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 | |
|---|---|---|---|---|---|---|
776
Schwab US TIPS ETF
SCHP
$16.3B
| $144M | 0.02% |
5,336,434
+75,319
| +1% | +$2.02M |
|
777
Texas Roadhouse
TXRH
$13.8B
| $144M | 0.02% |
864,945
+458,561
| +113% | +$80.8M |
|
778
nVent Electric
NVT
$26.7B
| $144M | 0.02% |
1,455,909
-1,033,833
| -42% | -$89.8M |
|
779
DraftKings
DKNG
$10.7B
| $144M | 0.02% |
3,839,727
+1,075,921
| +39% | +$47.7M |
|
780
Capital Group International Focus Equity ETF
CGXU
$6.41B
| $143M | 0.02% |
4,843,008
-314,833
| -6% | -$8.8M |
|
781
Plains All American Pipeline
PAA
$16.5B
| $143M | 0.02% |
8,396,752
-2,008,364
| -19% | -$36M |
|
|
CRCL
782
Circle Internet Group
CRCL
$16.1B
| $143M | 0.02% |
1,079,875
+338,407
| +46% | +$53.5M |
|
783
Zebra Technologies
ZBRA
$17.4B
| $143M | 0.02% |
481,169
+89,425
| +23% | +$28.6M |
|
784
Illumina
ILMN
$28.8B
| $142M | 0.02% |
1,494,976
+88,282
| +6% | +$8.76M |
|
785
Lyft
LYFT
$6.18B
| $142M | 0.02% |
6,435,886
+1,375,941
| +27% | +$23M |
|
786
AvalonBay Communities
AVB
$26.7B
| $142M | 0.02% |
732,814
+218,789
| +43% | +$42.6M |
|
787
CALL
Unity
U
$17.8B
| $141M | 0.02% |
3,532,922
-388,900
| -10% | -$14.4M |
|
788
Cboe Global Markets
CBOE
$30B
| $141M | 0.02% |
575,865
+66,134
| +13% | +$15.9M |
|
|
DFAI
789
Dimensional International Core Equity Market ETF
DFAI
$17.8B
| $141M | 0.02% |
3,881,689
+570,297
| +17% | +$20.2M |
|
790
PUT
Zoom
ZM
$29.2B
| $141M | 0.02% |
1,709,700
+262,200
| +18% | +$20.5M |
|
791
iShares Core Universal USD Bond ETF
IUSB
$43B
| $141M | 0.02% |
3,010,783
+260,096
| +9% | +$12M |
|
792
Brown & Brown
BRO
$23.8B
| $140M | 0.02% |
1,496,107
+603,908
| +68% | +$58.9M |
|
793
Northern Trust
NTRS
$33.6B
| $140M | 0.02% |
1,042,431
-17,337
| -2% | -$2.23M |
|
794
Veralto
VLTO
$23.8B
| $140M | 0.02% |
1,315,516
+61,302
| +5% | +$6.47M |
|
795
Extra Space Storage
EXR
$31.7B
| $140M | 0.02% |
995,053
-239,876
| -19% | -$34.5M |
|
796
PUT
Strategy Inc
MSTR
$37.3B
| $140M | 0.02% |
433,000
+75,400
| +21% | +$28M |
|
797
Credo Technology Group
CRDO
$43.5B
| $139M | 0.02% |
956,661
+446,360
| +87% | +$54.6M |
|
798
Labcorp
LH
$25.5B
| $139M | 0.02% |
485,029
-12,401
| -2% | -$3.32M |
|
799
CF Industries
CF
$17.9B
| $139M | 0.02% |
1,552,084
-949,417
| -38% | -$84.6M |
|
800
Synchrony
SYF
$25.7B
| $139M | 0.02% |
1,956,626
-507,756
| -21% | -$36.8M |
|
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.