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 | |
|---|---|---|---|---|---|---|
176
HCA Healthcare
HCA
$94.3B
| $683M | 0.11% |
1,602,599
+38,317
| +2% | +$14.9M |
|
177
Bloom Energy
BE
$85B
| $680M | 0.11% |
8,038,641
+4,314,048
| +116% | +$200M |
|
178
CALL
iShares Silver Trust
SLV
$31.3B
| $677M | 0.11% |
15,987,724
-6,763,210
| -30% | -$243M |
|
179
Ferrari
RACE
$72.2B
| $677M | 0.11% |
1,395,080
-19,642
| -1% | -$9.41M |
|
180
PUT
Advanced Micro Devices
AMD
$1.03T
| $672M | 0.11% |
4,150,600
-273,500
| -6% | -$44.1M |
|
181
Air Products & Chemicals
APD
$62.7B
| $668M | 0.1% |
2,447,597
-373,915
| -13% | -$108M |
|
182
iShares Gold Trust
IAU
$63.6B
| $666M | 0.1% |
9,148,055
+561,489
| +7% | +$36.6M |
|
183
Williams Companies
WMB
$84.7B
| $664M | 0.1% |
10,484,951
-835,538
| -7% | -$49M |
|
184
Intercontinental Exchange
ICE
$86.6B
| $658M | 0.1% |
3,906,011
+1,006,835
| +35% | +$180M |
|
185
Emerson Electric
EMR
$88.3B
| $658M | 0.1% |
5,016,212
-152,677
| -3% | -$20.8M |
|
186
Citigroup
C
$225B
| $646M | 0.1% |
6,360,392
+688,094
| +12% | +$65.3M |
|
187
Chubb
CB
$129B
| $631M | 0.1% |
2,234,115
-401,791
| -15% | -$111M |
|
188
Freeport-McMoran
FCX
$104B
| $630M | 0.1% |
16,062,616
+3,407,455
| +27% | +$148M |
|
189
CALL
Amazon
AMZN
$2.69T
| $628M | 0.1% |
2,862,076
+922,849
| +48% | +$209M |
|
190
United Parcel Service
UPS
$79.9B
| $628M | 0.1% |
7,514,800
+1,153,051
| +18% | +$104M |
|
191
Booking.com
BKNG
$123B
| $626M | 0.1% |
2,898,875
-361,125
| -11% | -$80.6M |
|
192
Norfolk Southern
NSC
$70.3B
| $623M | 0.1% |
2,072,337
+960,841
| +86% | +$267M |
|
193
KLA
KLAC
$245B
| $619M | 0.1% |
5,738,170
-2,407,820
| -30% | -$225M |
|
|
K
194
DELISTED
Kellanova
K
| $617M | 0.1% |
7,520,037
+1,570,815
| +26% | +$125M |
|
195
State Street Industrial Select Sector SPDR ETF
XLI
$30.8B
| $613M | 0.1% |
3,974,569
-271,726
| -6% | -$41.2M |
|
196
Newmont
NEM
$128B
| $612M | 0.1% |
7,259,081
-3,119,947
| -30% | -$218M |
|
197
Vistra
VST
$46.5B
| $610M | 0.1% |
3,111,531
+74,130
| +2% | +$14.7M |
|
198
TransDigm Group
TDG
$61.7B
| $609M | 0.1% |
462,337
-94,062
| -17% | -$134M |
|
199
PUT
State Street Financial Select Sector SPDR ETF
XLF
$52.6B
| $606M | 0.1% |
11,257,400
-1,708,700
| -13% | -$90.5M |
|
200
Sea Limited
SE
$61B
| $606M | 0.09% |
3,390,891
+1,047,557
| +45% | +$180M |
|
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.