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 | |
|---|---|---|---|---|---|---|
351
PayPal
PYPL
$49.6B
| $336M | 0.05% |
5,011,006
-493,669
| -9% | -$34.8M |
|
352
Paychex
PAYX
$42.1B
| $335M | 0.05% |
2,641,579
-193,079
| -7% | -$26.8M |
|
353
Sempra
SRE
$55.3B
| $333M | 0.05% |
3,703,220
+1,563,405
| +73% | +$127M |
|
354
Comcast
CMCSA
$87.8B
| $332M | 0.05% |
10,565,366
-3,378,939
| -24% | -$113M |
|
355
Infosys
INFY
$50.5B
| $332M | 0.05% |
20,393,938
+6,047,368
| +42% | +$104M |
|
356
Elanco Animal Health
ELAN
$13.1B
| $332M | 0.05% |
16,468,148
+5,961,457
| +57% | +$99.9M |
|
357
CALL
State Street SPDR S&P Regional Banking ETF
KRE
$4.71B
| $330M | 0.05% |
5,216,800
+2,972,600
| +132% | +$187M |
|
358
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $330M | 0.05% |
2,315,376
+31,610
| +1% | +$4.47M |
|
359
Janus Henderson AAA CLO ETF
JAAA
$29.2B
| $329M | 0.05% |
6,479,683
+71,940
| +1% | +$3.65M |
|
360
Autodesk
ADSK
$50.7B
| $327M | 0.05% |
1,030,281
+120,240
| +13% | +$36.6M |
|
361
KraneShares CSI China Internet ETF
KWEB
$5.65B
| $326M | 0.05% |
7,757,076
-28,040
| -0.4% | -$1.05M |
|
362
Pinduoduo
PDD
$129B
| $326M | 0.05% |
2,465,444
-1,344,348
| -35% | -$159M |
|
363
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $325M | 0.05% |
4,144,995
+927,655
| +29% | +$74.9M |
|
364
iShares Core Dividend Growth ETF
DGRO
$43.4B
| $322M | 0.05% |
4,729,931
-39,648
| -0.8% | -$2.62M |
|
365
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
| $322M | 0.05% |
3,825,787
+213,501
| +6% | +$17.8M |
|
366
PUT
iShares China Large-Cap ETF
FXI
$4.3B
| $322M | 0.05% |
7,821,100
+2,669,000
| +52% | +$103M |
|
367
D.R. Horton
DHI
$42.4B
| $320M | 0.05% |
1,888,480
+261,725
| +16% | +$41.2M |
|
368
L3Harris
LHX
$53.3B
| $319M | 0.05% |
1,044,906
-506,220
| -33% | -$138M |
|
369
Valero Energy
VLO
$87.1B
| $319M | 0.05% |
1,872,774
-370,513
| -17% | -$55.3M |
|
370
Northrop Grumman
NOC
$79.2B
| $319M | 0.05% |
523,114
-400,080
| -43% | -$227M |
|
371
Target
TGT
$67.1B
| $319M | 0.05% |
3,553,205
-1,624,745
| -31% | -$160M |
|
|
372
CALL
KraneShares CSI China Internet ETF
KWEB
$5.65B
| $318M | 0.05% |
7,573,923
+4,023,151
| +113% | +$151M |
|
373
Toronto Dominion Bank
TD
$200B
| $317M | 0.05% |
3,966,891
+2,331,105
| +143% | +$175M |
|
374
BILL Holdings
BILL
$4.81B
| $316M | 0.05% |
5,970,956
+3,175,352
| +114% | +$147M |
|
375
US Bancorp
USB
$100B
| $316M | 0.05% |
6,531,614
-2,028,892
| -24% | -$96M |
|
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.