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 | |
|---|---|---|---|---|---|---|
426
Bank of Montreal
BMO
$128B
| $277M | 0.04% |
2,127,377
+1,294,169
| +155% | +$153M |
|
427
General Mills
GIS
$19.2B
| $277M | 0.04% |
5,491,705
+345,776
| +7% | +$17.3M |
|
428
T. Rowe Price
TROW
$24.9B
| $276M | 0.04% |
2,685,105
-210,461
| -7% | -$22.1M |
|
429
Fluor
FLR
$7.24B
| $275M | 0.04% |
6,543,565
+4,442,975
| +212% | +$204M |
|
430
On Holding
ONON
$12.8B
| $275M | 0.04% |
6,495,807
+2,319,983
| +56% | +$110M |
|
431
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
| $274M | 0.04% |
3,777,696
+247,824
| +7% | +$17.1M |
|
432
Moody's
MCO
$84.4B
| $274M | 0.04% |
575,156
-57,059
| -9% | -$28.8M |
|
433
PUT
Jabil
JBL
$35.9B
| $274M | 0.04% |
1,260,000
-44,100
| -3% | -$9.6M |
|
434
Eversource Energy
ES
$27.2B
| $272M | 0.04% |
3,827,141
-157,168
| -4% | -$10.3M |
|
435
Monster Beverage
MNST
$93B
| $272M | 0.04% |
4,039,387
+246,886
| +7% | +$15.4M |
|
436
AutoZone
AZO
$49.9B
| $271M | 0.04% |
63,223
-12,792
| -17% | -$51.3M |
|
437
Electronic Arts
EA
$52.9B
| $270M | 0.04% |
1,338,783
-633,964
| -32% | -$105M |
|
438
CALL
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
| $270M | 0.04% |
6,034,680
-1,965,760
| -25% | -$86.1M |
|
439
PUT
Alibaba
BABA
$312B
| $268M | 0.04% |
1,501,352
+439,044
| +41% | +$57.5M |
|
440
Entergy
ETR
$50.3B
| $266M | 0.04% |
2,856,626
-44,182
| -2% | -$3.89M |
|
441
DTE Energy
DTE
$29.1B
| $265M | 0.04% |
1,877,140
+433,763
| +30% | +$59.4M |
|
442
Five Below
FIVE
$12.3B
| $265M | 0.04% |
1,713,859
+75,811
| +5% | +$10.7M |
|
443
IonQ
IONQ
$15.2B
| $265M | 0.04% |
4,301,601
+663,267
| +18% | +$31.2M |
|
444
MPLX
MPLX
$61.1B
| $263M | 0.04% |
5,266,463
-1,542,786
| -23% | -$78.3M |
|
445
iShares National Muni Bond ETF
MUB
$45.4B
| $263M | 0.04% |
2,466,934
-58,957
| -2% | -$6.17M |
|
446
Hilton Worldwide
HLT
$72.5B
| $262M | 0.04% |
1,010,406
-123,959
| -11% | -$33.5M |
|
447
Fidelity Total Bond ETF
FBND
$27.3B
| $261M | 0.04% |
5,653,619
+410,781
| +8% | +$18.9M |
|
|
XYZ
448
Block Inc
XYZ
$50.6B
| $261M | 0.04% |
3,611,124
+1,694,161
| +88% | +$127M |
|
449
Arthur J. Gallagher & Co
AJG
$64.3B
| $260M | 0.04% |
840,297
-5,827
| -0.7% | -$1.76M |
|
450
Ford
F
$57.1B
| $259M | 0.04% |
21,649,325
-8,301,272
| -28% | -$95.7M |
|
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.