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 | |
|---|---|---|---|---|---|---|
151
iShares MSCI USA Quality Factor ETF
QUAL
$47B
| $761M | 0.12% |
3,910,245
-92,704
| -2% | -$17.4M |
|
152
CrowdStrike
CRWD
$194B
| $759M | 0.12% |
6,188,268
-1,366,984
| -18% | -$155M |
|
153
Philip Morris
PM
$297B
| $758M | 0.12% |
4,672,152
+1,172,983
| +34% | +$197M |
|
154
Constellation Energy
CEG
$93.8B
| $754M | 0.12% |
2,292,821
-413,951
| -15% | -$134M |
|
155
Lowe's Companies
LOW
$117B
| $752M | 0.12% |
2,990,386
-76,661
| -2% | -$18.8M |
|
156
iShares S&P 500 Value ETF
IVE
$49.3B
| $744M | 0.12% |
3,604,778
+37,372
| +1% | +$7.51M |
|
|
157
Workday
WDAY
$39.6B
| $738M | 0.12% |
3,064,953
+2,150,538
| +235% | +$497M |
|
158
PUT
SPDR Gold Trust
GLD
$131B
| $730M | 0.11% |
2,053,400
+1,432,800
| +231% | +$457M |
|
159
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
| $728M | 0.11% |
7,929,237
-283,834
| -3% | -$26M |
|
160
Parker-Hannifin
PH
$123B
| $725M | 0.11% |
956,812
-31,754
| -3% | -$23.4M |
|
161
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
| $722M | 0.11% |
16,156,672
-3,518,878
| -18% | -$154M |
|
162
O'Reilly Automotive
ORLY
$72.9B
| $721M | 0.11% |
6,687,456
-510,253
| -7% | -$51.3M |
|
163
Adobe
ADBE
$99.5B
| $721M | 0.11% |
2,042,952
-374,119
| -15% | -$134M |
|
164
CALL
Alibaba
BABA
$293B
| $716M | 0.11% |
4,004,386
+2,888,633
| +259% | +$378M |
|
165
American Tower
AMT
$80.8B
| $707M | 0.11% |
3,676,113
+525,650
| +17% | +$110M |
|
166
Prologis
PLD
$135B
| $702M | 0.11% |
6,131,362
+613,602
| +11% | +$67.5M |
|
167
Intuit
INTU
$86.5B
| $699M | 0.11% |
1,024,129
-110,473
| -10% | -$79.6M |
|
168
Lockheed Martin
LMT
$134B
| $698M | 0.11% |
1,398,448
-209,986
| -13% | -$95.3M |
|
169
Apollo Global Management
APO
$72.4B
| $696M | 0.11% |
5,223,612
+1,181,476
| +29% | +$167M |
|
170
Vanguard Morningstar Large-Cap ETF
VV
$53.2B
| $695M | 0.11% |
2,257,283
+160
| +0% | +$47.4K |
|
171
Sherwin-Williams
SHW
$82.7B
| $691M | 0.11% |
1,994,511
+181,931
| +10% | +$64.1M |
|
172
ServiceNow
NOW
$115B
| $690M | 0.11% |
3,750,560
-136,080
| -4% | -$25.4M |
|
173
Rockwell Automation
ROK
$53.4B
| $689M | 0.11% |
1,972,045
-642,235
| -25% | -$222M |
|
174
PUT
JPMorgan Chase
JPM
$935B
| $688M | 0.11% |
2,182,500
+598,900
| +38% | +$178M |
|
175
Altria Group
MO
$114B
| $683M | 0.11% |
10,341,699
+889,936
| +9% | +$56.4M |
|
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, 4,491 reduced and 1,076 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 1,076 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.