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 | |
|---|---|---|---|---|---|---|
2326
Group 1 Automotive
GPI
$3.18B
| $24.8M | ﹤0.01% |
56,571
+3,720
| +7% | +$1.67M |
|
2327
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
| $24.7M | ﹤0.01% |
516,814
+30,504
| +6% | +$1.41M |
|
|
2328
CALL
Medtronic
MDT
$112B
| $24.7M | ﹤0.01% |
259,382
-15,500
| -6% | -$1.42M |
|
|
PPLT
2329
abrdn Physical Platinum Shares ETF
PPLT
$2.04B
| $24.7M | ﹤0.01% |
1,725,840
-68,660
| -4% | -$868K |
|
2330
CALL
Pinterest
PINS
$13.4B
| $24.6M | ﹤0.01% |
765,590
-17,150
| -2% | -$622K |
|
2331
Wendy's
WEN
$1.46B
| $24.6M | ﹤0.01% |
2,688,471
-2,123,109
| -44% | -$21.8M |
|
2332
KBR
KBR
$4.8B
| $24.6M | ﹤0.01% |
520,587
-49,918
| -9% | -$2.42M |
|
|
NVMI
2333
Nova
NVMI
$12.5B
| $24.6M | ﹤0.01% |
76,973
+20,108
| +35% | +$5.55M |
|
2334
CALL
Valero Energy
VLO
$85.9B
| $24.6M | ﹤0.01% |
144,400
+102,400
| +244% | +$15.3M |
|
2335
Boot Barn
BOOT
$4.95B
| $24.6M | ﹤0.01% |
148,151
+49,880
| +51% | +$8.6M |
|
2336
Gulfport Energy Corp
GPOR
$2.88B
| $24.5M | ﹤0.01% |
135,408
+16,243
| +14% | +$2.83M |
|
2337
RenaissanceRe
RNR
$13.4B
| $24.5M | ﹤0.01% |
96,423
+16,097
| +20% | +$3.9M |
|
2338
Freshpet
FRPT
$3.22B
| $24.5M | ﹤0.01% |
444,219
-45,955
| -9% | -$2.85M |
|
2339
CALL
iShares TIPS Bond ETF
TIP
$14.7B
| $24.5M | ﹤0.01% |
+220,000
| New | +$24.3M |
|
|
2340
PUT
iShares TIPS Bond ETF
TIP
$14.7B
| $24.5M | ﹤0.01% |
+220,000
| New | +$24.3M |
|
2341
Invesco Large Cap Growth ETF
PWB
$2.41B
| $24.5M | ﹤0.01% |
195,072
-6,003
| -3% | -$719K |
|
2342
Cohen & Steers Infrastructure Fund
UTF
$3.04B
| $24.5M | ﹤0.01% |
986,346
-8,783
| -0.9% | -$231K |
|
2343
Nuveen ESG Large-Cap Growth ETF
NULG
$2.77B
| $24.4M | ﹤0.01% |
245,594
-9,184
| -4% | -$893K |
|
2344
CALL
NextEra Energy
NEE
$177B
| $24.4M | ﹤0.01% |
323,500
+283,500
| +709% | +$20.7M |
|
2345
PUT
BHP
BHP
$230B
| $24.3M | ﹤0.01% |
436,600
-115,000
| -21% | -$6.12M |
|
2346
Fidelity MSCI Information Technology Index ETF
FTEC
$21.3B
| $24.3M | ﹤0.01% |
109,347
+540
| +0.5% | +$112K |
|
2347
Under Armour Class C
UA
$2.53B
| $24.3M | ﹤0.01% |
5,028,089
+4,741,903
| +1,657% | +$26.5M |
|
2348
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.36B
| $24.3M | ﹤0.01% |
973,853
-22,432
| -2% | -$549K |
|
2349
BlackLine
BL
$1.72B
| $24.3M | ﹤0.01% |
457,172
+183,585
| +67% | +$9.92M |
|
2350
Shoals Technologies Group
SHLS
$1.5B
| $24.2M | ﹤0.01% |
3,272,584
+1,496,861
| +84% | +$9.21M |
|
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.