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 | |
|---|---|---|---|---|---|---|
526
Seagate
STX
$208B
| $223M | 0.03% |
942,889
-104,314
| -10% | -$17.8M |
|
527
Marathon Digital Holdings
MARA
$4.85B
| $221M | 0.03% |
12,098,686
+6,172,110
| +104% | +$104M |
|
528
Flowserve
FLS
$9.38B
| $220M | 0.03% |
4,146,917
+1,676,284
| +68% | +$91M |
|
529
Roblox
RBLX
$33.2B
| $220M | 0.03% |
1,590,321
-1,117,253
| -41% | -$139M |
|
530
NIO
NIO
$8.97B
| $219M | 0.03% |
28,777,768
-41,369,739
| -59% | -$223M |
|
531
Vanguard Total World Stock ETF
VT
$81.7B
| $219M | 0.03% |
1,590,278
-117,715
| -7% | -$15.6M |
|
532
Expedia Group
EXPE
$31.7B
| $219M | 0.03% |
1,024,979
+184,294
| +22% | +$37M |
|
|
CRWV
533
CoreWeave
CRWV
$48.3B
| $219M | 0.03% |
1,600,810
-60,550
| -4% | -$7.16M |
|
534
Public Storage
PSA
$53.8B
| $219M | 0.03% |
758,423
+321,388
| +74% | +$92.2M |
|
535
CALL
Danaher
DHR
$158B
| $219M | 0.03% |
1,104,500
+378,100
| +52% | +$75.2M |
|
536
Live Nation Entertainment
LYV
$39.8B
| $219M | 0.03% |
1,339,541
+7,927
| +0.6% | +$1.25M |
|
537
CALL
Eli Lilly
LLY
$1.05T
| $218M | 0.03% |
285,520
+76,611
| +37% | +$57M |
|
538
Capital Group Growth ETF
CGGR
$26.2B
| $218M | 0.03% |
4,952,682
+891,354
| +22% | +$37.6M |
|
539
Halozyme
HALO
$12.9B
| $216M | 0.03% |
2,945,751
+1,421,364
| +93% | +$94.4M |
|
540
Cognizant
CTSH
$25.8B
| $216M | 0.03% |
3,220,788
-260,723
| -7% | -$18.9M |
|
541
CALL
CNX Resources
CNX
$4.85B
| $216M | 0.03% |
6,717,280
| – | – |
|
542
Occidental Petroleum
OXY
$56.8B
| $215M | 0.03% |
4,557,168
-3,113,439
| -41% | -$141M |
|
543
CenterPoint Energy
CNP
$24.3B
| $215M | 0.03% |
5,532,014
+2,554,111
| +86% | +$96.5M |
|
544
Williams-Sonoma
WSM
$27.3B
| $214M | 0.03% |
1,094,336
+263,027
| +32% | +$50.3M |
|
545
Global Payments
GPN
$22.9B
| $213M | 0.03% |
2,563,717
+1,034,901
| +68% | +$87.1M |
|
|
SGI
546
Somnigroup International
SGI
$13.5B
| $213M | 0.03% |
2,523,390
+148,988
| +6% | +$11.7M |
|
547
Becton Dickinson
BDX
$50.1B
| $213M | 0.03% |
1,136,673
+446,676
| +65% | +$83M |
|
548
CALL
Dropbox
DBX
$7.03B
| $213M | 0.03% |
7,036,911
| – | – |
|
549
CALL
Cencora
COR
$58.6B
| $212M | 0.03% |
678,900
+38,500
| +6% | +$11.3M |
|
550
Pinterest
PINS
$10.7B
| $211M | 0.03% |
6,562,519
+3,590,571
| +121% | +$130M |
|
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.