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 | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$331B
| $2.54B | 0.4% |
6,277,608
+683,579
| +12% | +$269M |
|
27
Vanguard Morningstar Value ETF
VTV
$188B
| $2.54B | 0.4% |
13,601,000
-168,824
| -1% | -$30.6M |
|
28
Berkshire Hathaway Class B
BRK.B
$1.1T
| $2.52B | 0.4% |
5,022,442
-343,140
| -6% | -$166M |
|
29
Vanguard S&P 500 ETF
VOO
$979B
| $2.51B | 0.39% |
4,093,689
+65,727
| +2% | +$38.7M |
|
30
CALL
iShares MSCI Emerging Markets ETF
EEM
$28.8B
| $2.46B | 0.38% |
46,017,600
-2,163,000
| -4% | -$109M |
|
31
TSMC
TSM
$2.1T
| $2.41B | 0.38% |
8,630,890
+315,756
| +4% | +$77.2M |
|
32
SPDR Gold Trust
GLD
$131B
| $2.4B | 0.38% |
6,747,999
+128,959
| +2% | +$41.1M |
|
33
Mastercard
MA
$502B
| $2.32B | 0.36% |
4,072,004
+281,193
| +7% | +$161M |
|
|
34
PUT
Apple
AAPL
$4.54T
| $2.27B | 0.35% |
8,896,100
+639,100
| +8% | +$144M |
|
35
Netflix
NFLX
$299B
| $2.2B | 0.34% |
18,343,930
-411,670
| -2% | -$50.2M |
|
|
36
Tesla
TSLA
$1.23T
| $2.11B | 0.33% |
4,733,819
-3,248,307
| -41% | -$1.13B |
|
37
ExxonMobil
XOM
$644B
| $2.04B | 0.32% |
18,092,473
+245,708
| +1% | +$27.3M |
|
|
38
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$790B
| $2.01B | 0.31% |
3,012,165
-1,190,111
| -28% | -$763M |
|
39
Goldman Sachs
GS
$300B
| $1.99B | 0.31% |
2,503,101
-328,245
| -12% | -$243M |
|
40
PUT
iShares Russell 2000 ETF
IWM
$79.8B
| $1.97B | 0.31% |
8,136,100
-5,662,700
| -41% | -$1.3B |
|
41
Johnson & Johnson
JNJ
$618B
| $1.93B | 0.3% |
10,400,291
-2,139,866
| -17% | -$367M |
|
42
Coca-Cola
KO
$377B
| $1.91B | 0.3% |
28,863,606
+2,214,332
| +8% | +$152M |
|
43
Walmart Inc
WMT
$885B
| $1.88B | 0.3% |
18,272,097
-1,509,855
| -8% | -$150M |
|
|
44
CALL
iShares Russell 2000 ETF
IWM
$79.8B
| $1.88B | 0.29% |
7,751,096
+865,242
| +13% | +$199M |
|
45
iShares Core MSCI EAFE ETF
IEFA
$190B
| $1.86B | 0.29% |
21,274,307
+390,193
| +2% | +$33.2M |
|
46
Procter & Gamble
PG
$336B
| $1.81B | 0.28% |
11,754,840
+632,365
| +6% | +$98.8M |
|
47
Cisco
CSCO
$457B
| $1.77B | 0.28% |
25,869,275
-77,693
| -0.3% | -$5.3M |
|
|
48
Chevron
CVX
$392B
| $1.72B | 0.27% |
11,092,421
-4,444,439
| -29% | -$688M |
|
49
Micron Technology
MU
$930B
| $1.67B | 0.26% |
10,010,186
+437,421
| +5% | +$56M |
|
50
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $1.67B | 0.26% |
27,892,513
+470,053
| +2% | +$27.4M |
|
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.