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 | |
|---|---|---|---|---|---|---|
1576
HealthEquity
HQY
$8.75B
| $52M | 0.01% |
549,217
-81,660
| -13% | -$7.68M |
|
1577
Invesco Short Term Treasury ETF
TBLL
$2.61B
| $52M | 0.01% |
492,339
+40,351
| +9% | +$4.26M |
|
1578
JPMorgan Active Value ETF
JAVA
$7.15B
| $52M | 0.01% |
753,600
+8,897
| +1% | +$597K |
|
1579
Nokia
NOK
$52.3B
| $51.9M | 0.01% |
10,795,484
+1,668,558
| +18% | +$7.54M |
|
1580
Valaris
VAL
$5.47B
| $51.9M | 0.01% |
1,064,403
+4,059
| +0.4% | +$198K |
|
1581
Avantor
AVTR
$9.19B
| $51.9M | 0.01% |
4,157,904
-1,939,992
| -32% | -$25M |
|
1582
KB Home
KBH
$3.59B
| $51.9M | 0.01% |
815,137
+151,202
| +23% | +$9.14M |
|
1583
CALL
Booking.com
BKNG
$161B
| $51.8M | 0.01% |
240,000
+65,000
| +37% | +$14.5M |
|
1584
Atour Lifestyle Holdings
ATAT
$4.8B
| $51.8M | 0.01% |
1,378,003
-363,073
| -21% | -$13.3M |
|
1585
Park Hotels & Resorts
PK
$2.97B
| $51.8M | 0.01% |
4,673,214
-286,921
| -6% | -$3.23M |
|
1586
Globe Life
GL
$14.3B
| $51.7M | 0.01% |
361,799
-26,711
| -7% | -$3.62M |
|
1587
Murphy USA
MUSA
$9.61B
| $51.7M | 0.01% |
133,177
-25,077
| -16% | -$9.93M |
|
1588
Vanguard Consumer Staples ETF
VDC
$7.99B
| $51.7M | 0.01% |
241,868
-134,089
| -36% | -$29.4M |
|
1589
California Resources
CRC
$4.62B
| $51.7M | 0.01% |
971,245
+287,524
| +42% | +$14.4M |
|
1590
Kodiak Gas Services
KGS
$6.05B
| $51.6M | 0.01% |
1,396,280
+579,967
| +71% | +$19.6M |
|
1591
Middleby
MIDD
$6.08B
| $51.6M | 0.01% |
387,958
-70,090
| -15% | -$9.73M |
|
1592
Sunoco
SUN
$13.3B
| $51.5M | 0.01% |
1,030,006
-121,147
| -11% | -$6.3M |
|
1593
SentinelOne
S
$7.34B
| $51.4M | 0.01% |
2,921,524
-1,920,798
| -40% | -$34.5M |
|
1594
PUT
Starbucks
SBUX
$120B
| $51.4M | 0.01% |
607,600
-49,400
| -8% | -$4.42M |
|
1595
PUT
Twilio
TWLO
$36.6B
| $51.4M | 0.01% |
513,400
+19,200
| +4% | +$2.16M |
|
1596
PUT
lululemon athletica
LULU
$14.6B
| $51.3M | 0.01% |
288,500
-19,100
| -6% | -$3.83M |
|
1597
Unilever
UL
$136B
| $51.3M | 0.01% |
769,006
+53,661
| +8% | +$3.7M |
|
1598
Crane NXT
CXT
$3.07B
| $51.3M | 0.01% |
764,548
+129,494
| +20% | +$7.71M |
|
1599
CACI
CACI
$14.2B
| $51.3M | 0.01% |
102,791
+4,873
| +5% | +$2.36M |
|
1600
Opendoor
OPEN
$3.38B
| $51.2M | 0.01% |
6,637,531
-3,362,849
| -34% | -$13.6M |
|
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.