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 | |
|---|---|---|---|---|---|---|
1326
PUT
Coinbase
COIN
$40.5B
| $69M | 0.01% |
204,400
-57,500
| -22% | -$19.5M |
|
1327
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
| $68.9M | 0.01% |
2,159,997
+74,095
| +4% | +$2.26M |
|
1328
CALL
Home Depot
HD
$355B
| $68.9M | 0.01% |
170,104
+25,304
| +17% | +$9.95M |
|
1329
SS&C Technologies
SSNC
$18.6B
| $68.8M | 0.01% |
775,506
+103,030
| +15% | +$8.92M |
|
1330
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
| $68.8M | 0.01% |
482,781
-98,544
| -17% | -$13.6M |
|
1331
Nutrien
NTR
$30.7B
| $68.7M | 0.01% |
1,170,306
-335,392
| -22% | -$19.5M |
|
1332
Commault Systems
CVLT
$5.61B
| $68.5M | 0.01% |
363,017
+214,919
| +145% | +$38.7M |
|
1333
Ionis Pharmaceuticals
IONS
$9.4B
| $68.5M | 0.01% |
1,046,990
-482,333
| -32% | -$23.5M |
|
1334
PUT
NIO
NIO
$11.9B
| $68.5M | 0.01% |
8,985,600
+3,418,200
| +61% | +$18.4M |
|
1335
CALL
T-Mobile US
TMUS
$190B
| $68.5M | 0.01% |
286,000
+21,000
| +8% | +$5.08M |
|
1336
CALL
Integer Holdings
ITGR
$4.26B
| $68.5M | 0.01% |
662,450
| – | – |
|
1337
WEX
WEX
$6.31B
| $68.4M | 0.01% |
434,148
+176,042
| +68% | +$29.1M |
|
1338
CALL
FIVE9
FIVN
$2.6B
| $68.3M | 0.01% |
2,823,720
-8,000
| -0.3% | -$212K |
|
1339
PUT
Vertiv
VRT
$105B
| $68.2M | 0.01% |
452,300
-191,800
| -30% | -$25.6M |
|
1340
BlackRock US Equity Factor Rotation ETF
DYNF
$40B
| $68.1M | 0.01% |
1,150,349
+431,806
| +60% | +$24.5M |
|
1341
Hess Midstream
HESM
$5.11B
| $68M | 0.01% |
1,969,242
+180,615
| +10% | +$7.16M |
|
1342
Invesco Ultra Short Duration ETF
GSY
$3.9B
| $68M | 0.01% |
1,353,803
+117,498
| +10% | +$5.9M |
|
1343
CALL
Arm
ARM
$302B
| $68M | 0.01% |
480,492
+31,017
| +7% | +$4.52M |
|
1344
International Flavors & Fragrances
IFF
$21.9B
| $68M | 0.01% |
1,104,346
+62,905
| +6% | +$4.32M |
|
1345
VanEck Oil Services ETF
OIH
$1.92B
| $67.8M | 0.01% |
261,051
-157,644
| -38% | -$39.1M |
|
1346
Ambarella
AMBA
$3.81B
| $67.8M | 0.01% |
821,747
+650,306
| +379% | +$47.2M |
|
1347
Dimensional World ex US Core Equity 2 ETF
DFAX
$12.4B
| $67.8M | 0.01% |
2,160,852
-433,678
| -17% | -$13.2M |
|
1348
Manhattan Associates
MANH
$11.4B
| $67.7M | 0.01% |
330,488
+103,091
| +45% | +$21.8M |
|
1349
PUT
Deere & Co
DE
$168B
| $67.6M | 0.01% |
147,799
+47,299
| +47% | +$23.3M |
|
1350
Builders FirstSource
BLDR
$8.04B
| $67.4M | 0.01% |
555,970
-14,804
| -3% | -$1.96M |
|
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.