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 | |
|---|---|---|---|---|---|---|
676
PUT
Wells Fargo
WFC
$267B
| $171M | 0.03% |
2,039,900
+380,400
| +23% | +$30.8M |
|
677
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.94B
| $171M | 0.03% |
8,827,172
+204,869
| +2% | +$3.92M |
|
678
Norwegian Cruise Line
NCLH
$9.16B
| $169M | 0.03% |
6,879,509
+3,953,480
| +135% | +$96M |
|
|
SPYM
679
State Street SPDR Portfolio S&P 500 ETF
SPYM
$167B
| $169M | 0.03% |
2,157,454
+102,311
| +5% | +$7.72M |
|
680
iShares MBS ETF
MBB
$39.1B
| $168M | 0.03% |
1,768,740
+52,554
| +3% | +$4.94M |
|
|
ECHO
681
EchoStar
ECHO
$25.8B
| $168M | 0.03% |
2,200,749
+579,501
| +36% | +$26.2M |
|
682
Principal Financial Group
PFG
$24.7B
| $168M | 0.03% |
2,023,880
+776,997
| +62% | +$62.1M |
|
683
Regions Financial
RF
$27.1B
| $168M | 0.03% |
6,358,556
+466,007
| +8% | +$12.1M |
|
684
Expeditors International
EXPD
$23.1B
| $168M | 0.03% |
1,367,737
-134,243
| -9% | -$16M |
|
685
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.29B
| $167M | 0.03% |
7,933,334
+654,265
| +9% | +$8.86M |
|
686
Clorox
CLX
$12.8B
| $167M | 0.03% |
1,357,388
-441,903
| -25% | -$54.8M |
|
687
Veeva Systems
VEEV
$34.4B
| $166M | 0.03% |
557,718
-80,098
| -13% | -$22.5M |
|
688
PUT
Palo Alto Networks
PANW
$288B
| $166M | 0.03% |
815,500
+97,600
| +14% | +$18.7M |
|
689
Wayfair
W
$14.6B
| $166M | 0.03% |
1,857,953
+982,751
| +112% | +$72M |
|
690
Zscaler
ZS
$25.7B
| $166M | 0.03% |
553,373
-1,236,962
| -69% | -$353M |
|
|
HOLX
691
DELISTED
Hologic
HOLX
| $166M | 0.03% |
2,455,024
+1,111,720
| +83% | +$73.8M |
|
692
Sterling Infrastructure
STRL
$16.4B
| $164M | 0.03% |
483,864
+151,146
| +45% | +$42.9M |
|
693
Equifax
EFX
$20.7B
| $164M | 0.03% |
640,317
+278,870
| +77% | +$70.1M |
|
694
Hartford Financial Services
HIG
$39.5B
| $164M | 0.03% |
1,231,291
-135,733
| -10% | -$17.4M |
|
695
iShares Select Dividend ETF
DVY
$23.5B
| $164M | 0.03% |
1,155,033
+104,866
| +10% | +$14.5M |
|
696
Toast
TOST
$20.1B
| $164M | 0.03% |
4,494,787
-1,597,111
| -26% | -$69.3M |
|
697
Snap-on
SNA
$21.7B
| $164M | 0.03% |
472,694
-8,301
| -2% | -$2.72M |
|
698
PUT
State Street Industrial Select Sector SPDR ETF
XLI
$34B
| $164M | 0.03% |
1,061,800
-676,100
| -39% | -$102M |
|
699
Ares Management
ARES
$31.1B
| $163M | 0.03% |
1,017,501
-53,203
| -5% | -$9.6M |
|
700
Hims & Hers Health
HIMS
$7.09B
| $162M | 0.03% |
2,864,030
+313,189
| +12% | +$16M |
|
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.