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 | |
|---|---|---|---|---|---|---|
3226
PUT
Carvana
CVNA
$43.5B
| $10.6M | ﹤0.01% |
140,500
-29,500
| -17% | -$2.11M |
|
3227
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
| $10.6M | ﹤0.01% |
131,276
+5,083
| +4% | +$395K |
|
3228
Barings BDC
BBDC
$905M
| $10.6M | ﹤0.01% |
1,208,479
+27,419
| +2% | +$258K |
|
3229
Geron
GERN
$803M
| $10.6M | ﹤0.01% |
7,721,107
-4,023,905
| -34% | -$5.36M |
|
3230
CoreCivic
CXW
$3.13B
| $10.6M | ﹤0.01% |
519,360
+341,064
| +191% | +$7.07M |
|
3231
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.27B
| $10.6M | ﹤0.01% |
84,443
+3,852
| +5% | +$474K |
|
3232
Knowles
KN
$3.18B
| $10.5M | ﹤0.01% |
451,681
+132,336
| +41% | +$2.71M |
|
3233
Dorian LPG
LPG
$2.33B
| $10.5M | ﹤0.01% |
352,959
+158,511
| +82% | +$4.76M |
|
3234
UWM Holdings
UWMC
$431M
| $10.5M | ﹤0.01% |
1,726,492
-276,004
| -14% | -$1.45M |
|
3235
PUT
O'Reilly Automotive
ORLY
$70B
| $10.5M | ﹤0.01% |
97,500
+9,000
| +10% | +$905K |
|
3236
PUT
Reddit
RDDT
$27.5B
| $10.5M | ﹤0.01% |
+45,700
| New | +$9.33M |
|
|
OTLY
3237
Oatly Group
OTLY
$378M
| $10.5M | ﹤0.01% |
646,591
+9,620
| +2% | +$155K |
|
|
TGNA
3238
DELISTED
TEGNA Inc
TGNA
| $10.5M | ﹤0.01% |
515,200
-143,436
| -22% | -$2.73M |
|
3239
BlackRock MuniYield Quality Fund
MQY
$719M
| $10.5M | ﹤0.01% |
899,001
-137,256
| -13% | -$1.54M |
|
3240
GraniteShares 2x Long AMD Daily ETF
AMDL
$1.19B
| $10.5M | ﹤0.01% |
1,012,903
+367,782
| +57% | +$3.92M |
|
3241
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.85B
| $10.5M | ﹤0.01% |
244,347
+10,137
| +4% | +$416K |
|
3242
Innoviva
INVA
$1.53B
| $10.4M | ﹤0.01% |
572,368
+320,499
| +127% | +$6.25M |
|
3243
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.36B
| $10.4M | ﹤0.01% |
281,287
-2,605
| -0.9% | -$96K |
|
3244
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$75.4M
| $10.4M | ﹤0.01% |
338,047
+3,569
| +1% | +$106K |
|
3245
Scorpio Tankers
STNG
$4.17B
| $10.4M | ﹤0.01% |
186,151
+38,904
| +26% | +$1.92M |
|
|
AGNT
3246
AGNT Inc
AGNT
$587M
| $10.4M | ﹤0.01% |
978,606
-358,211
| -27% | -$3.79M |
|
3247
Urban Outfitters
URBN
$6.46B
| $10.4M | ﹤0.01% |
146,013
-19,814
| -12% | -$1.46M |
|
3248
CALL
Okta
OKTA
$35.3B
| $10.4M | ﹤0.01% |
113,655
+22,655
| +25% | +$2.12M |
|
|
BNY
3249
CALL
Bank of New York Mellon
BNY
$101B
| $10.4M | ﹤0.01% |
95,600
+37,100
| +63% | +$3.78M |
|
|
FINS
3250
Angel Oak Financial Strategies Income Term Trust
FINS
$396M
| $10.4M | ﹤0.01% |
792,877
-159,310
| -17% | -$2.09M |
|
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.