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 | |
|---|---|---|---|---|---|---|
3501
Greif
GEF
$5B
| $8.25M | ﹤0.01% |
138,017
+15,617
| +13% | +$1.01M |
|
|
SDHY
3502
PGIM Short Duration High Yield Opportunities Fund
SDHY
$403M
| $8.23M | ﹤0.01% |
492,324
-10,337
| -2% | -$174K |
|
3503
Appian
APPN
$2.63B
| $8.23M | ﹤0.01% |
269,226
+191,441
| +246% | +$5.75M |
|
3504
Simpson Manufacturing
SSD
$8.11B
| $8.22M | ﹤0.01% |
49,111
-64,303
| -57% | -$11.5M |
|
|
VSXY
3505
Victoria's Secret
VSXY
$7.74B
| $8.21M | ﹤0.01% |
302,338
+162,049
| +116% | +$3.64M |
|
3506
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
| $8.2M | ﹤0.01% |
76,361
+22,490
| +42% | +$2.4M |
|
3507
NCR Atleos
NATL
$3.46B
| $8.2M | ﹤0.01% |
208,677
-295,906
| -59% | -$10.3M |
|
3508
PUT
Alcon
ALC
$36.9B
| $8.2M | ﹤0.01% |
110,000
+50,000
| +83% | +$4.17M |
|
3509
KB Financial Group
KB
$41.5B
| $8.19M | ﹤0.01% |
98,771
+11,689
| +13% | +$959K |
|
3510
Newmark Group
NMRK
$2.6B
| $8.17M | ﹤0.01% |
438,118
-116,207
| -21% | -$1.89M |
|
3511
PUT
Synchrony
SYF
$25.6B
| $8.17M | ﹤0.01% |
115,000
+57,400
| +100% | +$4.16M |
|
3512
iShares MSCI Turkey ETF
TUR
$215M
| $8.15M | ﹤0.01% |
238,200
+130,746
| +122% | +$4.45M |
|
3513
Arhaus
ARHS
$1.41B
| $8.14M | ﹤0.01% |
766,189
-589,192
| -43% | -$6.2M |
|
3514
CALL
Constellation Brands
STZ
$22.6B
| $8.13M | ﹤0.01% |
60,400
+14,900
| +33% | +$2.37M |
|
3515
Invesco Advantage Municipal Income Trust II
VKI
$400M
| $8.13M | ﹤0.01% |
926,467
-11,374
| -1% | -$95.7K |
|
3516
Bausch + Lomb
BLCO
$6.05B
| $8.12M | ﹤0.01% |
539,038
-288,730
| -35% | -$4.16M |
|
3517
Vanguard US Minimum Volatility ETF
VFMV
$446M
| $8.12M | ﹤0.01% |
61,835
+2,214
| +4% | +$287K |
|
3518
CALL
Paycom
PAYC
$9.66B
| $8.12M | ﹤0.01% |
39,000
-1,900
| -5% | -$428K |
|
3519
Liberty Energy
LBRT
$3.49B
| $8.11M | ﹤0.01% |
657,539
+7,580
| +1% | +$87.7K |
|
|
SERV
3520
Serve Robotics
SERV
$433M
| $8.11M | ﹤0.01% |
697,635
-194,311
| -22% | -$2.13M |
|
3521
BBB Foods
TBBB
$4.94B
| $8.11M | ﹤0.01% |
300,930
+167,426
| +125% | +$4.35M |
|
3522
PagerDuty
PD
$929M
| $8.11M | ﹤0.01% |
490,863
+163,402
| +50% | +$2.6M |
|
3523
Inter&Co
INTR
$2.35B
| $8.11M | ﹤0.01% |
878,423
-196,047
| -18% | -$1.54M |
|
3524
iShares MSCI Peru and Global Exposure ETF
EPU
$554M
| $8.11M | ﹤0.01% |
131,817
-2,492
| -2% | -$132K |
|
3525
Schwab US REIT ETF
SCHH
$11.2B
| $8.1M | ﹤0.01% |
375,418
-13,809
| -4% | -$295K |
|
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, 4,486 reduced and 1,079 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 1,079 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.