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 | |
|---|---|---|---|---|---|---|
201
Phillips 66
PSX
$82.7B
| $603M | 0.09% |
4,432,595
+235,702
| +6% | +$30.2M |
|
202
Kinder Morgan
KMI
$69.9B
| $601M | 0.09% |
21,230,855
+1,362,016
| +7% | +$37.3M |
|
203
Capital One
COF
$134B
| $599M | 0.09% |
2,819,292
+176,835
| +7% | +$38.7M |
|
|
CYBR
204
DELISTED
CyberArk
CYBR
| $588M | 0.09% |
1,217,783
+930,305
| +324% | +$399M |
|
205
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
| $586M | 0.09% |
6,555,506
+3,173,554
| +94% | +$278M |
|
206
Energy Transfer Partners
ET
$69.8B
| $586M | 0.09% |
34,139,655
+563,629
| +2% | +$9.88M |
|
207
Welltower
WELL
$168B
| $584M | 0.09% |
3,278,121
+1,183,077
| +56% | +$194M |
|
208
iShares Russell Mid-Cap ETF
IWR
$56.3B
| $581M | 0.09% |
6,019,885
+632,162
| +12% | +$59.9M |
|
209
Progressive
PGR
$122B
| $581M | 0.09% |
2,352,947
-455,919
| -16% | -$112M |
|
210
CVS Health
CVS
$134B
| $573M | 0.09% |
7,602,740
+944,560
| +14% | +$64.7M |
|
211
Gilead Sciences
GILD
$163B
| $571M | 0.09% |
5,147,685
+586,863
| +13% | +$66.7M |
|
212
PUT
Marvell Technology
MRVL
$174B
| $569M | 0.09% |
6,772,600
+217,499
| +3% | +$16M |
|
213
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $568M | 0.09% |
10,639,794
+1,788,808
| +20% | +$89.8M |
|
214
Pfizer
PFE
$143B
| $555M | 0.09% |
21,796,616
-2,021,043
| -8% | -$49.9M |
|
|
FISV
215
Fiserv Inc
FISV
$29B
| $554M | 0.09% |
4,299,002
+2,472,686
| +135% | +$354M |
|
216
Vertiv
VRT
$101B
| $554M | 0.09% |
3,670,978
+4,330
| +0.1% | +$578K |
|
217
T-Mobile US
TMUS
$190B
| $550M | 0.09% |
2,298,872
-397,479
| -15% | -$96.2M |
|
218
CALL
Palantir
PLTR
$301B
| $549M | 0.09% |
3,011,541
+193,857
| +7% | +$31.4M |
|
219
Nike
NKE
$63.3B
| $541M | 0.08% |
7,762,105
-890,146
| -10% | -$66.3M |
|
220
Danaher
DHR
$139B
| $539M | 0.08% |
2,717,124
-326,680
| -11% | -$65M |
|
221
Synopsys
SNPS
$75.1B
| $538M | 0.08% |
1,090,348
+539,103
| +98% | +$305M |
|
222
Republic Services
RSG
$64.5B
| $533M | 0.08% |
2,322,104
+304,799
| +15% | +$71.5M |
|
223
VanEck Semiconductor ETF
SMH
$68.5B
| $530M | 0.08% |
1,623,733
-48,343
| -3% | -$14.3M |
|
224
CRH
CRH
$65.6B
| $522M | 0.08% |
4,354,330
-1,309,347
| -23% | -$138M |
|
225
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
| $521M | 0.08% |
3,743,958
+470,812
| +14% | +$63.7M |
|
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, 4,491 reduced and 1,076 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 1,076 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.