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 | |
|---|---|---|---|---|---|---|
1726
CALL
Honeywell
HON
$78B
| $45.6M | 0.01% |
229,600
+75,649
| +49% | +$15.8M |
|
1727
PUT
DexCom
DXCM
$32B
| $45.5M | 0.01% |
676,300
+382,200
| +130% | +$30.2M |
|
1728
SouthState Bank Corp
SSB
$10.5B
| $45.5M | 0.01% |
460,249
+240,798
| +110% | +$23.6M |
|
1729
Riot Platforms
RIOT
$7.76B
| $45.5M | 0.01% |
2,388,621
+180,245
| +8% | +$2.5M |
|
1730
Birkenstock
BIRK
$7.07B
| $45.5M | 0.01% |
1,004,474
+78,769
| +9% | +$3.85M |
|
1731
PUT
Norfolk Southern
NSC
$75.1B
| $45.4M | 0.01% |
151,100
+12,800
| +9% | +$3.56M |
|
1732
United Parks & Resorts
PRKS
$2.12B
| $45.4M | 0.01% |
877,825
-17,408
| -2% | -$878K |
|
1733
Viatris
VTRS
$18.9B
| $45.4M | 0.01% |
4,583,759
-1,175,640
| -20% | -$11.4M |
|
1734
MarketAxess Holdings
MKTX
$5.72B
| $45.4M | 0.01% |
260,261
+57,794
| +29% | +$11.3M |
|
|
CDTX
1735
DELISTED
Cidara Therapeutics
CDTX
| $45.3M | 0.01% |
473,554
+295,644
| +166% | +$18.9M |
|
1736
BioCryst Pharmaceuticals
BCRX
$2.4B
| $45.3M | 0.01% |
5,967,737
+353,086
| +6% | +$2.94M |
|
1737
CALL
Wynn Resorts
WYNN
$10.6B
| $45.3M | 0.01% |
352,900
+107,500
| +44% | +$12.4M |
|
1738
Cabot Corp
CBT
$4.52B
| $45.1M | 0.01% |
593,510
+386,514
| +187% | +$30.1M |
|
1739
ManpowerGroup
MAN
$2.63B
| $45M | 0.01% |
1,188,461
+513,577
| +76% | +$21.2M |
|
1740
Global X S&P 500 Covered Call ETF
XYLD
$3.27B
| $45M | 0.01% |
1,146,789
-86,801
| -7% | -$3.39M |
|
1741
Parsons
PSN
$5.08B
| $45M | 0.01% |
542,259
-324,450
| -37% | -$25.1M |
|
1742
PUT
HubSpot
HUBS
$10.5B
| $45M | 0.01% |
96,100
+91,600
| +2,036% | +$46.1M |
|
1743
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.6B
| $44.9M | 0.01% |
1,554,799
+37,879
| +2% | +$1.09M |
|
|
1744
CALL
Workday
WDAY
$44.4B
| $44.9M | 0.01% |
186,400
+8,200
| +5% | +$1.9M |
|
1745
UMB Financial
UMBF
$11.1B
| $44.8M | 0.01% |
378,861
+41,946
| +12% | +$4.83M |
|
1746
TPG
TPG
$7.86B
| $44.7M | 0.01% |
778,240
+53,183
| +7% | +$3.14M |
|
1747
Clean Harbors
CLH
$16.3B
| $44.7M | 0.01% |
192,487
-42,805
| -18% | -$10.1M |
|
1748
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $44.7M | 0.01% |
1,318,057
+53,201
| +4% | +$1.79M |
|
1749
Jones Lang LaSalle
JLL
$16.7B
| $44.6M | 0.01% |
149,599
+24,218
| +19% | +$6.92M |
|
1750
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.72B
| $44.6M | 0.01% |
686,261
+106,623
| +18% | +$6.81M |
|
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.