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 | |
|---|---|---|---|---|---|---|
|
MRSH
126
Marsh
MRSH
$90.5B
| $858M | 0.13% |
4,255,370
-284,339
| -6% | -$58.5M |
|
127
VanEck Gold Miners ETF
GDX
$23.2B
| $837M | 0.13% |
10,951,165
+460,915
| +4% | +$27.8M |
|
128
Wells Fargo
WFC
$261B
| $834M | 0.13% |
9,947,879
-1,819,357
| -15% | -$148M |
|
129
PepsiCo
PEP
$190B
| $833M | 0.13% |
5,927,836
-1,040,699
| -15% | -$149M |
|
130
PUT
Amazon
AMZN
$2.92T
| $832M | 0.13% |
3,788,529
-441,200
| -10% | -$99.9M |
|
131
CALL
Rocket Lab Corp
RKLB
$40.6B
| $832M | 0.13% |
17,362,323
+32,000
| +0.2% | +$1.45M |
|
132
CALL
Alphabet (Google) Class A
GOOGL
$4.36T
| $828M | 0.13% |
3,405,657
+984,495
| +41% | +$206M |
|
133
Mondelez International
MDLZ
$79.5B
| $825M | 0.13% |
13,200,126
+1,688,400
| +15% | +$109M |
|
134
Intuitive Surgical
ISRG
$125B
| $823M | 0.13% |
1,840,584
+157,576
| +9% | +$75.6M |
|
135
Applied Materials
AMAT
$403B
| $823M | 0.13% |
4,018,232
-748,303
| -16% | -$136M |
|
136
State Street Financial Select Sector SPDR ETF
XLF
$58B
| $817M | 0.13% |
15,169,574
+1,803,310
| +13% | +$95.5M |
|
137
Strategy Inc
MSTR
$34.1B
| $813M | 0.13% |
2,522,401
+987,718
| +64% | +$366M |
|
138
PUT
Bank of America
BAC
$435B
| $806M | 0.13% |
15,627,800
-880,200
| -5% | -$42.9M |
|
139
S&P Global
SPGI
$121B
| $800M | 0.13% |
1,643,856
+232,703
| +16% | +$125M |
|
|
AMRZ
140
Amrize Ltd
AMRZ
$27.1B
| $798M | 0.13% |
16,447,777
+993,288
| +6% | +$50.7M |
|
141
SLB Ltd
SLB
$73.6B
| $793M | 0.12% |
23,084,831
+3,015,878
| +15% | +$105M |
|
142
AT&T
T
$159B
| $792M | 0.12% |
28,057,651
+2,591,038
| +10% | +$73.6M |
|
143
Analog Devices
ADI
$179B
| $792M | 0.12% |
3,222,643
-1,851,000
| -36% | -$445M |
|
144
Trane Technologies
TT
$100B
| $788M | 0.12% |
1,867,024
+114,474
| +7% | +$48.9M |
|
145
Caterpillar
CAT
$375B
| $785M | 0.12% |
1,646,018
-517,500
| -24% | -$221M |
|
146
CME Group
CME
$96.3B
| $783M | 0.12% |
2,898,830
-21,151
| -0.7% | -$5.75M |
|
147
Walt Disney
DIS
$167B
| $782M | 0.12% |
6,828,400
-767,238
| -10% | -$90.4M |
|
148
Marvell Technology
MRVL
$168B
| $775M | 0.12% |
9,224,221
+481,953
| +6% | +$35.5M |
|
149
CALL
Meta Platforms (Facebook)
META
$1.42T
| $771M | 0.12% |
1,050,463
+91,964
| +10% | +$68.4M |
|
150
Automatic Data Processing
ADP
$106B
| $769M | 0.12% |
2,619,346
+288,991
| +12% | +$87M |
|
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, 4,491 reduced and 1,076 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 1,076 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.