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 | |
|---|---|---|---|---|---|---|
1676
Elbit Systems
ESLT
$40.3B
| $47.7M | 0.01% |
93,629
-74,792
| -44% | -$35M |
|
1677
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.51B
| $47.6M | 0.01% |
1,344,358
-78,253
| -6% | -$2.64M |
|
1678
Oscar Health
OSCR
$8.61B
| $47.5M | 0.01% |
2,510,470
+1,524,836
| +155% | +$25.1M |
|
1679
PUT
Zillow
Z
$7.56B
| $47.5M | 0.01% |
616,700
+99,300
| +19% | +$8.11M |
|
1680
Saic
SAIC
$5.35B
| $47.4M | 0.01% |
477,099
+27,042
| +6% | +$3.02M |
|
|
PDO
1681
PIMCO Dynamic Income Opportunities Fund
PDO
$1.86B
| $47.4M | 0.01% |
3,357,297
-149,177
| -4% | -$2.04M |
|
1682
PUT
Blackstone
BX
$110B
| $47.4M | 0.01% |
277,400
-81,100
| -23% | -$13.9M |
|
1683
CALL
Northern Oil and Gas
NOG
$2.35B
| $47.3M | 0.01% |
1,908,920
+10,440
| +0.5% | +$277K |
|
1684
Boston Beer
SAM
$1.92B
| $47.3M | 0.01% |
223,664
+31,680
| +17% | +$6.74M |
|
1685
EastGroup Properties
EGP
$10.9B
| $47.3M | 0.01% |
279,169
-94,417
| -25% | -$15.7M |
|
1686
Mobileye
MBLY
$2.2B
| $47.2M | 0.01% |
3,345,969
-2,009,512
| -38% | -$29.9M |
|
1687
Federated Hermes
FHI
$4.72B
| $47.2M | 0.01% |
909,616
-440,579
| -33% | -$22.3M |
|
1688
PUT
Arista Networks
ANET
$238B
| $47.2M | 0.01% |
323,700
+135,900
| +72% | +$17.5M |
|
1689
Coeur Mining
CDE
$17.9B
| $47.2M | 0.01% |
2,513,850
-171,021
| -6% | -$2.09M |
|
1690
WisdomTree Japan Hedged Equity Fund
DXJ
$7.42B
| $47.2M | 0.01% |
368,323
+2,024
| +0.6% | +$248K |
|
|
AXON
1691
CALL
Axon Enterprise
AXON
$46.4B
| $47.1M | 0.01% |
65,700
+2,900
| +5% | +$2.2M |
|
1692
UDR
UDR
$12.3B
| $47.1M | 0.01% |
1,264,889
+115,069
| +10% | +$4.49M |
|
1693
Mine Safety
MSA
$7.49B
| $47M | 0.01% |
272,971
-24,272
| -8% | -$4.2M |
|
1694
PUT
Vale
VALE
$62.6B
| $47M | 0.01% |
4,324,900
+782,400
| +22% | +$7.99M |
|
1695
iShares MSCI United Kingdom ETF
EWU
$4.16B
| $46.9M | 0.01% |
1,118,219
-56,449
| -5% | -$2.31M |
|
1696
Suzano
SUZ
$10.1B
| $46.9M | 0.01% |
4,992,012
+34,281
| +0.7% | +$325K |
|
1697
Asbury Automotive
ABG
$3.85B
| $46.9M | 0.01% |
191,942
+44,336
| +30% | +$10.8M |
|
1698
Invesco Preferred ETF
PGX
$3.79B
| $46.9M | 0.01% |
4,044,589
-1,168,089
| -22% | -$13.4M |
|
1699
Sun Life Financial
SLF
$45.4B
| $46.9M | 0.01% |
781,506
+88,839
| +13% | +$5.34M |
|
1700
Southern Copper
SCCO
$166B
| $46.8M | 0.01% |
395,887
-298,053
| -43% | -$29.3M |
|
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.