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 | |
|---|---|---|---|---|---|---|
1026
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.77B
| $101M | 0.02% |
2,319,686
-56,362
| -2% | -$2.44M |
|
1027
Gaming and Leisure Properties
GLPI
$12.8B
| $101M | 0.02% |
2,158,231
+1,183,352
| +121% | +$55.8M |
|
1028
Unum
UNM
$14.2B
| $100M | 0.02% |
1,287,959
+64,681
| +5% | +$4.85M |
|
1029
LyondellBasell Industries
LYB
$19.8B
| $99.9M | 0.02% |
2,037,648
-418,932
| -17% | -$23.6M |
|
1030
Tenet Healthcare
THC
$20.7B
| $99.9M | 0.02% |
491,832
+192,060
| +64% | +$34.1M |
|
1031
Madrigal Pharmaceuticals
MDGL
$11.8B
| $99.7M | 0.02% |
217,343
-288,371
| -57% | -$108M |
|
1032
Mid-America Apartment Communities
MAA
$15.5B
| $99.5M | 0.02% |
712,167
+282,278
| +66% | +$40.8M |
|
1033
KeyCorp
KEY
$24.3B
| $99.5M | 0.02% |
5,324,060
+87,473
| +2% | +$1.62M |
|
1034
BJs Wholesale Club
BJ
$12.4B
| $99.4M | 0.02% |
1,065,704
+451,009
| +73% | +$46.1M |
|
1035
CALL
Blackstone
BX
$107B
| $99.2M | 0.02% |
580,709
-10,786
| -2% | -$1.85M |
|
1036
Cytokinetics
CYTK
$11B
| $99.1M | 0.02% |
1,803,251
-1,267,414
| -41% | -$52.2M |
|
1037
IDEX
IEX
$17.2B
| $99M | 0.02% |
608,296
-89,624
| -13% | -$15.1M |
|
1038
CALL
NIO
NIO
$11.5B
| $99M | 0.02% |
12,991,610
+2,074,205
| +19% | +$11.2M |
|
1039
Warrior Met Coal
HCC
$4.73B
| $98.9M | 0.02% |
1,554,071
+1,067,247
| +219% | +$61M |
|
1040
Capital Group US Multi-Sector Income ETF
CGMS
$5.34B
| $97.8M | 0.02% |
3,524,945
+1,162,393
| +49% | +$32.2M |
|
1041
Capital Group Municipal Income ETF
CGMU
$6.45B
| $97.8M | 0.02% |
3,582,696
+393,042
| +12% | +$10.6M |
|
1042
Regency Centers
REG
$14.1B
| $97.5M | 0.02% |
1,337,215
+589,327
| +79% | +$42M |
|
1043
CALL
Varonis Systems
VRNS
$4.87B
| $97.4M | 0.02% |
1,695,320
| – | – |
|
1044
CALL
UnitedHealth
UNH
$367B
| $97.2M | 0.02% |
281,469
-88,091
| -24% | -$26.6M |
|
1045
CALL
WIX.com
WIX
$2.55B
| $97M | 0.02% |
+546,360
| New | +$82.2M |
|
1046
Ameren
AEE
$30B
| $97M | 0.02% |
929,372
-345,309
| -27% | -$34.5M |
|
1047
Capital Group Core Plus Income ETF
CGCP
$8.42B
| $96.9M | 0.02% |
4,266,533
+325,561
| +8% | +$7.36M |
|
1048
CALL
Shopify
SHOP
$191B
| $96.8M | 0.02% |
651,508
+6,576
| +1% | +$892K |
|
1049
VanEck Morningstar Wide Moat ETF
MOAT
$12.1B
| $96.6M | 0.02% |
975,164
-407,760
| -29% | -$39.8M |
|
|
BLD
1050
DELISTED
TopBuild
BLD
| $96.5M | 0.02% |
246,889
+84,307
| +52% | +$33.7M |
|
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.