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 | |
|---|---|---|---|---|---|---|
1551
Invesco MSCI USA ETF
PBUS
$11.8B
| $53.8M | 0.01% |
802,250
-1,105,010
| -58% | -$71.2M |
|
1552
Capri Holdings
CPRI
$1.74B
| $53.7M | 0.01% |
2,697,890
-376,423
| -12% | -$7.55M |
|
1553
Donaldson
DCI
$11.4B
| $53.7M | 0.01% |
656,500
-208,668
| -24% | -$15.7M |
|
1554
CALL
Autodesk
ADSK
$52.6B
| $53.7M | 0.01% |
168,900
+40,900
| +32% | +$12.5M |
|
1555
Popular Inc
BPOP
$11.1B
| $53.6M | 0.01% |
422,150
+78,302
| +23% | +$9.36M |
|
1556
Essential Utilities
WTRG
$11.4B
| $53.6M | 0.01% |
1,342,479
-211,497
| -14% | -$8.06M |
|
|
VPU
1557
Vanguard Utilities ETF
VPU
$8.36B
| $53.6M | 0.01% |
282,752
-31,048
| -10% | -$5.69M |
|
1558
MakeMyTrip
MMYT
$5.64B
| $53.4M | 0.01% |
570,576
-409,217
| -42% | -$39.8M |
|
1559
Dimensional US Core Equity 2 ETF
DFAC
$49.4B
| $53.4M | 0.01% |
1,383,426
-5,854
| -0.4% | -$218K |
|
1560
Invesco Variable Rate Preferred ETF
VRP
$3.01B
| $53.2M | 0.01% |
2,153,697
-81,812
| -4% | -$2.01M |
|
1561
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.1B
| $53M | 0.01% |
1,038,781
+137,708
| +15% | +$7.02M |
|
1562
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.85B
| $52.9M | 0.01% |
681,134
+31,344
| +5% | +$2.38M |
|
1563
Capital Group International Equity ETF
CGIE
$2.46B
| $52.9M | 0.01% |
1,568,268
+284,045
| +22% | +$9.37M |
|
1564
First Trust North American Energy Infrastructure Fund
EMLP
$4.08B
| $52.9M | 0.01% |
1,380,762
-3,119
| -0.2% | -$118K |
|
1565
Macy's
M
$6.68B
| $52.9M | 0.01% |
2,948,236
-425,865
| -13% | -$6.03M |
|
1566
CALL
United Rentals
URI
$72.4B
| $52.8M | 0.01% |
55,300
+17,400
| +46% | +$15.5M |
|
|
IBDQ
1567
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $52.8M | 0.01% |
2,095,570
-558,537
| -21% | -$14M |
|
1568
Alliant Energy
LNT
$18B
| $52.7M | 0.01% |
781,906
-135,911
| -15% | -$8.77M |
|
1569
Aaon
AAON
$7.77B
| $52.7M | 0.01% |
564,060
+248,011
| +78% | +$20.3M |
|
1570
Antero Midstream
AM
$10.1B
| $52.5M | 0.01% |
2,702,482
-346,748
| -11% | -$6.27M |
|
|
LINE
1571
Lineage Inc
LINE
$9.65B
| $52.5M | 0.01% |
1,358,780
+703,142
| +107% | +$29.2M |
|
1572
Zillow
ZG
$7.63B
| $52.5M | 0.01% |
704,805
+108,600
| +18% | +$8.55M |
|
1573
CALL
Alkami Technology
ALKT
$2.11B
| $52.2M | 0.01% |
2,102,280
| – | – |
|
1574
Aramark
ARMK
$14.7B
| $52.2M | 0.01% |
1,358,172
+509,242
| +60% | +$20.6M |
|
1575
AB InBev
BUD
$165B
| $52.1M | 0.01% |
874,795
+521,125
| +147% | +$32.8M |
|
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.