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 | |
|---|---|---|---|---|---|---|
1276
iShare MSCI Eurozone ETF
EZU
$9.91B
| $73M | 0.01% |
1,178,763
-37,947
| -3% | -$2.28M |
|
1277
iShares US Healthcare ETF
IYH
$3.54B
| $73M | 0.01% |
1,243,371
+122,982
| +11% | +$7M |
|
1278
GraniteShares 2x Long COIN Daily ETF
CONL
$427M
| $73M | 0.01% |
1,951,379
+767,632
| +65% | +$31.4M |
|
|
SCHV
1279
Schwab US Large-Cap Value ETF
SCHV
$16.1B
| $72.9M | 0.01% |
2,504,304
+135,435
| +6% | +$3.85M |
|
1280
CALL
Encore Capital Group
ECPG
$2.13B
| $72.8M | 0.01% |
1,745,280
| – | – |
|
1281
Align Technology
ALGN
$12.3B
| $72.8M | 0.01% |
581,307
+319,908
| +122% | +$50.1M |
|
1282
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.8B
| $72.7M | 0.01% |
2,086,515
-12,048
| -0.6% | -$335K |
|
1283
CALL
Core Scientific
CORZ
$6.75B
| $72.6M | 0.01% |
4,048,436
-693,186
| -15% | -$10.2M |
|
1284
Federal Signal
FSS
$7.83B
| $72.5M | 0.01% |
609,582
+265,145
| +77% | +$31.8M |
|
1285
Maplebear
CART
$11.8B
| $72.5M | 0.01% |
1,971,524
+433,240
| +28% | +$19.9M |
|
1286
First Trust Cloud Computing ETF
SKYY
$3.12B
| $72.5M | 0.01% |
538,996
+11,236
| +2% | +$1.41M |
|
1287
Roku
ROKU
$22.7B
| $72.4M | 0.01% |
723,161
+351,940
| +95% | +$32.5M |
|
1288
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
$4.87B
| $72.2M | 0.01% |
1,197,888
-34,697
| -3% | -$2.04M |
|
1289
PUT
Sea Limited
SE
$69.5B
| $72.2M | 0.01% |
403,705
+122,880
| +44% | +$21.1M |
|
1290
CALL
Etsy
ETSY
$7.85B
| $72.1M | 0.01% |
1,086,550
-451,400
| -29% | -$27M |
|
1291
CALL
Global X Uranium ETF
URA
$6.22B
| $72M | 0.01% |
1,511,400
+511,400
| +51% | +$21.1M |
|
1292
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$4.05B
| $72M | 0.01% |
3,067,945
+1,102,112
| +56% | +$25.7M |
|
1293
CALL
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
| $71.9M | 0.01% |
155,000
+154,500
| +30,900% | +$69.6M |
|
1294
Boston Properties
BXP
$11.1B
| $71.7M | 0.01% |
963,990
+95,341
| +11% | +$6.73M |
|
1295
CALL
Merit Medical Systems
MMSI
$5.32B
| $71.7M | 0.01% |
860,880
| – | – |
|
1296
NuScale Power
SMR
$4.03B
| $71.6M | 0.01% |
1,987,931
-2,384,724
| -55% | -$95M |
|
1297
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.03B
| $71.6M | 0.01% |
1,763,751
+15,921
| +0.9% | +$639K |
|
1298
Avantis Emerging Markets Equity ETF
AVEM
$26.3B
| $71.5M | 0.01% |
951,406
+150,534
| +19% | +$10.8M |
|
1299
Commerce Bancshares
CBSH
$8.5B
| $71.4M | 0.01% |
1,253,776
+40,926
| +3% | +$2.41M |
|
1300
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
| $71.3M | 0.01% |
692,366
+125,862
| +22% | +$12.7M |
|
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.