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 | |
|---|---|---|---|---|---|---|
1901
iShares Core MSCI Europe ETF
IEUR
$9.16B
| $38.3M | 0.01% |
561,755
-77,223
| -12% | -$5.15M |
|
|
TEM
1902
PUT
Tempus AI
TEM
$9.39B
| $38.3M | 0.01% |
474,100
+91,600
| +24% | +$6.42M |
|
1903
iShares Morningstar Growth ETF
ILCG
$3.27B
| $38.2M | 0.01% |
366,690
+64,105
| +21% | +$6.44M |
|
1904
PBF Energy
PBF
$7.31B
| $38.2M | 0.01% |
1,266,659
-179,799
| -12% | -$4.7M |
|
|
INN
1905
Summit Hotel Properties
INN
$700M
| $38.1M | 0.01% |
6,936,070
+1,102,102
| +19% | +$6.01M |
|
1906
Centrus Energy
LEU
$3.82B
| $38.1M | 0.01% |
122,746
-143,257
| -54% | -$31.7M |
|
1907
Toyota
TM
$225B
| $38M | 0.01% |
199,115
-24,314
| -11% | -$4.58M |
|
1908
Avery Dennison
AVY
$13.4B
| $38M | 0.01% |
234,593
-43,196
| -16% | -$7.44M |
|
1909
Invesco FTSE RAFI US 1000 ETF
PRF
$10B
| $38M | 0.01% |
841,427
+7,220
| +0.9% | +$315K |
|
|
KLAR
1910
Klarna Group
KLAR
$7.52B
| $38M | 0.01% |
+1,035,686
| New | +$44.3M |
|
1911
CALL
JD.com
JD
$44.5B
| $37.8M | 0.01% |
1,080,294
-277,926
| -20% | -$9.05M |
|
1912
Eagle Materials
EXP
$6.57B
| $37.7M | 0.01% |
161,976
+122,043
| +306% | +$27.7M |
|
1913
Erie Indemnity
ERIE
$13.2B
| $37.7M | 0.01% |
118,631
-21,269
| -15% | -$7.34M |
|
1914
CALL
Constellation Energy
CEG
$95.6B
| $37.7M | 0.01% |
114,668
+105,918
| +1,210% | +$34.2M |
|
1915
NNN REIT
NNN
$8.99B
| $37.7M | 0.01% |
885,383
+132,993
| +18% | +$5.65M |
|
1916
Lemonade
LMND
$4.1B
| $37.7M | 0.01% |
704,092
-164,280
| -19% | -$8.01M |
|
1917
CALL
CVS Health
CVS
$122B
| $37.7M | 0.01% |
499,500
+153,032
| +44% | +$10.5M |
|
1918
SEI Investments
SEIC
$12.6B
| $37.6M | 0.01% |
443,722
+62,628
| +16% | +$5.56M |
|
1919
Core & Main
CNM
$8.71B
| $37.6M | 0.01% |
699,309
-99,543
| -12% | -$6.03M |
|
1920
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| $37.6M | 0.01% |
198,300
-1,600
| -0.8% | -$298K |
|
1921
Reliance Steel & Aluminium
RS
$21.6B
| $37.6M | 0.01% |
133,820
-70,033
| -34% | -$21M |
|
1922
Plexus
PLXS
$7.23B
| $37.6M | 0.01% |
259,707
+45,398
| +21% | +$6.13M |
|
1923
Fabrinet
FN
$20.1B
| $37.6M | 0.01% |
103,002
-134,499
| -57% | -$44.3M |
|
1924
Bitdeer Technologies
BTDR
$2.65B
| $37.5M | 0.01% |
2,193,573
-589,128
| -21% | -$8.27M |
|
1925
CALL
Northrop Grumman
NOC
$81.2B
| $37.4M | 0.01% |
61,398
+4,036
| +7% | +$2.29M |
|
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.