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 | |
|---|---|---|---|---|---|---|
851
PUT
Agnico Eagle Mines
AEM
$84.9B
| $129M | 0.02% |
765,350
+155,680
| +26% | +$21.4M |
|
852
Fox Class B
FOX
$23.1B
| $129M | 0.02% |
2,246,731
+884,819
| +65% | +$46.7M |
|
853
Zoom
ZM
$29.6B
| $129M | 0.02% |
1,559,401
+202,373
| +15% | +$15.8M |
|
854
CALL
Futu Holdings
FUTU
$14.6B
| $129M | 0.02% |
739,443
-109,167
| -13% | -$18.1M |
|
855
Generac Holdings
GNRC
$12.5B
| $129M | 0.02% |
768,111
-329,895
| -30% | -$57.8M |
|
856
Royal Bank of Canada
RY
$294B
| $129M | 0.02% |
872,788
+90,254
| +12% | +$12.4M |
|
857
Invesco Aerospace & Defense ETF
PPA
$8.61B
| $128M | 0.02% |
825,841
+46,319
| +6% | +$6.81M |
|
|
PPL
858
PPL Corp
PPL
$26B
| $128M | 0.02% |
3,447,229
+185,200
| +6% | +$6.65M |
|
859
Texas Pacific Land
TPL
$24.4B
| $128M | 0.02% |
411,576
-46,041
| -10% | -$14.5M |
|
860
iShares Treasury Floating Rate Bond ETF
TFLO
$6.64B
| $128M | 0.02% |
2,526,641
-145,884
| -5% | -$7.37M |
|
861
iShares US Treasury Bond ETF
GOVT
$43.5B
| $128M | 0.02% |
5,522,534
-442,520
| -7% | -$10.1M |
|
862
Imperial Oil
IMO
$61.1B
| $128M | 0.02% |
1,406,624
+1,195,698
| +567% | +$103M |
|
863
Rocket Lab Corp
RKLB
$47.6B
| $127M | 0.02% |
2,660,356
-4,013,124
| -60% | -$182M |
|
864
John Hancock Multifactor Mid Cap ETF
JHMM
$6.06B
| $127M | 0.02% |
1,968,697
-208,953
| -10% | -$13.2M |
|
865
Medpace
MEDP
$16.4B
| $127M | 0.02% |
247,629
-26,053
| -10% | -$11.4M |
|
|
EXE
866
Expand Energy Corp
EXE
$21.3B
| $127M | 0.02% |
1,195,796
-624,255
| -34% | -$62.6M |
|
867
Vanguard S&P 500 Value ETF
VOOV
$6.67B
| $127M | 0.02% |
636,014
-434
| -0.1% | -$84.2K |
|
868
Quest Diagnostics
DGX
$26.2B
| $127M | 0.02% |
664,290
-314,191
| -32% | -$55.8M |
|
869
PUT
Thermo Fisher Scientific
TMO
$213B
| $127M | 0.02% |
261,000
+71,300
| +38% | +$33.2M |
|
870
CALL
Freeport-McMoran
FCX
$95.4B
| $126M | 0.02% |
3,221,820
+1,454,920
| +82% | +$63.1M |
|
871
Jack Henry & Associates
JKHY
$11.1B
| $126M | 0.02% |
847,002
+364,878
| +76% | +$60.6M |
|
872
Protagonist Therapeutics
PTGX
$9.43B
| $126M | 0.02% |
1,896,008
-605,243
| -24% | -$34.4M |
|
873
MongoDB
MDB
$29.7B
| $126M | 0.02% |
405,543
-34,473
| -8% | -$8.86M |
|
874
J.M. Smucker
SJM
$12.6B
| $126M | 0.02% |
1,158,723
-358,458
| -24% | -$38.9M |
|
875
CALL
BlackLine
BL
$1.76B
| $126M | 0.02% |
2,369,405
| – | – |
|
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.