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 | |
|---|---|---|---|---|---|---|
976
iShares MSCI ACWI ETF
ACWI
$33.3B
| $108M | 0.02% |
783,061
-179,797
| -19% | -$23.9M |
|
977
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.47B
| $108M | 0.02% |
1,095,935
-7,610
| -0.7% | -$710K |
|
978
MasTec
MTZ
$17.1B
| $108M | 0.02% |
507,510
-144,053
| -22% | -$26.4M |
|
979
TechnipFMC
FTI
$27.8B
| $108M | 0.02% |
2,735,217
+942,702
| +53% | +$34.5M |
|
980
CALL
BILL Holdings
BILL
$3.77B
| $108M | 0.02% |
2,035,319
| – | – |
|
981
APA Corp
APA
$15B
| $108M | 0.02% |
4,429,773
+200,375
| +5% | +$4.23M |
|
982
Acadia Healthcare
ACHC
$2.62B
| $107M | 0.02% |
4,336,698
+350,484
| +9% | +$7.82M |
|
983
CALL
Micron Technology
MU
$1.22T
| $107M | 0.02% |
641,741
-994,385
| -61% | -$127M |
|
984
PPG Industries
PPG
$23.9B
| $107M | 0.02% |
1,019,452
-320,414
| -24% | -$35.6M |
|
985
NVR
NVR
$16.8B
| $107M | 0.02% |
13,319
-2,324
| -15% | -$18.5M |
|
986
Okta
OKTA
$34.1B
| $107M | 0.02% |
1,166,016
-203,461
| -15% | -$19M |
|
987
Bunge Global
BG
$20.9B
| $107M | 0.02% |
1,314,716
+375,760
| +40% | +$30.1M |
|
988
iShares International Select Dividend ETF
IDV
$8.43B
| $107M | 0.02% |
2,922,393
+87,493
| +3% | +$3.15M |
|
989
Global X US Infrastructure Development ETF
PAVE
$13.5B
| $107M | 0.02% |
2,242,293
+93,213
| +4% | +$4.29M |
|
990
Vail Resorts
MTN
$4.85B
| $107M | 0.02% |
713,531
+130,460
| +22% | +$20.2M |
|
991
PUT
SoFi Technologies
SOFI
$21.4B
| $107M | 0.02% |
4,039,288
+759,300
| +23% | +$18M |
|
992
CALL
Lyft
LYFT
$5.63B
| $107M | 0.02% |
4,847,800
+4,823,000
| +19,448% | +$80.7M |
|
993
Kinross Gold
KGC
$29.7B
| $106M | 0.02% |
4,275,672
-116,483
| -3% | -$2.24M |
|
994
PUT
GE Aerospace
GE
$339B
| $106M | 0.02% |
352,400
-81,100
| -19% | -$22.2M |
|
995
Raymond James Financial
RJF
$30.8B
| $106M | 0.02% |
614,078
-27,398
| -4% | -$4.54M |
|
996
Crown Holdings
CCK
$11.8B
| $106M | 0.02% |
1,097,148
+187,807
| +21% | +$18.8M |
|
997
Pegasystems
PEGA
$5.55B
| $105M | 0.02% |
1,833,126
+356,101
| +24% | +$19.6M |
|
998
Royal Gold
RGLD
$21.4B
| $105M | 0.02% |
524,358
+366,561
| +232% | +$63.4M |
|
999
Sharplink Inc
SBET
$2.09B
| $105M | 0.02% |
6,169,346
+5,563,019
| +917% | +$109M |
|
1000
Comfort Systems
FIX
$58.4B
| $105M | 0.02% |
127,129
+26,268
| +26% | +$17.8M |
|
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.