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 | |
|---|---|---|---|---|---|---|
|
CCCX
5101
DELISTED
Churchill Capital Corp X
CCCX
| $1.7M | ﹤0.01% |
+132,266
| New | +$1.4M |
|
5102
Telecom Argentina
TEO
$5.82B
| $1.7M | ﹤0.01% |
233,626
+36,642
| +19% | +$317K |
|
5103
InvenTrust Properties
IVT
$2.62B
| $1.7M | ﹤0.01% |
59,315
-31,371
| -35% | -$889K |
|
5104
CALL
Xponential Fitness
XPOF
$209M
| $1.69M | ﹤0.01% |
217,500
-195,000
| -47% | -$1.78M |
|
|
ARDT
5105
Ardent Health
ARDT
$1.56B
| $1.69M | ﹤0.01% |
127,827
+119,271
| +1,394% | +$1.49M |
|
5106
PUT
Chubb
CB
$132B
| $1.69M | ﹤0.01% |
6,000
-5,000
| -45% | -$1.38M |
|
5107
PUT
Fluence Energy
FLNC
$2.51B
| $1.69M | ﹤0.01% |
156,500
-96,400
| -38% | -$806K |
|
5108
Select Water Solutions
WTTR
$2.71B
| $1.69M | ﹤0.01% |
158,001
+60,301
| +62% | +$551K |
|
5109
Prime Medicine
PRME
$555M
| $1.69M | ﹤0.01% |
304,773
+109,446
| +56% | +$445K |
|
5110
PUT
Sibanye-Stillwater
SBSW
$7.62B
| $1.69M | ﹤0.01% |
+150,000
| New | +$1.31M |
|
5111
CALL
Vanguard S&P 500 ETF
VOO
$1.04T
| $1.69M | ﹤0.01% |
2,753
-12,391
| -82% | -$7.3M |
|
|
ALEX
5112
DELISTED
Alexander & Baldwin
ALEX
| $1.68M | ﹤0.01% |
92,514
+32,745
| +55% | +$601K |
|
5113
Third Coast Bancshares
TCBX
$767M
| $1.68M | ﹤0.01% |
44,320
-6,103
| -12% | -$232K |
|
|
BTO
5114
John Hancock Financial Opportunities Fund
BTO
$819M
| $1.68M | ﹤0.01% |
46,739
+61
| +0.1% | +$2.21K |
|
|
EFT
5115
Eaton Vance Floating-Rate Income Trust
EFT
$289M
| $1.68M | ﹤0.01% |
142,586
-273
| -0.2% | -$3.33K |
|
5116
CALL
Seagate
STX
$217B
| $1.68M | ﹤0.01% |
+7,100
| New | +$1.21M |
|
5117
CALL
PVH
PVH
$3.77B
| $1.68M | ﹤0.01% |
20,000
| – | – |
|
5118
PUT
Harley-Davidson
HOG
$2.9B
| $1.67M | ﹤0.01% |
60,000
-75,200
| -56% | -$2.02M |
|
5119
iShares MSCI Japan Value ETF
EWJV
$757M
| $1.67M | ﹤0.01% |
42,784
-6,946
| -14% | -$258K |
|
5120
Ocugen
OCGN
$451M
| $1.67M | ﹤0.01% |
1,024,879
+370,500
| +57% | +$411K |
|
5121
PUT
Coursera
COUR
$1.51B
| $1.67M | ﹤0.01% |
+142,500
| New | +$1.55M |
|
|
5122
CALL
Sibanye-Stillwater
SBSW
$7.62B
| $1.67M | ﹤0.01% |
148,300
+35,000
| +31% | +$306K |
|
|
ORKA
5123
Oruka Therapeutics
ORKA
$7.12B
| $1.66M | ﹤0.01% |
86,560
-24,086
| -22% | -$357K |
|
5124
Global X Autonomous & Electric Vehicles ETF
DRIV
$399M
| $1.66M | ﹤0.01% |
58,804
+24,065
| +69% | +$615K |
|
5125
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$698M
| $1.66M | ﹤0.01% |
24,674
-10,255
| -29% | -$667K |
|
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.