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 | |
|---|---|---|---|---|---|---|
2251
Intuitive Machines
LUNR
$2.63B
| $26.7M | ﹤0.01% |
2,537,866
+883,513
| +53% | +$8.96M |
|
2252
PROG Holdings
PRG
$1.71B
| $26.7M | ﹤0.01% |
823,663
+416,658
| +102% | +$13.7M |
|
2253
Cogent Biosciences
COGT
$7.24B
| $26.6M | ﹤0.01% |
1,853,672
-1,664,999
| -47% | -$19.7M |
|
2254
PUT
American Express
AXP
$230B
| $26.6M | ﹤0.01% |
80,000
+15,300
| +24% | +$4.87M |
|
2255
Spectrum Brands
SPB
$2.07B
| $26.5M | ﹤0.01% |
505,212
-255,086
| -34% | -$14.1M |
|
2256
iShares MSCI South Korea ETF
EWY
$25.7B
| $26.5M | ﹤0.01% |
330,303
-749,158
| -69% | -$55.8M |
|
2257
RadNet
RDNT
$5.69B
| $26.4M | ﹤0.01% |
346,782
+91,645
| +36% | +$5.95M |
|
2258
Summit Therapeutics
SMMT
$11.1B
| $26.4M | ﹤0.01% |
1,278,783
-815,175
| -39% | -$19.8M |
|
2259
VanEck IG Floating Rate ETF
FLTR
$3.04B
| $26.4M | ﹤0.01% |
1,032,401
-122,939
| -11% | -$3.14M |
|
2260
iShares Russell 2500 ETF
SMMD
$3.75B
| $26.4M | ﹤0.01% |
357,502
+34,192
| +11% | +$2.44M |
|
2261
SL Green Realty
SLG
$3.99B
| $26.3M | ﹤0.01% |
439,383
+27,508
| +7% | +$1.63M |
|
2262
BlackRock Science and Technology Term Trust
BSTZ
$2.07B
| $26.3M | ﹤0.01% |
1,184,873
-46,858
| -4% | -$1.01M |
|
2263
Voya Financial
VOYA
$9.19B
| $26.3M | ﹤0.01% |
350,948
+49,100
| +16% | +$3.62M |
|
2264
Davis Select US Equity ETF
DUSA
$1.28B
| $26.2M | ﹤0.01% |
547,889
+67,456
| +14% | +$3.18M |
|
2265
Prestige Consumer Healthcare
PBH
$2.6B
| $26.2M | ﹤0.01% |
420,465
+36,770
| +10% | +$2.56M |
|
2266
PUT
Krystal Biotech
KRYS
$9.66B
| $26.2M | ﹤0.01% |
148,500
+96,300
| +184% | +$14.4M |
|
2267
PUT
Valero Energy
VLO
$85.9B
| $26.2M | ﹤0.01% |
153,900
+59,000
| +62% | +$8.8M |
|
2268
First Trust STOXX European Select Dividend Income Fund
FDD
$911M
| $26.2M | ﹤0.01% |
1,621,452
+466,815
| +40% | +$7.45M |
|
2269
PUT
NextEra Energy
NEE
$177B
| $26.1M | ﹤0.01% |
346,300
+266,400
| +333% | +$19.5M |
|
2270
Element Solutions
ESI
$9.23B
| $26.1M | ﹤0.01% |
1,037,304
-1,197,827
| -54% | -$29.9M |
|
|
ECHO
2271
CALL
EchoStar
ECHO
$26.2B
| $26.1M | ﹤0.01% |
341,800
+248,000
| +264% | +$11.2M |
|
2272
Graham Holdings Company
GHC
$5.02B
| $26.1M | ﹤0.01% |
22,141
+6,630
| +43% | +$6.86M |
|
2273
CALL
Robinhood
HOOD
$83.9B
| $26.1M | ﹤0.01% |
182,040
-523,631
| -74% | -$57.1M |
|
2274
SiriusXM
SIRI
$10.1B
| $26M | ﹤0.01% |
1,116,332
-252,248
| -18% | -$5.84M |
|
2275
Equitable Holdings
EQH
$14.1B
| $26M | ﹤0.01% |
511,612
-535,985
| -51% | -$28.4M |
|
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.