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 | |
|---|---|---|---|---|---|---|
1201
CALL
Amphenol
APH
$210B
| $80.7M | 0.01% |
651,978
+591,000
| +969% | +$64.9M |
|
1202
Dimensional International Value ETF
DFIV
$21.5B
| $80.6M | 0.01% |
1,748,220
+146,571
| +9% | +$6.56M |
|
1203
PUT
United Parcel Service
UPS
$87.8B
| $80.5M | 0.01% |
964,270
-135,200
| -12% | -$12.2M |
|
1204
PUT
iShares Silver Trust
SLV
$29.8B
| $80.5M | 0.01% |
1,900,000
-3,464,100
| -65% | -$124M |
|
1205
PUT
S&P Global
SPGI
$119B
| $80.4M | 0.01% |
165,100
+140,100
| +560% | +$75M |
|
1206
FTAI Aviation
FTAI
$22.7B
| $80.3M | 0.01% |
481,430
-152,113
| -24% | -$21.6M |
|
1207
VSE Corp
VSEC
$6.33B
| $80.2M | 0.01% |
482,295
+224,581
| +87% | +$34.2M |
|
1208
Dick's Sporting Goods
DKS
$17.8B
| $80.2M | 0.01% |
360,796
+31,819
| +10% | +$6.93M |
|
1209
Shake Shack
SHAK
$2.84B
| $80.1M | 0.01% |
855,957
+323,132
| +61% | +$37.1M |
|
|
EA
1210
CALL
DELISTED
Electronic Arts
EA
| $80M | 0.01% |
396,400
+293,500
| +285% | +$48.6M |
|
|
SPR
1211
DELISTED
Spirit AeroSystems
SPR
| $79.9M | 0.01% |
2,071,178
+1,076,029
| +108% | +$43M |
|
1212
Surgery Partners
SGRY
$1.95B
| $79.9M | 0.01% |
3,690,922
+1,239,549
| +51% | +$27.7M |
|
1213
Alexandria Real Estate Equities
ARE
$8.34B
| $79.8M | 0.01% |
957,902
+100,336
| +12% | +$8.04M |
|
1214
PUT
Analog Devices
ADI
$184B
| $79.5M | 0.01% |
323,400
-1,092,199
| -77% | -$263M |
|
|
CTRA
1215
DELISTED
Coterra Energy
CTRA
| $79.4M | 0.01% |
3,357,964
-544,317
| -14% | -$13.1M |
|
1216
Global X Uranium ETF
URA
$5.99B
| $79.4M | 0.01% |
1,665,151
+308,384
| +23% | +$12.7M |
|
1217
CALL
Hewlett Packard
HPE
$69.4B
| $79.4M | 0.01% |
3,231,615
+370,900
| +13% | +$8.2M |
|
1218
PUT
TransDigm Group
TDG
$69.8B
| $79.3M | 0.01% |
60,200
+57,300
| +1,976% | +$81.9M |
|
1219
Graphic Packaging
GPK
$3.51B
| $78.9M | 0.01% |
4,033,955
+2,062,162
| +105% | +$44.8M |
|
1220
Icon
ICLR
$12.4B
| $78.8M | 0.01% |
450,561
-528,631
| -54% | -$88.5M |
|
1221
OSI Systems
OSIS
$3.91B
| $78.8M | 0.01% |
316,334
+123,212
| +64% | +$28.1M |
|
1222
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.84B
| $78.8M | 0.01% |
+3,238,610
| New | +$78.5M |
|
1223
Paycom
PAYC
$10.1B
| $78.8M | 0.01% |
378,526
-5,283
| -1% | -$1.19M |
|
1224
CALL
Roblox
RBLX
$25.7B
| $78.7M | 0.01% |
567,800
-779,030
| -58% | -$96.8M |
|
1225
Textron
TXT
$15.1B
| $78.6M | 0.01% |
930,253
-49,343
| -5% | -$4.02M |
|
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.