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 | |
|---|---|---|---|---|---|---|
476
Take-Two Interactive
TTWO
$43.5B
| $247M | 0.04% |
954,275
-175,546
| -16% | -$41.6M |
|
477
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
| $246M | 0.04% |
879,200
+156,607
| +22% | +$42.9M |
|
478
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23B
| $246M | 0.04% |
4,635,582
+29,334
| +0.6% | +$1.55M |
|
479
Vanguard Russell 1000 Value ETF
VONV
$21B
| $246M | 0.04% |
2,750,558
+48,051
| +2% | +$4.2M |
|
480
CALL
AST SpaceMobile
ASTS
$20.1B
| $246M | 0.04% |
5,004,547
+1,595,625
| +47% | +$76.9M |
|
481
Ventas
VTR
$47.3B
| $246M | 0.04% |
3,507,841
+2,060,770
| +142% | +$138M |
|
482
Super Micro Computer
SMCI
$19B
| $245M | 0.04% |
5,111,767
+970,516
| +23% | +$46.3M |
|
483
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24B
| $244M | 0.04% |
1,399,135
-57,251
| -4% | -$9.74M |
|
484
Allstate
ALL
$69.6B
| $244M | 0.04% |
1,137,910
-136,153
| -11% | -$27.5M |
|
485
State Street SPDR S&P Dividend ETF
SDY
$23.7B
| $243M | 0.04% |
1,732,685
+165,053
| +11% | +$23M |
|
486
Xcel Energy
XEL
$48.1B
| $242M | 0.04% |
2,996,446
+592,350
| +25% | +$42.9M |
|
487
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
| $242M | 0.04% |
1,753,992
+63,931
| +4% | +$8.55M |
|
488
XPeng
XPEV
$11.2B
| $242M | 0.04% |
10,311,707
+1,979,623
| +24% | +$39.7M |
|
489
State Street
STT
$50.8B
| $241M | 0.04% |
2,080,512
+791,822
| +61% | +$88.4M |
|
490
CBRE Group
CBRE
$42.7B
| $241M | 0.04% |
1,531,666
+104,580
| +7% | +$16.2M |
|
491
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $241M | 0.04% |
2,407,135
-1,710,420
| -42% | -$154M |
|
492
PUT
Mastercard
MA
$505B
| $241M | 0.04% |
423,600
-10,700
| -2% | -$6.14M |
|
493
Roper Technologies
ROP
$39.3B
| $241M | 0.04% |
483,103
+101,345
| +27% | +$54.1M |
|
494
CALL
Oracle
ORCL
$413B
| $240M | 0.04% |
855,000
+247,848
| +41% | +$63.1M |
|
495
Copart
CPRT
$26.9B
| $240M | 0.04% |
5,342,669
-162,110
| -3% | -$7.64M |
|
496
Kraft Heinz
KHC
$29.6B
| $240M | 0.04% |
9,226,155
-2,557,128
| -22% | -$69.5M |
|
497
ResMed
RMD
$32.4B
| $239M | 0.04% |
873,530
+339,774
| +64% | +$92.8M |
|
498
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
| $238M | 0.04% |
2,154,863
+219,146
| +11% | +$24.2M |
|
499
TE Connectivity
TEL
$62.3B
| $237M | 0.04% |
1,080,049
-1,344,157
| -55% | -$269M |
|
500
Insmed
INSM
$28.9B
| $237M | 0.04% |
1,646,239
+1,352,785
| +461% | +$166M |
|
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.