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 | |
|---|---|---|---|---|---|---|
2226
GlobalFoundries
GFS
$29.6B
| $27.4M | ﹤0.01% |
764,477
-535,899
| -41% | -$19.1M |
|
2227
CALL
Boston Scientific
BSX
$71.5B
| $27.3M | ﹤0.01% |
279,520
+62,600
| +29% | +$6.48M |
|
2228
Enova International
ENVA
$6.29B
| $27.2M | ﹤0.01% |
236,753
-206,613
| -47% | -$23.6M |
|
2229
Dimensional US Targeted Value ETF
DFAT
$14.7B
| $27.2M | ﹤0.01% |
467,620
+45,271
| +11% | +$2.58M |
|
2230
Frontline
FRO
$8.85B
| $27.2M | ﹤0.01% |
1,193,505
-585,095
| -33% | -$11.8M |
|
2231
DoubleLine Opportunistic Bond ETF
DBND
$755M
| $27.2M | ﹤0.01% |
583,898
+15,569
| +3% | +$719K |
|
2232
State Street Blackstone High Income ETF
HYBL
$574M
| $27.1M | ﹤0.01% |
946,246
+28,634
| +3% | +$817K |
|
2233
Capital Group Dividend Growers ETF
CGDG
$5.62B
| $27.1M | ﹤0.01% |
782,210
+129,052
| +20% | +$4.39M |
|
2234
Under Armour
UAA
$2.6B
| $27.1M | ﹤0.01% |
5,423,098
+1,256,458
| +30% | +$7.32M |
|
2235
Noble Corp
NE
$6.51B
| $27M | ﹤0.01% |
956,123
-101,250
| -10% | -$2.87M |
|
|
PONY
2236
Pony AI Inc
PONY
$3.54B
| $27M | ﹤0.01% |
1,202,015
+185,274
| +18% | +$2.82M |
|
2237
Axalta
AXTA
$8.17B
| $27M | ﹤0.01% |
944,112
+631,779
| +202% | +$19M |
|
2238
CALL
Enphase Energy
ENPH
$5.53B
| $27M | ﹤0.01% |
763,202
-132,322
| -15% | -$4.92M |
|
|
CGAU
2239
Centerra Gold
CGAU
$4.15B
| $27M | ﹤0.01% |
2,513,972
+286,585
| +13% | +$2.29M |
|
2240
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.41B
| $27M | ﹤0.01% |
215,057
-8,618
| -4% | -$1.04M |
|
2241
CALL
S&P Global
SPGI
$120B
| $27M | ﹤0.01% |
55,408
+40,408
| +269% | +$21.6M |
|
2242
United States Oil Fund
USO
$1.67B
| $26.9M | ﹤0.01% |
365,266
+167,551
| +85% | +$12.6M |
|
2243
Fortis
FTS
$28.7B
| $26.9M | ﹤0.01% |
530,148
-246,464
| -32% | -$12.1M |
|
2244
Coca-Cola Consolidated
COKE
$12.8B
| $26.9M | ﹤0.01% |
229,543
+15,595
| +7% | +$1.81M |
|
2245
Churchill Downs
CHDN
$6.12B
| $26.8M | ﹤0.01% |
276,561
-34,460
| -11% | -$3.54M |
|
2246
Phinia Inc
PHIN
$2.74B
| $26.8M | ﹤0.01% |
466,053
+321,708
| +223% | +$17.4M |
|
2247
PUT
Carnival Corporation Ltd
CCL
$39.7B
| $26.8M | ﹤0.01% |
925,600
+687,800
| +289% | +$20.8M |
|
|
ALE
2248
DELISTED
Allete
ALE
| $26.8M | ﹤0.01% |
402,934
-109,200
| -21% | -$7.09M |
|
2249
Direxion Daily FTSE China Bull 3X ETF
YINN
$731M
| $26.7M | ﹤0.01% |
492,570
-54,350
| -10% | -$2.52M |
|
2250
PUT
DuPont de Nemours
DD
$19.2B
| $26.7M | ﹤0.01% |
273,097
-797
| -0.3% | -$75.1K |
|
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.