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 | |
|---|---|---|---|---|---|---|
2351
PUT
Chipotle Mexican Grill
CMG
$41.5B
| $24.2M | ﹤0.01% |
618,300
+53,800
| +10% | +$2.42M |
|
2352
Cousins Properties
CUZ
$4.88B
| $24.2M | ﹤0.01% |
835,966
+492,709
| +144% | +$14M |
|
2353
PUT
Rivian
RIVN
$23.2B
| $24.2M | ﹤0.01% |
1,647,500
+1,065,000
| +183% | +$14.3M |
|
2354
CALL
ZTO Express
ZTO
$17.9B
| $24.2M | ﹤0.01% |
1,258,380
-75,600
| -6% | -$1.45M |
|
2355
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.7B
| $24.1M | ﹤0.01% |
1,964,682
+8,755
| +0.4% | +$104K |
|
2356
Knife River
KNF
$3.79B
| $24.1M | ﹤0.01% |
313,462
-199,656
| -39% | -$16.3M |
|
2357
Peloton Interactive
PTON
$2.49B
| $24.1M | ﹤0.01% |
2,675,513
-3,831,667
| -59% | -$28.5M |
|
2358
CALL
Eaton
ETN
$174B
| $24.1M | ﹤0.01% |
64,300
+58,800
| +1,069% | +$21.4M |
|
2359
Warby Parker
WRBY
$3.27B
| $24.1M | ﹤0.01% |
872,320
-113,409
| -12% | -$2.87M |
|
2360
CALL
James Hardie Industries
JHX
$17.5B
| $24.1M | ﹤0.01% |
1,252,200
+1,246,100
| +20,428% | +$29.8M |
|
2361
Nelnet
NNI
$4.7B
| $24.1M | ﹤0.01% |
191,826
+76,534
| +66% | +$9.57M |
|
2362
Silicon Motion
SIMO
$8.68B
| $24M | ﹤0.01% |
252,993
+66,526
| +36% | +$5.29M |
|
2363
StoneCo
STNE
$2.58B
| $23.9M | ﹤0.01% |
1,263,992
-934,655
| -43% | -$14.9M |
|
2364
Bank OZK
OZK
$5.61B
| $23.9M | ﹤0.01% |
468,792
+112,439
| +32% | +$5.74M |
|
|
PPLI
2365
People Inc
PPLI
$3.1B
| $23.9M | ﹤0.01% |
701,440
-548,188
| -44% | -$20.5M |
|
2366
Iridium Communications
IRDM
$5.29B
| $23.9M | ﹤0.01% |
1,368,527
+636,383
| +87% | +$15.7M |
|
2367
STMicroelectronics
STM
$50B
| $23.9M | ﹤0.01% |
845,219
-894,219
| -51% | -$25M |
|
2368
Dana Inc
DAN
$3.06B
| $23.9M | ﹤0.01% |
1,190,783
+172,463
| +17% | +$3.2M |
|
|
STUB
2369
StubHub Holdings
STUB
$3.36B
| $23.8M | ﹤0.01% |
+1,415,586
| New | +$26M |
|
2370
SPX Corp
SPXC
$10.8B
| $23.8M | ﹤0.01% |
127,617
+8,049
| +7% | +$1.49M |
|
2371
Liberty Broadband Class C
LBRDK
$5.15B
| $23.8M | ﹤0.01% |
375,026
-9,035,056
| -96% | -$631M |
|
2372
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.61B
| $23.8M | ﹤0.01% |
203,482
+6,315
| +3% | +$717K |
|
|
2373
PUT
Medtronic
MDT
$112B
| $23.8M | ﹤0.01% |
249,400
+66,600
| +36% | +$6.12M |
|
2374
Wyndham Hotels & Resorts
WH
$5.48B
| $23.7M | ﹤0.01% |
296,920
+39,880
| +16% | +$3.43M |
|
2375
Abercrombie & Fitch
ANF
$5B
| $23.7M | ﹤0.01% |
276,887
-140,766
| -34% | -$13.1M |
|
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.