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 | |
|---|---|---|---|---|---|---|
1401
iShares US Medical Devices ETF
IHI
$3.38B
| $63.1M | 0.01% |
1,049,860
-92,586
| -8% | -$5.66M |
|
1402
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.57B
| $62.8M | 0.01% |
3,051,945
+397,094
| +15% | +$8.15M |
|
1403
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.7B
| $62.6M | 0.01% |
2,067,175
+293,050
| +17% | +$8.84M |
|
1404
Camden Property Trust
CPT
$11.1B
| $62.6M | 0.01% |
585,955
-154,707
| -21% | -$17M |
|
1405
PTC
PTC
$16B
| $62.6M | 0.01% |
308,105
-203,069
| -40% | -$41.4M |
|
1406
Wolverine World Wide
WWW
$1.55B
| $62.5M | 0.01% |
2,279,447
+1,086,852
| +91% | +$28.6M |
|
1407
PUT
JD.com
JD
$44.5B
| $62.5M | 0.01% |
1,786,900
+692,700
| +63% | +$22.6M |
|
1408
Ball Corp
BALL
$16.8B
| $62.4M | 0.01% |
1,237,996
+78,362
| +7% | +$4.24M |
|
1409
Lumentum
LITE
$69.3B
| $62.4M | 0.01% |
383,572
-512,008
| -57% | -$63.8M |
|
1410
abrdn Physical Gold Shares ETF
SGOL
$7.41B
| $62.3M | 0.01% |
1,692,510
+109,398
| +7% | +$3.61M |
|
|
ARIS
1411
DELISTED
Aris Water Solutions
ARIS
| $62.2M | 0.01% |
2,522,294
+2,353,213
| +1,392% | +$54.6M |
|
1412
Valley National Bancorp
VLY
$8.05B
| $62.2M | 0.01% |
5,867,611
+4,704,971
| +405% | +$47M |
|
1413
Dynatrace
DT
$14.2B
| $61.9M | 0.01% |
1,276,809
+351,043
| +38% | +$17.8M |
|
1414
CALL
XPeng
XPEV
$11.6B
| $61.7M | 0.01% |
2,635,716
-364,360
| -12% | -$7.31M |
|
|
CRWV
1415
CALL
CoreWeave
CRWV
$49.5B
| $61.7M | 0.01% |
450,500
+438,000
| +3,504% | +$51.8M |
|
1416
Waters Corp
WAT
$39.9B
| $61.4M | 0.01% |
204,853
-6,123
| -3% | -$1.85M |
|
1417
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.84B
| $61.4M | 0.01% |
2,406,413
-405,819
| -14% | -$10.3M |
|
1418
Toro Company
TTC
$9.49B
| $61.4M | 0.01% |
805,486
-63,456
| -7% | -$4.87M |
|
1419
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
| $61.3M | 0.01% |
452,032
-37,615
| -8% | -$4.91M |
|
1420
Steel Dynamics
STLD
$37.6B
| $61.3M | 0.01% |
439,337
+138,050
| +46% | +$18.1M |
|
1421
Plains GP Holdings
PAGP
$4.9B
| $61.1M | 0.01% |
3,349,806
-1,397,683
| -29% | -$26.7M |
|
1422
Repligen
RGEN
$9.25B
| $61.1M | 0.01% |
456,929
+161,731
| +55% | +$19.6M |
|
1423
PUT
Union Pacific
UNP
$174B
| $61.1M | 0.01% |
258,300
-45,900
| -15% | -$10.3M |
|
1424
PUT
Spotify
SPOT
$100B
| $61M | 0.01% |
87,400
+37,000
| +73% | +$25.9M |
|
1425
SiteOne Landscape Supply
SITE
$4.53B
| $61M | 0.01% |
473,217
+188,991
| +66% | +$25.6M |
|
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.