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 | |
|---|---|---|---|---|---|---|
|
WNS
501
DELISTED
WNS Holdings
WNS
| $237M | 0.04% |
3,107,683
+2,812,733
| +954% | +$210M |
|
502
iShares S&P 100 ETF
OEF
$20.4B
| $236M | 0.04% |
710,300
-7,333
| -1% | -$2.33M |
|
503
PUT
State Street SPDR S&P Regional Banking ETF
KRE
$4.71B
| $236M | 0.04% |
3,729,700
+1,034,600
| +38% | +$65.2M |
|
504
PUT
Accenture
ACN
$104B
| $233M | 0.04% |
946,433
-88,800
| -9% | -$23.2M |
|
505
Aflac
AFL
$63.9B
| $233M | 0.04% |
2,081,473
-1,038,913
| -33% | -$109M |
|
506
Coinbase
COIN
$39.5B
| $232M | 0.04% |
688,606
-112,577
| -14% | -$38.2M |
|
|
507
CALL
UBS Group
UBS
$176B
| $232M | 0.04% |
5,664,930
-859,816
| -13% | -$33.4M |
|
508
Joby Aviation
JOBY
$7.67B
| $231M | 0.04% |
14,333,059
+11,146,800
| +350% | +$169M |
|
509
Ametek
AME
$58.4B
| $231M | 0.04% |
1,228,775
+177,541
| +17% | +$32.7M |
|
510
Dollar Tree
DLTR
$24.7B
| $231M | 0.04% |
2,447,249
+768,740
| +46% | +$82.3M |
|
511
Vanguard Russell 1000 ETF
VONE
$8.53B
| $231M | 0.04% |
763,112
-22,705
| -3% | -$6.62M |
|
512
Vanguard Financials ETF
VFH
$13.8B
| $231M | 0.04% |
1,757,210
-46,061
| -3% | -$5.96M |
|
513
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
| $231M | 0.04% |
4,630,152
-333,813
| -7% | -$16.5M |
|
514
DuPont de Nemours
DD
$19.9B
| $230M | 0.04% |
2,355,203
+508,805
| +28% | +$47.9M |
|
515
CALL
Intel
INTC
$510B
| $229M | 0.04% |
6,827,087
+2,128,674
| +45% | +$51.6M |
|
516
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
| $229M | 0.04% |
768,445
-49,314
| -6% | -$14.2M |
|
517
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
| $229M | 0.04% |
1,637,262
-10,472
| -0.6% | -$1.43M |
|
518
Gartner
IT
$12.5B
| $228M | 0.04% |
868,929
+203,540
| +31% | +$59.4M |
|
519
CALL
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
| $227M | 0.04% |
1,471,900
-159,300
| -10% | -$24.1M |
|
520
Dominion Energy
D
$60B
| $227M | 0.04% |
3,704,569
-181,343
| -5% | -$10.8M |
|
521
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
| $226M | 0.04% |
2,539,650
+102,758
| +4% | +$8.91M |
|
522
Idexx Laboratories
IDXX
$46.1B
| $224M | 0.04% |
350,893
-22,118
| -6% | -$13.4M |
|
523
Cencora
COR
$61.7B
| $224M | 0.04% |
715,318
-10,049
| -1% | -$2.96M |
|
524
CALL
Alphabet (Google) Class C
GOOG
$4.4T
| $223M | 0.03% |
914,378
-520,079
| -36% | -$109M |
|
525
Alnylam Pharmaceuticals
ALNY
$30.6B
| $223M | 0.03% |
488,204
-55,282
| -10% | -$22.5M |
|
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.