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 | |
|---|---|---|---|---|---|---|
3876
DigitalBridge
DBRG
$2.95B
| $5.83M | ﹤0.01% |
498,389
-179,238
| -26% | -$2M |
|
3877
Structure Therapeutics
GPCR
$3.71B
| $5.83M | ﹤0.01% |
208,092
+55,111
| +36% | +$1.1M |
|
3878
PUT
Ametek
AME
$59B
| $5.81M | ﹤0.01% |
30,900
+25,500
| +472% | +$4.69M |
|
3879
CALL
Kimberly-Clark
KMB
$36.1B
| $5.81M | ﹤0.01% |
46,700
+21,100
| +82% | +$2.73M |
|
3880
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.75B
| $5.81M | ﹤0.01% |
637,268
-30,131
| -5% | -$269K |
|
|
BKV
3881
BKV Corp
BKV
$2.9B
| $5.8M | ﹤0.01% |
250,965
-28,222
| -10% | -$615K |
|
3882
OFG Bancorp
OFG
$2.22B
| $5.8M | ﹤0.01% |
133,358
-12,700
| -9% | -$557K |
|
3883
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$464M
| $5.79M | ﹤0.01% |
234,977
-7,713
| -3% | -$189K |
|
3884
PUT
Lumen
LUMN
$6.53B
| $5.79M | ﹤0.01% |
945,700
+453,000
| +92% | +$2.17M |
|
|
PHK
3885
PIMCO High Income Fund
PHK
$876M
| $5.78M | ﹤0.01% |
1,158,962
+119,350
| +11% | +$584K |
|
3886
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$722M
| $5.76M | ﹤0.01% |
139,680
-15,869
| -10% | -$645K |
|
3887
Invesco Senior Income Trust
VVR
$459M
| $5.75M | ﹤0.01% |
1,662,307
+106,196
| +7% | +$387K |
|
3888
CALL
Infosys
INFY
$49.3B
| $5.73M | ﹤0.01% |
352,315
+25,000
| +8% | +$430K |
|
3889
Global X Emerging Markets Great Consumer ETF
EMC
$57.2M
| $5.73M | ﹤0.01% |
183,918
-20,431
| -10% | -$610K |
|
|
HPF
3890
John Hancock Preferred Income Fund II
HPF
$346M
| $5.73M | ﹤0.01% |
339,995
+25,779
| +8% | +$418K |
|
3891
CALL
iShares MSCI Indonesia ETF
EIDO
$492M
| $5.73M | ﹤0.01% |
+326,420
| New | +$5.82M |
|
3892
iShares MSCI China A ETF
CNYA
$208M
| $5.73M | ﹤0.01% |
166,796
+164,249
| +6,449% | +$5.16M |
|
3893
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
| $5.72M | ﹤0.01% |
205,608
+16,456
| +9% | +$456K |
|
3894
Digi International
DGII
$3.23B
| $5.7M | ﹤0.01% |
156,292
+12,359
| +9% | +$425K |
|
|
CSR
3895
Centerspace
CSR
$920M
| $5.68M | ﹤0.01% |
96,505
+36,407
| +61% | +$2.1M |
|
3896
Ecopetrol
EC
$34.5B
| $5.67M | ﹤0.01% |
615,792
-144,575
| -19% | -$1.3M |
|
3897
Yext
YEXT
$564M
| $5.67M | ﹤0.01% |
665,263
+294,747
| +80% | +$2.5M |
|
|
VZLA
3898
Vizsla Silver
VZLA
$1.34B
| $5.67M | ﹤0.01% |
1,311,472
+838,833
| +177% | +$2.91M |
|
3899
Rayonier Advanced Materials
RYAM
$581M
| $5.66M | ﹤0.01% |
783,465
+478,500
| +157% | +$2.47M |
|
3900
BlackRock Floating Rate Income Trust
BGT
$330M
| $5.66M | ﹤0.01% |
465,511
-26,230
| -5% | -$327K |
|
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.