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 | Technology | 17.79% |
| 2 | Financials | 9.18% |
| 3 | Industrials | 6.66% |
| 4 | Consumer Discretionary | 6.42% |
| 5 | Healthcare | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SVM
2701
Silvercorp Metals
SVM
$2.57B
| $17.7M | ﹤0.01% |
2,804,516
-1,431,683
| -34% | -$7.01M |
|
2702
State Street SPDR S&P International Dividend ETF
DWX
$529M
| $17.7M | ﹤0.01% |
414,436
+25,948
| +7% | +$1.1M |
|
2703
Cavco Industries
CVCO
$4.51B
| $17.7M | ﹤0.01% |
30,428
+12,599
| +71% | +$6.16M |
|
2704
PUT
Estee Lauder
EL
$31.4B
| $17.7M | ﹤0.01% |
200,500
-317,700
| -61% | -$28.3M |
|
2705
CALL
MGM Resorts International
MGM
$11B
| $17.6M | ﹤0.01% |
509,100
+16,300
| +3% | +$598K |
|
|
HPS
2706
John Hancock Preferred Income Fund III
HPS
$460M
| $17.6M | ﹤0.01% |
1,141,593
+111,560
| +11% | +$1.64M |
|
2707
CALL
Williams Companies
WMB
$86.7B
| $17.6M | ﹤0.01% |
278,000
+72,500
| +35% | +$4.25M |
|
2708
Janus Henderson B-BBB CLO ETF
JBBB
$1.43B
| $17.5M | ﹤0.01% |
363,036
+401
| +0.1% | +$19.4K |
|
2709
PUT
Rockwell Automation
ROK
$48.7B
| $17.5M | ﹤0.01% |
50,000
-200
| -0.4% | -$69.1K |
|
2710
CALL
KLA
KLAC
$258B
| $17.5M | ﹤0.01% |
162,000
+79,000
| +95% | +$7.37M |
|
2711
Albany International
AIN
$1.76B
| $17.5M | ﹤0.01% |
327,466
+131,910
| +67% | +$8.37M |
|
|
PENG
2712
Penguin Solutions Inc
PENG
$2.95B
| $17.4M | ﹤0.01% |
662,149
-151,645
| -19% | -$3.71M |
|
2713
iShares MSCI Canada ETF
EWC
$6.46B
| $17.4M | ﹤0.01% |
343,945
-44,806
| -12% | -$2.15M |
|
2714
First Trust Emerging Markets AlphaDEX Fund
FEM
$784M
| $17.4M | ﹤0.01% |
641,416
+114,386
| +22% | +$2.97M |
|
2715
InterDigital
IDCC
$8.9B
| $17.4M | ﹤0.01% |
50,334
-47,966
| -49% | -$13M |
|
2716
MDU Resources
MDU
$4.31B
| $17.4M | ﹤0.01% |
975,640
-80,633
| -8% | -$1.35M |
|
2717
Winmark
WINA
$1.32B
| $17.4M | ﹤0.01% |
34,890
+11,383
| +48% | +$4.89M |
|
2718
Radian Group
RDN
$4.89B
| $17.3M | ﹤0.01% |
478,177
+86,804
| +22% | +$3.02M |
|
2719
CALL
indie Semiconductor
INDI
$780M
| $17.3M | ﹤0.01% |
4,252,440
| – | – |
|
2720
FlexShares Quality Dividend Index Fund
QDF
$2.28B
| $17.3M | ﹤0.01% |
217,938
-3,557
| -2% | -$272K |
|
2721
Global X US Preferred ETF
PFFD
$2.16B
| $17.3M | ﹤0.01% |
889,208
-182,258
| -17% | -$3.52M |
|
2722
Cambria Shareholder Yield ETF
SYLD
$1.01B
| $17.3M | ﹤0.01% |
251,538
-69,781
| -22% | -$4.72M |
|
2723
Dr. Reddy's Laboratories
RDY
$10.1B
| $17.2M | ﹤0.01% |
1,232,280
+25,437
| +2% | +$366K |
|
2724
FTI Consulting
FCN
$4.17B
| $17.2M | ﹤0.01% |
106,492
+39,805
| +60% | +$6.61M |
|
2725
iShares US Infrastructure ETF
IFRA
$4.59B
| $17.2M | ﹤0.01% |
325,789
-4,249
| -1% | -$218K |
|
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, 4,190 increased, 4,486 reduced and 1,079 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 Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
- 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 1,079 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.