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 | |
|---|---|---|---|---|---|---|
101
Vanguard FTSE Emerging Markets ETF
VWO
$127B
| $1.05B | 0.17% |
19,436,844
+874,731
| +5% | +$45.1M |
|
102
Boston Scientific
BSX
$63.7B
| $1.03B | 0.16% |
10,567,142
-937,523
| -8% | -$97.1M |
|
103
Intel
INTC
$650B
| $1.03B | 0.16% |
30,745,779
-12,185,517
| -28% | -$295M |
|
104
GE Aerospace
GE
$339B
| $1.02B | 0.16% |
3,405,042
-191,088
| -5% | -$52.2M |
|
105
PUT
TSMC
TSM
$2.34T
| $1.02B | 0.16% |
3,664,710
-3,570,390
| -49% | -$873M |
|
106
CALL
SPDR Gold Trust
GLD
$145B
| $1.01B | 0.16% |
2,841,166
+103,814
| +4% | +$33.1M |
|
107
Lam Research
LRCX
$394B
| $994M | 0.16% |
7,424,564
-2,451,569
| -25% | -$260M |
|
108
PUT
Meta Platforms (Facebook)
META
$1.91T
| $993M | 0.16% |
1,351,860
+66,000
| +5% | +$49.1M |
|
109
Vanguard Morningstar Small-Cap ETF
VB
$78.2B
| $979M | 0.15% |
3,850,412
-248,084
| -6% | -$61.5M |
|
110
Boeing
BA
$157B
| $976M | 0.15% |
4,523,638
-263,587
| -6% | -$59.4M |
|
111
CALL
Alcon
ALC
$31.2B
| $959M | 0.15% |
12,871,102
+1,993,002
| +18% | +$166M |
|
112
iShares China Large-Cap ETF
FXI
$4.05B
| $957M | 0.15% |
23,264,603
-1,208,269
| -5% | -$46.7M |
|
113
CALL
Microsoft
MSFT
$3.83T
| $946M | 0.15% |
1,826,066
+245,956
| +16% | +$125M |
|
|
114
PUT
Microsoft
MSFT
$3.83T
| $941M | 0.15% |
1,816,395
-198,400
| -10% | -$101M |
|
115
iShares Russell 2000 ETF
IWM
$77.3B
| $940M | 0.15% |
3,885,475
-208,086
| -5% | -$47.7M |
|
116
iShares Core US Aggregate Bond ETF
AGG
$136B
| $939M | 0.15% |
9,369,437
-612,246
| -6% | -$60.7M |
|
117
CALL
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$14.8B
| $928M | 0.15% |
11,435,200
+1,449,400
| +15% | +$117M |
|
|
118
Southwest Airlines
LUV
$20.9B
| $902M | 0.14% |
28,282,033
+17,978,284
| +174% | +$588M |
|
119
iShares Core MSCI Emerging Markets ETF
IEMG
$163B
| $899M | 0.14% |
13,643,228
-6,959
| -0.1% | -$434K |
|
120
Starbucks
SBUX
$108B
| $887M | 0.14% |
10,484,501
-1,166,512
| -10% | -$104M |
|
121
Western Digital
WDC
$165B
| $880M | 0.14% |
7,329,996
-4,097,220
| -36% | -$335M |
|
122
Arista Networks
ANET
$261B
| $873M | 0.14% |
5,993,383
-1,226,643
| -17% | -$158M |
|
123
Quanta Services
PWR
$97.6B
| $872M | 0.14% |
2,103,214
-165,461
| -7% | -$64.3M |
|
124
GE Vernova
GEV
$255B
| $865M | 0.14% |
1,406,151
+171,756
| +14% | +$104M |
|
125
Deere & Co
DE
$186B
| $860M | 0.13% |
1,881,190
-412,356
| -18% | -$203M |
|
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, 4,187 increased, 4,483 reduced and 1,080 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 1,080 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.