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 | |
|---|---|---|---|---|---|---|
601
iShares MSCI USA Momentum Factor ETF
MTUM
$26.3B
| $194M | 0.03% |
758,362
-30,508
| -4% | -$7.47M |
|
602
CALL
Parsons
PSN
$5.1B
| $194M | 0.03% |
2,343,400
| – | – |
|
603
General Motors
GM
$78.2B
| $194M | 0.03% |
3,180,133
-730,040
| -19% | -$40.7M |
|
604
AST SpaceMobile
ASTS
$20.4B
| $194M | 0.03% |
3,946,260
+1,834,529
| +87% | +$88.4M |
|
605
Cloudflare
NET
$104B
| $194M | 0.03% |
902,188
-421,112
| -32% | -$86M |
|
606
Bilibili
BILI
$7.78B
| $193M | 0.03% |
6,887,712
+2,908,645
| +73% | +$69.7M |
|
607
EQT Corp
EQT
$32B
| $193M | 0.03% |
3,548,358
-297,732
| -8% | -$15.7M |
|
608
CALL
Deutsche Bank
DB
$71.5B
| $192M | 0.03% |
5,435,499
+2,131,823
| +65% | +$72.7M |
|
609
Global X Artificial Intelligence & Technology ETF
AIQ
$10.8B
| $192M | 0.03% |
3,887,057
+582,165
| +18% | +$26.5M |
|
610
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.12B
| $191M | 0.03% |
3,771,422
+218,960
| +6% | +$11.1M |
|
611
Dow Inc
DOW
$21.4B
| $191M | 0.03% |
8,344,018
+1,357,421
| +19% | +$33.8M |
|
612
CALL
Stellantis
STLA
$21.2B
| $191M | 0.03% |
20,458,310
+2,578,000
| +14% | +$24.7M |
|
613
Revvity
RVTY
$12.8B
| $191M | 0.03% |
2,179,505
+393,360
| +22% | +$35.7M |
|
614
Regeneron Pharmaceuticals
REGN
$79.1B
| $191M | 0.03% |
339,489
+45,974
| +16% | +$26M |
|
615
CALL
Salesforce
CRM
$158B
| $191M | 0.03% |
804,474
+322,144
| +67% | +$81.2M |
|
616
AstraZeneca
AZN
$250B
| $191M | 0.03% |
1,242,138
+54,140
| +5% | +$8.19M |
|
617
Sysco
SYY
$40.3B
| $191M | 0.03% |
2,314,579
-538,148
| -19% | -$43M |
|
618
Kroger
KR
$34.7B
| $190M | 0.03% |
2,814,392
+352,524
| +14% | +$24.5M |
|
619
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
| $189M | 0.03% |
3,156,105
-123,851
| -4% | -$7.43M |
|
620
IQVIA
IQV
$38.9B
| $189M | 0.03% |
995,091
+29,104
| +3% | +$5.29M |
|
621
JD.com
JD
$43.9B
| $187M | 0.03% |
5,350,570
+1,842,525
| +53% | +$60M |
|
622
Equity Residential
EQR
$25.4B
| $187M | 0.03% |
2,887,522
+634,148
| +28% | +$41.5M |
|
623
DoorDash
DASH
$90.3B
| $187M | 0.03% |
686,834
-41,217
| -6% | -$10.3M |
|
|
LNW
624
DELISTED
Light & Wonder
LNW
| $187M | 0.03% |
2,224,565
+950,892
| +75% | +$87.3M |
|
625
Ulta Beauty
ULTA
$23.2B
| $186M | 0.03% |
339,730
-132,461
| -28% | -$67.9M |
|
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.