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 | |
|---|---|---|---|---|---|---|
1526
EPAM Systems
EPAM
$5.03B
| $55.2M | 0.01% |
365,885
+55,683
| +18% | +$9.14M |
|
1527
Main Street Capital
MAIN
$5.48B
| $55.1M | 0.01% |
866,884
+534,374
| +161% | +$34.5M |
|
1528
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
| $55M | 0.01% |
1,087,211
+521
| +0% | +$26.2K |
|
1529
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $55M | 0.01% |
1,047,402
+11,441
| +1% | +$598K |
|
1530
Kilroy Realty
KRC
$4.42B
| $54.9M | 0.01% |
1,299,995
+303,208
| +30% | +$12M |
|
1531
Carpenter Technology
CRS
$28.4B
| $54.9M | 0.01% |
223,636
+137,841
| +161% | +$35.2M |
|
1532
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
| $54.9M | 0.01% |
1,630,022
-102,414
| -6% | -$3.4M |
|
1533
Corebridge Financial
CRBG
$15B
| $54.9M | 0.01% |
1,712,598
-41,609
| -2% | -$1.42M |
|
1534
PUT
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
| $54.9M | 0.01% |
700,000
-702,400
| -50% | -$56.7M |
|
1535
Service Corp International
SCI
$11.6B
| $54.8M | 0.01% |
658,507
-1,824
| -0.3% | -$146K |
|
1536
UiPath
PATH
$7.8B
| $54.8M | 0.01% |
4,094,535
-32,682,689
| -89% | -$386M |
|
1537
DT Midstream
DTM
$13.4B
| $54.8M | 0.01% |
484,342
+84,780
| +21% | +$8.86M |
|
|
MRUS
1538
DELISTED
Merus
MRUS
| $54.7M | 0.01% |
581,071
+3,377
| +0.6% | +$220K |
|
1539
Cognex
CGNX
$11.3B
| $54.5M | 0.01% |
1,203,017
+135,160
| +13% | +$5.47M |
|
1540
CALL
Ulta Beauty
ULTA
$24.3B
| $54.4M | 0.01% |
99,500
+24,300
| +32% | +$12.5M |
|
1541
Royalty Pharma
RPRX
$25.3B
| $54.4M | 0.01% |
1,541,598
-665,167
| -30% | -$24.1M |
|
1542
iShares MSCI KLD 400 Social ETF
DSI
$5.55B
| $54.4M | 0.01% |
431,551
-18,285
| -4% | -$2.21M |
|
1543
Host Hotels & Resorts
HST
$16B
| $54.3M | 0.01% |
3,190,946
-39,011
| -1% | -$647K |
|
1544
Plug Power
PLUG
$3.04B
| $54.2M | 0.01% |
23,282,598
+11,496,824
| +98% | +$19.5M |
|
1545
PUT
US Global Jets ETF
JETS
$800M
| $54.2M | 0.01% |
2,200,500
+1,007,900
| +85% | +$25.3M |
|
1546
Sibanye-Stillwater
SBSW
$7.53B
| $54.2M | 0.01% |
4,822,525
+1,628,754
| +51% | +$14.2M |
|
1547
PUT
McDonald's
MCD
$195B
| $54.2M | 0.01% |
178,260
-4,700
| -3% | -$1.43M |
|
1548
ANI Pharmaceuticals
ANIP
$1.78B
| $54M | 0.01% |
589,874
+185,172
| +46% | +$15.1M |
|
1549
Invesco S&P 500 Revenue ETF
RWL
$9.86B
| $53.9M | 0.01% |
486,650
-33,824
| -6% | -$3.61M |
|
1550
Valmont Industries
VMI
$9.53B
| $53.8M | 0.01% |
138,812
+48,929
| +54% | +$17.8M |
|
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.