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 | |
|---|---|---|---|---|---|---|
876
Old Dominion Freight Line
ODFL
$44B
| $126M | 0.02% |
893,043
+299,800
| +51% | +$45.9M |
|
877
Evergy
EVRG
$19.1B
| $125M | 0.02% |
1,648,706
+605,841
| +58% | +$43.2M |
|
878
JPMorgan Active Growth ETF
JGRO
$9.91B
| $125M | 0.02% |
1,330,239
+21,802
| +2% | +$1.95M |
|
879
Moderna
MRNA
$21.5B
| $124M | 0.02% |
4,801,547
+859,315
| +22% | +$24M |
|
880
iShares S&P Small-Cap 600 Value ETF
IJS
$8.26B
| $124M | 0.02% |
1,121,202
+80,921
| +8% | +$8.59M |
|
881
PUT
Datadog
DDOG
$81.6B
| $124M | 0.02% |
869,900
+565,400
| +186% | +$77.9M |
|
882
Incyte
INCY
$24B
| $123M | 0.02% |
1,455,682
+94,500
| +7% | +$7.47M |
|
883
BWX Technologies
BWXT
$15.3B
| $123M | 0.02% |
669,525
-178,121
| -21% | -$28.7M |
|
884
CALL
Synaptics
SYNA
$3.99B
| $123M | 0.02% |
1,805,544
| – | – |
|
885
Lennar Class A
LEN
$20.4B
| $123M | 0.02% |
978,691
-125,316
| -11% | -$15.6M |
|
886
Amer Sports
AS
$21B
| $123M | 0.02% |
3,541,314
+2,494,403
| +238% | +$94.1M |
|
887
Hasbro
HAS
$12.9B
| $123M | 0.02% |
1,617,761
+532,730
| +49% | +$41.3M |
|
888
First Horizon
FHN
$12.1B
| $123M | 0.02% |
5,424,044
-328,938
| -6% | -$7.31M |
|
889
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
| $123M | 0.02% |
1,672,893
-5,354
| -0.3% | -$386K |
|
890
Broadridge
BR
$18.8B
| $123M | 0.02% |
514,779
+98,192
| +24% | +$24.5M |
|
891
CALL
United States Oil Fund
USO
$1.86B
| $122M | 0.02% |
1,650,000
-285,700
| -15% | -$21.4M |
|
892
CDW
CDW
$18.1B
| $122M | 0.02% |
763,810
+280,563
| +58% | +$47.7M |
|
893
PUT
Goldman Sachs
GS
$301B
| $122M | 0.02% |
152,600
-10,200
| -6% | -$7.56M |
|
894
iShares Russell Top 200 Growth ETF
IWY
$16.5B
| $121M | 0.02% |
442,840
-48,619
| -10% | -$12.6M |
|
895
Aptiv
APTV
$9.61B
| $121M | 0.02% |
1,402,746
-1,723,805
| -55% | -$130M |
|
896
iShares Floating Rate Bond ETF
FLOT
$10.3B
| $121M | 0.02% |
2,367,268
-141,529
| -6% | -$7.21M |
|
|
FITB
897
Fifth Third Bancorp
FITB
$51.7B
| $121M | 0.02% |
2,712,964
-1,402,727
| -34% | -$61.4M |
|
898
PUT
Home Depot
HD
$349B
| $121M | 0.02% |
297,700
+26,400
| +10% | +$10.4M |
|
899
PUT
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
| $121M | 0.02% |
2,766,000
-1,587,000
| -36% | -$67.1M |
|
900
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
| $121M | 0.02% |
493,819
+16,121
| +3% | +$3.77M |
|
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.