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 | |
|---|---|---|---|---|---|---|
801
CALL
Marvell Technology
MRVL
$235B
| $139M | 0.02% |
1,649,038
+381,438
| +30% | +$28.1M |
|
802
Cincinnati Financial
CINF
$24.9B
| $139M | 0.02% |
876,831
-96,797
| -10% | -$14.7M |
|
803
CALL
Euronet Worldwide
EEFT
$2.45B
| $138M | 0.02% |
+1,574,400
| New | +$151M |
|
804
Vanguard Short-Term Treasury ETF
VGSH
$34.5B
| $138M | 0.02% |
2,348,346
-67,446
| -3% | -$3.96M |
|
|
WCN
805
Waste Connections
WCN
$39.1B
| $138M | 0.02% |
784,639
+279,846
| +55% | +$50.9M |
|
806
F5
FFIV
$25.1B
| $137M | 0.02% |
424,485
+14,539
| +4% | +$4.55M |
|
807
Halliburton
HAL
$27.3B
| $137M | 0.02% |
5,572,656
-1,318,815
| -19% | -$29.2M |
|
808
American Water Works
AWK
$26B
| $137M | 0.02% |
983,028
-36,456
| -4% | -$5.15M |
|
809
Equity Lifestyle Properties
ELS
$11.5B
| $137M | 0.02% |
2,252,603
+643,314
| +40% | +$39.1M |
|
810
Casey's General Stores
CASY
$22.1B
| $137M | 0.02% |
241,487
-44,457
| -16% | -$23.3M |
|
811
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $136M | 0.02% |
1,747,391
+311,872
| +22% | +$24.1M |
|
812
Tractor Supply
TSCO
$16.8B
| $136M | 0.02% |
2,397,830
-549,997
| -19% | -$32.4M |
|
813
Evercore
EVR
$10.1B
| $136M | 0.02% |
402,692
+217,370
| +117% | +$68.1M |
|
814
Vanguard Extended Market ETF
VXF
$30.6B
| $136M | 0.02% |
648,475
-54,015
| -8% | -$10.9M |
|
815
Principal Spectrum Preferred Securities Active ETF
PREF
$1.86B
| $136M | 0.02% |
7,083,973
+162,008
| +2% | +$3.08M |
|
816
PUT
Stellantis
STLA
$13.3B
| $136M | 0.02% |
14,508,339
+610,000
| +4% | +$5.83M |
|
817
Citizens Financial Group
CFG
$27.6B
| $135M | 0.02% |
2,536,030
+196,743
| +8% | +$9.79M |
|
818
GE HealthCare
GEHC
$30.1B
| $134M | 0.02% |
1,790,118
-1,215,260
| -40% | -$90.6M |
|
819
BridgeBio Pharma
BBIO
$12.8B
| $134M | 0.02% |
2,586,422
-226,077
| -8% | -$11M |
|
820
Vanguard Consumer Discretionary ETF
VCR
$5.72B
| $134M | 0.02% |
338,521
-15,756
| -4% | -$6M |
|
|
GTLS
821
DELISTED
Chart Industries
GTLS
| $134M | 0.02% |
667,482
+368,931
| +124% | +$70.1M |
|
822
CALL
AbbVie
ABBV
$467B
| $134M | 0.02% |
576,900
+113,400
| +24% | +$23.1M |
|
|
WAY
823
Waystar Holding Corp
WAY
$4.74B
| $133M | 0.02% |
3,516,539
+2,281,592
| +185% | +$84.6M |
|
824
Vanguard Communication Services ETF
VOX
$5.91B
| $133M | 0.02% |
709,805
-9,802
| -1% | -$1.75M |
|
825
Avantis US Small Cap Value ETF
AVUV
$30.5B
| $133M | 0.02% |
1,335,293
+54,003
| +4% | +$5.22M |
|
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.