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 | |
|---|---|---|---|---|---|---|
926
VictoryShares Free Cash Flow ETF
VFLO
$9.15B
| $115M | 0.02% |
3,073,511
+557,787
| +22% | +$20.2M |
|
927
Tyson Foods
TSN
$20.6B
| $115M | 0.02% |
2,121,986
+618,267
| +41% | +$34.1M |
|
928
CALL
Johnson & Johnson
JNJ
$619B
| $115M | 0.02% |
620,195
+92,463
| +18% | +$15.8M |
|
929
iShares Core MSCI International Developed Markets ETF
IDEV
$32.3B
| $115M | 0.02% |
1,430,123
-86,018
| -6% | -$6.69M |
|
930
Duolingo
DUOL
$5.71B
| $114M | 0.02% |
355,273
+184,964
| +109% | +$61.9M |
|
931
iShares MSCI EAFE Growth ETF
EFG
$17B
| $114M | 0.02% |
1,003,918
+9,384
| +0.9% | +$1.05M |
|
932
Schwab U.S Small- Cap ETF
SCHA
$22.8B
| $114M | 0.02% |
4,096,983
+271,629
| +7% | +$7.26M |
|
933
PUT
Dell
DELL
$283B
| $114M | 0.02% |
802,700
-5,300
| -0.7% | -$688K |
|
934
Manulife Financial
MFC
$74.1B
| $114M | 0.02% |
3,652,267
+1,290,663
| +55% | +$39.8M |
|
935
CALL
Logitech
LOGI
$14.7B
| $113M | 0.02% |
1,034,767
-35,318
| -3% | -$3.55M |
|
936
Teva Pharmaceuticals
TEVA
$40.6B
| $113M | 0.02% |
5,614,080
+456,692
| +9% | +$8.02M |
|
937
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.44B
| $113M | 0.02% |
2,299,737
+95,452
| +4% | +$4.76M |
|
938
Markel Group
MKL
$23.2B
| $113M | 0.02% |
59,326
+9,732
| +20% | +$19.1M |
|
939
Vanguard International High Dividend Yield ETF
VYMI
$20.8B
| $113M | 0.02% |
1,335,473
+33,012
| +3% | +$2.74M |
|
940
HEICO Corp Class A
HEI.A
$36.9B
| $113M | 0.02% |
443,885
+211,598
| +91% | +$52.9M |
|
941
iShares MSCI Mexico ETF
EWW
$1.97B
| $113M | 0.02% |
1,652,005
-161,775
| -9% | -$10.1M |
|
942
Shell
SHEL
$248B
| $113M | 0.02% |
1,573,664
-7,103
| -0.4% | -$511K |
|
943
Emcor
EME
$35.7B
| $112M | 0.02% |
173,117
+6,938
| +4% | +$4.21M |
|
944
CALL
MKS Inc
MKSI
$19.7B
| $112M | 0.02% |
907,200
| – | – |
|
945
PUT
ASML
ASML
$655B
| $112M | 0.02% |
115,900
+43,500
| +60% | +$34.2M |
|
946
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.2B
| $112M | 0.02% |
1,206,616
-37,484
| -3% | -$3.39M |
|
947
Leidos
LDOS
$17B
| $112M | 0.02% |
592,127
+90,090
| +18% | +$15.7M |
|
948
LPL Financial
LPLA
$28.3B
| $112M | 0.02% |
336,128
+105,032
| +45% | +$38.1M |
|
949
Mirion Technologies
MIR
$3.74B
| $112M | 0.02% |
4,796,833
+3,092,136
| +181% | +$66.8M |
|
|
P
950
Everpure Inc
P
$29B
| $111M | 0.02% |
1,329,115
-802,538
| -38% | -$53.4M |
|
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.