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 | |
|---|---|---|---|---|---|---|
|
CNH
1126
CNH Industrial
CNH
$17.4B
| $88.1M | 0.01% |
8,118,648
+390,982
| +5% | +$4.77M |
|
1127
PUT
Wynn Resorts
WYNN
$10.5B
| $88M | 0.01% |
685,700
+204,700
| +43% | +$23.6M |
|
1128
PUT
Caterpillar
CAT
$395B
| $87.7M | 0.01% |
183,800
+31,300
| +21% | +$13.4M |
|
|
JBTM
1129
JBT Marel
JBTM
$6.36B
| $87.6M | 0.01% |
623,461
+416,799
| +202% | +$57M |
|
1130
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.96B
| $87.4M | 0.01% |
1,899,378
+20,170
| +1% | +$932K |
|
1131
Gentex
GNTX
$4.96B
| $87.3M | 0.01% |
3,083,670
-1,371,648
| -31% | -$36.4M |
|
1132
PUT
Occidental Petroleum
OXY
$55.7B
| $87.3M | 0.01% |
1,846,900
+63,400
| +4% | +$2.86M |
|
1133
Commercial Metals
CMC
$8.15B
| $87.1M | 0.01% |
1,521,130
+448,083
| +42% | +$24.8M |
|
1134
CALL
Starbucks
SBUX
$120B
| $86.9M | 0.01% |
1,027,160
+415,560
| +68% | +$37.2M |
|
1135
iShares US Home Construction ETF
ITB
$2.28B
| $86.8M | 0.01% |
809,667
-175,220
| -18% | -$18.5M |
|
1136
Alaska Air
ALK
$5.66B
| $86.7M | 0.01% |
1,742,138
+470,114
| +37% | +$26.1M |
|
1137
WIX.com
WIX
$2.55B
| $86.3M | 0.01% |
485,983
+251,857
| +108% | +$37.9M |
|
1138
Takeda Pharmaceutical
TAK
$54.4B
| $86.3M | 0.01% |
5,893,969
+1,869,323
| +46% | +$27.8M |
|
1139
PUT
EOG Resources
EOG
$71.4B
| $86.3M | 0.01% |
769,300
+275,100
| +56% | +$32.8M |
|
1140
Skyworks Solutions
SWKS
$10.1B
| $86.2M | 0.01% |
1,119,544
-157,765
| -12% | -$11.7M |
|
1141
Tencent Music
TME
$15.7B
| $86M | 0.01% |
3,684,716
+884,806
| +32% | +$20.5M |
|
1142
MACOM Technology Solutions
MTSI
$23B
| $85.9M | 0.01% |
689,950
+161,859
| +31% | +$21.4M |
|
1143
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.56B
| $85.7M | 0.01% |
2,034,348
+492,497
| +32% | +$20.6M |
|
1144
Primoris Services
PRIM
$4.35B
| $85.7M | 0.01% |
623,764
+66,979
| +12% | +$7.19M |
|
1145
CG Oncology
CGON
$6.6B
| $85.6M | 0.01% |
2,126,270
-102,975
| -5% | -$2.99M |
|
1146
Planet Fitness
PLNT
$4.05B
| $85.6M | 0.01% |
824,395
+31,605
| +4% | +$3.36M |
|
1147
CALL
Super Micro Computer
SMCI
$19B
| $85.2M | 0.01% |
1,777,669
-602,123
| -25% | -$28.8M |
|
1148
Ally Financial
ALLY
$13.4B
| $85.1M | 0.01% |
2,171,904
-1,366,557
| -39% | -$54.8M |
|
1149
PG&E
PCG
$37.4B
| $85M | 0.01% |
5,637,097
-3,867,902
| -41% | -$56.4M |
|
1150
CALL
Goldman Sachs
GS
$301B
| $84.9M | 0.01% |
106,600
-2,600
| -2% | -$1.93M |
|
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.