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 | |
|---|---|---|---|---|---|---|
|
JBS
3326
JBS N.V.
JBS
$44.1B
| $9.61M | ﹤0.01% |
643,392
+635,035
| +7,599% | +$9.26M |
|
|
VRNA
3327
DELISTED
Verona Pharma
VRNA
| $9.59M | ﹤0.01% |
89,887
-1,096,294
| -92% | -$114M |
|
3328
CALL
Grab
GRAB
$15B
| $9.59M | ﹤0.01% |
1,593,264
+446,210
| +39% | +$2.37M |
|
3329
Invesco S&P SmallCap Low Volatility ETF
XSLV
$246M
| $9.58M | ﹤0.01% |
206,797
-15,676
| -7% | -$728K |
|
3330
Barclays
BCS
$94.2B
| $9.57M | ﹤0.01% |
462,986
-590,200
| -56% | -$11.7M |
|
3331
CALL
PNC Financial Services
PNC
$100B
| $9.56M | ﹤0.01% |
47,600
+7,300
| +18% | +$1.44M |
|
|
3332
PUT
PNC Financial Services
PNC
$100B
| $9.56M | ﹤0.01% |
47,600
+7,300
| +18% | +$1.44M |
|
3333
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
| $9.56M | ﹤0.01% |
218,461
+10,150
| +5% | +$426K |
|
3334
Piper Sandler
PIPR
$5.29B
| $9.56M | ﹤0.01% |
110,220
-38,644
| -26% | -$3.15M |
|
3335
CALL
Intercontinental Exchange
ICE
$84.5B
| $9.55M | ﹤0.01% |
56,700
-200
| -0.4% | -$35.7K |
|
3336
Janux Therapeutics
JANX
$1B
| $9.54M | ﹤0.01% |
390,357
+97,824
| +33% | +$2.38M |
|
3337
Red Rock Resorts
RRR
$3.62B
| $9.53M | ﹤0.01% |
156,136
-18,346
| -11% | -$1.08M |
|
3338
International Bancshares
IBOC
$4.53B
| $9.53M | ﹤0.01% |
138,599
+44,899
| +48% | +$3.14M |
|
3339
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$585M
| $9.52M | ﹤0.01% |
225,818
-57,091
| -20% | -$2.34M |
|
3340
American Public Education
APEI
$869M
| $9.51M | ﹤0.01% |
241,061
+71,796
| +42% | +$2.28M |
|
3341
iShares Morningstar US Equity ETF
ILCB
$1.32B
| $9.51M | ﹤0.01% |
102,896
-1,948
| -2% | -$173K |
|
3342
iShares Micro-Cap ETF
IWC
$1.49B
| $9.51M | ﹤0.01% |
63,771
-23,002
| -27% | -$3.19M |
|
3343
Vanguard Long-Term Bond ETF
BLV
$5.69B
| $9.5M | ﹤0.01% |
134,057
+4,641
| +4% | +$322K |
|
3344
Prospect Capital
PSEC
$1.15B
| $9.5M | ﹤0.01% |
3,453,178
-154,173
| -4% | -$461K |
|
3345
Azenta
AZTA
$1.54B
| $9.5M | ﹤0.01% |
330,622
-124,473
| -27% | -$3.86M |
|
3346
WisdomTree US High Dividend Fund
DHS
$1.57B
| $9.5M | ﹤0.01% |
94,247
+12,632
| +15% | +$1.25M |
|
3347
PUT
Akamai
AKAM
$16.9B
| $9.49M | ﹤0.01% |
125,200
+83,800
| +202% | +$6.46M |
|
3348
PUT
Paychex
PAYX
$43.1B
| $9.48M | ﹤0.01% |
74,800
+22,100
| +42% | +$3.07M |
|
|
FBRT
3349
Franklin BSP Realty Trust
FBRT
$649M
| $9.48M | ﹤0.01% |
873,047
+168,993
| +24% | +$1.86M |
|
3350
Global X MSCI Argentina ETF
ARGT
$830M
| $9.45M | ﹤0.01% |
135,519
+128,425
| +1,810% | +$10.2M |
|
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.