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 | |
|---|---|---|---|---|---|---|
701
Astera Labs
ALAB
$55.3B
| $162M | 0.03% |
826,776
+340,178
| +70% | +$55.9M |
|
702
Ares Capital
ARCC
$14B
| $161M | 0.03% |
7,900,015
+836,826
| +12% | +$18.6M |
|
703
CALL
Ormat Technologies
ORA
$6.43B
| $161M | 0.03% |
1,672,026
| – | – |
|
704
CALL
DraftKings
DKNG
$10.7B
| $161M | 0.03% |
4,301,272
+221,313
| +5% | +$9.81M |
|
705
Devon Energy
DVN
$49.4B
| $161M | 0.03% |
4,583,798
-1,209,559
| -21% | -$41.2M |
|
706
CALL
State Street Health Care Select Sector SPDR ETF
XLV
$42.4B
| $160M | 0.03% |
1,152,900
-79,100
| -6% | -$10.7M |
|
707
Wheaton Precious Metals
WPM
$56.1B
| $160M | 0.03% |
1,430,299
+278,655
| +24% | +$27.2M |
|
708
Edwards Lifesciences
EW
$50.8B
| $160M | 0.03% |
2,055,935
+219,440
| +12% | +$17.1M |
|
709
PUT
Deutsche Bank
DB
$72.1B
| $160M | 0.03% |
4,512,600
-847,200
| -16% | -$28.9M |
|
710
CALL
Uber
UBER
$141B
| $160M | 0.03% |
1,631,000
+262,850
| +19% | +$24.6M |
|
711
CALL
Intuit
INTU
$87.6B
| $159M | 0.02% |
232,800
+204,900
| +734% | +$148M |
|
712
iShares Core S&P US Value ETF
IUSV
$27.6B
| $159M | 0.02% |
1,587,245
-19,616
| -1% | -$1.91M |
|
713
PUT
Procter & Gamble
PG
$343B
| $159M | 0.02% |
1,032,100
+94,900
| +10% | +$14.8M |
|
714
Cardinal Health
CAH
$56.4B
| $158M | 0.02% |
1,004,299
+29,169
| +3% | +$4.51M |
|
715
iShares Biotechnology ETF
IBB
$9.57B
| $158M | 0.02% |
1,091,049
-376,318
| -26% | -$51.4M |
|
716
Atlassian
TEAM
$27.7B
| $157M | 0.02% |
985,777
-315,539
| -24% | -$57.1M |
|
717
NiSource
NI
$20.7B
| $157M | 0.02% |
3,627,780
-810,168
| -18% | -$33.5M |
|
718
PUT
VanEck Gold Miners ETF
GDX
$25.5B
| $157M | 0.02% |
2,053,800
-2,525,900
| -55% | -$152M |
|
719
BP
BP
$107B
| $156M | 0.02% |
4,539,321
-406,500
| -8% | -$13.6M |
|
720
Vanguard Russell 2000 ETF
VTWO
$17.9B
| $156M | 0.02% |
1,598,832
-93,757
| -6% | -$8.7M |
|
721
Regal Rexnord
RRX
$12.4B
| $156M | 0.02% |
1,088,349
+114,913
| +12% | +$16.9M |
|
722
iShares MSCI Japan ETF
EWJ
$22.6B
| $156M | 0.02% |
1,945,465
+196,469
| +11% | +$15.2M |
|
723
Best Buy
BBY
$17.2B
| $156M | 0.02% |
2,059,471
+26,421
| +1% | +$1.89M |
|
724
NRG Energy
NRG
$25.4B
| $155M | 0.02% |
958,982
+335,319
| +54% | +$52.2M |
|
725
CALL
Array Technologies
ARRY
$900M
| $155M | 0.02% |
18,977,000
| – | – |
|
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.