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 | |
|---|---|---|---|---|---|---|
4376
PUT
Hertz
HTZ
$838M
| $3.58M | ﹤0.01% |
527,000
+226,400
| +75% | +$1.45M |
|
4377
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$741M
| $3.58M | ﹤0.01% |
123,006
+7,940
| +7% | +$223K |
|
4378
CALL
Wayfair
W
$13.9B
| $3.57M | ﹤0.01% |
40,000
| – | – |
|
4379
iShares USD Green Bond ETF
BGRN
$503M
| $3.57M | ﹤0.01% |
74,075
+2,143
| +3% | +$102K |
|
4380
JFrog
FROG
$11.5B
| $3.56M | ﹤0.01% |
75,264
-40,125
| -35% | -$1.81M |
|
4381
Myriad Genetics
MYGN
$303M
| $3.56M | ﹤0.01% |
492,646
-304,348
| -38% | -$1.81M |
|
4382
iShares GNMA Bond ETF
GNMA
$433M
| $3.56M | ﹤0.01% |
80,180
+845
| +1% | +$37.1K |
|
4383
CALL
Pentair
PNR
$10.7B
| $3.56M | ﹤0.01% |
32,099
| – | – |
|
4384
CALL
C.H. Robinson
CHRW
$17.5B
| $3.55M | ﹤0.01% |
+26,800
| New | +$3.14M |
|
4385
PUT
Kroger
KR
$35.1B
| $3.55M | ﹤0.01% |
52,600
+1,100
| +2% | +$76.6K |
|
4386
Korea Electric Power
KEP
$14.8B
| $3.54M | ﹤0.01% |
271,584
-105,210
| -28% | -$1.43M |
|
4387
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.28B
| $3.54M | ﹤0.01% |
79,526
-4,618
| -5% | -$188K |
|
4388
Codere Online
CDRO
$413M
| $3.54M | ﹤0.01% |
512,884
+312,664
| +156% | +$2.52M |
|
4389
Sprott Physical Gold and Silver Trust
CEF
$8.17B
| $3.54M | ﹤0.01% |
96,400
+90,244
| +1,466% | +$2.9M |
|
|
UMH
4390
UMH Properties
UMH
$1.42B
| $3.54M | ﹤0.01% |
238,173
-93,470
| -28% | -$1.5M |
|
4391
Harmonic Inc
HLIT
$1.42B
| $3.53M | ﹤0.01% |
347,135
-877,063
| -72% | -$8.27M |
|
4392
Establishment Labs
ESTA
$2.25B
| $3.53M | ﹤0.01% |
86,045
-35,478
| -29% | -$1.45M |
|
4393
PUT
Oneok
OKE
$58.4B
| $3.52M | ﹤0.01% |
48,300
+39,500
| +449% | +$3.02M |
|
4394
CALL
Sun Life Financial
SLF
$44.8B
| $3.52M | ﹤0.01% |
58,690
| – | – |
|
4395
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.27B
| $3.52M | ﹤0.01% |
14,529
-222
| -2% | -$51.8K |
|
4396
Invesco Pharmaceuticals ETF
PJP
$497M
| $3.52M | ﹤0.01% |
38,037
-2,166
| -5% | -$190K |
|
4397
Arbutus Biopharma
ABUS
$906M
| $3.52M | ﹤0.01% |
774,594
+584,386
| +307% | +$2.15M |
|
4398
MarineMax
HZO
$1.15B
| $3.51M | ﹤0.01% |
138,418
-58,614
| -30% | -$1.49M |
|
4399
Cellebrite
CLBT
$2.69B
| $3.51M | ﹤0.01% |
189,156
-239,622
| -56% | -$3.76M |
|
4400
PubMatic
PUBM
$787M
| $3.5M | ﹤0.01% |
422,630
+303,479
| +255% | +$3.09M |
|
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.