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 | |
|---|---|---|---|---|---|---|
3301
Quaker Houghton
KWR
$2.96B
| $9.85M | ﹤0.01% |
74,772
+9,478
| +15% | +$1.25M |
|
3302
PUT
HSBC
HSBC
$355B
| $9.84M | ﹤0.01% |
138,600
-146,800
| -51% | -$9.55M |
|
3303
RingCentral
RNG
$5.35B
| $9.82M | ﹤0.01% |
346,368
-315,180
| -48% | -$9.18M |
|
3304
CALL
FuboTV Inc
FUBO
$283M
| $9.81M | ﹤0.01% |
+196,942
| New | +$8.93M |
|
|
ETNB
3305
DELISTED
89bio
ETNB
| $9.8M | ﹤0.01% |
666,842
+317,397
| +91% | +$3.24M |
|
|
DEA
3306
Easterly Government Properties
DEA
$1.13B
| $9.79M | ﹤0.01% |
426,996
-60,263
| -12% | -$1.37M |
|
3307
CALL
AGNC Investment
AGNC
$12.8B
| $9.79M | ﹤0.01% |
1,000,000
+100,000
| +11% | +$969K |
|
|
3308
PUT
AGNC Investment
AGNC
$12.8B
| $9.79M | ﹤0.01% |
1,000,000
-1,600,100
| -62% | -$15.5M |
|
3309
iShares MSCI Spain ETF
EWP
$2.2B
| $9.79M | ﹤0.01% |
197,712
+69,772
| +55% | +$3.27M |
|
|
SMA
3310
SmartStop Self Storage REIT
SMA
$1.88B
| $9.78M | ﹤0.01% |
259,787
-193,133
| -43% | -$7.02M |
|
3311
CALL
HP
HPQ
$27.3B
| $9.76M | ﹤0.01% |
358,300
+29,100
| +9% | +$776K |
|
3312
Agios Pharmaceuticals
AGIO
$1.95B
| $9.75M | ﹤0.01% |
242,813
+123,979
| +104% | +$4.66M |
|
3313
CALL
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
| $9.74M | ﹤0.01% |
+155,300
| New | +$9.5M |
|
3314
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
| $9.72M | ﹤0.01% |
383,711
+23,475
| +7% | +$592K |
|
|
3315
CALL
HSBC
HSBC
$355B
| $9.72M | ﹤0.01% |
136,900
+50,000
| +58% | +$3.25M |
|
3316
Westlake Chemical Partners
WLKP
$764M
| $9.71M | ﹤0.01% |
462,764
-7,346
| -2% | -$161K |
|
|
AXON
3317
PUT
Axon Enterprise
AXON
$48.4B
| $9.69M | ﹤0.01% |
13,500
+11,100
| +463% | +$8.42M |
|
3318
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$658M
| $9.69M | ﹤0.01% |
380,190
-13,327
| -3% | -$339K |
|
3319
PUT
Starwood Property Trust
STWD
$6.16B
| $9.69M | ﹤0.01% |
500,000
-53,400
| -10% | -$1.08M |
|
3320
Viridian Therapeutics
VRDN
$2.61B
| $9.66M | ﹤0.01% |
447,677
-85,966
| -16% | -$1.55M |
|
3321
AMC Global Media
AMCX
$489M
| $9.64M | ﹤0.01% |
1,170,464
+136,771
| +13% | +$949K |
|
3322
BlackRock Enhanced Captial and Income Fund
CII
$1.02B
| $9.64M | ﹤0.01% |
419,288
+5,532
| +1% | +$122K |
|
3323
Tenaris
TS
$27.4B
| $9.64M | ﹤0.01% |
269,522
-1,315,354
| -83% | -$47.8M |
|
3324
Hudbay
HBM
$12.4B
| $9.63M | ﹤0.01% |
635,094
-148,865
| -19% | -$1.7M |
|
3325
PUT
Biogen
BIIB
$30.6B
| $9.61M | ﹤0.01% |
68,600
+1,500
| +2% | +$203K |
|
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.