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 | |
|---|---|---|---|---|---|---|
1376
CALL
Duke Energy
DUK
$97.3B
| $65.7M | 0.01% |
531,300
-172,700
| -25% | -$21M |
|
1377
RPM International
RPM
$15B
| $65.6M | 0.01% |
556,163
-192,499
| -26% | -$23.1M |
|
1378
Amdocs
DOX
$6.22B
| $65.5M | 0.01% |
798,517
+246,286
| +45% | +$21.3M |
|
1379
CALL
Zoom
ZM
$30.6B
| $65.3M | 0.01% |
791,400
+54,988
| +7% | +$4.29M |
|
1380
United Therapeutics
UTHR
$23.1B
| $65.1M | 0.01% |
155,404
+51,290
| +49% | +$17.2M |
|
1381
CALL
Applied Materials
AMAT
$428B
| $65M | 0.01% |
317,496
+65,640
| +26% | +$11.9M |
|
1382
Curtiss-Wright
CW
$25.5B
| $64.9M | 0.01% |
119,527
-223,123
| -65% | -$110M |
|
1383
Bio-Rad Laboratories Class A
BIO
$9.42B
| $64.7M | 0.01% |
230,719
+29,955
| +15% | +$8.15M |
|
1384
PUT
Roku
ROKU
$22.7B
| $64.2M | 0.01% |
641,300
+50,300
| +9% | +$4.64M |
|
1385
Healthpeak Properties
DOC
$14.8B
| $64.1M | 0.01% |
3,349,298
+841,614
| +34% | +$15.1M |
|
1386
PUT
Moderna
MRNA
$23.6B
| $64.1M | 0.01% |
2,482,300
-1,164,300
| -32% | -$32.5M |
|
1387
CALL
Enovix
ENVX
$1.03B
| $64M | 0.01% |
+6,423,552
| New | +$71.1M |
|
|
SF
1388
Stifel
SF
$12.6B
| $63.9M | 0.01% |
845,129
+569,726
| +207% | +$42.7M |
|
1389
Insulet
PODD
$9.79B
| $63.9M | 0.01% |
206,943
+67,072
| +48% | +$21M |
|
|
TLN
1390
Talen Energy Corp
TLN
$16.7B
| $63.9M | 0.01% |
150,155
+34,536
| +30% | +$12.5M |
|
1391
PUT
First Solar
FSLR
$26.9B
| $63.8M | 0.01% |
289,200
-5,800
| -2% | -$1.11M |
|
1392
Restaurant Brands International
QSR
$25.8B
| $63.4M | 0.01% |
988,434
+525,284
| +113% | +$34.6M |
|
1393
Impinj
PI
$5.6B
| $63.4M | 0.01% |
350,650
+57,086
| +19% | +$9M |
|
1394
C.H. Robinson
CHRW
$17.5B
| $63.3M | 0.01% |
478,121
+77,058
| +19% | +$9.04M |
|
1395
First Citizens BancShares
FCNCA
$25.3B
| $63.3M | 0.01% |
35,367
-9,959
| -22% | -$19.6M |
|
1396
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.7B
| $63.3M | 0.01% |
824,546
-382,028
| -32% | -$28.6M |
|
1397
GameStop
GME
$8.6B
| $63.2M | 0.01% |
2,318,132
-2,326,213
| -50% | -$55.2M |
|
1398
Nuveen Municipal Value Fund
NUV
$1.91B
| $63.2M | 0.01% |
7,037,473
+122,456
| +2% | +$1.07M |
|
|
LIF
1399
Life360
LIF
$5.12B
| $63.2M | 0.01% |
594,454
+422,589
| +246% | +$35.6M |
|
|
CMA
1400
DELISTED
Comerica
CMA
| $63.1M | 0.01% |
921,218
+59,785
| +7% | +$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.