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 | |
|---|---|---|---|---|---|---|
2401
CALL
Strategy Inc
MSTR
$38.4B
| $23M | ﹤0.01% |
71,360
+4,428
| +7% | +$1.64M |
|
2402
Krystal Biotech
KRYS
$9.66B
| $23M | ﹤0.01% |
130,173
+32,933
| +34% | +$4.93M |
|
2403
CALL
Expedia Group
EXPE
$37.3B
| $23M | ﹤0.01% |
107,500
-60,000
| -36% | -$12M |
|
2404
Vontier
VNT
$4.74B
| $23M | ﹤0.01% |
547,088
+70,521
| +15% | +$2.9M |
|
2405
Vanguard Materials ETF
VAW
$3.08B
| $22.9M | ﹤0.01% |
112,023
-873
| -0.8% | -$177K |
|
2406
Pagaya Technologies
PGY
$1.78B
| $22.9M | ﹤0.01% |
772,507
+93,922
| +14% | +$3.03M |
|
2407
Archrock
AROC
$5.8B
| $22.9M | ﹤0.01% |
870,276
+283,749
| +48% | +$6.84M |
|
2408
The Bancorp
TBBK
$2.84B
| $22.8M | ﹤0.01% |
304,938
-783,089
| -72% | -$54.6M |
|
2409
Energy Fuels
UUUU
$3.53B
| $22.8M | ﹤0.01% |
1,487,560
+213,159
| +17% | +$2.26M |
|
2410
Assured Guaranty
AGO
$3.34B
| $22.8M | ﹤0.01% |
269,211
-31,245
| -10% | -$2.6M |
|
|
THS
2411
DELISTED
Treehouse Foods
THS
| $22.8M | ﹤0.01% |
1,127,562
-92,225
| -8% | -$1.75M |
|
|
PSKY
2412
CALL
Paramount Skydance Corp
PSKY
$10.3B
| $22.8M | ﹤0.01% |
+1,204,000
| New | +$19M |
|
2413
STAG Industrial
STAG
$7.19B
| $22.8M | ﹤0.01% |
644,734
+228,021
| +55% | +$8.13M |
|
|
HUT
2414
Hut 8
HUT
$10.9B
| $22.8M | ﹤0.01% |
653,581
-276,948
| -30% | -$7.04M |
|
|
LB
2415
LandBridge Co
LB
$2.1B
| $22.7M | ﹤0.01% |
426,156
+200,231
| +89% | +$11M |
|
2416
Axos Financial
AX
$5.68B
| $22.6M | ﹤0.01% |
267,312
+106,003
| +66% | +$9.24M |
|
2417
Alkermes
ALKS
$8.25B
| $22.6M | ﹤0.01% |
754,166
-588,236
| -44% | -$16.6M |
|
2418
Yelp
YELP
$1.41B
| $22.6M | ﹤0.01% |
724,185
+54,405
| +8% | +$1.78M |
|
2419
Natural Resource Partners
NRP
$1.42B
| $22.6M | ﹤0.01% |
214,771
+12,055
| +6% | +$1.23M |
|
2420
PUT
Sysco
SYY
$40.3B
| $22.5M | ﹤0.01% |
273,700
+85,000
| +45% | +$6.8M |
|
2421
Zurn Elkay Water Solutions
ZWS
$8.53B
| $22.5M | ﹤0.01% |
479,166
+292,747
| +157% | +$12.6M |
|
2422
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$926M
| $22.5M | ﹤0.01% |
507,974
+34,005
| +7% | +$1.49M |
|
2423
PUT
Rio Tinto
RIO
$164B
| $22.5M | ﹤0.01% |
340,600
+96,400
| +39% | +$5.96M |
|
2424
CALL
Twilio
TWLO
$36.6B
| $22.5M | ﹤0.01% |
224,500
-17,524
| -7% | -$1.97M |
|
2425
PUT
Cleveland-Cliffs
CLF
$6.99B
| $22.5M | ﹤0.01% |
1,841,370
-10,800
| -0.6% | -$114K |
|
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.