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 | |
|---|---|---|---|---|---|---|
2101
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.28B
| $31M | ﹤0.01% |
1,398,162
+177,806
| +15% | +$3.91M |
|
2102
iShares Core International Aggregate Bond Fund
IAGG
$11B
| $31M | ﹤0.01% |
604,322
+97,034
| +19% | +$4.96M |
|
2103
Vanguard ESG US Stock ETF
ESGV
$13.6B
| $30.9M | ﹤0.01% |
260,832
-3,793
| -1% | -$432K |
|
2104
TeraWulf
WULF
$8.52B
| $30.9M | ﹤0.01% |
2,703,846
-1,774,515
| -40% | -$13.6M |
|
2105
UFP Technologies
UFPT
$2.43B
| $30.9M | ﹤0.01% |
154,688
+45,581
| +42% | +$10M |
|
2106
Brookfield Renewable
BEP
$9.96B
| $30.9M | ﹤0.01% |
1,196,648
+400,052
| +50% | +$10.3M |
|
|
NGD
2107
DELISTED
New Gold Inc
NGD
| $30.8M | ﹤0.01% |
4,294,181
+3,743,518
| +680% | +$20.3M |
|
2108
CALL
Carnival Corporation Ltd
CCL
$39.7B
| $30.8M | ﹤0.01% |
1,063,947
+687,445
| +183% | +$20.8M |
|
2109
CALL
RTX Corp
RTX
$301B
| $30.7M | ﹤0.01% |
183,300
-50,200
| -21% | -$7.79M |
|
2110
Hecla Mining
HL
$11.3B
| $30.6M | ﹤0.01% |
2,531,338
+1,094,668
| +76% | +$8.79M |
|
2111
PUT
Corning
GLW
$143B
| $30.6M | ﹤0.01% |
373,300
-54,600
| -13% | -$3.57M |
|
2112
Sensata Technologies
ST
$6.79B
| $30.6M | ﹤0.01% |
1,001,102
-275,196
| -22% | -$8.69M |
|
2113
PUT
Lamb Weston
LW
$7.19B
| $30.6M | ﹤0.01% |
+526,500
| New | +$28.8M |
|
2114
Vaxcyte
PCVX
$8.64B
| $30.5M | ﹤0.01% |
847,573
-533,280
| -39% | -$17.7M |
|
2115
nCino
NCNO
$2.1B
| $30.5M | ﹤0.01% |
1,125,325
-1,077,015
| -49% | -$31.5M |
|
2116
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
| $30.5M | ﹤0.01% |
323,431
+6,585
| +2% | +$606K |
|
2117
PUT
Prudential Financial
PRU
$41.8B
| $30.5M | ﹤0.01% |
294,000
+1,200
| +0.4% | +$126K |
|
2118
Novavax
NVAX
$1.31B
| $30.5M | ﹤0.01% |
3,516,203
+1,260,028
| +56% | +$9.81M |
|
2119
Cohen & Steers Duration Preferred & Income Fund
LDP
$600M
| $30.5M | ﹤0.01% |
1,406,501
-48,227
| -3% | -$1.03M |
|
2120
Gildan
GIL
$10.6B
| $30.5M | ﹤0.01% |
527,180
+61,581
| +13% | +$3.3M |
|
2121
CALL
Norfolk Southern
NSC
$75.1B
| $30.5M | ﹤0.01% |
101,400
+25,000
| +33% | +$6.95M |
|
2122
Xtrackers S&P 500 ESG ETF
SNPE
$2.75B
| $30.4M | ﹤0.01% |
506,950
+14,519
| +3% | +$836K |
|
2123
Capital Group Short Duration Income ETF
CGSD
$2.4B
| $30.4M | ﹤0.01% |
1,170,865
+289,270
| +33% | +$7.52M |
|
2124
iShares California Muni Bond ETF
CMF
$4.62B
| $30.4M | ﹤0.01% |
533,267
-44,363
| -8% | -$2.48M |
|
2125
Cheniere Energy
CQP
$31.3B
| $30.4M | ﹤0.01% |
565,077
+2,764
| +0.5% | +$150K |
|
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.