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 | |
|---|---|---|---|---|---|---|
51
CALL
Invesco QQQ Trust
QQQ
$468B
| $1.67B | 0.26% |
2,777,856
+103,096
| +4% | +$59M |
|
52
Palo Alto Networks
PANW
$280B
| $1.65B | 0.26% |
8,084,781
+1,298,111
| +19% | +$248M |
|
53
Morgan Stanley
MS
$328B
| $1.64B | 0.26% |
10,332,858
-788,745
| -7% | -$116M |
|
54
Uber
UBER
$145B
| $1.63B | 0.26% |
16,661,853
+3,225,655
| +24% | +$302M |
|
55
Vanguard Morningstar Mid-Cap ETF
VO
$107B
| $1.63B | 0.25% |
22,144,804
-558,328
| -2% | -$40.1M |
|
56
McDonald's
MCD
$191B
| $1.61B | 0.25% |
5,308,014
+289,294
| +6% | +$88M |
|
57
Honeywell
HON
$77B
| $1.58B | 0.25% |
7,945,290
+276,592
| +4% | +$57.8M |
|
58
UnitedHealth
UNH
$377B
| $1.58B | 0.25% |
4,563,531
+158,349
| +4% | +$47.9M |
|
59
Qualcomm
QCOM
$157B
| $1.57B | 0.25% |
9,457,319
-1,005,269
| -10% | -$159M |
|
60
RTX Corp
RTX
$291B
| $1.56B | 0.25% |
9,345,856
-1,064,232
| -10% | -$165M |
|
61
iShares Russell 1000 Value ETF
IWD
$82.4B
| $1.56B | 0.24% |
7,678,670
-135,586
| -2% | -$27M |
|
62
Eaton
ETN
$168B
| $1.56B | 0.24% |
4,176,833
+183,612
| +5% | +$66.8M |
|
|
63
CALL
Tesla
TSLA
$1.27T
| $1.56B | 0.24% |
3,510,843
-720,645
| -17% | -$250M |
|
64
Bank of America
BAC
$434B
| $1.51B | 0.24% |
29,291,187
-857,674
| -3% | -$41.8M |
|
65
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.51B | 0.24% |
23,084,628
+718,047
| +3% | +$46.1M |
|
66
Alibaba
BABA
$307B
| $1.51B | 0.24% |
8,427,575
+1,381,028
| +20% | +$181M |
|
67
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $1.44B | 0.23% |
10,196,722
+194,706
| +2% | +$25.8M |
|
68
Merck
MRK
$314B
| $1.42B | 0.22% |
16,906,008
+5,194
| +0% | +$428K |
|
69
NextEra Energy
NEE
$180B
| $1.41B | 0.22% |
18,623,265
+72,309
| +0.4% | +$5.28M |
|
70
Palantir
PLTR
$301B
| $1.39B | 0.22% |
7,630,746
-637,679
| -8% | -$103M |
|
71
Salesforce
CRM
$155B
| $1.39B | 0.22% |
5,864,122
-290,490
| -5% | -$73.3M |
|
72
Vanguard Dividend Appreciation ETF
VIG
$111B
| $1.37B | 0.21% |
6,330,710
-224,002
| -3% | -$47M |
|
73
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
| $1.35B | 0.21% |
15,104,678
+3,800,629
| +34% | +$332M |
|
74
Vanguard Morningstar Total Stock Market ETF
VTI
$669B
| $1.34B | 0.21% |
4,089,946
-80,721
| -2% | -$25.5M |
|
75
Invesco S&P 500 Equal Weight ETF
RSP
$97.8B
| $1.33B | 0.21% |
7,029,161
-114,232
| -2% | -$21.3M |
|
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, 4,491 reduced and 1,076 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 1,076 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.