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 | |
|---|---|---|---|---|---|---|
1476
PUT
State Street Technology Select Sector SPDR ETF
XLK
$124B
| $57.9M | 0.01% |
411,000
-1,526,800
| -79% | -$202M |
|
1477
Itron
ITRI
$4.54B
| $57.8M | 0.01% |
463,936
+68,892
| +17% | +$8.76M |
|
1478
FMC
FMC
$1.33B
| $57.7M | 0.01% |
1,716,876
-892,441
| -34% | -$34.8M |
|
1479
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
| $57.7M | 0.01% |
1,327,973
-98,541
| -7% | -$4.02M |
|
|
TMHC
1480
DELISTED
Taylor Morrison
TMHC
| $57.6M | 0.01% |
873,152
+215,434
| +33% | +$14.2M |
|
1481
PUT
PepsiCo
PEP
$190B
| $57.5M | 0.01% |
409,729
+134,900
| +49% | +$19.3M |
|
1482
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
| $57.5M | 0.01% |
2,143,156
+231,591
| +12% | +$6.15M |
|
1483
TransAlta
TAC
$3.93B
| $57.5M | 0.01% |
4,207,052
+1,442,122
| +52% | +$17.7M |
|
1484
Chord Energy
CHRD
$7.39B
| $57.5M | 0.01% |
578,677
+104,110
| +22% | +$10.9M |
|
1485
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.51B
| $57.5M | 0.01% |
1,941,243
+46,913
| +2% | +$1.38M |
|
1486
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.06B
| $57.4M | 0.01% |
2,250,624
+205,545
| +10% | +$5.22M |
|
1487
Check Point Software Technologies
CHKP
$13.1B
| $57.4M | 0.01% |
277,510
-92,106
| -25% | -$18.6M |
|
1488
CALL
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
| $57.4M | 0.01% |
1,316,580
-640,000
| -33% | -$27.1M |
|
1489
CALL
GE Aerospace
GE
$384B
| $57.3M | 0.01% |
190,600
-11,900
| -6% | -$3.25M |
|
|
RNAM
1490
DELISTED
Avidity Biosciences
RNAM
| $57.3M | 0.01% |
1,315,859
+719,305
| +121% | +$29.1M |
|
1491
PUT
SLB Ltd
SLB
$75B
| $57.3M | 0.01% |
1,667,400
-166,700
| -9% | -$5.8M |
|
1492
CarGurus
CARG
$3.47B
| $57.3M | 0.01% |
1,537,856
+942,199
| +158% | +$32.2M |
|
1493
iShares US Consumer Discretionary ETF
IYC
$1.23B
| $57.2M | 0.01% |
546,000
+8,338
| +2% | +$855K |
|
1494
State Street SPDR S&P Homebuilders ETF
XHB
$1.56B
| $57.2M | 0.01% |
516,270
-488,473
| -49% | -$53.6M |
|
1495
East-West Bancorp
EWBC
$18B
| $57.2M | 0.01% |
537,221
+184,942
| +52% | +$19.5M |
|
1496
CALL
State Street SPDR S&P Metals & Mining ETF
XME
$4.42B
| $57.2M | 0.01% |
613,600
-839,200
| -58% | -$67M |
|
1497
KE Holdings
BEKE
$18.8B
| $57.2M | 0.01% |
3,009,412
+1,365,977
| +83% | +$25.6M |
|
1498
Bright Horizons
BFAM
$3.86B
| $57.1M | 0.01% |
526,345
+316,589
| +151% | +$36.7M |
|
1499
Pacer Trendpilot US Large Cap ETF
PTLC
$3.38B
| $57.1M | 0.01% |
1,042,988
-51,008
| -5% | -$2.68M |
|
1500
SLM Corp
SLM
$5.15B
| $57.1M | 0.01% |
2,062,906
+594,160
| +40% | +$18.5M |
|
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.