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 | |
|---|---|---|---|---|---|---|
1451
Fairlead Tactical Sector ETF
TACK
$293M
| $59.5M | 0.01% |
1,982,477
-5,445
| -0.3% | -$157K |
|
1452
Celestica
CLS
$36.5B
| $59.4M | 0.01% |
241,234
-207,130
| -46% | -$41.8M |
|
1453
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.83B
| $59.4M | 0.01% |
258,723
-5,714
| -2% | -$1.24M |
|
1454
CALL
Walmart Inc
WMT
$890B
| $59.2M | 0.01% |
574,460
-91,950
| -14% | -$9.15M |
|
1455
CALL
Palo Alto Networks
PANW
$297B
| $59.2M | 0.01% |
290,754
+127,088
| +78% | +$24.3M |
|
1456
Omega Healthcare
OHI
$14.7B
| $59.2M | 0.01% |
1,402,246
-802,048
| -36% | -$32.3M |
|
1457
Schwab Fundamental International Large Company Index ETF
FNDF
$25.5B
| $59.2M | 0.01% |
1,377,437
-59,035
| -4% | -$2.46M |
|
1458
Natera
NTRA
$46.4B
| $59.2M | 0.01% |
367,502
+15,826
| +5% | +$2.5M |
|
1459
Rambus
RMBS
$11B
| $59M | 0.01% |
565,805
+425,364
| +303% | +$32.8M |
|
1460
Capital Group Core Equity ETF
CGUS
$11.9B
| $58.9M | 0.01% |
1,490,840
+43,214
| +3% | +$1.66M |
|
1461
Sanofi
SNY
$104B
| $58.9M | 0.01% |
1,248,786
+447,806
| +56% | +$21.6M |
|
1462
PUT
Verizon
VZ
$196B
| $58.8M | 0.01% |
1,338,900
-167,800
| -11% | -$7.26M |
|
1463
PUT
Airbnb
ABNB
$107B
| $58.8M | 0.01% |
484,500
+32,600
| +7% | +$4.22M |
|
1464
Zeta Global
ZETA
$6.69B
| $58.8M | 0.01% |
2,956,943
-552,375
| -16% | -$9.92M |
|
1465
Ingredion
INGR
$6.58B
| $58.6M | 0.01% |
480,184
+124,107
| +35% | +$16M |
|
1466
Post Holdings
POST
$3.57B
| $58.6M | 0.01% |
545,278
+72,573
| +15% | +$7.79M |
|
1467
BCE
BCE
$21.2B
| $58.4M | 0.01% |
2,497,071
-1,044,246
| -29% | -$25.2M |
|
1468
Ericsson
ERIC
$33.3B
| $58.4M | 0.01% |
7,060,396
-2,591,890
| -27% | -$20.3M |
|
|
B
1469
PUT
Barrick Mining
B
$73.2B
| $58.3M | 0.01% |
1,778,600
+191,100
| +12% | +$4.84M |
|
1470
PUT
Constellation Energy
CEG
$95.6B
| $58.1M | 0.01% |
176,500
+104,400
| +145% | +$33.7M |
|
1471
Houlihan Lokey
HLI
$9.02B
| $58.1M | 0.01% |
282,751
+23,895
| +9% | +$4.68M |
|
1472
Blackstone Secured Lending
BXSL
$5.72B
| $58.1M | 0.01% |
2,226,726
-1,536,975
| -41% | -$46.2M |
|
1473
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.82B
| $58M | 0.01% |
1,325,126
-492,537
| -27% | -$20.8M |
|
1474
Franco-Nevada
FNV
$46B
| $58M | 0.01% |
259,996
+48,544
| +23% | +$8.75M |
|
1475
Telephone and Data Systems
TDS
$3.75B
| $57.9M | 0.01% |
1,476,373
+578,997
| +65% | +$22.3M |
|
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.