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 | |
|---|---|---|---|---|---|---|
1751
CALL
Lowe's Companies
LOW
$125B
| $44.6M | 0.01% |
177,400
+24,400
| +16% | +$5.99M |
|
1752
CALL
First Solar
FSLR
$26.9B
| $44.5M | 0.01% |
201,791
+68,695
| +52% | +$13.2M |
|
1753
Vipshop
VIPS
$7.53B
| $44.5M | 0.01% |
2,263,360
-1,517,820
| -40% | -$25.2M |
|
1754
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
| $44.4M | 0.01% |
370,491
-25,297
| -6% | -$3M |
|
1755
VanEck Uranium + Nuclear Energy ETF
NLR
$4.18B
| $44.4M | 0.01% |
327,399
+94,602
| +41% | +$11.3M |
|
1756
CALL
DexCom
DXCM
$32B
| $44.4M | 0.01% |
659,500
+297,300
| +82% | +$23.5M |
|
1757
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.25B
| $44.4M | 0.01% |
962,649
-141,593
| -13% | -$6.42M |
|
1758
BJ's Restaurants
BJRI
$1.48B
| $44.3M | 0.01% |
1,451,883
+1,237,383
| +577% | +$44.2M |
|
1759
Cullen/Frost Bankers
CFR
$10.2B
| $44.3M | 0.01% |
349,601
+232,077
| +197% | +$30.2M |
|
1760
Mattel
MAT
$4.23B
| $44.3M | 0.01% |
2,632,757
+705,328
| +37% | +$12.9M |
|
|
VNET
1761
VNET Group
VNET
$2.09B
| $44.3M | 0.01% |
4,283,660
+1,809,987
| +73% | +$15.2M |
|
1762
Home BancShares
HOMB
$6.18B
| $44.2M | 0.01% |
1,562,486
+225,224
| +17% | +$6.54M |
|
1763
iShares MSCI USA Value Factor ETF
VLUE
$9.44B
| $44.2M | 0.01% |
353,120
-19,429
| -5% | -$2.29M |
|
1764
MSC Industrial Direct
MSM
$6.86B
| $44.2M | 0.01% |
479,244
+246,759
| +106% | +$22M |
|
1765
Northern Oil and Gas
NOG
$2.35B
| $44.1M | 0.01% |
1,779,203
+72,673
| +4% | +$1.93M |
|
1766
CALL
VF Corp
VFC
$5.89B
| $44.1M | 0.01% |
3,054,984
+1,445,597
| +90% | +$19.4M |
|
1767
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
| $44.1M | 0.01% |
1,435,071
+116,014
| +9% | +$3.2M |
|
1768
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
| $44M | 0.01% |
670,743
-57,241
| -8% | -$3.62M |
|
1769
HF Sinclair
DINO
$14.5B
| $43.9M | 0.01% |
839,636
+86,784
| +12% | +$4.11M |
|
1770
PUT
Logitech
LOGI
$15.2B
| $43.9M | 0.01% |
400,000
+77,700
| +24% | +$7.81M |
|
1771
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.26B
| $43.8M | 0.01% |
1,897,446
+605,896
| +47% | +$13.6M |
|
1772
AAR Corp
AIR
$5.76B
| $43.8M | 0.01% |
488,239
+427,906
| +709% | +$32.6M |
|
1773
Webster Financial
WBS
$12.8B
| $43.7M | 0.01% |
735,472
+79,961
| +12% | +$4.76M |
|
1774
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
| $43.7M | 0.01% |
1,038,953
-169,429
| -14% | -$7.1M |
|
1775
CALL
Airbnb
ABNB
$107B
| $43.7M | 0.01% |
359,800
-12,600
| -3% | -$1.63M |
|
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.