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 | |
|---|---|---|---|---|---|---|
2051
Armstrong World Industries
AWI
$7.84B
| $32.3M | 0.01% |
164,875
+93,836
| +132% | +$17.5M |
|
2052
Leonardo DRS
DRS
$12B
| $32.3M | 0.01% |
711,588
+604,783
| +566% | +$26.4M |
|
2053
CALL
Zillow
Z
$7.56B
| $32.3M | 0.01% |
419,200
+19,000
| +5% | +$1.55M |
|
2054
AngloGold Ashanti
AU
$48.7B
| $32.1M | 0.01% |
456,298
-705,762
| -61% | -$39.5M |
|
2055
TD Synnex
SNX
$20.2B
| $32.1M | 0.01% |
195,829
-239,075
| -55% | -$35.2M |
|
2056
Kemper
KMPR
$1.68B
| $32.1M | 0.01% |
621,829
+460,217
| +285% | +$25.9M |
|
2057
CNA Financial
CNA
$14.1B
| $32M | 0.01% |
689,473
+285,850
| +71% | +$13.3M |
|
2058
CALL
Veralto
VLTO
$24B
| $32M | 0.01% |
300,200
+300,100
| +300,100% | +$31.7M |
|
2059
Invesco S&P Global Water Index ETF
CGW
$1.08B
| $32M | 0.01% |
498,185
-17,919
| -3% | -$1.13M |
|
|
GEMI
2060
Gemini Space Station
GEMI
$517M
| $32M | 0.01% |
+1,335,309
| New | +$34.5M |
|
2061
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$22.4B
| $32M | 0.01% |
270,200
-32,600
| -11% | -$3.62M |
|
2062
PUT
Darden Restaurants
DRI
$24.4B
| $32M | 0.01% |
168,000
+55,400
| +49% | +$11.4M |
|
2063
Invesco Water Resources ETF
PHO
$2.09B
| $32M | 0.01% |
443,460
+20,261
| +5% | +$1.45M |
|
2064
Schwab US Large- Cap ETF
SCHX
$74.5B
| $31.9M | 0.01% |
1,212,551
-10,229
| -0.8% | -$260K |
|
2065
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
| $31.9M | 0.01% |
718,476
-128,288
| -15% | -$5.64M |
|
2066
JPMorgan Diversified Return International Equity ETF
JPIN
$377M
| $31.9M | 0.01% |
478,316
+1,236
| +0.3% | +$80.9K |
|
2067
CALL
Southern Company
SO
$107B
| $31.8M | 0.01% |
335,800
+245,100
| +270% | +$22.9M |
|
2068
Apogee Therapeutics
APGE
$10.2B
| $31.8M | 0.01% |
799,465
+692,308
| +646% | +$26.4M |
|
2069
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.4B
| $31.7M | 0.01% |
291,171
+76,615
| +36% | +$7.96M |
|
2070
Invesco Large Cap Value ETF
PWV
$1.72B
| $31.7M | 0.01% |
486,139
-11,679
| -2% | -$740K |
|
2071
US Treasury 6 Month Bill ETF
XBIL
$742M
| $31.7M | 0.01% |
631,445
-206,781
| -25% | -$10.4M |
|
2072
Arrowhead Research
ARWR
$12.4B
| $31.7M | 0.01% |
918,183
-682,413
| -43% | -$15M |
|
2073
PUT
Teck Resources
TECK
$32.6B
| $31.6M | 0.01% |
720,500
+140,800
| +24% | +$5.12M |
|
2074
Clearway Energy Class C
CWEN
$6.7B
| $31.6M | ﹤0.01% |
1,117,089
+248,255
| +29% | +$7.52M |
|
2075
PUT
Trip.com Group
TCOM
$29.1B
| $31.6M | ﹤0.01% |
419,618
+352,018
| +521% | +$23.5M |
|
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.