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 | |
|---|---|---|---|---|---|---|
2001
CALL
PepsiCo
PEP
$190B
| $34.4M | 0.01% |
245,100
+90,096
| +58% | +$12.9M |
|
2002
Cemex
CX
$16.3B
| $34.4M | 0.01% |
3,822,997
+669,730
| +21% | +$5.72M |
|
2003
PUT
Albemarle
ALB
$15.5B
| $34.4M | 0.01% |
423,800
+248,800
| +142% | +$19.2M |
|
2004
iShares US Consumer Staples ETF
IYK
$1.41B
| $34.3M | 0.01% |
501,782
+33,969
| +7% | +$2.37M |
|
2005
Nuveen Preferred & Income Opportunities Fund
JPC
$2.9B
| $34.3M | 0.01% |
4,184,723
-13,812
| -0.3% | -$112K |
|
2006
Wipro
WIT
$20B
| $34.3M | 0.01% |
13,044,840
+8,122,275
| +165% | +$22.9M |
|
2007
PUT
Expedia Group
EXPE
$37.3B
| $34.3M | 0.01% |
160,500
+5,300
| +3% | +$1.06M |
|
2008
PUT
Halliburton
HAL
$26.6B
| $34.3M | 0.01% |
1,392,600
-322,500
| -19% | -$7.13M |
|
2009
ProShares UltraPro Short QQQ
SQQQ
$1.71B
| $34.2M | 0.01% |
449,636
+172,568
| +62% | +$15.3M |
|
2010
James Hardie Industries
JHX
$17.5B
| $34.2M | 0.01% |
1,782,276
-2,773,855
| -61% | -$66.4M |
|
2011
Stantec
STN
$8.39B
| $34.2M | 0.01% |
317,105
+131,338
| +71% | +$14.3M |
|
2012
Essent Group
ESNT
$6.33B
| $34.2M | 0.01% |
537,491
+127,900
| +31% | +$7.77M |
|
2013
Texas Capital Bancshares
TCBI
$4.32B
| $34.1M | 0.01% |
403,692
+146,181
| +57% | +$12.5M |
|
2014
Kadant
KAI
$3.99B
| $34.1M | 0.01% |
114,473
+2,620
| +2% | +$855K |
|
2015
AutoNation
AN
$6.92B
| $34.1M | 0.01% |
155,687
-74,439
| -32% | -$15.7M |
|
2016
Terreno Realty
TRNO
$7.49B
| $34M | 0.01% |
599,894
+311,559
| +108% | +$17.7M |
|
2017
CALL
Accenture
ACN
$108B
| $34M | 0.01% |
137,950
-53,994
| -28% | -$14.1M |
|
2018
PUT
CVS Health
CVS
$122B
| $34M | 0.01% |
450,700
+238,600
| +112% | +$16.4M |
|
2019
Perrigo
PRGO
$1.78B
| $33.9M | 0.01% |
1,523,391
+856,405
| +128% | +$20.9M |
|
2020
Genius Sports
GENI
$2.11B
| $33.9M | 0.01% |
2,739,612
-214,037
| -7% | -$2.56M |
|
2021
Outfront Media
OUT
$5.5B
| $33.9M | 0.01% |
1,848,793
+447,391
| +32% | +$8.12M |
|
2022
CALL
Deere & Co
DE
$168B
| $33.8M | 0.01% |
74,004
+21,500
| +41% | +$10.6M |
|
2023
Procept Biorobotics
PRCT
$1.17B
| $33.7M | 0.01% |
944,545
+532,530
| +129% | +$24.3M |
|
2024
Viper Energy
VNOM
$14.7B
| $33.7M | 0.01% |
881,257
-422,630
| -32% | -$16.1M |
|
2025
Star Bulk Carriers
SBLK
$3.22B
| $33.6M | 0.01% |
1,809,702
-1,306,163
| -42% | -$24.6M |
|
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.