3032
CALL
IQVIA
IQV
$39.8B
| $12.7M | ﹤0.01% |
66,700
+49,200
| +281% | +$8.95M |
|
3033
iShares MSCI Germany ETF
EWG
$1.67B
| $12.7M | ﹤0.01% |
304,428
-77,276
| -20% | -$3.24M |
|
3034
Willis Lease Finance
WLFC
$1.2B
| $12.6M | ﹤0.01% |
276,582
+36,000
| +15% | +$1.75M |
|
3035
CryoPort
CYRX
$747M
| $12.6M | ﹤0.01% |
1,331,521
+705,649
| +113% | +$5.94M |
|
3036
PUT
British American Tobacco
BTI
$123B
| $12.6M | ﹤0.01% |
237,800
-6,000
| -2% | -$326K |
|
3037
CALL
Take-Two Interactive
TTWO
$47.4B
| $12.6M | ﹤0.01% |
48,700
+13,500
| +38% | +$3.2M |
|
3038
GigaCloud Technology
GCT
$1.84B
| $12.6M | ﹤0.01% |
441,992
+252,934
| +134% | +$6.6M |
|
3039
Gilat Satellite Networks
GILT
$832M
| $12.5M | ﹤0.01% |
963,547
+828,489
| +613% | +$7.6M |
|
|
HBI
3040
DELISTED
Hanesbrands
HBI
| $12.5M | ﹤0.01% |
1,903,425
+279,775
| +17% | +$1.55M |
|
3041
PUT
Enphase Energy
ENPH
$5.41B
| $12.5M | ﹤0.01% |
354,400
+166,900
| +89% | +$6.2M |
|
3042
Invesco FTSE RAFI Developed Markets ex-US ETF
PXF
$2.94B
| $12.5M | ﹤0.01% |
204,721
+57,646
| +39% | +$3.43M |
|
|
UDMY
3043
DELISTED
Udemy
UDMY
| $12.5M | ﹤0.01% |
1,786,371
+646,755
| +57% | +$4.54M |
|
3044
AbCellera Biologics
ABCL
$2.85B
| $12.5M | ﹤0.01% |
2,489,200
-958,725
| -28% | -$4.23M |
|
3045
PUT
American Eagle Outfitters
AEO
$3.07B
| $12.5M | ﹤0.01% |
731,700
+13,100
| +2% | +$179K |
|
3046
State Street SPDR NYSE Technology ETF
XNTK
$2.22B
| $12.5M | ﹤0.01% |
45,986
+7,106
| +18% | +$1.75M |
|
3047
Trinity Capital Inc.
TRIN
$1.75B
| $12.5M | ﹤0.01% |
806,897
+215,581
| +36% | +$3.34M |
|
3048
PUT
Regeneron Pharmaceuticals
REGN
$83.2B
| $12.5M | ﹤0.01% |
22,200
| – | – |
|
3049
Nuveen Municipal Credit Opportunities Fund
NMCO
$583M
| $12.4M | ﹤0.01% |
1,146,221
+12,140
| +1% | +$127K |
|
3050
Sunstone Hotel Investors
SHO
$2.01B
| $12.4M | ﹤0.01% |
1,328,330
+722,323
| +119% | +$6.64M |
|
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.