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 | |
|---|---|---|---|---|---|---|
|
XYZ
1151
PUT
Block Inc
XYZ
$47.5B
| $84.9M | 0.01% |
1,174,200
+139,900
| +14% | +$10.5M |
|
1152
PUT
Walt Disney
DIS
$181B
| $84.9M | 0.01% |
741,100
+39,000
| +6% | +$4.59M |
|
1153
Visteon
VC
$2.75B
| $84.7M | 0.01% |
706,878
-54,945
| -7% | -$6.47M |
|
1154
First Trust Dorsey Wright Focus 5 ETF
FV
$3.7B
| $84.5M | 0.01% |
1,365,398
-12,670
| -0.9% | -$772K |
|
1155
CALL
Mettler-Toledo International
MTD
$28.5B
| $84.5M | 0.01% |
68,800
+23,800
| +53% | +$29.8M |
|
1156
Domino's
DPZ
$11.9B
| $84.4M | 0.01% |
195,522
-147,686
| -43% | -$67.1M |
|
1157
Stride
LRN
$3.32B
| $84.3M | 0.01% |
565,793
-423,477
| -43% | -$62.1M |
|
1158
PUT
Merck
MRK
$317B
| $84.2M | 0.01% |
1,002,800
+158,900
| +19% | +$13.1M |
|
|
LIF
1159
CALL
Life360
LIF
$4.84B
| $84M | 0.01% |
790,400
| – | – |
|
1160
Molson Coors Class B
TAP
$7.92B
| $84M | 0.01% |
1,856,671
-119,340
| -6% | -$5.89M |
|
1161
Akamai
AKAM
$17.2B
| $84M | 0.01% |
1,108,619
+170,016
| +18% | +$13.1M |
|
1162
Bio-Techne
TECH
$11.2B
| $84M | 0.01% |
1,509,436
+517,050
| +52% | +$27.7M |
|
|
DOCU
1163
DocuSign
DOCU
$10.9B
| $83.9M | 0.01% |
1,163,529
+266,826
| +30% | +$20.6M |
|
1164
Corpay
CPAY
$26B
| $83.9M | 0.01% |
291,158
-59,759
| -17% | -$19M |
|
1165
Canadian Natural Resources
CNQ
$94.8B
| $83.8M | 0.01% |
2,622,958
-2,810,438
| -52% | -$88M |
|
1166
Kimco Realty
KIM
$16.4B
| $83.7M | 0.01% |
3,831,707
+1,047,740
| +38% | +$22.8M |
|
1167
MGM Resorts International
MGM
$11.2B
| $83.6M | 0.01% |
2,412,794
-422,216
| -15% | -$15.5M |
|
1168
Affiliated Managers Group
AMG
$9.83B
| $83.5M | 0.01% |
350,212
+172,771
| +97% | +$38.1M |
|
1169
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
| $83.4M | 0.01% |
4,233,655
+232,664
| +6% | +$4.58M |
|
1170
BioMarin Pharmaceuticals
BMRN
$11.9B
| $83.4M | 0.01% |
1,540,170
-155,423
| -9% | -$8.89M |
|
1171
BorgWarner
BWA
$13.4B
| $83.4M | 0.01% |
1,897,239
-647,739
| -25% | -$25.9M |
|
1172
Blue Owl Capital
OWL
$17.9B
| $83.4M | 0.01% |
4,925,376
+918,605
| +23% | +$17.5M |
|
1173
PUT
Autodesk
ADSK
$51.2B
| $83.4M | 0.01% |
262,400
+80,400
| +44% | +$24.5M |
|
1174
Rio Tinto
RIO
$162B
| $83.3M | 0.01% |
1,262,146
+49,086
| +4% | +$3.04M |
|
|
QXO
1175
QXO Inc
QXO
$16.4B
| $83.3M | 0.01% |
4,369,830
+2,294,961
| +111% | +$47.5M |
|
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.