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 | |
|---|---|---|---|---|---|---|
1426
Kyndryl
KD
$3.05B
| $60.9M | 0.01% |
2,028,338
+675,943
| +50% | +$23.2M |
|
1427
PUT
ConocoPhillips
COP
$141B
| $60.8M | 0.01% |
642,282
-90,600
| -12% | -$8.57M |
|
1428
Tidewater
TDW
$4.12B
| $60.7M | 0.01% |
1,137,773
-203,097
| -15% | -$11.1M |
|
1429
Factset
FDS
$10.2B
| $60.7M | 0.01% |
211,761
+44,639
| +27% | +$17.1M |
|
1430
Lattice Semiconductor
LSCC
$18.5B
| $60.6M | 0.01% |
826,530
-727,733
| -47% | -$44.3M |
|
1431
ProShares Short S&P500
SH
$897M
| $60.6M | 0.01% |
1,639,335
+1,026,917
| +168% | +$39.6M |
|
1432
Ormat Technologies
ORA
$6.65B
| $60.5M | 0.01% |
628,815
+53,340
| +9% | +$4.81M |
|
1433
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.51B
| $60.4M | 0.01% |
712,195
+61,925
| +10% | +$5.23M |
|
1434
Robert Half
RHI
$4.37B
| $60.4M | 0.01% |
1,776,321
+467,682
| +36% | +$17.5M |
|
1435
Cleveland-Cliffs
CLF
$6.99B
| $60.3M | 0.01% |
4,938,932
+1,260,054
| +34% | +$13.2M |
|
|
PR
1436
Permian Resources
PR
$16.9B
| $60.2M | 0.01% |
4,701,640
+1,327,457
| +39% | +$18.2M |
|
1437
AES
AES
$10.5B
| $60.1M | 0.01% |
4,567,212
-446,730
| -9% | -$5.8M |
|
1438
Masco
MAS
$15.3B
| $60.1M | 0.01% |
853,598
-314,940
| -27% | -$22.2M |
|
1439
VeriSign
VRSN
$26.6B
| $60.1M | 0.01% |
214,842
-197,487
| -48% | -$55.2M |
|
1440
Hexcel
HXL
$7.82B
| $59.9M | 0.01% |
955,995
+525,900
| +122% | +$32.3M |
|
1441
Rapid7
RPD
$773M
| $59.9M | 0.01% |
3,196,727
-1,301,933
| -29% | -$27.5M |
|
1442
BioNTech
BNTX
$23.5B
| $59.9M | 0.01% |
607,440
+349,152
| +135% | +$37.3M |
|
1443
Jazz Pharmaceuticals
JAZZ
$16.7B
| $59.9M | 0.01% |
454,467
+63,246
| +16% | +$7.59M |
|
1444
Hamilton Lane
HLNE
$5.57B
| $59.8M | 0.01% |
443,909
+164,510
| +59% | +$24.8M |
|
1445
Antero Resources
AR
$10.7B
| $59.7M | 0.01% |
1,779,913
-352,572
| -17% | -$11.8M |
|
1446
Symbotic
SYM
$5.22B
| $59.6M | 0.01% |
1,105,770
+201,547
| +22% | +$10.2M |
|
|
EMA
1447
Emera Inc
EMA
$15.6B
| $59.6M | 0.01% |
1,242,678
+836,041
| +206% | +$39.1M |
|
1448
PUT
Adobe
ADBE
$105B
| $59.5M | 0.01% |
168,800
+44,300
| +36% | +$15.9M |
|
1449
CALL
lululemon athletica
LULU
$14.6B
| $59.5M | 0.01% |
334,600
+158,484
| +90% | +$31.8M |
|
1450
Dimensional US Small Cap ETF
DFAS
$15.7B
| $59.5M | 0.01% |
869,165
+51,376
| +6% | +$3.43M |
|
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.