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 | |
|---|---|---|---|---|---|---|
1351
CALL
Tencent Music
TME
$15.6B
| $67.4M | 0.01% |
2,886,216
+771,032
| +36% | +$17.9M |
|
1352
Badger Meter
BMI
$4.03B
| $67.3M | 0.01% |
376,697
+183,755
| +95% | +$36.1M |
|
1353
AMC Entertainment Holdings
AMC
$2.31B
| $67.3M | 0.01% |
23,194,957
+22,694,842
| +4,538% | +$67.4M |
|
1354
CALL
Boeing
BA
$185B
| $67.2M | 0.01% |
311,249
+66,645
| +27% | +$15M |
|
|
SEE
1355
DELISTED
Sealed Air
SEE
| $67.1M | 0.01% |
1,897,187
+235,556
| +14% | +$7.51M |
|
1356
Gates Industrial Corporation Ltd.
GTES
$7.15B
| $67.1M | 0.01% |
2,701,895
+223,715
| +9% | +$5.56M |
|
1357
Workiva
WK
$3.54B
| $67M | 0.01% |
778,118
+225,449
| +41% | +$16.9M |
|
1358
Deckers Outdoor
DECK
$13.3B
| $66.9M | 0.01% |
659,998
-776,713
| -54% | -$84.7M |
|
1359
Euronet Worldwide
EEFT
$2.7B
| $66.9M | 0.01% |
761,438
+334,405
| +78% | +$32.1M |
|
1360
Schwab Fundamental US Large Company Index ETF
FNDX
$27.3B
| $66.9M | 0.01% |
2,542,074
-50,539
| -2% | -$1.28M |
|
1361
Invesco S&P 500 Low Volatility ETF
SPLV
$7.21B
| $66.7M | 0.01% |
908,102
+60,008
| +7% | +$4.39M |
|
1362
CALL
Thermo Fisher Scientific
TMO
$220B
| $66.6M | 0.01% |
137,410
-109,396
| -44% | -$50.9M |
|
1363
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$4.05B
| $66.6M | 0.01% |
2,135,637
-3,696,948
| -63% | -$103M |
|
1364
Knight Transportation
KNX
$11.4B
| $66.6M | 0.01% |
1,685,109
+3,861
| +0.2% | +$167K |
|
1365
iShares Expanded Tech Sector ETF
IGM
$10.7B
| $66.5M | 0.01% |
528,251
-27,961
| -5% | -$3.3M |
|
1366
Dimensional US High Profitability ETF
DUHP
$12.7B
| $66.5M | 0.01% |
1,761,431
-23,052
| -1% | -$845K |
|
1367
CALL
Blackrock
BLK
$176B
| $66.3M | 0.01% |
56,900
+3,050
| +6% | +$3.41M |
|
1368
Rollins
ROL
$18.2B
| $66.2M | 0.01% |
1,127,520
+32,741
| +3% | +$1.86M |
|
1369
ZIM Integrated Shipping Services
ZIM
$3.24B
| $66.2M | 0.01% |
4,886,517
+832,509
| +21% | +$12.6M |
|
1370
SAP
SAP
$238B
| $66.2M | 0.01% |
247,716
+79,254
| +47% | +$22.3M |
|
1371
NetEase
NTES
$84.7B
| $66.1M | 0.01% |
435,107
-92,454
| -18% | -$12.7M |
|
1372
Huntsman Corp
HUN
$1.77B
| $66.1M | 0.01% |
7,364,206
+3,351,265
| +84% | +$35.2M |
|
1373
Scotiabank
BNS
$108B
| $66M | 0.01% |
1,021,231
+95,756
| +10% | +$5.64M |
|
1374
PUT
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $66M | 0.01% |
658,700
-113,300
| -15% | -$10.2M |
|
1375
PUT
Bristol-Myers Squibb
BMY
$132B
| $65.9M | 0.01% |
1,461,493
+914,393
| +167% | +$42.7M |
|
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.