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 | |
|---|---|---|---|---|---|---|
401
Enbridge
ENB
$104B
| $296M | 0.05% |
5,856,428
+230,045
| +4% | +$10.8M |
|
402
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$46.3B
| $295M | 0.05% |
3,302,440
-239,800
| -7% | -$21M |
|
403
PUT
Berkshire Hathaway Class B
BRK.B
$1.08T
| $293M | 0.05% |
582,000
-59,200
| -9% | -$28.7M |
|
404
Cadence Design Systems
CDNS
$89.8B
| $292M | 0.05% |
832,692
+68,475
| +9% | +$23.6M |
|
405
Arm
ARM
$331B
| $292M | 0.05% |
2,062,762
-1,229,572
| -37% | -$179M |
|
406
Twilio
TWLO
$42.4B
| $290M | 0.05% |
2,899,628
+933,887
| +48% | +$105M |
|
407
Match Group
MTCH
$9.31B
| $289M | 0.05% |
8,179,070
+1,048,239
| +15% | +$37.4M |
|
408
Pacer US Cash Cows 100 ETF
COWZ
$19B
| $288M | 0.05% |
5,013,003
-1,190,668
| -19% | -$67.7M |
|
409
Teradyne
TER
$62.3B
| $288M | 0.05% |
2,090,509
+533,287
| +34% | +$58.3M |
|
410
CSX Corp
CSX
$86.7B
| $287M | 0.05% |
8,090,632
+995,579
| +14% | +$34M |
|
411
Flutter Entertainment
FLUT
$14.4B
| $287M | 0.05% |
1,130,941
-272,986
| -19% | -$79.9M |
|
412
Rivian
RIVN
$22.4B
| $287M | 0.04% |
19,517,024
+500,164
| +3% | +$6.7M |
|
413
Cintas
CTAS
$79.9B
| $286M | 0.04% |
1,394,526
-277,804
| -17% | -$59.3M |
|
414
NXP Semiconductors
NXPI
$60B
| $285M | 0.04% |
1,252,968
-298,086
| -19% | -$67M |
|
415
Darling Ingredients
DAR
$9.67B
| $283M | 0.04% |
9,173,118
+4,804,193
| +110% | +$160M |
|
416
PUT
Riot Platforms
RIOT
$8.63B
| $282M | 0.04% |
+14,844,200
| New | +$206M |
|
|
OKLO
417
Oklo
OKLO
$7.08B
| $282M | 0.04% |
2,523,487
+1,098,263
| +77% | +$86M |
|
418
Vanguard Total International Stock ETF
VXUS
$163B
| $280M | 0.04% |
3,815,257
+95,871
| +3% | +$6.81M |
|
419
American Airlines Group
AAL
$9.18B
| $280M | 0.04% |
24,900,209
+62,118
| +0.3% | +$765K |
|
420
CALL
Lockheed Martin
LMT
$120B
| $280M | 0.04% |
560,600
+372,896
| +199% | +$169M |
|
421
Vanguard FTSE Europe ETF
VGK
$30B
| $280M | 0.04% |
3,505,788
+13,791
| +0.4% | +$1.08M |
|
422
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.46B
| $279M | 0.04% |
2,154,324
+110,590
| +5% | +$14.2M |
|
423
KKR & Co
KKR
$86.8B
| $279M | 0.04% |
2,147,471
-103,921
| -5% | -$14.8M |
|
424
Fortinet
FTNT
$127B
| $279M | 0.04% |
3,318,991
+62,561
| +2% | +$5.58M |
|
425
Vanguard Short-Term Bond ETF
BSV
$46B
| $278M | 0.04% |
3,526,845
+18,785
| +0.5% | +$1.48M |
|
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, 4,186 increased, 4,477 reduced and 1,085 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 1,085 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.