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 | |
|---|---|---|---|---|---|---|
1501
Hancock Whitney
HWC
$6.24B
| $56.9M | 0.01% |
909,460
+521,261
| +134% | +$31.9M |
|
1502
CALL
Denison Mines
DNN
$2.91B
| $56.9M | 0.01% |
+20,704,740
| New | +$45.8M |
|
1503
PUT
United Airlines
UAL
$42.1B
| $56.8M | 0.01% |
588,700
-244,100
| -29% | -$23.5M |
|
1504
Blackstone Mortgage Trust
BXMT
$2.38B
| $56.7M | 0.01% |
3,082,005
+707,588
| +30% | +$13.7M |
|
1505
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.38B
| $56.7M | 0.01% |
1,115,913
+11,775
| +1% | +$596K |
|
1506
Watts Water Technologies
WTS
$13.1B
| $56.5M | 0.01% |
202,250
+139,637
| +223% | +$37.4M |
|
1507
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$890M
| $56.3M | 0.01% |
2,406,143
+74,929
| +3% | +$1.75M |
|
1508
GDS Holdings
GDS
$6.41B
| $56.3M | 0.01% |
1,454,562
+475,370
| +49% | +$16.9M |
|
1509
CALL
Qualcomm
QCOM
$176B
| $56.2M | 0.01% |
337,898
-33,256
| -9% | -$5.28M |
|
1510
Vanguard International Dividend Appreciation ETF
VIGI
$9.3B
| $56.2M | 0.01% |
627,034
-4,540
| -0.7% | -$405K |
|
1511
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $56.2M | 0.01% |
560,400
+143,500
| +34% | +$12.9M |
|
1512
APi Group
APG
$18B
| $56.1M | 0.01% |
1,631,247
+617,634
| +61% | +$21.6M |
|
1513
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.87B
| $56.1M | 0.01% |
1,539,030
-14,349
| -0.9% | -$507K |
|
1514
PUT
Synopsys
SNPS
$79.7B
| $56M | 0.01% |
+113,530
| New | +$64.2M |
|
1515
PUT
IBM
IBM
$224B
| $56M | 0.01% |
198,500
-51,100
| -20% | -$13.4M |
|
|
LENZ
1516
LENZ Therapeutics
LENZ
$168M
| $56M | 0.01% |
1,201,616
+320,135
| +36% | +$11.8M |
|
1517
First Interstate BancSystem
FIBK
$3.58B
| $55.9M | 0.01% |
1,754,104
+1,024,683
| +140% | +$31.9M |
|
1518
Lamar Advertising Co
LAMR
$16.3B
| $55.7M | 0.01% |
454,889
+25,122
| +6% | +$3.12M |
|
1519
Samsara
IOT
$23.8B
| $55.6M | 0.01% |
1,492,082
-2,293,940
| -61% | -$85.2M |
|
1520
Arcutis Biotherapeutics
ARQT
$3.18B
| $55.6M | 0.01% |
2,948,438
+10,499
| +0.4% | +$166K |
|
|
PRMB
1521
Primo Brands
PRMB
$8.54B
| $55.6M | 0.01% |
2,514,675
+1,597,532
| +174% | +$41.3M |
|
1522
SoundHound AI
SOUN
$3.49B
| $55.4M | 0.01% |
3,447,576
-1,068,600
| -24% | -$14.2M |
|
1523
CALL
Coinbase
COIN
$40.5B
| $55.4M | 0.01% |
164,174
+108,228
| +193% | +$36.7M |
|
1524
PUT
Linde
LIN
$226B
| $55.2M | 0.01% |
116,300
+1,300
| +1% | +$615K |
|
1525
ADT
ADT
$5.58B
| $55.2M | 0.01% |
6,338,574
-973,606
| -13% | -$8.35M |
|
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.