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 | |
|---|---|---|---|---|---|---|
901
Performance Food Group
PFGC
$18B
| $121M | 0.02% |
1,158,288
+823,882
| +246% | +$82.5M |
|
|
B
902
Barrick Mining
B
$69.3B
| $120M | 0.02% |
3,665,186
-811,162
| -18% | -$20.6M |
|
903
NovaGold Resources
NG
$3.03B
| $120M | 0.02% |
13,617,880
+2,443,511
| +22% | +$14.9M |
|
904
iShares MSCI India ETF
INDA
$6.6B
| $120M | 0.02% |
2,300,017
-1,899,155
| -45% | -$102M |
|
905
State Street SPDR S&P Regional Banking ETF
KRE
$4.65B
| $120M | 0.02% |
1,890,604
-166,325
| -8% | -$10.5M |
|
906
CALL
Petrobras
PBR
$119B
| $120M | 0.02% |
9,450,730
+2,004,790
| +27% | +$25.2M |
|
907
Brookfield
BN
$108B
| $119M | 0.02% |
2,610,681
-449,061
| -15% | -$19.9M |
|
908
Huntington Bancshares
HBAN
$35.1B
| $119M | 0.02% |
6,910,264
-4,553,948
| -40% | -$77.8M |
|
909
PUT
Zscaler
ZS
$26.3B
| $119M | 0.02% |
397,900
+57,100
| +17% | +$16.3M |
|
910
CALL
Newmont
NEM
$111B
| $119M | 0.02% |
1,413,872
+114,262
| +9% | +$7.97M |
|
911
Packaging Corp of America
PKG
$22.5B
| $119M | 0.02% |
546,435
-145,565
| -21% | -$30M |
|
912
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
| $119M | 0.02% |
1,114,368
-16,159
| -1% | -$1.73M |
|
913
Stanley Black & Decker
SWK
$15.3B
| $119M | 0.02% |
1,597,048
+339,878
| +27% | +$24.9M |
|
914
WisdomTree US LargeCap Dividend Fund
DLN
$6.37B
| $118M | 0.02% |
1,359,616
+57,837
| +4% | +$4.89M |
|
915
CALL
Carvana
CVNA
$75.1B
| $118M | 0.02% |
1,567,500
+1,297,000
| +479% | +$92.8M |
|
916
Core Scientific
CORZ
$6.76B
| $118M | 0.02% |
6,584,767
+2,238,491
| +52% | +$32.8M |
|
|
WCC
917
WESCO International
WCC
$18.1B
| $118M | 0.02% |
557,444
+232,959
| +72% | +$48.9M |
|
918
Campbell Soup
CPB
$6.73B
| $118M | 0.02% |
3,730,947
+2,377,488
| +176% | +$76.8M |
|
919
Dutch Bros
BROS
$7.32B
| $118M | 0.02% |
2,247,691
+572,337
| +34% | +$36.2M |
|
920
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.9B
| $117M | 0.02% |
1,739,434
-268,770
| -13% | -$17.4M |
|
921
RH
RH
$3.56B
| $117M | 0.02% |
576,696
+198,916
| +53% | +$43.2M |
|
922
State Street Blackstone Senior Loan ETF
SRLN
$5.33B
| $117M | 0.02% |
2,806,257
+1,291,980
| +85% | +$53.6M |
|
923
AGNC Investment
AGNC
$12.6B
| $116M | 0.02% |
11,863,026
-11,233,229
| -49% | -$109M |
|
924
SBA Communications
SBAC
$19.4B
| $116M | 0.02% |
599,947
+18,179
| +3% | +$3.94M |
|
925
Molina Healthcare
MOH
$10B
| $116M | 0.02% |
603,934
+460,372
| +321% | +$84.7M |
|
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.