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 | |
|---|---|---|---|---|---|---|
1776
PUT
Intuitive Surgical
ISRG
$134B
| $43.6M | 0.01% |
97,500
-26,900
| -22% | -$12.9M |
|
1777
Qfin Holdings
QFIN
$1.61B
| $43.6M | 0.01% |
1,514,758
-436,310
| -22% | -$14.8M |
|
1778
PUT
Lam Research
LRCX
$390B
| $43.6M | 0.01% |
325,300
+183,500
| +129% | +$19.4M |
|
1779
Nuveen Quality Municipal Income Fund
NAD
$2.78B
| $43.5M | 0.01% |
3,721,870
-113,027
| -3% | -$1.29M |
|
1780
Cipher Digital
CIFR
$7.13B
| $43.4M | 0.01% |
3,447,579
+2,066,830
| +150% | +$15.6M |
|
|
COOP
1781
DELISTED
Mr. Cooper
COOP
| $43.4M | 0.01% |
205,888
-30,844
| -13% | -$5.68M |
|
1782
Silicon Laboratories
SLAB
$7.23B
| $43.4M | 0.01% |
330,818
+70,914
| +27% | +$9.66M |
|
1783
Solventum
SOLV
$14.1B
| $43.3M | 0.01% |
593,436
-21,440
| -3% | -$1.57M |
|
1784
Westlake Corp
WLK
$9.9B
| $43.2M | 0.01% |
560,480
+117,013
| +26% | +$9.75M |
|
1785
Elastic
ESTC
$7.81B
| $43.1M | 0.01% |
509,929
+264,714
| +108% | +$22.3M |
|
1786
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.69B
| $43M | 0.01% |
475,088
+13,895
| +3% | +$1.2M |
|
1787
CubeSmart
CUBE
$9.41B
| $42.9M | 0.01% |
1,055,241
-208,600
| -17% | -$8.5M |
|
1788
Cirrus Logic
CRUS
$6.26B
| $42.9M | 0.01% |
342,189
+114,172
| +50% | +$12.7M |
|
1789
GXO Logistics
GXO
$5.55B
| $42.8M | 0.01% |
809,901
+65,127
| +9% | +$3.35M |
|
1790
ArcelorMittal
MT
$55.3B
| $42.7M | 0.01% |
1,181,358
+947,532
| +405% | +$31.9M |
|
1791
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
| $42.6M | 0.01% |
428,382
+25,356
| +6% | +$2.52M |
|
1792
PUT
Costco
COST
$420B
| $42.6M | 0.01% |
46,000
-29,300
| -39% | -$28.1M |
|
1793
Old Republic International
ORI
$10.4B
| $42.5M | 0.01% |
1,001,579
+425,052
| +74% | +$16.4M |
|
1794
Invesco AI and Next Gen Software ETF
IGPT
$1.21B
| $42.5M | 0.01% |
787,213
-120,044
| -13% | -$6.14M |
|
1795
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
| $42.5M | 0.01% |
905,293
+32,151
| +4% | +$1.49M |
|
1796
CALL
Polaris
PII
$4.07B
| $42.5M | 0.01% |
730,900
+49,500
| +7% | +$2.67M |
|
1797
Array Technologies
ARRY
$855M
| $42.5M | 0.01% |
5,212,143
+2,602,449
| +100% | +$19.7M |
|
1798
Rhythm Pharmaceuticals
RYTM
$7.96B
| $42.4M | 0.01% |
420,336
+167,754
| +66% | +$15.6M |
|
1799
Kontoor Brands
KTB
$4.26B
| $42.4M | 0.01% |
531,488
-476,850
| -47% | -$34.1M |
|
1800
Old National Bancorp
ONB
$10.2B
| $42.4M | 0.01% |
1,930,336
+2,512
| +0.1% | +$55.5K |
|
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.