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 | |
|---|---|---|---|---|---|---|
2151
Littelfuse
LFUS
$10.9B
| $29.4M | ﹤0.01% |
113,682
+4,317
| +4% | +$1.08M |
|
2152
KT
KT
$9.38B
| $29.4M | ﹤0.01% |
1,507,855
+625,501
| +71% | +$12.7M |
|
2153
Carter's
CRI
$1.15B
| $29.4M | ﹤0.01% |
1,041,430
-248,583
| -19% | -$7.13M |
|
2154
First Trust Financials AlphaDEX Fund
FXO
$1.05B
| $29.4M | ﹤0.01% |
494,806
-11,671
| -2% | -$678K |
|
2155
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.74B
| $29.4M | ﹤0.01% |
1,737,557
+385,662
| +29% | +$6.49M |
|
|
IBTF
2156
DELISTED
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
| $29.3M | ﹤0.01% |
1,255,416
-652,735
| -34% | -$15.2M |
|
2157
Levi Strauss
LEVI
$7.59B
| $29.3M | ﹤0.01% |
1,257,334
-206,293
| -14% | -$4.38M |
|
2158
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.16B
| $29.3M | ﹤0.01% |
665,617
+17,942
| +3% | +$787K |
|
2159
Denali Therapeutics
DNLI
$3.26B
| $29.2M | ﹤0.01% |
2,012,353
+1,061,589
| +112% | +$15.3M |
|
2160
Sony
SONY
$138B
| $29.2M | ﹤0.01% |
1,013,399
-909,153
| -47% | -$24.4M |
|
2161
ADMA Biologics
ADMA
$2.1B
| $29.1M | ﹤0.01% |
1,987,673
-433,950
| -18% | -$7.44M |
|
2162
Argan
AGX
$5.11B
| $29.1M | ﹤0.01% |
107,884
-25,291
| -19% | -$5.8M |
|
2163
CALL
AT&T
T
$174B
| $29.1M | ﹤0.01% |
1,031,315
+169,215
| +20% | +$4.81M |
|
2164
NexGen Energy
NXE
$6.16B
| $29.1M | ﹤0.01% |
3,250,284
+1,299,114
| +67% | +$9.58M |
|
2165
New Jersey Resources
NJR
$5.14B
| $29M | ﹤0.01% |
602,380
-5,736
| -0.9% | -$267K |
|
2166
CALL
CME Group
CME
$95.1B
| $29M | ﹤0.01% |
107,200
+7,500
| +8% | +$2.04M |
|
2167
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.79B
| $29M | ﹤0.01% |
304,064
+2,701
| +0.9% | +$247K |
|
|
XIFR
2168
CALL
XPLR Infrastructure LP
XIFR
$995M
| $28.9M | ﹤0.01% |
2,843,203
-281,253
| -9% | -$2.72M |
|
|
DOCU
2169
CALL
DocuSign
DOCU
$12.6B
| $28.9M | ﹤0.01% |
401,100
-7,800
| -2% | -$601K |
|
2170
PUT
Marriott International
MAR
$91.8B
| $28.9M | ﹤0.01% |
111,000
-22,000
| -17% | -$5.91M |
|
2171
Credit Acceptance
CACC
$5.77B
| $28.9M | ﹤0.01% |
61,817
-18,299
| -23% | -$9.13M |
|
2172
PUT
HCA Healthcare
HCA
$94.3B
| $28.8M | ﹤0.01% |
67,600
-26,000
| -28% | -$10.1M |
|
2173
Evolent Health
EVH
$408M
| $28.8M | ﹤0.01% |
3,402,408
+590,659
| +21% | +$5.73M |
|
2174
iShares MSCI World ETF
URTH
$8.29B
| $28.8M | ﹤0.01% |
158,457
+32,048
| +25% | +$5.6M |
|
2175
IDEAYA Biosciences
IDYA
$3.54B
| $28.7M | ﹤0.01% |
1,056,577
+304,672
| +41% | +$7.37M |
|
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.