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 | |
|---|---|---|---|---|---|---|
951
Nexstar Media Group
NXST
$5.74B
| $111M | 0.02% |
562,631
-77,004
| -12% | -$15.1M |
|
952
Alcoa
AA
$12.5B
| $111M | 0.02% |
3,373,834
-238,613
| -7% | -$7.42M |
|
953
Tyler Technologies
TYL
$12.5B
| $111M | 0.02% |
211,971
+44,248
| +26% | +$24.8M |
|
954
GitLab
GTLB
$6.03B
| $111M | 0.02% |
2,456,712
+519,817
| +27% | +$23.8M |
|
955
Invesco S&P 500 Top 50 ETF
XLG
$11B
| $111M | 0.02% |
1,924,260
-370,871
| -16% | -$20.3M |
|
956
JB Hunt Transport Services
JBHT
$25.1B
| $111M | 0.02% |
824,688
+263,965
| +47% | +$38M |
|
957
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.57B
| $110M | 0.02% |
1,101,411
+99,208
| +10% | +$9.92M |
|
958
PUT
Walmart Inc
WMT
$892B
| $110M | 0.02% |
1,067,600
-141,300
| -12% | -$14.1M |
|
959
Rocket Companies
RKT
$37.4B
| $110M | 0.02% |
5,676,522
-4,095,233
| -42% | -$71.4M |
|
960
News Corp Class A
NWSA
$16.1B
| $110M | 0.02% |
3,578,595
+311,172
| +10% | +$9.22M |
|
961
TransUnion
TRU
$15.2B
| $110M | 0.02% |
1,310,621
+628,045
| +92% | +$57M |
|
962
iShares Morningstar Mid-Cap ETF
IMCB
$1.69B
| $110M | 0.02% |
1,321,405
+12,134
| +0.9% | +$990K |
|
963
Nutanix
NTNX
$16.3B
| $110M | 0.02% |
1,474,993
+49,595
| +3% | +$3.64M |
|
964
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
| $110M | 0.02% |
1,152,302
-132,313
| -10% | -$12.4M |
|
965
Exelixis
EXEL
$13.1B
| $110M | 0.02% |
2,655,069
+1,328,087
| +100% | +$53.4M |
|
966
CALL
Lumentum
LITE
$65.2B
| $110M | 0.02% |
+673,700
| New | +$84M |
|
967
Pentair
PNR
$11.2B
| $109M | 0.02% |
988,517
+278,529
| +39% | +$29.7M |
|
968
Dropbox
DBX
$8.06B
| $109M | 0.02% |
3,616,617
-53,971
| -1% | -$1.54M |
|
969
CALL
Vale
VALE
$62.6B
| $109M | 0.02% |
10,059,579
+936,800
| +10% | +$9.56M |
|
970
Enphase Energy
ENPH
$5.24B
| $109M | 0.02% |
3,086,442
+1,491,532
| +94% | +$55.4M |
|
971
LKQ Corp
LKQ
$6.19B
| $109M | 0.02% |
3,572,236
+1,737,255
| +95% | +$57.1M |
|
972
PUT
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
| $109M | 0.02% |
1,128,800
+805,200
| +249% | +$77M |
|
973
XPO
XPO
$23B
| $109M | 0.02% |
840,361
+52,865
| +7% | +$6.86M |
|
974
PUT
Qualcomm
QCOM
$168B
| $108M | 0.02% |
651,900
+96,200
| +17% | +$15.3M |
|
|
NBIS
975
CALL
Nebius Group N.V.
NBIS
$48.2B
| $108M | 0.02% |
964,492
+110,900
| +13% | +$7.7M |
|
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.