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 | |
|---|---|---|---|---|---|---|
326
PUT
iShares MSCI EAFE ETF
EFA
$79.3B
| $361M | 0.06% |
3,869,900
+475,600
| +14% | +$43.2M |
|
327
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
| $360M | 0.06% |
8,414,089
+22,915
| +0.3% | +$950K |
|
328
CALL
Bank of America
BAC
$440B
| $360M | 0.06% |
6,969,880
-22,896
| -0.3% | -$1.12M |
|
329
Chipotle Mexican Grill
CMG
$42.8B
| $358M | 0.06% |
9,123,015
+216,855
| +2% | +$9.76M |
|
330
Shopify
SHOP
$160B
| $356M | 0.06% |
2,396,664
-32,804
| -1% | -$4.45M |
|
|
BNY
331
Bank of New York Mellon
BNY
$106B
| $355M | 0.06% |
3,259,858
+79,559
| +3% | +$8.11M |
|
332
Keurig Dr Pepper
KDP
$42.3B
| $355M | 0.06% |
13,904,304
+4,759,462
| +52% | +$149M |
|
333
Reddit
RDDT
$30.8B
| $355M | 0.06% |
1,541,674
-48,760
| -3% | -$9.95M |
|
334
CALL
SoFi Technologies
SOFI
$24.1B
| $348M | 0.05% |
13,186,500
-8,602,800
| -39% | -$204M |
|
335
Capital Group Dividend Value ETF
CGDV
$38.7B
| $348M | 0.05% |
8,273,932
+1,389,679
| +20% | +$57.1M |
|
336
CALL
Pinduoduo
PDD
$130B
| $347M | 0.05% |
2,624,646
+264,531
| +11% | +$31.3M |
|
337
Avis
CAR
$4.91B
| $347M | 0.05% |
2,159,993
+208,820
| +11% | +$35.2M |
|
338
Duke Energy
DUK
$96.9B
| $347M | 0.05% |
2,800,198
-236,907
| -8% | -$28.7M |
|
339
iShares Russell 1000 ETF
IWB
$49.9B
| $345M | 0.05% |
945,211
-50,661
| -5% | -$17.8M |
|
340
PUT
iShares MSCI Brazil ETF
EWZ
$9.14B
| $345M | 0.05% |
11,143,600
+9,239,100
| +485% | +$265M |
|
341
iShares Semiconductor ETF
SOXX
$48.6B
| $344M | 0.05% |
1,270,244
-988,537
| -44% | -$247M |
|
342
American Electric Power
AEP
$69.9B
| $344M | 0.05% |
3,059,979
+641,828
| +27% | +$70.2M |
|
343
Marriott International
MAR
$90.4B
| $342M | 0.05% |
1,313,116
+372,364
| +40% | +$100M |
|
344
Hershey
HSY
$35.7B
| $340M | 0.05% |
1,820,102
+246,289
| +16% | +$44.8M |
|
345
Vanguard Health Care ETF
VHT
$18.2B
| $339M | 0.05% |
1,305,197
+105,050
| +9% | +$26.4M |
|
346
Ross Stores
ROST
$81.1B
| $339M | 0.05% |
2,223,123
+870,182
| +64% | +$124M |
|
347
Logitech
LOGI
$15.1B
| $339M | 0.05% |
3,087,376
-670,196
| -18% | -$67.4M |
|
348
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
| $337M | 0.05% |
3,545,978
+80,056
| +2% | +$7.5M |
|
|
349
PUT
Pinduoduo
PDD
$130B
| $336M | 0.05% |
2,544,700
+461,300
| +22% | +$54.6M |
|
350
Motorola Solutions
MSI
$72.6B
| $336M | 0.05% |
735,035
+150,085
| +26% | +$67.6M |
|
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.