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 | |
|---|---|---|---|---|---|---|
301
ARK Innovation ETF
ARKK
$6.09B
| $396M | 0.06% |
4,588,591
+3,268,157
| +248% | +$250M |
|
302
Ecolab
ECL
$79.7B
| $396M | 0.06% |
1,445,522
+8,728
| +0.6% | +$2.37M |
|
303
Targa Resources
TRGP
$56.8B
| $395M | 0.06% |
2,360,311
+212,887
| +10% | +$35.5M |
|
304
Kenvue
KVUE
$36.5B
| $392M | 0.06% |
24,153,515
-1,872,783
| -7% | -$38.2M |
|
|
CYBR
305
CALL
DELISTED
CyberArk
CYBR
| $392M | 0.06% |
811,064
-8,040
| -1% | -$3.45M |
|
306
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $392M | 0.06% |
8,983,438
+1,936,856
| +27% | +$81.9M |
|
307
CoStar Group
CSGP
$12.2B
| $389M | 0.06% |
4,607,937
-99,997
| -2% | -$8.84M |
|
308
General Dynamics
GD
$103B
| $388M | 0.06% |
1,138,347
-38,558
| -3% | -$12.2M |
|
309
PUT
Morgan Stanley
MS
$332B
| $387M | 0.06% |
2,431,500
+1,423,800
| +141% | +$210M |
|
310
First Trust Rising Dividend Achievers ETF
RDVY
$25.5B
| $386M | 0.06% |
5,740,264
+624,936
| +12% | +$40.5M |
|
311
Dell
DELL
$302B
| $385M | 0.06% |
2,712,468
-646,783
| -19% | -$83.9M |
|
312
Enterprise Products Partners
EPD
$81.9B
| $382M | 0.06% |
12,205,790
-411,006
| -3% | -$13M |
|
313
WisdomTree Floating Rate Treasury Fund
USFR
$18.4B
| $381M | 0.06% |
7,586,963
-661,796
| -8% | -$33.3M |
|
314
CALL
Netflix
NFLX
$306B
| $381M | 0.06% |
3,176,670
+1,007,940
| +46% | +$123M |
|
315
United Airlines
UAL
$43B
| $380M | 0.06% |
3,936,425
+1,009,469
| +34% | +$97.1M |
|
316
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
| $380M | 0.06% |
636,918
+26,326
| +4% | +$15.5M |
|
|
ABVX
317
Abivax
ABVX
$10.9B
| $379M | 0.06% |
4,461,262
+4,293,606
| +2,561% | +$263M |
|
318
Cheniere Energy
LNG
$53.9B
| $370M | 0.06% |
1,572,739
-34,590
| -2% | -$8.13M |
|
319
iShares US Technology ETF
IYW
$25.1B
| $369M | 0.06% |
1,882,618
+72,485
| +4% | +$13.3M |
|
320
Nasdaq
NDAQ
$52.3B
| $369M | 0.06% |
4,168,782
-207,792
| -5% | -$19.2M |
|
321
Hewlett Packard
HPE
$69.4B
| $367M | 0.06% |
14,946,883
+7,630,279
| +104% | +$169M |
|
322
FedEx
FDX
$73.2B
| $365M | 0.06% |
1,549,634
-291,809
| -16% | -$67.3M |
|
323
PNC Financial Services
PNC
$100B
| $365M | 0.06% |
1,818,255
+445,888
| +32% | +$88.2M |
|
|
CRWV
324
PUT
CoreWeave
CRWV
$50.1B
| $365M | 0.06% |
2,668,400
+2,653,700
| +18,052% | +$314M |
|
325
Archer Daniels Midland
ADM
$38.5B
| $364M | 0.06% |
6,096,763
+1,641,759
| +37% | +$96.1M |
|
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.