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 | |
|---|---|---|---|---|---|---|
276
CALL
Broadcom
AVGO
$1.99T
| $430M | 0.07% |
1,303,748
+52,478
| +4% | +$16.1M |
|
277
First Solar
FSLR
$26.2B
| $429M | 0.07% |
1,945,154
-395,913
| -17% | -$76M |
|
278
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
| $428M | 0.07% |
3,619,905
+33,016
| +0.9% | +$3.67M |
|
279
Aon
AON
$75.7B
| $426M | 0.07% |
1,195,838
-24,148
| -2% | -$8.74M |
|
280
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
| $426M | 0.07% |
5,603,139
+38,404
| +0.7% | +$2.84M |
|
281
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $423M | 0.07% |
5,296,098
+24,693
| +0.5% | +$1.96M |
|
282
CALL
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
| $422M | 0.07% |
7,825,350
-4,119,666
| -34% | -$218M |
|
|
AXON
283
Axon Enterprise
AXON
$48.9B
| $418M | 0.07% |
582,739
+223,881
| +62% | +$170M |
|
284
ASML
ASML
$658B
| $418M | 0.07% |
431,857
-218,170
| -34% | -$171M |
|
285
PUT
CrowdStrike
CRWD
$215B
| $416M | 0.07% |
3,396,800
+196,000
| +6% | +$22.3M |
|
286
3M
MMM
$93.6B
| $416M | 0.07% |
2,681,159
-36,281
| -1% | -$5.59M |
|
287
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
| $414M | 0.06% |
4,294,255
+82,389
| +2% | +$7.88M |
|
288
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.5B
| $412M | 0.06% |
889,265
+98,270
| +12% | +$44.3M |
|
289
Zoetis
ZTS
$31.9B
| $411M | 0.06% |
2,809,631
-300,855
| -10% | -$45.5M |
|
290
Vanguard High Dividend Yield ETF
VYM
$82.6B
| $410M | 0.06% |
2,911,283
-292,891
| -9% | -$40.2M |
|
291
SoFi Technologies
SOFI
$24.1B
| $409M | 0.06% |
15,485,524
-4,867,320
| -24% | -$115M |
|
292
Fastenal
FAST
$57B
| $408M | 0.06% |
8,314,205
-1,714,546
| -17% | -$81M |
|
293
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
| $406M | 0.06% |
4,894,220
-364,383
| -7% | -$30.1M |
|
294
Equinix
EQIX
$104B
| $406M | 0.06% |
518,128
+26,281
| +5% | +$20.5M |
|
295
Diamondback Energy
FANG
$54B
| $403M | 0.06% |
2,818,148
+330,478
| +13% | +$47M |
|
296
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $402M | 0.06% |
7,272,363
+662,367
| +10% | +$35.7M |
|
297
CALL
iShares MSCI Japan ETF
EWJ
$22.4B
| $397M | 0.06% |
4,953,300
+4,943,300
| +49,433% | +$382M |
|
298
Mercado Libre
MELI
$95.7B
| $397M | 0.06% |
169,876
-20,383
| -11% | -$48.9M |
|
299
Schwab US Dividend Equity ETF
SCHD
$105B
| $396M | 0.06% |
14,522,660
-1,145,704
| -7% | -$31.3M |
|
300
Microchip Technology
MCHP
$43.8B
| $396M | 0.06% |
6,167,620
-2,701,784
| -30% | -$183M |
|
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.