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 | |
|---|---|---|---|---|---|---|
626
Brinker International
EAT
$9.48B
| $186M | 0.03% |
1,464,389
+890,593
| +155% | +$139M |
|
627
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.6B
| $185M | 0.03% |
1,917,883
+140,507
| +8% | +$12.6M |
|
628
Fox Class A
FOXA
$25.7B
| $185M | 0.03% |
2,938,581
+1,203,675
| +69% | +$69.6M |
|
629
Public Service Enterprise Group
PEG
$37.7B
| $185M | 0.03% |
2,216,422
-26,110
| -1% | -$2.19M |
|
630
Corteva
CTVA
$51.7B
| $185M | 0.03% |
2,729,908
-317,650
| -10% | -$23M |
|
631
CALL
ServiceNow
NOW
$118B
| $184M | 0.03% |
1,000,220
+186,090
| +23% | +$34.8M |
|
632
Teck Resources
TECK
$32.3B
| $184M | 0.03% |
4,184,393
+3,144,348
| +302% | +$114M |
|
633
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
| $184M | 0.03% |
3,665,718
-33,701
| -0.9% | -$1.66M |
|
634
Cooper Companies
COO
$14.5B
| $182M | 0.03% |
2,660,110
+857,624
| +48% | +$60.7M |
|
635
Otis Worldwide
OTIS
$27.9B
| $182M | 0.03% |
1,986,904
+284,589
| +17% | +$25.8M |
|
636
CALL
CrowdStrike
CRWD
$207B
| $181M | 0.03% |
1,479,916
+37,956
| +3% | +$4.32M |
|
637
Brighthouse Financial
BHF
$3.55B
| $181M | 0.03% |
3,413,278
+1,690,064
| +98% | +$82.5M |
|
638
HEICO Corp
HEI
$52B
| $181M | 0.03% |
560,204
-173,342
| -24% | -$55.2M |
|
639
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $181M | 0.03% |
5,718,399
+119,592
| +2% | +$3.76M |
|
640
First Trust Value Line Dividend Fund
FVD
$8.39B
| $181M | 0.03% |
3,906,667
+91,095
| +2% | +$4.17M |
|
641
First Trust Preferred Securities and Income ETF
FPE
$6.35B
| $181M | 0.03% |
9,903,261
-311,209
| -3% | -$5.62M |
|
642
PUT
KraneShares CSI China Internet ETF
KWEB
$5.61B
| $181M | 0.03% |
4,297,779
+1,125,479
| +35% | +$42.2M |
|
643
SharkNinja
SN
$26B
| $180M | 0.03% |
1,749,307
-1,137,504
| -39% | -$130M |
|
644
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$99B
| $180M | 0.03% |
950,500
+350,400
| +58% | +$65.3M |
|
645
Coca-Cola Europacific Partners
CCEP
$48B
| $180M | 0.03% |
1,991,732
+57,540
| +3% | +$5.34M |
|
646
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
| $179M | 0.03% |
2,985,949
+101,997
| +4% | +$6.09M |
|
647
Zillow
Z
$6.99B
| $179M | 0.03% |
2,317,998
+506,813
| +28% | +$41.4M |
|
648
Constellation Brands
STZ
$22.5B
| $179M | 0.03% |
1,325,572
+62,709
| +5% | +$9.97M |
|
649
Mettler-Toledo International
MTD
$28.2B
| $178M | 0.03% |
144,902
-80,445
| -36% | -$101M |
|
650
Grab
GRAB
$14.9B
| $178M | 0.03% |
29,529,468
+3,520,605
| +14% | +$18.7M |
|
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, 4,486 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.