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 | |
|---|---|---|---|---|---|---|
1601
Neurocrine Biosciences
NBIX
$16.6B
| $51.2M | 0.01% |
364,572
-237,553
| -39% | -$32.2M |
|
1602
CALL
SLB Ltd
SLB
$75B
| $51.2M | 0.01% |
1,488,900
+1,162,400
| +356% | +$40.4M |
|
1603
Brookfield Asset Management
BAM
$83.8B
| $51.2M | 0.01% |
898,594
+99,421
| +12% | +$5.91M |
|
1604
CALL
Target
TGT
$68B
| $51M | 0.01% |
568,912
+176,108
| +45% | +$17.3M |
|
1605
CALL
CSX Corp
CSX
$93.1B
| $51M | 0.01% |
1,436,400
+918,900
| +178% | +$31.4M |
|
1606
CALL
Sea Limited
SE
$69.5B
| $50.9M | 0.01% |
284,762
+129,018
| +83% | +$22.1M |
|
1607
CALL
Pfizer
PFE
$153B
| $50.9M | 0.01% |
1,996,000
-57,520
| -3% | -$1.42M |
|
1608
Revolution Medicines
RVMD
$44B
| $50.9M | 0.01% |
1,088,965
+574,212
| +112% | +$22.5M |
|
1609
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
| $50.8M | 0.01% |
1,008,756
-30,528
| -3% | -$1.51M |
|
1610
SiTime
SITM
$21.8B
| $50.8M | 0.01% |
168,491
+54,243
| +47% | +$12.6M |
|
1611
Tradeweb Markets
TW
$21.6B
| $50.7M | 0.01% |
456,571
-242,859
| -35% | -$31.2M |
|
1612
iShares US Financials ETF
IYF
$4.61B
| $50.6M | 0.01% |
399,756
+10,208
| +3% | +$1.26M |
|
1613
iShares Europe ETF
IEV
$1.7B
| $50.6M | 0.01% |
772,731
-53,107
| -6% | -$3.39M |
|
1614
CALL
On Holding
ONON
$12.5B
| $50.6M | 0.01% |
1,194,676
+77,060
| +7% | +$3.67M |
|
1615
Tanger
SKT
$4.52B
| $50.5M | 0.01% |
1,492,066
+249,740
| +20% | +$8.14M |
|
1616
CALL
Marriott Vacations Worldwide
VAC
$4.25B
| $50.5M | 0.01% |
758,520
+7,700
| +1% | +$594K |
|
1617
CALL
Estee Lauder
EL
$32B
| $50.5M | 0.01% |
572,808
-52,222
| -8% | -$4.65M |
|
1618
PUT
Pinterest
PINS
$13.4B
| $50.5M | 0.01% |
1,568,900
+40,300
| +3% | +$1.46M |
|
1619
Ryder
R
$10.1B
| $50.4M | 0.01% |
267,077
+76,441
| +40% | +$13.8M |
|
1620
AerCap
AER
$23.8B
| $50.3M | 0.01% |
416,040
-209,089
| -33% | -$24.4M |
|
1621
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
| $50.3M | 0.01% |
345,512
-21,376
| -6% | -$2.99M |
|
1622
Chemed
CHE
$7.22B
| $50.2M | 0.01% |
112,118
+57,201
| +104% | +$25.9M |
|
1623
Lithia Motors
LAD
$8.26B
| $50.1M | 0.01% |
158,655
-141,641
| -47% | -$45.7M |
|
1624
Arrow Electronics
ARW
$10.4B
| $50M | 0.01% |
413,519
+64,976
| +19% | +$8.17M |
|
1625
Polaris
PII
$4.07B
| $50M | 0.01% |
860,059
-896,759
| -51% | -$48.4M |
|
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.