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 | |
|---|---|---|---|---|---|---|
2076
Maximus
MMS
$3.1B
| $31.5M | ﹤0.01% |
345,259
+15,044
| +5% | +$1.22M |
|
2077
Henry Schein
HSIC
$9.82B
| $31.5M | ﹤0.01% |
474,812
-85,132
| -15% | -$5.89M |
|
2078
Janus Henderson Securitized Income ETF
JSI
$1.51B
| $31.4M | ﹤0.01% |
601,536
+127,168
| +27% | +$6.67M |
|
2079
Canadian Imperial Bank of Commerce
CM
$108B
| $31.4M | ﹤0.01% |
393,357
+25,728
| +7% | +$1.94M |
|
2080
BHP
BHP
$230B
| $31.4M | ﹤0.01% |
563,584
-1,005,893
| -64% | -$53.5M |
|
2081
Saia
SAIA
$9.72B
| $31.4M | ﹤0.01% |
104,953
+18,233
| +21% | +$5.5M |
|
2082
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.76B
| $31.4M | ﹤0.01% |
1,227,060
-47,618
| -4% | -$1.21M |
|
2083
Federal Realty Investment Trust
FRT
$10.3B
| $31.4M | ﹤0.01% |
309,890
-2,216
| -0.7% | -$214K |
|
2084
Angel Oak Income ETF
CARY
$1.39B
| $31.4M | ﹤0.01% |
1,500,562
+560,571
| +60% | +$11.7M |
|
2085
PUT
Okta
OKTA
$25.8B
| $31.4M | ﹤0.01% |
342,100
+126,500
| +59% | +$11.8M |
|
2086
ONE Gas
OGS
$5.04B
| $31.3M | ﹤0.01% |
386,884
+16,567
| +4% | +$1.24M |
|
|
FIG
2087
Figma
FIG
$12.4B
| $31.2M | ﹤0.01% |
+602,455
| New | +$41.4M |
|
2088
Kohl's
KSS
$2.19B
| $31.2M | ﹤0.01% |
2,030,692
-2,475,523
| -55% | -$33M |
|
2089
PUT
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
| $31.2M | ﹤0.01% |
696,400
-2,046,200
| -75% | -$92.5M |
|
2090
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
| $31.2M | ﹤0.01% |
365,549
+53,742
| +17% | +$4.53M |
|
2091
EnerSys
ENS
$6.99B
| $31.2M | ﹤0.01% |
275,951
+106,999
| +63% | +$10.5M |
|
2092
CNX Resources
CNX
$5.2B
| $31.2M | ﹤0.01% |
970,369
+433,351
| +81% | +$13.3M |
|
2093
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$261M
| $31.1M | ﹤0.01% |
1,385,502
-5,868
| -0.4% | -$132K |
|
2094
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $31.1M | ﹤0.01% |
719,307
-24,811
| -3% | -$1.07M |
|
2095
ARK Genomic Revolution ETF
ARKG
$1.73B
| $31.1M | ﹤0.01% |
1,121,164
-230,152
| -17% | -$5.82M |
|
2096
Sportradar
SRAD
$3.85B
| $31.1M | ﹤0.01% |
1,156,072
+897,312
| +347% | +$26.6M |
|
2097
PUT
Applovin
APP
$116B
| $31M | ﹤0.01% |
43,200
+34,200
| +380% | +$15.8M |
|
2098
Choice Hotels
CHH
$4.8B
| $31M | ﹤0.01% |
290,211
-105,086
| -27% | -$12.8M |
|
2099
Macerich
MAC
$6.92B
| $31M | ﹤0.01% |
1,704,554
+180,953
| +12% | +$3.13M |
|
2100
NEOS S&P 500 High Income ETF
SPYI
$11.3B
| $31M | ﹤0.01% |
592,650
+144,511
| +32% | +$7.43M |
|
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.