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 | |
|---|---|---|---|---|---|---|
4751
PUT
Hershey
HSY
$37B
| $2.47M | ﹤0.01% |
13,200
+13,100
| +13,100% | +$2.38M |
|
4752
CALL
CGI
GIB
$15.3B
| $2.47M | ﹤0.01% |
27,671
| – | – |
|
4753
CALL
Travere Therapeutics
TVTX
$5.86B
| $2.46M | ﹤0.01% |
103,100
-18,900
| -15% | -$355K |
|
4754
Janus International
JBI
$664M
| $2.46M | ﹤0.01% |
249,190
-28,842
| -10% | -$278K |
|
4755
First Trust Global Wind Energy ETF
FAN
$285M
| $2.46M | ﹤0.01% |
127,949
+9,056
| +8% | +$170K |
|
|
BBBY
4756
Bed Bath & Beyond
BBBY
$403M
| $2.46M | ﹤0.01% |
276,121
-764,615
| -73% | -$6.32M |
|
4757
CALL
Uranium Energy
UEC
$5.54B
| $2.45M | ﹤0.01% |
+183,700
| New | +$1.84M |
|
4758
iShares US Pharmaceuticals ETF
IHE
$1.65B
| $2.45M | ﹤0.01% |
33,747
-7,659
| -18% | -$528K |
|
4759
Vertical Aerospace
EVTL
$107M
| $2.45M | ﹤0.01% |
471,424
+387,104
| +459% | +$2.15M |
|
4760
Weave Communications
WEAV
$426M
| $2.44M | ﹤0.01% |
365,850
-113,118
| -24% | -$871K |
|
|
INVX
4761
Innovex International
INVX
$2.13B
| $2.44M | ﹤0.01% |
131,570
-56,837
| -30% | -$945K |
|
4762
Invesco Quality Municipal Securities
IQI
$538M
| $2.44M | ﹤0.01% |
247,560
+5,328
| +2% | +$50.6K |
|
4763
PUT
Bunge Global
BG
$21.5B
| $2.44M | ﹤0.01% |
30,000
-90,000
| -75% | -$7.21M |
|
4764
CALL
Vipshop
VIPS
$6.94B
| $2.44M | ﹤0.01% |
124,100
| – | – |
|
4765
CVB Financial
CVBF
$4.05B
| $2.44M | ﹤0.01% |
128,840
-243,826
| -65% | -$4.85M |
|
4766
Nuveen AMT-Free Municipal Value Fund
NUW
$251M
| $2.44M | ﹤0.01% |
171,797
+601
| +0.4% | +$8.28K |
|
4767
Burke & Herbert Financial Services Corp
BHRB
$1.49B
| $2.44M | ﹤0.01% |
39,474
+10,158
| +35% | +$629K |
|
4768
CALL
Fastly Inc
FSLY
$4.78B
| $2.43M | ﹤0.01% |
284,100
+215,800
| +316% | +$1.6M |
|
4769
CALL
Sanofi
SNY
$105B
| $2.43M | ﹤0.01% |
+51,400
| New | +$2.48M |
|
4770
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$796M
| $2.42M | ﹤0.01% |
82,468
-54,101
| -40% | -$1.57M |
|
4771
Altimmune
ALT
$560M
| $2.42M | ﹤0.01% |
642,837
-244,081
| -28% | -$942K |
|
4772
SEALSQ Corp
LAES
$633M
| $2.42M | ﹤0.01% |
647,213
-92,472
| -13% | -$299K |
|
4773
Clear Channel Outdoor Holdings
CCO
$1.23B
| $2.41M | ﹤0.01% |
1,526,419
+1,407,208
| +1,180% | +$1.75M |
|
4774
PUT
Transocean
RIG
$6.39B
| $2.41M | ﹤0.01% |
772,500
+160,300
| +26% | +$484K |
|
4775
Carriage Services
CSV
$535M
| $2.41M | ﹤0.01% |
54,003
+20,794
| +63% | +$940K |
|
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.