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 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Stryker
SYK
$129B
| $520M | 0.08% |
1,405,592
-44,246
| -3% | -$17.1M |
|
227
CALL
TSMC
TSM
$2.16T
| $519M | 0.08% |
1,856,857
+202,720
| +12% | +$49.6M |
|
228
Ameriprise Financial
AMP
$48.9B
| $518M | 0.08% |
1,053,859
-224,663
| -18% | -$115M |
|
229
PUT
Broadcom
AVGO
$1.99T
| $514M | 0.08% |
1,558,700
-729,800
| -32% | -$224M |
|
230
EOG Resources
EOG
$76.4B
| $513M | 0.08% |
4,573,032
-383,486
| -8% | -$45.7M |
|
231
Johnson Controls International
JCI
$93.1B
| $512M | 0.08% |
4,655,192
+1,246,307
| +37% | +$133M |
|
232
PUT
Alphabet (Google) Class C
GOOG
$4.59T
| $509M | 0.08% |
2,091,600
+56,200
| +3% | +$11.8M |
|
233
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
| $504M | 0.08% |
4,202,388
+1,172,676
| +39% | +$134M |
|
234
Illinois Tool Works
ITW
$84.9B
| $495M | 0.08% |
1,897,820
+532,652
| +39% | +$139M |
|
235
Vanguard FTSE All-World ex-US ETF
VEU
$68B
| $487M | 0.08% |
6,823,285
+160,538
| +2% | +$11.1M |
|
236
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$33B
| $486M | 0.08% |
4,364,301
-663,081
| -13% | -$72.9M |
|
237
Monolithic Power Systems
MPWR
$65.6B
| $486M | 0.08% |
528,319
+25,783
| +5% | +$20.9M |
|
238
CALL
Corning
GLW
$137B
| $485M | 0.08% |
5,913,900
+241,700
| +4% | +$15.8M |
|
239
United Rentals
URI
$71.6B
| $485M | 0.08% |
507,907
-70,953
| -12% | -$63.2M |
|
|
SCHW
240
Charles Schwab
SCHW
$185B
| $485M | 0.08% |
5,075,695
-3,978,018
| -44% | -$378M |
|
241
Vanguard Russell 1000 Growth ETF
VONG
$44.9B
| $481M | 0.08% |
3,994,158
+29,877
| +0.8% | +$3.42M |
|
242
eBay
EBAY
$48.7B
| $481M | 0.08% |
5,284,501
+651,038
| +14% | +$57.6M |
|
243
Bristol-Myers Squibb
BMY
$135B
| $481M | 0.08% |
10,656,758
-1,728,931
| -14% | -$80.7M |
|
|
SW
244
Smurfit Westrock
SW
$25.4B
| $478M | 0.08% |
11,240,153
+8,218,351
| +272% | +$372M |
|
245
Warner Bros
WBD
$64.7B
| $478M | 0.07% |
24,497,118
-2,664,214
| -10% | -$36.3M |
|
246
PUT
Netflix
NFLX
$306B
| $478M | 0.07% |
3,985,000
+136,000
| +4% | +$16.6M |
|
247
Crown Castle
CCI
$33.9B
| $475M | 0.07% |
4,922,396
+2,270,341
| +86% | +$230M |
|
248
Southern Company
SO
$107B
| $474M | 0.07% |
4,998,991
+827,131
| +20% | +$77.2M |
|
249
Amphenol
APH
$211B
| $472M | 0.07% |
3,810,163
-75,488
| -2% | -$8.28M |
|
250
Colgate-Palmolive
CL
$73.8B
| $471M | 0.07% |
5,889,015
+1,493,158
| +34% | +$127M |
|
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, 4,190 increased, 4,491 reduced and 1,076 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 Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- 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 1,076 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.