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 | |
|---|---|---|---|---|---|---|
1826
CALL
Century Aluminum
CENX
$5.07B
| $41.1M | 0.01% |
1,400,462
+250,000
| +22% | +$5.67M |
|
1827
OneMain Financial
OMF
$7.47B
| $41M | 0.01% |
726,183
+245,423
| +51% | +$14.5M |
|
1828
Global X MLP & Energy Infrastructure ETF
MLPX
$3.53B
| $40.9M | 0.01% |
651,521
+19,044
| +3% | +$1.16M |
|
1829
WisdomTree US SmallCap Earnings Fund
EES
$731M
| $40.8M | 0.01% |
731,134
+11,028
| +2% | +$597K |
|
1830
Equinor
EQNR
$92.4B
| $40.8M | 0.01% |
1,674,456
+85,008
| +5% | +$2.13M |
|
|
BMNR
1831
BitMine Immersion Technologies
BMNR
$11.4B
| $40.8M | 0.01% |
784,741
+784,721
| +3,923,605% | +$39.8M |
|
1832
CALL
iShares Russell 1000 Value ETF
IWD
$83.7B
| $40.7M | 0.01% |
200,000
-250,100
| -56% | -$49.8M |
|
|
1833
PUT
iShares Russell 1000 Value ETF
IWD
$83.7B
| $40.7M | 0.01% |
200,000
-250,000
| -56% | -$49.7M |
|
1834
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6.16B
| $40.7M | 0.01% |
989,791
-4,523
| -0.5% | -$183K |
|
|
CADE
1835
DELISTED
Cadence Bank
CADE
| $40.6M | 0.01% |
1,082,330
+675,039
| +166% | +$24.3M |
|
1836
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.92B
| $40.6M | 0.01% |
414,509
+14,743
| +4% | +$1.43M |
|
1837
AtaiBeckley Inc
ATAI
$2.68B
| $40.6M | 0.01% |
7,677,289
-22,470
| -0.3% | -$91.2K |
|
1838
Spire
SR
$4.85B
| $40.6M | 0.01% |
497,657
+172,493
| +53% | +$13.1M |
|
1839
WisdomTree US MidCap Fund
EZM
$956M
| $40.5M | 0.01% |
613,853
-51,424
| -8% | -$3.32M |
|
1840
Adient
ADNT
$1.5B
| $40.4M | 0.01% |
1,679,732
-522,489
| -24% | -$12.2M |
|
1841
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.71B
| $40.4M | 0.01% |
1,020,889
+17,714
| +2% | +$683K |
|
1842
Valvoline
VVV
$4.51B
| $40.4M | 0.01% |
1,125,536
+312,862
| +38% | +$11.9M |
|
1843
iShares US Industrials ETF
IYJ
$2.02B
| $40.4M | 0.01% |
276,941
+5,715
| +2% | +$828K |
|
1844
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.25B
| $40.3M | 0.01% |
365,055
+4,436
| +1% | +$473K |
|
1845
PUT
Western Digital
WDC
$150B
| $40.3M | 0.01% |
335,700
+115,500
| +52% | +$9.44M |
|
1846
CALL
American Electric Power
AEP
$68.4B
| $40.3M | 0.01% |
358,000
+115,705
| +48% | +$12.7M |
|
|
TBLD
1847
Thornburg Income Builder Opportunities Trust
TBLD
$716M
| $40.2M | 0.01% |
2,022,402
-56,997
| -3% | -$1.13M |
|
1848
UFP Industries
UFPI
$5.19B
| $40.1M | 0.01% |
429,440
+137,968
| +47% | +$13.9M |
|
1849
Camtek
CAMT
$7.25B
| $40.1M | 0.01% |
381,851
-111,359
| -23% | -$9.98M |
|
1850
American Homes 4 Rent
AMH
$12.5B
| $40.1M | 0.01% |
1,204,628
+159,255
| +15% | +$5.55M |
|
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.