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 | |
|---|---|---|---|---|---|---|
2176
Kanzhun
BZ
$7.36B
| $28.7M | ﹤0.01% |
1,230,439
-320,279
| -21% | -$6.87M |
|
2177
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.78B
| $28.7M | ﹤0.01% |
160,288
-64
| -0% | -$10.9K |
|
2178
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
| $28.7M | ﹤0.01% |
307,719
+127,553
| +71% | +$10.2M |
|
2179
Brixmor Property Group
BRX
$9.32B
| $28.7M | ﹤0.01% |
1,035,848
+474,950
| +85% | +$12.7M |
|
2180
CleanSpark
CLSK
$3.16B
| $28.7M | ﹤0.01% |
1,976,336
-1,401,409
| -41% | -$15.8M |
|
2181
Bentley Systems
BSY
$10.6B
| $28.6M | ﹤0.01% |
555,824
-102,296
| -16% | -$5.6M |
|
2182
Kinsale Capital Group
KNSL
$8.51B
| $28.5M | ﹤0.01% |
67,078
-10,998
| -14% | -$4.99M |
|
2183
United Microelectronic
UMC
$46.9B
| $28.5M | ﹤0.01% |
3,762,035
-13,126,786
| -78% | -$93.1M |
|
2184
PUT
Carrier Global
CARR
$52.8B
| $28.5M | ﹤0.01% |
+477,000
| New | +$32.4M |
|
2185
Fomento Económico Mexicano
FMX
$41.7B
| $28.4M | ﹤0.01% |
288,429
-60,327
| -17% | -$5.61M |
|
|
IGR
2186
CBRE Global Real Estate Income Fund
IGR
$713M
| $28.4M | ﹤0.01% |
5,530,237
+183,244
| +3% | +$925K |
|
2187
VanEck CEF Muni Income ETF
XMPT
$220M
| $28.4M | ﹤0.01% |
1,298,313
+134,936
| +12% | +$2.85M |
|
2188
Brookdale Senior Living
BKD
$3.4B
| $28.4M | ﹤0.01% |
3,353,753
+900,353
| +37% | +$6.86M |
|
2189
CALL
BP
BP
$107B
| $28.4M | ﹤0.01% |
824,260
+183,960
| +29% | +$6.16M |
|
2190
Lumen
LUMN
$6.44B
| $28.4M | ﹤0.01% |
4,638,160
+91,564
| +2% | +$439K |
|
2191
PUT
Elevance Health
ELV
$85.5B
| $28.3M | ﹤0.01% |
87,700
+54,900
| +167% | +$17.1M |
|
2192
Invesco S&P 500 Pure Value ETF
RPV
$1.71B
| $28.3M | ﹤0.01% |
284,942
-38,164
| -12% | -$3.65M |
|
2193
Semtech
SMTC
$13B
| $28.3M | ﹤0.01% |
395,910
-205,744
| -34% | -$11.2M |
|
2194
CALL
Philip Morris
PM
$295B
| $28.3M | ﹤0.01% |
174,400
-9,200
| -5% | -$1.55M |
|
2195
Schwab US Mid-Cap ETF
SCHM
$15.1B
| $28.3M | ﹤0.01% |
954,255
+7,922
| +0.8% | +$231K |
|
2196
CALL
GE Vernova
GEV
$264B
| $28.1M | ﹤0.01% |
45,750
-322,600
| -88% | -$195M |
|
2197
iShares Global Infrastructure ETF
IGF
$10.7B
| $28.1M | ﹤0.01% |
459,281
-58,223
| -11% | -$3.49M |
|
2198
Mohawk Industries
MHK
$9.22B
| $28.1M | ﹤0.01% |
217,678
-46,265
| -18% | -$5.73M |
|
|
EU
2199
CALL
enCore Energy
EU
$243M
| $28.1M | ﹤0.01% |
+8,739,931
| New | +$23.5M |
|
2200
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$8.3B
| $28M | ﹤0.01% |
743,689
+63,852
| +9% | +$2.33M |
|
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.