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 | Miscellaneous | 38.35% |
| 2 | Technology | 17.79% |
| 3 | Financials | 9.18% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
VICI Properties
VICI
$25.9B
| $315M | 0.05% |
9,656,111
+4,815,053
| +99% | +$159M |
|
377
Entegris
ENTG
$23.2B
| $315M | 0.05% |
3,405,183
+559,435
| +20% | +$47.6M |
|
378
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.3B
| $315M | 0.05% |
1,070,579
-66,401
| -6% | -$19.2M |
|
379
CALL
Morgan Stanley
MS
$308B
| $314M | 0.05% |
1,977,750
+810,100
| +69% | +$120M |
|
380
iShares Silver Trust
SLV
$31.3B
| $314M | 0.05% |
7,417,190
-10,097,801
| -58% | -$363M |
|
381
Truist Financial
TFC
$58.2B
| $312M | 0.05% |
6,815,944
+386,175
| +6% | +$17.4M |
|
382
VanEck Junior Gold Miners ETF
GDXJ
$8.94B
| $311M | 0.05% |
3,141,452
+59,435
| +2% | +$4.57M |
|
383
CALL
InterDigital
IDCC
$8.62B
| $309M | 0.05% |
895,350
+1,050
| +0.1% | +$285K |
|
384
Baidu
BIDU
$29.8B
| $306M | 0.05% |
2,323,447
-81,162
| -3% | -$8.04M |
|
385
PUT
Citigroup
C
$225B
| $305M | 0.05% |
3,007,300
-254,800
| -8% | -$24.2M |
|
386
Corning
GLW
$135B
| $305M | 0.05% |
3,718,078
-1,849,050
| -33% | -$121M |
|
387
Fortive
FTV
$16.9B
| $305M | 0.05% |
6,225,192
+2,970,079
| +91% | +$146M |
|
|
NBIS
388
Nebius Group N.V.
NBIS
$64.5B
| $305M | 0.05% |
2,714,083
+2,319,609
| +588% | +$161M |
|
389
Vertex Pharmaceuticals
VRTX
$133B
| $303M | 0.05% |
773,048
+73,046
| +10% | +$30.5M |
|
390
Vanguard Morningstar Small-Cap Value ETF
VBR
$35.9B
| $302M | 0.05% |
1,449,131
-184,780
| -11% | -$37.8M |
|
391
Marathon Petroleum
MPC
$111B
| $302M | 0.05% |
1,568,556
-160,455
| -9% | -$28.2M |
|
392
PUT
Eli Lilly
LLY
$1.05T
| $301M | 0.05% |
394,394
-5,336
| -1% | -$3.97M |
|
393
Yum! Brands
YUM
$37.8B
| $300M | 0.05% |
1,976,774
-246,817
| -11% | -$36.3M |
|
394
Elevance Health
ELV
$85.9B
| $300M | 0.05% |
929,426
+83,508
| +10% | +$26M |
|
395
Ingersoll Rand
IR
$29.5B
| $299M | 0.05% |
3,625,020
+765,041
| +27% | +$62.7M |
|
396
D-Wave Quantum Inc
QBTS
$6.61B
| $299M | 0.05% |
12,089,703
+10,205,427
| +542% | +$186M |
|
397
CALL
iShares China Large-Cap ETF
FXI
$4.05B
| $298M | 0.05% |
7,253,600
+922,900
| +15% | +$35.7M |
|
398
Spotify
SPOT
$105B
| $298M | 0.05% |
426,737
-312,720
| -42% | -$219M |
|
399
PUT
Oracle
ORCL
$415B
| $296M | 0.05% |
1,052,000
+260,200
| +33% | +$66.3M |
|
400
PUT
Uber
UBER
$142B
| $296M | 0.05% |
3,017,000
-164,800
| -5% | -$15.4M |
|
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, 4,187 increased, 4,483 reduced and 1,080 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 Miscellaneous at 38% of assets, up from 36% a quarter earlier, followed by Technology and Financials.
- 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 1,080 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.