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 | |
|---|---|---|---|---|---|---|
1176
VF Corp
VFC
$5.8B
| $83.2M | 0.01% |
5,766,944
-2,614,839
| -31% | -$35.1M |
|
1177
Guidewire Software
GWRE
$13.3B
| $83.2M | 0.01% |
361,766
+86,030
| +31% | +$19.6M |
|
1178
Lincoln Electric
LECO
$15.2B
| $82.9M | 0.01% |
351,683
-239,071
| -40% | -$56M |
|
1179
Ralph Lauren
RL
$23.6B
| $82.8M | 0.01% |
264,016
-50,701
| -16% | -$15.1M |
|
1180
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
| $82.4M | 0.01% |
1,759,644
+198,002
| +13% | +$8.8M |
|
|
SCHW
1181
CALL
Charles Schwab
SCHW
$187B
| $82.2M | 0.01% |
861,100
+95,800
| +13% | +$9.09M |
|
1182
Lennox International
LII
$15.1B
| $82.2M | 0.01% |
155,283
+28,806
| +23% | +$16.8M |
|
1183
Universal Health Services
UHS
$10.3B
| $82.2M | 0.01% |
401,911
+132,842
| +49% | +$23.9M |
|
1184
Graco
GGG
$13.5B
| $82.1M | 0.01% |
966,070
+193,315
| +25% | +$16.5M |
|
1185
New Oriental
EDU
$9.04B
| $82.1M | 0.01% |
1,546,241
-313,457
| -17% | -$15.5M |
|
1186
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.6B
| $82M | 0.01% |
1,433,358
-1,539
| -0.1% | -$86.7K |
|
1187
Nextpower Inc
NXT
$14.9B
| $82M | 0.01% |
1,107,829
+371,453
| +50% | +$23.9M |
|
1188
Onto Innovation
ONTO
$13.4B
| $81.8M | 0.01% |
632,932
-350,922
| -36% | -$37.6M |
|
1189
A.O. Smith
AOS
$8.56B
| $81.6M | 0.01% |
1,112,065
-214,159
| -16% | -$15.3M |
|
|
RAL
1190
Ralliant Corp
RAL
$7.3B
| $81.6M | 0.01% |
1,865,072
+1,619,770
| +660% | +$72M |
|
1191
Wynn Resorts
WYNN
$10.5B
| $81.5M | 0.01% |
635,725
-120,127
| -16% | -$13.9M |
|
1192
Allison Transmission
ALSN
$9.6B
| $81.5M | 0.01% |
960,548
+662,458
| +222% | +$59M |
|
1193
Murphy Oil
MUR
$4.74B
| $81.5M | 0.01% |
2,868,437
-811,199
| -22% | -$20.5M |
|
1194
Range Resources
RRC
$9.01B
| $81.2M | 0.01% |
2,158,063
+1,185,793
| +122% | +$42.3M |
|
1195
CALL
ODDITY Tech
ODD
$624M
| $81.2M | 0.01% |
1,303,840
| – | – |
|
1196
MKS Inc
MKSI
$19.7B
| $80.9M | 0.01% |
653,843
-487,250
| -43% | -$51.9M |
|
1197
First Trust Large Cap Value AlphaDEX Fund
FTA
$1.4B
| $80.8M | 0.01% |
969,485
-4,561
| -0.5% | -$371K |
|
1198
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.33B
| $80.7M | 0.01% |
1,738,264
-181,546
| -9% | -$8.2M |
|
1199
Ciena
CIEN
$57.2B
| $80.7M | 0.01% |
553,905
+81,882
| +17% | +$8.34M |
|
1200
CALL
Dell
DELL
$283B
| $80.7M | 0.01% |
569,112
+65,214
| +13% | +$8.46M |
|
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.