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 | |
|---|---|---|---|---|---|---|
726
Exelon
EXC
$46.5B
| $155M | 0.02% |
3,435,084
-324,603
| -9% | -$14.3M |
|
727
Tapestry
TPR
$32.5B
| $155M | 0.02% |
1,365,442
+270,829
| +25% | +$28.3M |
|
728
W.W. Grainger
GWW
$59.9B
| $154M | 0.02% |
162,122
-73,114
| -31% | -$73.4M |
|
729
Rubrik
RBRK
$17.2B
| $154M | 0.02% |
1,878,089
+1,062,700
| +130% | +$91.4M |
|
730
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
| $154M | 0.02% |
1,060,406
-49,171
| -4% | -$6.9M |
|
731
Baker Hughes
BKR
$62.8B
| $154M | 0.02% |
3,167,567
-140,439
| -4% | -$6.2M |
|
732
Shift4
FOUR
$3.51B
| $154M | 0.02% |
1,989,526
-381,009
| -16% | -$35.4M |
|
733
WEC Energy
WEC
$35.2B
| $154M | 0.02% |
1,342,265
-758,568
| -36% | -$82.2M |
|
734
NetApp
NTAP
$36.8B
| $153M | 0.02% |
1,293,917
-63,367
| -5% | -$7.09M |
|
735
PUT
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
| $153M | 0.02% |
3,424,000
-6,717,200
| -66% | -$294M |
|
736
CALL
Itron
ITRI
$4.55B
| $153M | 0.02% |
1,226,800
| – | – |
|
737
CALL
Cisco
CSCO
$478B
| $152M | 0.02% |
2,227,125
+208,900
| +10% | +$14.2M |
|
738
iShares US Aerospace & Defense ETF
ITA
$14.7B
| $152M | 0.02% |
728,077
+121,945
| +20% | +$24M |
|
739
Trip.com Group
TCOM
$28.9B
| $152M | 0.02% |
2,025,127
+803,799
| +66% | +$53.7M |
|
740
Coherent
COHR
$67B
| $152M | 0.02% |
1,410,918
-40,501
| -3% | -$4.04M |
|
741
Canadian Pacific Kansas City
CP
$79.4B
| $152M | 0.02% |
2,038,366
+142,557
| +8% | +$10.9M |
|
742
CRISPR Therapeutics
CRSP
$5.01B
| $152M | 0.02% |
2,339,056
-504,521
| -18% | -$29M |
|
743
Alerian MLP ETF
AMLP
$12.9B
| $152M | 0.02% |
3,230,001
-45,283
| -1% | -$2.19M |
|
|
744
PUT
Cisco
CSCO
$478B
| $151M | 0.02% |
2,213,400
-180,900
| -8% | -$12.3M |
|
745
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $151M | 0.02% |
473,140
-20,846
| -4% | -$6.29M |
|
746
CALL
VanEck Semiconductor ETF
SMH
$72.4B
| $151M | 0.02% |
463,118
-183,286
| -28% | -$54.3M |
|
747
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
| $151M | 0.02% |
1,068,064
+6,157
| +0.6% | +$850K |
|
748
International Paper
IP
$21.7B
| $151M | 0.02% |
3,251,399
+1,242,555
| +62% | +$60.7M |
|
749
iShares Russell 3000 ETF
IWV
$20.2B
| $150M | 0.02% |
396,764
-29,014
| -7% | -$10.6M |
|
750
Edison International
EIX
$26.1B
| $150M | 0.02% |
2,719,248
-413,639
| -13% | -$22.3M |
|
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, 4,486 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.