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 | |
|---|---|---|---|---|---|---|
76
Abbott
ABT
$185B
| $1.31B | 0.21% |
9,814,719
+998,052
| +11% | +$131M |
|
77
Advanced Micro Devices
AMD
$790B
| $1.3B | 0.2% |
8,022,115
-1,249,567
| -13% | -$202M |
|
78
American Express
AXP
$233B
| $1.28B | 0.2% |
3,860,438
+118,013
| +3% | +$37.5M |
|
79
Vanguard Information Technology ETF
VGT
$141B
| $1.28B | 0.2% |
13,735,240
-638,352
| -4% | -$55.8M |
|
80
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $1.28B | 0.2% |
23,885,200
+4,382,800
| +22% | +$220M |
|
81
IBM
IBM
$213B
| $1.27B | 0.2% |
4,507,835
+6,691
| +0.1% | +$1.75M |
|
|
82
PUT
Tesla
TSLA
$1.27T
| $1.25B | 0.2% |
2,818,880
-748,020
| -21% | -$259M |
|
83
iShares Core S&P Small-Cap ETF
IJR
$111B
| $1.23B | 0.19% |
10,381,294
+374,619
| +4% | +$43.1M |
|
84
Amgen
AMGN
$204B
| $1.19B | 0.19% |
4,232,754
-344,914
| -8% | -$100M |
|
|
85
CALL
Apple
AAPL
$4.43T
| $1.18B | 0.18% |
4,628,671
-30,494
| -0.7% | -$6.89M |
|
86
Texas Instruments
TXN
$246B
| $1.18B | 0.18% |
6,409,667
+29,009
| +0.5% | +$5.67M |
|
87
Verizon
VZ
$197B
| $1.17B | 0.18% |
26,693,429
+3,433,782
| +15% | +$149M |
|
88
Blackrock
BLK
$175B
| $1.16B | 0.18% |
995,343
-191,534
| -16% | -$214M |
|
89
Applovin
APP
$136B
| $1.16B | 0.18% |
1,608,615
+547,751
| +52% | +$253M |
|
90
Blackstone
BX
$108B
| $1.12B | 0.18% |
6,581,790
-122,952
| -2% | -$21.1M |
|
91
Thermo Fisher Scientific
TMO
$212B
| $1.12B | 0.18% |
2,318,453
-87,496
| -4% | -$40.7M |
|
92
iShares MSCI EAFE ETF
EFA
$78.4B
| $1.12B | 0.18% |
11,996,867
+72,028
| +0.6% | +$6.55M |
|
93
Linde
LIN
$221B
| $1.11B | 0.17% |
2,339,242
+58,075
| +3% | +$27.5M |
|
94
PUT
Alphabet (Google) Class A
GOOGL
$4.57T
| $1.11B | 0.17% |
4,548,611
+572,110
| +14% | +$120M |
|
95
Union Pacific
UNP
$173B
| $1.1B | 0.17% |
4,671,584
+201,025
| +4% | +$45.3M |
|
96
TJX Companies
TJX
$174B
| $1.1B | 0.17% |
7,620,003
+277,026
| +4% | +$36.8M |
|
97
Accenture
ACN
$101B
| $1.08B | 0.17% |
4,366,643
+183,520
| +4% | +$47.9M |
|
98
iShares S&P 500 Growth ETF
IVW
$75.5B
| $1.08B | 0.17% |
8,911,282
+76,602
| +0.9% | +$8.81M |
|
|
99
Medtronic
MDT
$111B
| $1.07B | 0.17% |
11,202,878
+5,489,720
| +96% | +$505M |
|
100
Deutsche Bank
DB
$69.8B
| $1.06B | 0.17% |
29,955,024
-2,072,179
| -6% | -$70.6M |
|
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, 4,491 reduced and 1,076 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 1,076 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.