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 | |
|---|---|---|---|---|---|---|
1226
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.7B
| $78.4M | 0.01% |
2,076,413
+65,447
| +3% | +$2.45M |
|
1227
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
| $78.4M | 0.01% |
1,748,732
-393,284
| -18% | -$17.8M |
|
1228
PUT
Blackrock
BLK
$176B
| $78.2M | 0.01% |
67,100
+6,500
| +11% | +$7.27M |
|
1229
Oshkosh
OSK
$9.59B
| $78.2M | 0.01% |
603,041
+373,172
| +162% | +$49.5M |
|
1230
Applied Industrial Technologies
AIT
$13.3B
| $78.2M | 0.01% |
299,575
+125,227
| +72% | +$32.9M |
|
|
SYFI
1231
AB Short Duration High Yield ETF
SYFI
$927M
| $78.2M | 0.01% |
2,163,697
+71,277
| +3% | +$2.56M |
|
1232
Invesco
IVZ
$13.9B
| $78.2M | 0.01% |
3,407,607
-2,332,421
| -41% | -$48.4M |
|
1233
CALL
Mercado Libre
MELI
$92.3B
| $78.1M | 0.01% |
33,400
-206
| -0.6% | -$494K |
|
1234
Franklin Resources
BEN
$17.2B
| $78M | 0.01% |
3,373,742
-398,583
| -11% | -$9.85M |
|
1235
Gen Digital
GEN
$17.5B
| $78M | 0.01% |
2,748,013
-131,155
| -5% | -$3.92M |
|
1236
CALL
Procter & Gamble
PG
$339B
| $77.9M | 0.01% |
506,941
-39,775
| -7% | -$6.21M |
|
1237
Vanguard FTSE Pacific ETF
VPL
$8.43B
| $77.8M | 0.01% |
885,967
-3,289
| -0.4% | -$280K |
|
1238
Toll Brothers
TOL
$14.5B
| $77.8M | 0.01% |
563,035
-650,322
| -54% | -$84.9M |
|
1239
PUT
Ulta Beauty
ULTA
$24.3B
| $77.7M | 0.01% |
142,200
+13,500
| +10% | +$6.92M |
|
1240
Loews
L
$23.6B
| $77.7M | 0.01% |
773,867
-37,896
| -5% | -$3.58M |
|
|
APLS
1241
DELISTED
Apellis Pharmaceuticals
APLS
| $77.6M | 0.01% |
3,429,905
-1,305,406
| -28% | -$30.4M |
|
1242
Blue Owl Capital
OBDC
$5.74B
| $77.5M | 0.01% |
6,065,592
+681,444
| +13% | +$9.7M |
|
|
CWAN
1243
DELISTED
Clearwater Analytics
CWAN
| $77.4M | 0.01% |
4,297,683
+3,067,164
| +249% | +$62.2M |
|
1244
Acuity Brands
AYI
$10.8B
| $77.4M | 0.01% |
224,729
+174,265
| +345% | +$55.6M |
|
1245
e.l.f. Beauty
ELF
$5.8B
| $77.4M | 0.01% |
584,118
+110,492
| +23% | +$13.6M |
|
1246
West Pharmaceutical
WST
$24.9B
| $77.4M | 0.01% |
294,910
-4,208
| -1% | -$1.02M |
|
|
GLIBK
1247
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$958M
| $77.2M | 0.01% |
+2,071,238
| New | +$73.1M |
|
1248
Avantis International Equity ETF
AVDE
$18.7B
| $77.1M | 0.01% |
977,614
+195,045
| +25% | +$14.9M |
|
1249
CALL
VanEck Gold Miners ETF
GDX
$27.4B
| $77.1M | 0.01% |
1,009,484
-1,036,516
| -51% | -$62.4M |
|
1250
American Financial Group
AFG
$12.1B
| $77M | 0.01% |
528,374
+58,814
| +13% | +$7.8M |
|
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.