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 | |
|---|---|---|---|---|---|---|
3051
CALL
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $12.4M | ﹤0.01% |
+150,000
| New | +$12.4M |
|
|
3052
PUT
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $12.4M | ﹤0.01% |
+150,000
| New | +$12.4M |
|
3053
Kimbell Royalty Partners
KRP
$1.49B
| $12.4M | ﹤0.01% |
922,100
-294,306
| -24% | -$4.14M |
|
3054
International Seaways
INSW
$4.48B
| $12.4M | ﹤0.01% |
269,823
+24,488
| +10% | +$1.06M |
|
3055
Axcelis
ACLS
$4.1B
| $12.4M | ﹤0.01% |
127,323
-70,694
| -36% | -$5.69M |
|
3056
CALL
Astera Labs
ALAB
$55B
| $12.4M | ﹤0.01% |
+63,479
| New | +$10.4M |
|
3057
Lindsay Corp
LNN
$1.17B
| $12.4M | ﹤0.01% |
88,359
+12,601
| +17% | +$1.75M |
|
3058
PUT
Centene
CNC
$32.9B
| $12.4M | ﹤0.01% |
348,000
+42,600
| +14% | +$1.29M |
|
3059
PUT
Edwards Lifesciences
EW
$53B
| $12.4M | ﹤0.01% |
159,600
+138,300
| +649% | +$10.8M |
|
3060
IAMGOLD
IAG
$10.5B
| $12.4M | ﹤0.01% |
957,497
-2,921,059
| -75% | -$25.6M |
|
3061
CALL
Alcoa
AA
$13.6B
| $12.4M | ﹤0.01% |
376,400
+193,900
| +106% | +$6.03M |
|
3062
DoubleVerify
DV
$2.03B
| $12.4M | ﹤0.01% |
1,033,045
+161,403
| +19% | +$2.39M |
|
3063
PUT
Dick's Sporting Goods
DKS
$19.2B
| $12.4M | ﹤0.01% |
55,600
-19,100
| -26% | -$4.16M |
|
3064
Tecnoglass Holdings Inc.
TGLS
$1.84B
| $12.3M | ﹤0.01% |
184,555
-15,987
| -8% | -$1.18M |
|
3065
First Bancorp
FBNC
$2.68B
| $12.3M | ﹤0.01% |
233,237
+163,906
| +236% | +$8.4M |
|
3066
AngioDynamics
ANGO
$651M
| $12.3M | ﹤0.01% |
1,102,488
+501,881
| +84% | +$4.84M |
|
3067
PUT
NetEase
NTES
$85.4B
| $12.3M | ﹤0.01% |
80,900
-260,700
| -76% | -$35.9M |
|
|
CMPS
3068
Compass Pathways
CMPS
$1.78B
| $12.3M | ﹤0.01% |
2,144,410
+465,802
| +28% | +$2.09M |
|
3069
Rentokil
RTO
$12.2B
| $12.3M | ﹤0.01% |
486,396
+269,676
| +124% | +$6.57M |
|
3070
Lightbridge
LTBR
$292M
| $12.3M | ﹤0.01% |
579,011
+222,402
| +62% | +$3.35M |
|
3071
PUT
Live Nation Entertainment
LYV
$43B
| $12.3M | ﹤0.01% |
75,000
| – | – |
|
|
PCH
3072
DELISTED
PotlatchDeltic
PCH
| $12.2M | ﹤0.01% |
300,514
+55,016
| +22% | +$2.28M |
|
3073
Hope Bancorp
HOPE
$1.79B
| $12.2M | ﹤0.01% |
1,136,902
+409,633
| +56% | +$4.44M |
|
3074
PUT
Snap
SNAP
$9.05B
| $12.2M | ﹤0.01% |
1,587,600
-555,100
| -26% | -$4.6M |
|
3075
PUT
Colgate-Palmolive
CL
$74.3B
| $12.2M | ﹤0.01% |
153,100
| – | – |
|
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.