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 | |
|---|---|---|---|---|---|---|
1976
Whirlpool
WHR
$2.82B
| $35.7M | 0.01% |
453,944
+21,358
| +5% | +$1.96M |
|
1977
Direxion Daily GOOGL Bull 2X ETF
GGLL
$1.03B
| $35.6M | 0.01% |
563,621
-7,597
| -1% | -$369K |
|
1978
PUT
Alcoa
AA
$13.2B
| $35.6M | 0.01% |
1,081,300
-12,300
| -1% | -$382K |
|
1979
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $35.5M | 0.01% |
378,298
+242,851
| +179% | +$24.2M |
|
1980
CALL
Texas Instruments
TXN
$261B
| $35.5M | 0.01% |
193,004
+12,750
| +7% | +$2.49M |
|
|
INFA
1981
DELISTED
Informatica
INFA
| $35.3M | 0.01% |
1,421,099
+642,221
| +82% | +$15.8M |
|
1982
Avantis US Large Cap Value ETF
AVLV
$18.1B
| $35.3M | 0.01% |
488,379
-1,992
| -0.4% | -$141K |
|
1983
PUT
AT&T
T
$163B
| $35.3M | 0.01% |
1,249,200
-700,700
| -36% | -$19.9M |
|
1984
Viking Therapeutics
VKTX
$4B
| $35.3M | 0.01% |
1,342,308
+390,781
| +41% | +$11.7M |
|
1985
Apple Hospitality REIT
APLE
$3.82B
| $35.3M | 0.01% |
2,935,463
+1,424,287
| +94% | +$17.6M |
|
1986
Assurant
AIZ
$14.3B
| $35.2M | 0.01% |
162,704
+4,653
| +3% | +$944K |
|
|
HTT
1987
CALL
High Templar Tech Ltd
HTT
$391M
| $35.2M | 0.01% |
8,249,640
| – | – |
|
1988
China Yuchai International
CYD
$1.78B
| $35.1M | 0.01% |
849,464
+749,861
| +753% | +$22.7M |
|
1989
Invesco S&P MidCap Momentum ETF
XMMO
$7.53B
| $35.1M | 0.01% |
259,640
+15,023
| +6% | +$1.98M |
|
1990
First Industrial Realty Trust
FR
$8.44B
| $35M | 0.01% |
679,794
+458,114
| +207% | +$23M |
|
1991
CALL
PayPal
PYPL
$50.5B
| $35M | 0.01% |
521,448
-1,572,774
| -75% | -$111M |
|
1992
Champion Homes
SKY
$5.14B
| $35M | 0.01% |
457,836
+114,117
| +33% | +$8.06M |
|
1993
First Trust Global Tactical Commodity Strategy Fund
FTGC
$3B
| $35M | 0.01% |
1,349,557
+117,092
| +10% | +$2.97M |
|
1994
CALL
Quanta Services
PWR
$101B
| $34.9M | 0.01% |
84,224
+1,524
| +2% | +$592K |
|
1995
PIMCO Dynamic Income Fund
PDI
$7.42B
| $34.8M | 0.01% |
1,758,095
+38,875
| +2% | +$754K |
|
1996
CALL
Gilead Sciences
GILD
$165B
| $34.7M | 0.01% |
312,988
+24,800
| +9% | +$2.82M |
|
1997
Ryan Specialty Holdings
RYAN
$11B
| $34.7M | 0.01% |
616,199
-72,163
| -10% | -$4.27M |
|
1998
Inspire Medical Systems
INSP
$1.74B
| $34.7M | 0.01% |
467,736
+37,042
| +9% | +$3.75M |
|
1999
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.22B
| $34.5M | 0.01% |
1,503,187
-10,674
| -0.7% | -$244K |
|
2000
Columbia Sportswear
COLM
$2.94B
| $34.5M | 0.01% |
658,753
-17,573
| -3% | -$988K |
|
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.