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 | |
|---|---|---|---|---|---|---|
3826
CALL
Yum! Brands
YUM
$39.7B
| $6.08M | ﹤0.01% |
40,000
+5,000
| +14% | +$736K |
|
3827
Unifirst Corp
UNF
$5.26B
| $6.07M | ﹤0.01% |
36,316
+8,193
| +29% | +$1.42M |
|
3828
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.16B
| $6.07M | ﹤0.01% |
288,207
-21,316
| -7% | -$450K |
|
3829
ATS Corp
ATS
$2.01B
| $6.07M | ﹤0.01% |
231,595
-25,623
| -10% | -$738K |
|
|
SPNS
3830
DELISTED
Sapiens International
SPNS
| $6.06M | ﹤0.01% |
140,950
+43,308
| +44% | +$1.58M |
|
3831
DHT Holdings
DHT
$2.98B
| $6.06M | ﹤0.01% |
507,138
-311,461
| -38% | -$3.61M |
|
3832
Absci
ABSI
$1.58B
| $6.06M | ﹤0.01% |
1,993,109
+84,270
| +4% | +$233K |
|
|
CFLT
3833
PUT
DELISTED
Confluent
CFLT
| $6.05M | ﹤0.01% |
305,800
| – | – |
|
3834
iShares Core 10+ Year USD Bond ETF
ILTB
$593M
| $6.05M | ﹤0.01% |
119,732
+21,082
| +21% | +$1.04M |
|
3835
Global X Data Center & Digital Infrastructure ETF
DTCR
$2.17B
| $6.04M | ﹤0.01% |
294,995
+224,713
| +320% | +$4.31M |
|
3836
Arbor Realty Trust
ABR
$1,000M
| $6.04M | ﹤0.01% |
494,689
-11,312
| -2% | -$132K |
|
3837
Westamerica Bancorp
WABC
$1.37B
| $6.02M | ﹤0.01% |
120,492
-20,403
| -14% | -$1.01M |
|
3838
S&T Bancorp
STBA
$1.81B
| $6.01M | ﹤0.01% |
159,946
-49,353
| -24% | -$1.9M |
|
3839
Marqeta
MQ
$1.6B
| $6.01M | ﹤0.01% |
284,373
-102,407
| -26% | -$2.43M |
|
3840
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.87B
| $6M | ﹤0.01% |
109,439
+11,287
| +11% | +$595K |
|
3841
CALL
Nucor
NUE
$61.6B
| $6M | ﹤0.01% |
44,300
| – | – |
|
3842
PUT
Deckers Outdoor
DECK
$12.7B
| $5.98M | ﹤0.01% |
59,000
+35,000
| +146% | +$3.82M |
|
3843
CALL
Zions Bancorporation
ZION
$10.4B
| $5.98M | ﹤0.01% |
+105,700
| New | +$5.88M |
|
|
BGB
3844
Blackstone Strategic Credit 2027 Term Fund
BGB
$506M
| $5.98M | ﹤0.01% |
491,352
+41,748
| +9% | +$517K |
|
3845
PUT
Polaris
PII
$3.91B
| $5.98M | ﹤0.01% |
102,800
+17,900
| +21% | +$965K |
|
3846
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$1B
| $5.97M | ﹤0.01% |
300,599
+20,074
| +7% | +$397K |
|
3847
AZZ Inc
AZZ
$4.64B
| $5.97M | ﹤0.01% |
54,732
-3,894
| -7% | -$432K |
|
3848
Kulicke & Soffa
KLIC
$4.94B
| $5.97M | ﹤0.01% |
146,925
+30,779
| +27% | +$1.14M |
|
|
3849
PUT
Zions Bancorporation
ZION
$10.4B
| $5.97M | ﹤0.01% |
+105,500
| New | +$5.87M |
|
3850
Stepan Co
SCL
$1.48B
| $5.96M | ﹤0.01% |
125,004
+96,526
| +339% | +$5.01M |
|
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.