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 | |
|---|---|---|---|---|---|---|
751
PUT
Applied Materials
AMAT
$425B
| $150M | 0.02% |
734,100
+37,600
| +5% | +$6.82M |
|
752
McCormick & Company Non-Voting
MKC
$14B
| $150M | 0.02% |
2,240,912
+926,581
| +70% | +$64.9M |
|
753
Hertz
HTZ
$540M
| $149M | 0.02% |
21,961,144
-764,011
| -3% | -$4.91M |
|
754
Etsy
ETSY
$7.56B
| $149M | 0.02% |
2,247,335
+1,037,807
| +86% | +$62M |
|
755
Atmos Energy
ATO
$28.7B
| $148M | 0.02% |
869,476
+163,728
| +23% | +$26.4M |
|
756
iShares Russell 2000 Value ETF
IWN
$14.5B
| $148M | 0.02% |
839,571
-132,521
| -14% | -$22.4M |
|
757
Centene
CNC
$31.4B
| $148M | 0.02% |
4,158,366
+2,151,631
| +107% | +$65M |
|
758
Genuine Parts
GPC
$18.2B
| $148M | 0.02% |
1,069,664
-1,372,020
| -56% | -$184M |
|
759
FirstEnergy
FE
$27.5B
| $148M | 0.02% |
3,230,244
-88,818
| -3% | -$3.79M |
|
760
Estee Lauder
EL
$31.2B
| $147M | 0.02% |
1,672,154
-1,277,922
| -43% | -$114M |
|
761
CALL
Riot Platforms
RIOT
$8.26B
| $147M | 0.02% |
7,721,700
+7,406,200
| +2,347% | +$103M |
|
|
GRMN
762
Garmin
GRMN
$58.5B
| $147M | 0.02% |
595,640
+89,171
| +18% | +$20.6M |
|
763
Iron Mountain
IRM
$36.7B
| $146M | 0.02% |
1,436,301
-363,926
| -20% | -$35.1M |
|
|
GRID
764
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
| $146M | 0.02% |
969,071
+191,907
| +25% | +$27.6M |
|
765
CALL
Visa
V
$685B
| $146M | 0.02% |
428,298
-277,070
| -39% | -$95.9M |
|
766
Invitation Homes
INVH
$18B
| $146M | 0.02% |
4,976,669
+2,455,909
| +97% | +$75.7M |
|
767
PUT
VanEck Semiconductor ETF
SMH
$72.4B
| $146M | 0.02% |
446,500
-500,800
| -53% | -$148M |
|
768
PUT
Shopify
SHOP
$190B
| $146M | 0.02% |
980,100
+26,100
| +3% | +$3.54M |
|
769
American International
AIG
$42.1B
| $146M | 0.02% |
1,854,362
-445,750
| -19% | -$35.6M |
|
770
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
| $145M | 0.02% |
7,430,302
-565,973
| -7% | -$11.1M |
|
771
Nu Holdings
NU
$68.6B
| $145M | 0.02% |
9,061,927
-7,626,198
| -46% | -$106M |
|
772
PUT
Roblox
RBLX
$26.3B
| $145M | 0.02% |
1,044,300
-1,092,530
| -51% | -$136M |
|
773
HP
HPQ
$25.7B
| $144M | 0.02% |
5,299,651
-420,681
| -7% | -$11.2M |
|
774
CALL
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.58B
| $144M | 0.02% |
4,373,800
+1,874,400
| +75% | +$56.4M |
|
775
PUT
Johnson & Johnson
JNJ
$617B
| $144M | 0.02% |
775,644
+104,900
| +16% | +$18M |
|
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.