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 | Miscellaneous | 38.35% |
| 2 | Technology | 17.79% |
| 3 | Financials | 9.18% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2801
Stagwell
STGW
$2B
| $16.1M | ﹤0.01% |
2,851,083
+277,637
| +11% | +$1.47M |
|
2802
CALL
Cloudflare
NET
$126B
| $16.1M | ﹤0.01% |
74,800
+10,400
| +16% | +$2.12M |
|
2803
National Grid
NGG
$75.7B
| $16M | ﹤0.01% |
223,695
-253,915
| -53% | -$17.8M |
|
2804
CALL
Atlassian
TEAM
$45.2B
| $16M | ﹤0.01% |
100,300
-34,100
| -25% | -$6.17M |
|
2805
CALL
Analog Devices
ADI
$191B
| $16M | ﹤0.01% |
65,100
-160,000
| -71% | -$38.5M |
|
2806
PUT
DoorDash
DASH
$77.5B
| $16M | ﹤0.01% |
58,800
+44,700
| +317% | +$11.2M |
|
2807
Columbia EM Core ex-China ETF
XCEM
$2.11B
| $16M | ﹤0.01% |
439,573
-42,036
| -9% | -$1.47M |
|
|
ASGI
2808
abrdn Global Infrastructure Income Fund
ASGI
$804M
| $16M | ﹤0.01% |
755,706
-1,398
| -0.2% | -$29.2K |
|
2809
State Street SPDR S&P Capital Markets ETF
KCE
$515M
| $16M | ﹤0.01% |
104,449
+4,632
| +5% | +$710K |
|
2810
iShares Fallen Angels USD Bond ETF
FALN
$1.58B
| $16M | ﹤0.01% |
574,447
-305,295
| -35% | -$8.32M |
|
2811
PUT
Williams Companies
WMB
$84.4B
| $16M | ﹤0.01% |
251,900
-28,200
| -10% | -$1.65M |
|
2812
CALL
Rio Tinto
RIO
$154B
| $15.9M | ﹤0.01% |
241,500
+116,400
| +93% | +$7.2M |
|
2813
Gibraltar Industries
ROCK
$1.21B
| $15.9M | ﹤0.01% |
253,833
-68,181
| -21% | -$4.27M |
|
|
AKRO
2814
DELISTED
Akero Therapeutics
AKRO
| $15.9M | ﹤0.01% |
335,678
-1,693,209
| -83% | -$82M |
|
2815
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.96B
| $15.9M | ﹤0.01% |
331,251
+24,695
| +8% | +$1.17M |
|
2816
Rush Enterprises Class A
RUSHA
$5.56B
| $15.9M | ﹤0.01% |
446,270
+182,654
| +69% | +$6.78M |
|
2817
Algonquin Power & Utilities
AQN
$3.85B
| $15.9M | ﹤0.01% |
2,961,320
-1,138,432
| -28% | -$6.54M |
|
2818
CALL
Sysco
SYY
$37.5B
| $15.9M | ﹤0.01% |
193,100
+14,400
| +8% | +$1.15M |
|
2819
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.54B
| $15.9M | ﹤0.01% |
355,475
+19,390
| +6% | +$826K |
|
2820
QuidelOrtho
QDEL
$745M
| $15.9M | ﹤0.01% |
539,388
+148,168
| +38% | +$4.05M |
|
2821
DigitalOcean
DOCN
$16.1B
| $15.9M | ﹤0.01% |
464,929
-79,251
| -15% | -$2.51M |
|
2822
PUT
Simon Property Group
SPG
$66B
| $15.8M | ﹤0.01% |
84,400
+46,100
| +120% | +$7.96M |
|
2823
CALL
Teradyne
TER
$62.4B
| $15.8M | ﹤0.01% |
+115,000
| New | +$12.6M |
|
2824
YPF Sociedad Anonima ADS
YPF
$20.2B
| $15.8M | ﹤0.01% |
651,384
+362,155
| +125% | +$11.1M |
|
2825
Vanguard ESG International Stock ETF
VSGX
$6.71B
| $15.8M | ﹤0.01% |
228,021
-11,376
| -5% | -$764K |
|
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, 4,186 increased, 4,477 reduced and 1,085 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 Miscellaneous at 38% of assets, up from 36% a quarter earlier, followed by Technology and Financials.
- 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 1,085 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.