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 | |
|---|---|---|---|---|---|---|
1051
CALL
Moderna
MRNA
$21.5B
| $96.3M | 0.02% |
3,730,070
+26,442
| +0.7% | +$738K |
|
1052
Transmedics
TMDX
$2.78B
| $96.1M | 0.02% |
856,063
+379,925
| +80% | +$44.5M |
|
1053
AeroVironment
AVAV
$8.66B
| $96M | 0.02% |
304,975
-139,608
| -31% | -$36.1M |
|
1054
CALL
Walt Disney
DIS
$182B
| $96M | 0.02% |
838,714
-428,121
| -34% | -$50.4M |
|
1055
PUT
Lyft
LYFT
$6.19B
| $96M | 0.02% |
4,362,000
+3,800,000
| +676% | +$63.6M |
|
1056
Booz Allen Hamilton
BAH
$8.89B
| $96M | 0.02% |
960,375
-186,278
| -16% | -$19.9M |
|
1057
Steris
STE
$22.6B
| $95.8M | 0.02% |
387,052
+85,150
| +28% | +$20.4M |
|
1058
AGCO
AGCO
$7.12B
| $95.8M | 0.02% |
894,448
-241,251
| -21% | -$26.6M |
|
1059
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.78B
| $95.7M | 0.02% |
867,178
-115,364
| -12% | -$12.6M |
|
1060
Hyatt Hotels
H
$16.9B
| $95.6M | 0.02% |
673,727
+217,071
| +48% | +$31.1M |
|
1061
Woodward
WWD
$21.6B
| $95.5M | 0.02% |
377,965
+13,838
| +4% | +$3.44M |
|
1062
Omnicom Group
OMC
$22.6B
| $95.4M | 0.01% |
1,170,211
+202,021
| +21% | +$15.3M |
|
1063
Rexford Industrial Realty
REXR
$8.14B
| $95.3M | 0.01% |
2,318,886
+680,691
| +42% | +$26.6M |
|
1064
Brown-Forman Class B
BF.B
$13B
| $95.2M | 0.01% |
3,514,317
+1,792,357
| +104% | +$51.9M |
|
1065
ICICI Bank
IBN
$109B
| $95M | 0.01% |
3,143,755
-164,399
| -5% | -$5.37M |
|
1066
CALL
State Street Technology Select Sector SPDR ETF
XLK
$122B
| $94.9M | 0.01% |
673,440
-1,144,772
| -63% | -$152M |
|
1067
US Foods
USFD
$23.6B
| $94.7M | 0.01% |
1,235,387
+34,830
| +3% | +$2.77M |
|
1068
Hilton Grand Vacations
HGV
$3.61B
| $94.4M | 0.01% |
2,258,391
+577,772
| +34% | +$26.6M |
|
1069
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.72B
| $94.3M | 0.01% |
2,064,143
+66,464
| +3% | +$3M |
|
1070
Church & Dwight Co
CHD
$24.5B
| $94.3M | 0.01% |
1,075,587
-496,413
| -32% | -$46.5M |
|
1071
Ollie's Bargain Outlet
OLLI
$4.71B
| $94M | 0.01% |
732,240
-159,666
| -18% | -$21.2M |
|
1072
Seadrill
SDRL
$2.69B
| $94M | 0.01% |
3,111,817
-540,544
| -15% | -$16.5M |
|
1073
The Mosaic Company
MOS
$7.46B
| $93.8M | 0.01% |
2,705,184
-904,757
| -25% | -$31.2M |
|
1074
Hormel Foods
HRL
$13.8B
| $93.6M | 0.01% |
3,784,723
-172,011
| -4% | -$4.76M |
|
1075
Las Vegas Sands
LVS
$29.9B
| $93.5M | 0.01% |
1,738,235
+351,206
| +25% | +$18.5M |
|
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.