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 | |
|---|---|---|---|---|---|---|
1626
PUT
Robinhood
HOOD
$107B
| $50M | 0.01% |
349,000
-164,200
| -32% | -$17.9M |
|
1627
PUT
Humana
HUM
$47.8B
| $49.8M | 0.01% |
191,300
-85,300
| -31% | -$22.4M |
|
1628
Calix
CALX
$2.09B
| $49.6M | 0.01% |
807,820
-29,461
| -4% | -$1.7M |
|
|
1629
CALL
Humana
HUM
$47.8B
| $49.5M | 0.01% |
190,400
+109,300
| +135% | +$28.7M |
|
1630
Terex
TEX
$6.55B
| $49.5M | 0.01% |
964,495
+605,337
| +169% | +$30.8M |
|
1631
CALL
Merck
MRK
$367B
| $49.5M | 0.01% |
589,346
+8,976
| +2% | +$739K |
|
1632
First American
FAF
$6.77B
| $49.3M | 0.01% |
767,875
+154,956
| +25% | +$9.77M |
|
1633
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$961M
| $49.3M | 0.01% |
2,416,195
-111,598
| -4% | -$2.25M |
|
1634
Vanguard Long-Term Treasury ETF
VGLT
$10.2B
| $49.3M | 0.01% |
866,976
-229,102
| -21% | -$12.8M |
|
1635
FS KKR Capital
FSK
$3.11B
| $49.3M | 0.01% |
3,300,094
+355,745
| +12% | +$6.73M |
|
1636
PUT
Booking.com
BKNG
$123B
| $49.1M | 0.01% |
227,500
+27,500
| +14% | +$6.14M |
|
1637
Advanced Drainage Systems
WMS
$10B
| $49.1M | 0.01% |
353,914
+69,922
| +25% | +$9.18M |
|
|
NVO
1638
CALL
Novo Nordisk
NVO
$171B
| $49M | 0.01% |
883,786
+541,284
| +158% | +$31.7M |
|
1639
Huazhu Hotels Group
HTHT
$13.2B
| $49M | 0.01% |
1,253,347
+612,120
| +95% | +$21.4M |
|
1640
CALL
iShares MSCI South Korea ETF
EWY
$27.4B
| $49M | 0.01% |
611,800
-216,200
| -26% | -$16.1M |
|
1641
Petrobras
PBR
$131B
| $49M | 0.01% |
3,870,318
-728,492
| -16% | -$9.15M |
|
1642
Global X MLP ETF
MLPA
$2.3B
| $49M | 0.01% |
1,011,022
-106,606
| -10% | -$5.3M |
|
1643
HubSpot
HUBS
$10.7B
| $48.9M | 0.01% |
104,600
-89,999
| -46% | -$45.3M |
|
1644
Eastman Chemical
EMN
$7.66B
| $48.9M | 0.01% |
775,334
-286,952
| -27% | -$20M |
|
1645
Canadian National Railway
CNI
$73.1B
| $48.8M | 0.01% |
517,686
-305,708
| -37% | -$29.5M |
|
1646
Thomson Reuters
TRI
$42.9B
| $48.8M | 0.01% |
309,393
-85,795
| -22% | -$16M |
|
1647
Teleflex
TFX
$5.17B
| $48.8M | 0.01% |
398,646
-1,068,979
| -73% | -$130M |
|
1648
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
| $48.8M | 0.01% |
1,285,465
+148,140
| +13% | +$5.31M |
|
1649
CALL
United Parcel Service
UPS
$79.9B
| $48.7M | 0.01% |
583,164
+271,660
| +87% | +$24.6M |
|
1650
Applied Digital
APLD
$7.46B
| $48.7M | 0.01% |
2,122,830
+1,850,705
| +680% | +$27.4M |
|
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.