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 | |
|---|---|---|---|---|---|---|
1001
Crane Co
CR
$12B
| $105M | 0.02% |
568,276
+186,060
| +49% | +$35.1M |
|
1002
W.P. Carey
WPC
$15.1B
| $105M | 0.02% |
1,546,982
+97,614
| +7% | +$6.39M |
|
1003
CALL
Apollo Global Management
APO
$71.9B
| $104M | 0.02% |
783,430
+26,630
| +4% | +$3.77M |
|
1004
Amcor
AMCR
$19.7B
| $104M | 0.02% |
2,546,801
-654,743
| -20% | -$29.4M |
|
1005
Box
BOX
$4.31B
| $104M | 0.02% |
3,215,792
-74,838
| -2% | -$2.42M |
|
1006
Celsius Holdings
CELH
$7.08B
| $104M | 0.02% |
1,803,696
-1,086,851
| -38% | -$56.8M |
|
1007
Cameco
CCJ
$38.4B
| $104M | 0.02% |
1,235,467
-124,332
| -9% | -$9.64M |
|
1008
PUT
UnitedHealth
UNH
$338B
| $104M | 0.02% |
299,800
-18,200
| -6% | -$5.5M |
|
1009
Agilent Technologies
A
$48.7B
| $103M | 0.02% |
805,043
-61,278
| -7% | -$7.4M |
|
1010
CALL
Caterpillar
CAT
$378B
| $103M | 0.02% |
216,400
+159,100
| +278% | +$67.9M |
|
1011
CALL
Spotify
SPOT
$105B
| $103M | 0.02% |
147,494
+144,794
| +5,363% | +$101M |
|
1012
Ferguson
FERG
$43.1B
| $103M | 0.02% |
458,384
-135,274
| -23% | -$30.6M |
|
1013
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.64B
| $103M | 0.02% |
1,610,488
+506,734
| +46% | +$32M |
|
1014
CALL
McDonald's
MCD
$167B
| $103M | 0.02% |
338,140
+11,516
| +4% | +$3.5M |
|
1015
BellRing Brands
BRBR
$920M
| $103M | 0.02% |
2,820,307
+639,377
| +29% | +$28.9M |
|
1016
Columbia Banking Systems
COLB
$8.39B
| $102M | 0.02% |
3,972,118
+1,819,975
| +85% | +$46.2M |
|
1017
Conagra Brands
CAG
$6.87B
| $102M | 0.02% |
5,575,831
+2,162,014
| +63% | +$41.4M |
|
1018
Vale
VALE
$57.9B
| $102M | 0.02% |
9,380,328
-602,026
| -6% | -$6.15M |
|
1019
monday.com
MNDY
$3.54B
| $102M | 0.02% |
525,290
+308,439
| +142% | +$71M |
|
1020
PUT
PayPal
PYPL
$47.1B
| $102M | 0.02% |
1,515,400
+8,000
| +0.5% | +$564K |
|
1021
Keysight
KEYS
$61.7B
| $101M | 0.02% |
578,381
+14,907
| +3% | +$2.48M |
|
1022
Willis Towers Watson
WTW
$27.3B
| $101M | 0.02% |
292,824
+14,969
| +5% | +$4.85M |
|
1023
Jacobs Solutions
J
$16.2B
| $101M | 0.02% |
674,621
-90,907
| -12% | -$13.1M |
|
1024
Burlington
BURL
$16B
| $101M | 0.02% |
396,465
-186,636
| -32% | -$50.7M |
|
|
NVO
1025
PUT
Novo Nordisk
NVO
$171B
| $101M | 0.02% |
1,817,400
+1,756,700
| +2,894% | +$103M |
|
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.