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 | |
|---|---|---|---|---|---|---|
651
Pultegroup
PHM
$25.3B
| $178M | 0.03% |
1,345,392
+267,561
| +25% | +$33.2M |
|
652
Huntington Ingalls Industries
HII
$12.5B
| $177M | 0.03% |
613,094
-205,315
| -25% | -$54.7M |
|
|
TEM
653
Tempus AI
TEM
$8.43B
| $176M | 0.03% |
2,185,628
+854,724
| +64% | +$59.9M |
|
654
PUT
AbbVie
ABBV
$435B
| $176M | 0.03% |
758,700
+135,500
| +22% | +$27.6M |
|
655
Vulcan Materials
VMC
$37.2B
| $175M | 0.03% |
570,367
+123,531
| +28% | +$35.1M |
|
656
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
| $174M | 0.03% |
2,682,397
-10,538
| -0.4% | -$659K |
|
657
Vanguard Real Estate ETF
VNQ
$39.2B
| $174M | 0.03% |
1,905,764
+123,629
| +7% | +$11.2M |
|
658
Dover
DOV
$28.3B
| $174M | 0.03% |
1,043,127
+39,573
| +4% | +$7.1M |
|
659
CALL
Rivian
RIVN
$22.5B
| $174M | 0.03% |
11,843,850
-4,975,429
| -30% | -$66.7M |
|
660
Darden Restaurants
DRI
$23.8B
| $174M | 0.03% |
912,710
+34,909
| +4% | +$7.18M |
|
661
Trade Desk
TTD
$8.91B
| $174M | 0.03% |
3,544,492
+2,034,485
| +135% | +$129M |
|
662
PUT
Intel
INTC
$510B
| $173M | 0.03% |
5,148,744
-6,325,980
| -55% | -$153M |
|
663
Suncor Energy
SU
$74.2B
| $173M | 0.03% |
4,127,332
-12,543,274
| -75% | -$503M |
|
664
GoDaddy
GDDY
$11.6B
| $172M | 0.03% |
1,259,460
+379,926
| +43% | +$58.5M |
|
665
CALL
Snowflake
SNOW
$110B
| $172M | 0.03% |
764,050
-62,296
| -8% | -$13.4M |
|
666
Invesco Senior Loan ETF
BKLN
$6.8B
| $172M | 0.03% |
8,222,311
-174,768
| -2% | -$3.66M |
|
667
Xylem
XYL
$28.5B
| $172M | 0.03% |
1,165,291
+156,533
| +16% | +$21.7M |
|
668
Timken Company
TKR
$9.1B
| $172M | 0.03% |
2,286,250
+2,012,352
| +735% | +$155M |
|
669
iShares MSCI Intl Quality Factor ETF
IQLT
$14.1B
| $172M | 0.03% |
3,887,593
+367,568
| +10% | +$15.9M |
|
670
Unity
U
$15.5B
| $172M | 0.03% |
4,286,992
-1,911,157
| -31% | -$70.9M |
|
671
PUT
Baidu
BIDU
$37.7B
| $171M | 0.03% |
1,300,613
+816,913
| +169% | +$80.9M |
|
672
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
| $171M | 0.03% |
2,074,927
-51,250
| -2% | -$4.07M |
|
673
PUT
ExxonMobil
XOM
$628B
| $171M | 0.03% |
1,519,400
+144,600
| +11% | +$16.1M |
|
|
HDV
674
iShares Core High Dividend ETF
HDV
$14.8B
| $171M | 0.03% |
6,991,125
-105,725
| -1% | -$2.55M |
|
675
Albemarle
ALB
$14B
| $171M | 0.03% |
2,110,077
-272,685
| -11% | -$21M |
|
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.