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 | |
|---|---|---|---|---|---|---|
2026
IES Holdings
IESC
$15.2B
| $33.6M | 0.01% |
84,556
+30,433
| +56% | +$10.5M |
|
2027
PUT
Opendoor
OPEN
$3.38B
| $33.6M | 0.01% |
+4,356,947
| New | +$17.7M |
|
2028
Matador Resources
MTDR
$6.09B
| $33.6M | 0.01% |
746,767
+362,970
| +95% | +$17.7M |
|
2029
PUT
Franco-Nevada
FNV
$46B
| $33.5M | 0.01% |
+150,248
| New | +$27.1M |
|
|
EXAS
2030
DELISTED
Exact Sciences
EXAS
| $33.5M | 0.01% |
611,410
+146,964
| +32% | +$7.34M |
|
2031
CALL
Tandem Diabetes Care
TNDM
$1.56B
| $33.3M | 0.01% |
2,745,312
| – | – |
|
2032
Golar LNG
GLNG
$5.13B
| $33.3M | 0.01% |
823,436
+33,173
| +4% | +$1.37M |
|
2033
Celanese
CE
$4.82B
| $33.3M | 0.01% |
790,426
-709,751
| -47% | -$35.3M |
|
2034
Ryman Hospitality Properties
RHP
$7.63B
| $33.3M | 0.01% |
371,163
+199,556
| +116% | +$19.5M |
|
2035
RXO
RXO
$3.58B
| $33.2M | 0.01% |
2,159,907
+679,040
| +46% | +$10.9M |
|
2036
Bausch Health
BHC
$2.34B
| $33.2M | 0.01% |
5,148,450
+4,165,735
| +424% | +$28.5M |
|
2037
Viasat
VSAT
$11.1B
| $33.2M | 0.01% |
1,131,471
+30,157
| +3% | +$721K |
|
2038
MINISO
MNSO
$3.75B
| $33.1M | 0.01% |
1,470,078
-1,050,902
| -42% | -$22.5M |
|
|
NIQ
2039
NIQ Global Intelligence PLC
NIQ
$3.45B
| $33M | 0.01% |
+2,103,148
| New | +$36.6M |
|
2040
Legend Biotech
LEGN
$4.01B
| $33M | 0.01% |
1,010,859
-10,697
| -1% | -$395K |
|
2041
OGE Energy
OGE
$9.71B
| $32.9M | 0.01% |
712,075
-257,808
| -27% | -$11.5M |
|
2042
Crocs
CROX
$6.55B
| $32.9M | 0.01% |
394,210
-445,905
| -53% | -$40.7M |
|
2043
Dimensional US Core Equity Market ETF
DFAU
$12.8B
| $32.9M | 0.01% |
719,182
+286,573
| +66% | +$12.6M |
|
|
KRMN
2044
Karman Holdings
KRMN
$7.72B
| $32.9M | 0.01% |
455,082
+201,461
| +79% | +$11M |
|
2045
Dillards
DDS
$9.56B
| $32.7M | 0.01% |
53,177
-15,206
| -22% | -$7.86M |
|
2046
Global X Silver Miners ETF NEW
SIL
$4.75B
| $32.5M | 0.01% |
454,337
+87,095
| +24% | +$4.88M |
|
2047
Cal-Maine
CALM
$3.99B
| $32.5M | 0.01% |
345,800
+156,256
| +82% | +$16.7M |
|
2048
PUT
Arm
ARM
$302B
| $32.4M | 0.01% |
229,100
-177,000
| -44% | -$25.8M |
|
2049
CALL
Chipotle Mexican Grill
CMG
$41.5B
| $32.4M | 0.01% |
826,600
+220,500
| +36% | +$9.93M |
|
2050
Option Care Health
OPCH
$3.56B
| $32.4M | 0.01% |
1,165,525
+832,720
| +250% | +$24.1M |
|
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.