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 | |
|---|---|---|---|---|---|---|
551
BlackRock Flexible Income ETF
BINC
$16.4B
| $211M | 0.03% |
3,964,034
+1,049,552
| +36% | +$55.5M |
|
552
PUT
Micron Technology
MU
$1.22T
| $211M | 0.03% |
1,260,506
-355,194
| -22% | -$45.4M |
|
553
Aecom
ACM
$7.84B
| $211M | 0.03% |
1,615,109
+672,281
| +71% | +$81.2M |
|
554
PUT
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.6B
| $210M | 0.03% |
1,751,600
-1,478,400
| -46% | -$169M |
|
555
Martin Marietta Materials
MLM
$34.4B
| $210M | 0.03% |
332,894
-31,011
| -9% | -$18.5M |
|
556
CALL
Wells Fargo
WFC
$251B
| $209M | 0.03% |
2,498,550
+883,250
| +55% | +$71.6M |
|
557
PUT
Apollo Global Management
APO
$71.9B
| $209M | 0.03% |
1,571,400
+26,900
| +2% | +$3.81M |
|
558
CALL
iShares MSCI EAFE ETF
EFA
$78B
| $209M | 0.03% |
2,242,300
+1,290,000
| +135% | +$117M |
|
559
Fidelity National Information Services
FIS
$18.3B
| $209M | 0.03% |
3,163,762
-22,311
| -0.7% | -$1.63M |
|
560
Invesco NASDAQ 100 ETF
QQQM
$109B
| $208M | 0.03% |
841,478
+51,499
| +7% | +$12.1M |
|
561
Carrier Global
CARR
$46.5B
| $208M | 0.03% |
3,482,107
+634,237
| +22% | +$43.1M |
|
562
MP Materials
MP
$8.7B
| $207M | 0.03% |
3,093,222
-1,960,463
| -39% | -$123M |
|
563
Airbnb
ABNB
$92.8B
| $207M | 0.03% |
1,706,994
+980,404
| +135% | +$127M |
|
564
CALL
Cipher Digital
CIFR
$7.36B
| $207M | 0.03% |
+16,459,358
| New | +$124M |
|
565
Wabtec
WAB
$48.6B
| $207M | 0.03% |
1,033,304
+682,048
| +194% | +$135M |
|
566
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.4B
| $207M | 0.03% |
3,961,387
+220,483
| +6% | +$11.4M |
|
567
Dollar General
DG
$27.5B
| $206M | 0.03% |
1,996,516
+260,170
| +15% | +$28.5M |
|
568
Agnico Eagle Mines
AEM
$98.5B
| $206M | 0.03% |
1,223,492
-28,050
| -2% | -$3.85M |
|
569
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.4B
| $206M | 0.03% |
2,149,276
+101,025
| +5% | +$9.52M |
|
570
Novartis
NVS
$276B
| $205M | 0.03% |
1,602,133
+245,307
| +18% | +$29.9M |
|
571
iShares 0-3 Month Treasury Bond ETF
SGOV
$111B
| $205M | 0.03% |
2,036,865
-100,064
| -5% | -$10.1M |
|
572
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$14.8B
| $205M | 0.03% |
2,522,647
-68,666
| -3% | -$5.53M |
|
|
NVO
573
Novo Nordisk
NVO
$171B
| $205M | 0.03% |
3,690,216
+1,833,169
| +99% | +$107M |
|
574
M&T Bank
MTB
$31.9B
| $205M | 0.03% |
1,034,896
-88,106
| -8% | -$17.3M |
|
575
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $204M | 0.03% |
3,780,268
-63,612
| -2% | -$3.4M |
|
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, 4,186 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.