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 | |
|---|---|---|---|---|---|---|
3076
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$909M
| $12.2M | ﹤0.01% |
538,156
+193,366
| +56% | +$4.39M |
|
3077
Oceaneering
OII
$4.56B
| $12.2M | ﹤0.01% |
491,636
-88,241
| -15% | -$2.02M |
|
3078
iShares Russell Top 200 ETF
IWL
$2.24B
| $12.2M | ﹤0.01% |
73,288
+18,701
| +34% | +$2.98M |
|
3079
Kosmos Energy
KOS
$1.54B
| $12.2M | ﹤0.01% |
7,325,352
-812,148
| -10% | -$1.52M |
|
3080
Otter Tail
OTTR
$3.72B
| $12.1M | ﹤0.01% |
148,147
+65,486
| +79% | +$5.31M |
|
3081
PUT
Las Vegas Sands
LVS
$25.1B
| $12.1M | ﹤0.01% |
225,700
+121,100
| +116% | +$6.37M |
|
3082
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$583M
| $12.1M | ﹤0.01% |
129,647
+6,490
| +5% | +$603K |
|
3083
MGE Energy Inc
MGEE
$2.6B
| $12.1M | ﹤0.01% |
143,885
-18,799
| -12% | -$1.6M |
|
3084
McGrath RentCorp
MGRC
$2.81B
| $12.1M | ﹤0.01% |
103,108
-562
| -0.5% | -$67.8K |
|
3085
West Fraser Timber
WFG
$5.6B
| $12.1M | ﹤0.01% |
177,901
+93,773
| +111% | +$6.85M |
|
3086
Herc Holdings
HRI
$4.48B
| $12.1M | ﹤0.01% |
103,643
+52,876
| +104% | +$6.82M |
|
3087
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.11B
| $12.1M | ﹤0.01% |
406,454
+240,682
| +145% | +$7.05M |
|
3088
CALL
Amgen
AMGN
$226B
| $12.1M | ﹤0.01% |
42,800
+28,200
| +193% | +$8.18M |
|
3089
ACI Worldwide
ACIW
$4.95B
| $12.1M | ﹤0.01% |
228,734
-275,781
| -55% | -$13M |
|
3090
Flywire
FLYW
$2.1B
| $12.1M | ﹤0.01% |
891,176
+556,142
| +166% | +$6.84M |
|
3091
Monro
MNRO
$419M
| $12M | ﹤0.01% |
670,070
+430,016
| +179% | +$7.06M |
|
3092
PUT
Unity
U
$17.5B
| $12M | ﹤0.01% |
300,700
-30,000
| -9% | -$1.11M |
|
3093
Baytex Energy
BTE
$3.17B
| $12M | ﹤0.01% |
5,129,075
+1,452,603
| +40% | +$3.11M |
|
3094
PUT
Universal Health Services
UHS
$10.5B
| $12M | ﹤0.01% |
58,700
-10,900
| -16% | -$1.96M |
|
3095
iShares High Yield Systematic Bond ETF
HYDB
$1.59B
| $12M | ﹤0.01% |
250,447
+23,162
| +10% | +$1.1M |
|
3096
uniQure
QURE
$2.71B
| $12M | ﹤0.01% |
204,989
-58,679
| -22% | -$1.07M |
|
|
MRP
3097
Millrose Properties Inc
MRP
$4.37B
| $11.9M | ﹤0.01% |
355,258
-92,189
| -21% | -$2.98M |
|
3098
Seacoast Banking Corp of Florida
SBCF
$3.15B
| $11.9M | ﹤0.01% |
390,625
+217,613
| +126% | +$6.45M |
|
3099
NewMarket
NEU
$8.39B
| $11.9M | ﹤0.01% |
14,347
+2,479
| +21% | +$1.91M |
|
|
ECHO
3100
PUT
EchoStar
ECHO
$25.9B
| $11.9M | ﹤0.01% |
155,400
+105,400
| +211% | +$4.77M |
|
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.