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 | |
|---|---|---|---|---|---|---|
1651
CALL
Union Pacific
UNP
$174B
| $48.7M | 0.01% |
205,900
-9,900
| -5% | -$2.23M |
|
1652
H.B. Fuller
FUL
$3.28B
| $48.7M | 0.01% |
820,871
+548,017
| +201% | +$32.9M |
|
1653
Moelis & Co
MC
$4.94B
| $48.6M | 0.01% |
681,668
+227,232
| +50% | +$16.2M |
|
1654
MGIC Investment
MTG
$6.25B
| $48.6M | 0.01% |
1,711,453
+594,980
| +53% | +$16.2M |
|
|
AL
1655
DELISTED
Air Lease Corp
AL
| $48.5M | 0.01% |
762,030
+539,482
| +242% | +$32.2M |
|
1656
PUT
CF Industries
CF
$17.3B
| $48.5M | 0.01% |
540,567
+221,667
| +70% | +$19.8M |
|
1657
Hawaiian Electric Industries
HE
$2.14B
| $48.4M | 0.01% |
4,382,802
-1,032,136
| -19% | -$11.8M |
|
1658
Western Alliance Bancorporation
WAL
$8.87B
| $48.3M | 0.01% |
556,986
-299,675
| -35% | -$25.4M |
|
1659
UGI
UGI
$7.33B
| $48.3M | 0.01% |
1,451,440
+623,582
| +75% | +$21.8M |
|
1660
Penumbra
PEN
$12.8B
| $48.3M | 0.01% |
190,567
+100,527
| +112% | +$25.4M |
|
1661
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
| $48.3M | 0.01% |
721,563
+17,554
| +2% | +$1.16M |
|
1662
iShares Morningstar Value ETF
ILCV
$1.35B
| $48.3M | 0.01% |
536,027
+39,138
| +8% | +$3.39M |
|
1663
Powell Industries
POWL
$7.71B
| $48.2M | 0.01% |
474,741
+28,122
| +6% | +$2.38M |
|
|
ECG
1664
Everus Construction Group
ECG
$6.99B
| $48.1M | 0.01% |
560,821
-158,207
| -22% | -$11.8M |
|
|
ETG
1665
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.85B
| $48M | 0.01% |
2,271,568
-18,799
| -0.8% | -$392K |
|
1666
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
| $47.9M | 0.01% |
203,921
-16,084
| -7% | -$3.51M |
|
1667
Paylocity
PCTY
$7.98B
| $47.9M | 0.01% |
300,768
+167,638
| +126% | +$29.7M |
|
1668
Vertex
VERX
$1.94B
| $47.9M | 0.01% |
1,931,531
+925,566
| +92% | +$26.8M |
|
1669
CALL
Enovis
ENOV
$1.53B
| $47.9M | 0.01% |
1,577,580
| – | – |
|
1670
SPS Commerce
SPSC
$2.64B
| $47.8M | 0.01% |
458,860
+408,221
| +806% | +$48.6M |
|
1671
TotalEnergies
TTE
$190B
| $47.8M | 0.01% |
800,384
+291,523
| +57% | +$18M |
|
1672
Yeti Holdings
YETI
$3.95B
| $47.8M | 0.01% |
1,439,522
+1,179,281
| +453% | +$41.2M |
|
1673
CALL
Roku
ROKU
$22.7B
| $47.8M | 0.01% |
477,000
+60,648
| +15% | +$5.59M |
|
1674
Telus
TU
$15.3B
| $47.7M | 0.01% |
3,027,449
-556,027
| -16% | -$9.02M |
|
1675
iShares Global Tech ETF
IXN
$8.83B
| $47.7M | 0.01% |
462,513
-17,493
| -4% | -$1.69M |
|
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.