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 | |
|---|---|---|---|---|---|---|
251
Travelers Companies
TRV
$78B
| $471M | 0.07% |
1,685,597
-340,680
| -17% | -$91.2M |
|
252
CALL
MP Materials
MP
$8.45B
| $466M | 0.07% |
6,944,670
+68,590
| +1% | +$4.32M |
|
253
Ferrovial N.V. Ordinary Shares
FER
$47.6B
| $466M | 0.07% |
8,022,904
-537,572
| -6% | -$29M |
|
254
Alcon
ALC
$34.6B
| $464M | 0.07% |
6,233,486
+345,798
| +6% | +$28.9M |
|
255
Oneok
OKE
$55.6B
| $464M | 0.07% |
6,353,026
+969,741
| +18% | +$74.3M |
|
256
CALL
Advanced Micro Devices
AMD
$846B
| $462M | 0.07% |
2,855,550
+77,329
| +3% | +$12.5M |
|
257
Jabil
JBL
$35.6B
| $462M | 0.07% |
2,126,953
+930,933
| +78% | +$203M |
|
258
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
| $453M | 0.07% |
8,938,318
-387,947
| -4% | -$19.6M |
|
259
Howmet Aerospace
HWM
$115B
| $452M | 0.07% |
2,304,453
-734,198
| -24% | -$134M |
|
260
Vanguard Total Bond Market
BND
$158B
| $452M | 0.07% |
6,072,462
+315,405
| +5% | +$23.2M |
|
261
Waste Management
WM
$90.5B
| $452M | 0.07% |
2,044,872
-118,971
| -5% | -$26.8M |
|
262
CALL
iShares MSCI Brazil ETF
EWZ
$9.14B
| $451M | 0.07% |
14,537,400
-2,146,000
| -13% | -$61.4M |
|
263
PUT
Visa
V
$690B
| $449M | 0.07% |
1,315,600
-605,840
| -32% | -$210M |
|
264
McKesson
MCK
$96.8B
| $449M | 0.07% |
580,926
-93,553
| -14% | -$65.9M |
|
265
Charter Communications
CHTR
$18.3B
| $444M | 0.07% |
1,615,283
+670,566
| +71% | +$203M |
|
266
Digital Realty Trust
DLR
$70.8B
| $444M | 0.07% |
2,569,864
+422,206
| +20% | +$72.2M |
|
267
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
| $444M | 0.07% |
4,248,155
-14,623
| -0.3% | -$1.46M |
|
268
Snowflake
SNOW
$107B
| $443M | 0.07% |
1,965,603
-130,413
| -6% | -$28M |
|
269
Robinhood
HOOD
$84.1B
| $441M | 0.07% |
3,082,765
-63,576
| -2% | -$6.93M |
|
270
Simon Property Group
SPG
$73.3B
| $441M | 0.07% |
2,350,567
+1,187,772
| +102% | +$205M |
|
271
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
| $439M | 0.07% |
5,454,615
+611,375
| +13% | +$46.9M |
|
272
Berkshire Hathaway Class A
BRK.A
$1.1T
| $437M | 0.07% |
579
+80
| +16% | +$58.2M |
|
273
ConocoPhillips
COP
$145B
| $436M | 0.07% |
4,606,154
-492,082
| -10% | -$46.5M |
|
274
PUT
Palantir
PLTR
$390B
| $434M | 0.07% |
2,378,100
-478,300
| -17% | -$77.5M |
|
275
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
| $432M | 0.07% |
7,568,500
-897,445
| -11% | -$51M |
|
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.