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 | |
|---|---|---|---|---|---|---|
1076
Viking Holdings
VIK
$47.4B
| $93.3M | 0.01% |
1,501,673
+490,549
| +49% | +$29.3M |
|
1077
ITT
ITT
$19.2B
| $93M | 0.01% |
520,013
+33,116
| +7% | +$5.56M |
|
1078
Vanguard Industrials ETF
VIS
$8.36B
| $92.8M | 0.01% |
313,077
-2,916
| -0.9% | -$845K |
|
1079
Charles River Laboratories
CRL
$12.8B
| $92.7M | 0.01% |
592,756
-142,513
| -19% | -$22.6M |
|
1080
Zimmer Biomet
ZBH
$18.8B
| $92.7M | 0.01% |
941,490
-168,475
| -15% | -$16.7M |
|
1081
Liberty Media Series C
FWONK
$25B
| $92.6M | 0.01% |
886,578
+208,031
| +31% | +$21.1M |
|
1082
Fidelity National Financial
FNF
$14.1B
| $92.4M | 0.01% |
1,528,128
-1,116,262
| -42% | -$64.8M |
|
1083
Pan American Silver
PAAS
$20.2B
| $92.4M | 0.01% |
2,385,606
+994,504
| +71% | +$32M |
|
1084
WisdomTree US MidCap Dividend Fund
DON
$4.07B
| $92.4M | 0.01% |
1,766,204
-21,977
| -1% | -$1.14M |
|
1085
GFL Environmental
GFL
$15B
| $92.2M | 0.01% |
1,946,471
+1,305,953
| +204% | +$63.3M |
|
1086
PUT
Coca-Cola
KO
$374B
| $92.2M | 0.01% |
1,390,100
+327,900
| +31% | +$22.6M |
|
1087
Futu Holdings
FUTU
$14.7B
| $92.1M | 0.01% |
529,310
+207,421
| +64% | +$34.4M |
|
1088
Interactive Brokers
IBKR
$38.8B
| $92M | 0.01% |
1,337,625
-661,034
| -33% | -$41.6M |
|
1089
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.58B
| $92M | 0.01% |
2,789,553
-44,733
| -2% | -$1.35M |
|
1090
Hubbell
HUBB
$26.8B
| $92M | 0.01% |
213,693
-224,442
| -51% | -$96.6M |
|
1091
Lucid Motors
LCID
$2.75B
| $91.9M | 0.01% |
3,864,424
-1,380,584
| -26% | -$31.2M |
|
1092
Rigetti Computing
RGTI
$5.49B
| $91.8M | 0.01% |
3,081,174
+1,483,733
| +93% | +$26M |
|
1093
CALL
Occidental Petroleum
OXY
$55.7B
| $91.8M | 0.01% |
1,942,527
+73,163
| +4% | +$3.31M |
|
|
FLXR
1094
TCW Flexible Income ETF
FLXR
$3.48B
| $91.7M | 0.01% |
2,303,537
+1,130,812
| +96% | +$44.8M |
|
1095
Nordson
NDSN
$17.2B
| $91.6M | 0.01% |
403,690
-105,222
| -21% | -$23.2M |
|
1096
Fair Isaac
FICO
$22.3B
| $91.6M | 0.01% |
61,177
-23,722
| -28% | -$35.7M |
|
1097
Owens Corning
OC
$12.1B
| $91.5M | 0.01% |
646,706
+222,895
| +53% | +$32.7M |
|
1098
Yum China
YUMC
$16.5B
| $91.3M | 0.01% |
2,128,186
+483,385
| +29% | +$22M |
|
1099
Weyerhaeuser
WY
$18.3B
| $91.3M | 0.01% |
3,681,510
+127,919
| +4% | +$3.27M |
|
1100
Nucor
NUE
$61.9B
| $91.2M | 0.01% |
673,394
-217,529
| -24% | -$30.8M |
|
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.