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 | |
|---|---|---|---|---|---|---|
|
CTRA
4676
PUT
DELISTED
Coterra Energy
CTRA
| $2.68M | ﹤0.01% |
113,200
+30,000
| +36% | +$724K |
|
4677
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$271M
| $2.68M | ﹤0.01% |
138,798
+108,410
| +357% | +$2.12M |
|
|
SMLR
4678
DELISTED
Semler Scientific
SMLR
| $2.68M | ﹤0.01% |
89,193
+17,112
| +24% | +$589K |
|
4679
PUT
Moody's
MCO
$84.6B
| $2.67M | ﹤0.01% |
5,600
| – | – |
|
|
EUAD
4680
Select STOXX Europe Aerospace & Defense ETF
EUAD
$1.24B
| $2.65M | ﹤0.01% |
56,422
-139,971
| -71% | -$6.02M |
|
4681
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
$430M
| $2.64M | ﹤0.01% |
35,841
-52,001
| -59% | -$3.77M |
|
4682
CALL
Lamb Weston
LW
$7.39B
| $2.64M | ﹤0.01% |
45,500
-39,400
| -46% | -$2.15M |
|
4683
Invesco Municipal Income Opportunities Trust
OIA
$292M
| $2.64M | ﹤0.01% |
437,774
-62,655
| -13% | -$361K |
|
4684
Microvast
MVST
$341M
| $2.64M | ﹤0.01% |
684,620
-681,800
| -50% | -$2.13M |
|
4685
2x Bitcoin ETF
BITX
$862M
| $2.63M | ﹤0.01% |
47,738
+26,438
| +124% | +$1.55M |
|
4686
Invesco CurrencyShares Japanese Yen Trust
FXY
$426M
| $2.63M | ﹤0.01% |
42,200
-5,825
| -12% | -$363K |
|
4687
State Street SPDR Portfolio Europe ETF
SPEU
$743M
| $2.61M | ﹤0.01% |
52,496
+3,123
| +6% | +$153K |
|
|
AGD
4688
abrdn Global Dynamic Dividend Fund
AGD
$324M
| $2.61M | ﹤0.01% |
196,224
-8,057
| -4% | -$95.4K |
|
4689
ProFrac Holding
ACDC
$958M
| $2.61M | ﹤0.01% |
705,568
+669,621
| +1,863% | +$3.69M |
|
4690
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$575M
| $2.61M | ﹤0.01% |
49,582
-5,861
| -11% | -$300K |
|
|
CXE
4691
DELISTED
MFS High Income Municipal Trust
CXE
| $2.6M | ﹤0.01% |
700,019
-15,845
| -2% | -$56.8K |
|
4692
Hagerty
HGTY
$1.32B
| $2.6M | ﹤0.01% |
216,186
+96,493
| +81% | +$1.07M |
|
|
VIA
4693
Via Transportation Inc
VIA
$2.15B
| $2.6M | ﹤0.01% |
+53,975
| New | +$2.67M |
|
4694
AudioEye
AEYE
$72.6M
| $2.59M | ﹤0.01% |
187,196
-20,600
| -10% | -$256K |
|
4695
CALL
Amcor
AMCR
$21.4B
| $2.59M | ﹤0.01% |
63,420
+11,200
| +21% | +$502K |
|
4696
PUT
CRISPR Therapeutics
CRSP
$5.22B
| $2.59M | ﹤0.01% |
+40,000
| New | +$2.3M |
|
|
EAD
4697
Allspring Income Opportunities Fund
EAD
$377M
| $2.59M | ﹤0.01% |
369,211
+9,416
| +3% | +$66.5K |
|
4698
Crescent Capital BDC
CCAP
$417M
| $2.59M | ﹤0.01% |
181,334
-40,622
| -18% | -$608K |
|
4699
Northrim BanCorp
NRIM
$601M
| $2.58M | ﹤0.01% |
119,263
+92,415
| +344% | +$2.09M |
|
4700
PUT
United Microelectronic
UMC
$48.6B
| $2.58M | ﹤0.01% |
+340,100
| New | +$2.41M |
|
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.