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 | |
|---|---|---|---|---|---|---|
1876
ROBO Global Artificial Intelligence ETF
THNQ
$488M
| $39.1M | 0.01% |
611,065
+5,110
| +0.8% | +$297K |
|
1877
CGI
GIB
$14B
| $39.1M | 0.01% |
438,522
+130,718
| +42% | +$12.6M |
|
1878
Idacorp
IDA
$7.51B
| $39.1M | 0.01% |
295,508
+44,407
| +18% | +$5.5M |
|
1879
CALL
Linde
LIN
$217B
| $39M | 0.01% |
82,100
+11,800
| +17% | +$5.59M |
|
1880
Tower Semiconductor
TSEM
$26.1B
| $38.9M | 0.01% |
537,897
-118,705
| -18% | -$6.48M |
|
1881
Ascendis Pharma A/S
ASND
$14.8B
| $38.8M | 0.01% |
195,204
+112,444
| +136% | +$21M |
|
1882
Invesco S&P 500 Momentum ETF
SPMO
$23.5B
| $38.7M | 0.01% |
319,993
+45,785
| +17% | +$5.33M |
|
1883
Li Auto
LI
$11.2B
| $38.7M | 0.01% |
1,527,525
-37,200
| -2% | -$963K |
|
|
KC
1884
Kingsoft Cloud Holdings
KC
$2.89B
| $38.7M | 0.01% |
2,593,327
-1,813,153
| -41% | -$26.3M |
|
|
COOP
1885
CALL
DELISTED
Mr. Cooper
COOP
| $38.7M | 0.01% |
183,500
+57,500
| +46% | +$10.6M |
|
1886
RB Global
RBA
$15.3B
| $38.6M | 0.01% |
356,432
+111,486
| +46% | +$12.5M |
|
|
CIVI
1887
DELISTED
Civitas Resources
CIVI
| $38.6M | 0.01% |
1,187,575
-315,072
| -21% | -$10.1M |
|
1888
PUT
Altria Group
MO
$115B
| $38.6M | 0.01% |
584,200
+103,100
| +21% | +$6.53M |
|
1889
CALL
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
| $38.6M | 0.01% |
400,000
+180,000
| +82% | +$17.2M |
|
|
TPC
1890
Tutor Perini Cor
TPC
$4.41B
| $38.5M | 0.01% |
587,311
+176,879
| +43% | +$9.85M |
|
1891
PUT
MongoDB
MDB
$33.1B
| $38.5M | 0.01% |
124,027
-155,500
| -56% | -$40M |
|
1892
NYLIM MacKay Muni Intermediate ETF
MMIT
$1.43B
| $38.5M | 0.01% |
1,583,762
+178,284
| +13% | +$4.27M |
|
1893
CALL
Abbott
ABT
$175B
| $38.5M | 0.01% |
287,277
-11,500
| -4% | -$1.51M |
|
1894
iShares Morningstar Mid-Cap Growth ETF
IMCG
$4.04B
| $38.4M | 0.01% |
464,745
+25,643
| +6% | +$2.09M |
|
1895
Clear Secure
YOU
$4.08B
| $38.4M | 0.01% |
1,150,540
-236,931
| -17% | -$7.85M |
|
1896
Sarepta Therapeutics
SRPT
$1.97B
| $38.4M | 0.01% |
1,990,508
+1,489,424
| +297% | +$26.6M |
|
1897
Mueller Water Products
MWA
$3.38B
| $38.3M | 0.01% |
1,502,385
-287,844
| -16% | -$7.34M |
|
1898
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.9B
| $38.3M | 0.01% |
271,408
-18,934
| -7% | -$2.6M |
|
1899
Procore
PCOR
$7.49B
| $38.3M | 0.01% |
524,941
+93,461
| +22% | +$6.53M |
|
1900
PUT
Comcast
CMCSA
$77.8B
| $38.3M | 0.01% |
1,218,200
+978,200
| +408% | +$32.8M |
|
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.