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 | |
|---|---|---|---|---|---|---|
4651
CALL
American Eagle Outfitters
AEO
$2.73B
| $2.76M | ﹤0.01% |
161,200
-125,000
| -44% | -$1.71M |
|
4652
DoubleLine Mortgage ETF
DMBS
$705M
| $2.74M | ﹤0.01% |
55,133
-42,237
| -43% | -$2.08M |
|
4653
Nabors Industries
NBR
$1.35B
| $2.74M | ﹤0.01% |
66,934
-56,291
| -46% | -$2M |
|
4654
Janus Henderson Small Cap Growth Alpha ETF
JSML
$382M
| $2.74M | ﹤0.01% |
36,579
+16,665
| +84% | +$1.18M |
|
4655
Trevi Therapeutics
TRVI
$2.59B
| $2.73M | ﹤0.01% |
298,612
-55,613
| -16% | -$417K |
|
4656
Astec Industries
ASTE
$975M
| $2.72M | ﹤0.01% |
56,597
-22,550
| -28% | -$986K |
|
4657
CALL
Cboe Global Markets
CBOE
$30.6B
| $2.72M | ﹤0.01% |
11,100
| – | – |
|
4658
National Bank Holdings
NBHC
$1.94B
| $2.72M | ﹤0.01% |
70,445
+24,038
| +52% | +$932K |
|
|
ZH
4659
Zhihu
ZH
$274M
| $2.72M | ﹤0.01% |
536,230
+504,863
| +1,610% | +$2.39M |
|
|
WBTN
4660
WEBTOON Entertainment Inc
WBTN
$1.15B
| $2.71M | ﹤0.01% |
139,863
+17,773
| +15% | +$237K |
|
|
FPF
4661
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.08B
| $2.71M | ﹤0.01% |
141,561
-2,843
| -2% | -$54.2K |
|
4662
PUT
Grab
GRAB
$15.1B
| $2.71M | ﹤0.01% |
450,000
-250,000
| -36% | -$1.33M |
|
4663
CALL
McKesson
MCK
$99.9B
| $2.7M | ﹤0.01% |
3,500
+1,000
| +40% | +$704K |
|
|
4664
PUT
McKesson
MCK
$99.9B
| $2.7M | ﹤0.01% |
3,500
+1,500
| +75% | +$1.06M |
|
4665
CALL
Bentley Systems
BSY
$11B
| $2.7M | ﹤0.01% |
+52,500
| New | +$2.88M |
|
4666
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.43B
| $2.7M | ﹤0.01% |
54,212
+834
| +2% | +$42.6K |
|
4667
Palladyne AI
PDYN
$310M
| $2.7M | ﹤0.01% |
314,283
-66,447
| -17% | -$551K |
|
4668
Liberty All-Star Equity Fund
USA
$1.87B
| $2.7M | ﹤0.01% |
425,625
-21,766
| -5% | -$144K |
|
4669
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$494M
| $2.7M | ﹤0.01% |
60,476
-5,078
| -8% | -$198K |
|
|
PBT
4670
Permian Basin Royalty Trust
PBT
$1.56B
| $2.69M | ﹤0.01% |
147,578
+92,936
| +170% | +$1.45M |
|
4671
EVgo
EVGO
$519M
| $2.69M | ﹤0.01% |
568,597
-775,334
| -58% | -$3M |
|
4672
PUT
Fortuna Silver Mines
FSM
$3.1B
| $2.69M | ﹤0.01% |
300,000
| – | – |
|
4673
CuriosityStream
CURI
$237M
| $2.68M | ﹤0.01% |
506,170
+298,129
| +143% | +$1.37M |
|
4674
Liberty Latin America Class C
LILAK
$1.65B
| $2.68M | ﹤0.01% |
349,537
-146,464
| -30% | -$1,000K |
|
|
IBCA
4675
iShares iBonds Dec 2035 Term Corporate ETF
IBCA
$379M
| $2.68M | ﹤0.01% |
102,865
+69,765
| +211% | +$1.79M |
|
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.