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 | |
|---|---|---|---|---|---|---|
4776
GraniteShares 2x Long TSLA Daily ETF
TSLR
$74.2M
| $2.4M | ﹤0.01% |
70,700
-320,580
| -82% | -$6.97M |
|
4777
Donnelley Financial Solutions
DFIN
$1.17B
| $2.4M | ﹤0.01% |
46,635
-14,901
| -24% | -$850K |
|
4778
PUT
Crown Castle
CCI
$31.5B
| $2.39M | ﹤0.01% |
24,800
+24,300
| +4,860% | +$2.46M |
|
|
FFAI
4779
Faraday Future Intelligent Electric
FFAI
$12M
| $2.39M | ﹤0.01% |
12,260
+7,820
| +176% | +$2.48M |
|
4780
Companhia Siderúrgica Nacional
SID
$1.19B
| $2.39M | ﹤0.01% |
1,593,586
+723,350
| +83% | +$1.04M |
|
4781
Beyond Meat
BYND
$214M
| $2.39M | ﹤0.01% |
42,118
+9,134
| +28% | +$807K |
|
|
TLN
4782
CALL
Talen Energy Corp
TLN
$17.5B
| $2.38M | ﹤0.01% |
5,601
-15,735
| -74% | -$5.68M |
|
4783
Black Diamond Therapeutics
BDTX
$121M
| $2.38M | ﹤0.01% |
628,416
+314,716
| +100% | +$921K |
|
4784
Heritage Financial
HFWA
$1.22B
| $2.38M | ﹤0.01% |
98,432
-11,114
| -10% | -$269K |
|
4785
CALL
FirstEnergy
FE
$27.1B
| $2.37M | ﹤0.01% |
+51,800
| New | +$2.21M |
|
|
LOVE
4786
LoveSac
LOVE
$253M
| $2.37M | ﹤0.01% |
140,106
+22,201
| +19% | +$413K |
|
|
RMI
4787
RiverNorth Opportunistic Municipal Income Fund
RMI
$99.4M
| $2.36M | ﹤0.01% |
161,653
+4,472
| +3% | +$63.4K |
|
4788
Univest Financial
UVSP
$1.18B
| $2.36M | ﹤0.01% |
78,565
-60,455
| -43% | -$1.86M |
|
4789
Kopin
KOPN
$898M
| $2.35M | ﹤0.01% |
968,976
+653
| +0.1% | +$1.33K |
|
|
BRSL
4790
PUT
Brightstar Lottery PLC
BRSL
$2.15B
| $2.35M | ﹤0.01% |
136,400
-81,300
| -37% | -$1.3M |
|
4791
Designer Brands
DBI
$311M
| $2.35M | ﹤0.01% |
663,814
-417,862
| -39% | -$1.44M |
|
4792
State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
EFAX
$519M
| $2.34M | ﹤0.01% |
47,526
-12,861
| -21% | -$617K |
|
4793
Taboola.com
TBLA
$1.05B
| $2.34M | ﹤0.01% |
687,100
+440,296
| +178% | +$1.51M |
|
4794
State Street SPDR Dow Jones International Real Estate ETF
RWX
$267M
| $2.34M | ﹤0.01% |
84,147
+1,576
| +2% | +$43.4K |
|
4795
CALL
Transocean
RIG
$6.39B
| $2.34M | ﹤0.01% |
750,000
| – | – |
|
4796
PUT
Credit Acceptance
CACC
$5.99B
| $2.33M | ﹤0.01% |
+5,000
| New | +$2.49M |
|
|
OSG
4797
Octave Specialty Group
OSG
$210M
| $2.33M | ﹤0.01% |
279,489
-80,776
| -22% | -$682K |
|
4798
Heartland Express
HTLD
$950M
| $2.33M | ﹤0.01% |
277,844
-28,677
| -9% | -$243K |
|
|
KREF
4799
KKR Real Estate Finance Trust
KREF
$493M
| $2.33M | ﹤0.01% |
258,575
+85,530
| +49% | +$795K |
|
4800
Cerence
CRNC
$391M
| $2.33M | ﹤0.01% |
186,638
+96,922
| +108% | +$993K |
|
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.