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 | |
|---|---|---|---|---|---|---|
826
PUT
Freeport-McMoran
FCX
$104B
| $133M | 0.02% |
3,380,000
+856,200
| +34% | +$37.1M |
|
827
Coupang
CPNG
$24.9B
| $132M | 0.02% |
4,111,056
+770,068
| +23% | +$23.3M |
|
828
PUT
ServiceNow
NOW
$140B
| $132M | 0.02% |
719,000
-52,000
| -7% | -$9.71M |
|
829
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.35B
| $132M | 0.02% |
2,129,746
+471,813
| +28% | +$28.3M |
|
830
Capital Group Global Growth Equity ETF
CGGO
$12.7B
| $132M | 0.02% |
3,870,097
+134,745
| +4% | +$4.42M |
|
831
Kratos Defense & Security Solutions
KTOS
$8.56B
| $132M | 0.02% |
1,446,197
-1,445,304
| -50% | -$92.6M |
|
832
CMS Energy
CMS
$19.7B
| $132M | 0.02% |
1,802,134
-515,867
| -22% | -$37.1M |
|
833
CALL
Mastercard
MA
$497B
| $132M | 0.02% |
232,074
-150,746
| -39% | -$86.6M |
|
834
First Trust Capital Strength ETF
FTCS
$7.5B
| $132M | 0.02% |
1,408,175
-102,390
| -7% | -$9.44M |
|
|
835
PUT
Chevron
CVX
$401B
| $132M | 0.02% |
847,700
-14,300
| -2% | -$2.21M |
|
836
SolarEdge
SEDG
$2.01B
| $132M | 0.02% |
3,554,504
+3,255,776
| +1,090% | +$97.2M |
|
|
SCHW
837
PUT
Charles Schwab
SCHW
$171B
| $131M | 0.02% |
1,376,000
+176,300
| +15% | +$16.7M |
|
|
FYBR
838
DELISTED
Frontier Communications
FYBR
| $131M | 0.02% |
3,514,645
-1,546,735
| -31% | -$57.2M |
|
839
PUT
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
| $131M | 0.02% |
942,300
+306,000
| +48% | +$41.4M |
|
840
CAVA Group
CAVA
$6.02B
| $131M | 0.02% |
2,170,711
+449,475
| +26% | +$34.1M |
|
841
Western Midstream Partners
WES
$18.8B
| $131M | 0.02% |
3,336,058
-356,730
| -10% | -$13.9M |
|
842
Vanguard Energy ETF
VDE
$10.5B
| $131M | 0.02% |
1,040,313
-22,783
| -2% | -$2.8M |
|
843
CALL
Pebblebrook Hotel Trust
PEB
$2.08B
| $131M | 0.02% |
11,475,038
+7,549,548
| +192% | +$81.4M |
|
844
CALL
ExxonMobil
XOM
$660B
| $130M | 0.02% |
1,157,104
-232,130
| -17% | -$25.8M |
|
845
Affirm
AFRM
$24.1B
| $130M | 0.02% |
1,780,891
+377,300
| +27% | +$28.7M |
|
846
Iris Energy
IREN
$17.4B
| $130M | 0.02% |
2,767,452
+751,635
| +37% | +$18.3M |
|
847
Trimble
TRMB
$13.5B
| $130M | 0.02% |
1,590,549
+323,696
| +26% | +$26.4M |
|
848
Mueller Industries
MLI
$13.4B
| $130M | 0.02% |
2,567,886
+2,293,838
| +837% | +$105M |
|
849
HDFC Bank
HDB
$118B
| $129M | 0.02% |
3,787,950
+892,768
| +31% | +$32.9M |
|
|
850
CALL
Chevron
CVX
$401B
| $129M | 0.02% |
832,719
-78,999
| -9% | -$12.2M |
|
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.