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 | |
|---|---|---|---|---|---|---|
|
1
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
| $19B | 2.97% |
28,482,990
+22,529,999
| +378% | +$14.4B |
|
|
2
NVIDIA
NVDA
$5.01T
| $16.3B | 2.56% |
87,531,543
-8,661,470
| -9% | -$1.51B |
|
3
Microsoft
MSFT
$2.84T
| $15.7B | 2.46% |
30,364,399
-1,233,459
| -4% | -$629M |
|
|
4
Apple
AAPL
$4.89T
| $12.7B | 1.99% |
49,813,806
-4,320,658
| -8% | -$976M |
|
5
Amazon
AMZN
$2.5T
| $7.96B | 1.25% |
36,264,333
+383,854
| +1% | +$86.9M |
|
6
Broadcom
AVGO
$1.82T
| $7.78B | 1.22% |
23,567,882
-1,949,369
| -8% | -$598M |
|
7
Meta Platforms (Facebook)
META
$1.51T
| $6.76B | 1.06% |
9,203,146
+573
| +0% | +$426K |
|
8
JPMorgan Chase
JPM
$939B
| $6.17B | 0.97% |
19,561,246
-875,381
| -4% | -$260M |
|
9
PUT
Invesco QQQ Trust
QQQ
$455B
| $6.13B | 0.96% |
10,203,274
+1,271,250
| +14% | +$728M |
|
|
10
State Street SPDR S&P 500 ETF Trust
SPY
$778B
| $5.99B | 0.94% |
8,989,578
-1,253,009
| -12% | -$803M |
|
11
Alphabet (Google) Class A
GOOGL
$3.91T
| $5.93B | 0.93% |
24,382,097
-1,434,059
| -6% | -$300M |
|
|
12
UBS Group
UBS
$170B
| $5.43B | 0.85% |
132,478,549
+16,563,064
| +14% | +$643M |
|
|
13
Alphabet (Google) Class C
GOOG
$3.9T
| $5.3B | 0.83% |
21,758,759
-33,187
| -0.2% | -$6.98M |
|
14
Visa
V
$677B
| $3.89B | 0.61% |
11,408,201
-546,198
| -5% | -$189M |
|
|
15
Invesco QQQ Trust
QQQ
$455B
| $3.7B | 0.58% |
6,166,310
+625,681
| +11% | +$358M |
|
16
Oracle
ORCL
$331B
| $3.24B | 0.51% |
11,534,500
+828,676
| +8% | +$211M |
|
|
17
iShares Core S&P 500 ETF
IVV
$876B
| $3.19B | 0.5% |
4,772,201
+1,671,715
| +54% | +$1.08B |
|
18
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| $3.19B | 0.5% |
39,330,300
+3,186,200
| +9% | +$257M |
|
|
19
PUT
NVIDIA
NVDA
$5.01T
| $3.09B | 0.48% |
16,577,513
-1,855,426
| -10% | -$323M |
|
20
Eli Lilly
LLY
$1.07T
| $3.03B | 0.47% |
3,970,245
+50,838
| +1% | +$37.8M |
|
|
21
CALL
NVIDIA
NVDA
$5.01T
| $2.86B | 0.45% |
15,344,904
-769,427
| -5% | -$134M |
|
22
Vanguard Growth ETF
VUG
$216B
| $2.78B | 0.44% |
34,825,608
-673,038
| -2% | -$51.4M |
|
23
iShares Russell 1000 Growth ETF
IWF
$122B
| $2.76B | 0.43% |
23,560,940
-512,936
| -2% | -$57.1M |
|
24
AbbVie
ABBV
$458B
| $2.71B | 0.43% |
11,718,236
-86,248
| -0.7% | -$17.6M |
|
25
Costco
COST
$415B
| $2.65B | 0.41% |
2,857,562
-80,977
| -3% | -$77.6M |
|
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.