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 | |
|---|---|---|---|---|---|---|
|
QMMM
4901
QMMM Holdings
QMMM
| $2.08M | ﹤0.01% |
17,397
-86,516
| -83% | -$2.21M |
|
4902
BlackRock Resources & Commodities Strategy Trust
BCX
$965M
| $2.08M | ﹤0.01% |
204,161
+11,511
| +6% | +$113K |
|
4903
LeMaitre Vascular
LMAT
$1.87B
| $2.08M | ﹤0.01% |
23,726
+4,599
| +24% | +$411K |
|
4904
Precigen
PGEN
$2.32B
| $2.07M | ﹤0.01% |
630,604
+274,209
| +77% | +$774K |
|
4905
Zevra Therapeutics
ZVRA
$664M
| $2.07M | ﹤0.01% |
218,096
+63,912
| +41% | +$641K |
|
|
CNTA
4906
DELISTED
Centessa Pharmaceuticals
CNTA
| $2.07M | ﹤0.01% |
85,178
-124,572
| -59% | -$2.21M |
|
4907
iShares Global REIT ETF
REET
$5.08B
| $2.07M | ﹤0.01% |
80,794
-12,577
| -13% | -$316K |
|
|
GBFH
4908
GBank Financial Holdings
GBFH
$307M
| $2.06M | ﹤0.01% |
52,456
-43,293
| -45% | -$1.71M |
|
|
BTA
4909
DELISTED
BlackRock Long-Term Municipal Advantage Trust
BTA
| $2.06M | ﹤0.01% |
214,815
-40,659
| -16% | -$373K |
|
|
CRCL
4910
PUT
Circle Internet Group
CRCL
$19.1B
| $2.05M | ﹤0.01% |
+15,500
| New | +$2.45M |
|
4911
Amalgamated Financial
AMAL
$1.53B
| $2.05M | ﹤0.01% |
75,649
-3,209
| -4% | -$95.4K |
|
|
ADAM
4912
Adamas Trust
ADAM
$913M
| $2.05M | ﹤0.01% |
294,464
-232,764
| -44% | -$1.62M |
|
4913
Natural Gas Services Group
NGS
$474M
| $2.05M | ﹤0.01% |
73,303
+25,646
| +54% | +$657K |
|
|
OPP
4914
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$191M
| $2.05M | ﹤0.01% |
240,088
-19,843
| -8% | -$171K |
|
4915
Genco Shipping & Trading
GNK
$1.1B
| $2.05M | ﹤0.01% |
114,953
+10,619
| +10% | +$176K |
|
|
NOAH
4916
Noah Holdings
NOAH
$588M
| $2.05M | ﹤0.01% |
176,462
+35,378
| +25% | +$423K |
|
4917
MGP Ingredients
MGPI
$381M
| $2.04M | ﹤0.01% |
84,539
-204,666
| -71% | -$5.93M |
|
4918
CALL
Sharplink Inc
SBET
$1.37B
| $2.04M | ﹤0.01% |
+120,200
| New | +$2.36M |
|
4919
iShares MSCI Netherlands ETF
EWN
$735M
| $2.04M | ﹤0.01% |
35,201
+4,342
| +14% | +$234K |
|
4920
Fidelity MSCI Energy Index ETF
FENY
$2.06B
| $2.04M | ﹤0.01% |
82,565
+7,584
| +10% | +$183K |
|
4921
AerSale
ASLE
$269M
| $2.04M | ﹤0.01% |
248,948
-47,289
| -16% | -$356K |
|
4922
Algoma Steel
ASTL
$470M
| $2.04M | ﹤0.01% |
573,476
+404,139
| +239% | +$2.15M |
|
4923
Invesco DB US Dollar Index Bearish Fund
UDN
$109M
| $2.04M | ﹤0.01% |
108,308
+47,011
| +77% | +$881K |
|
4924
Axogen
AXGN
$2.67B
| $2.04M | ﹤0.01% |
114,257
-5,675
| -5% | -$82.3K |
|
4925
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.18B
| $2.04M | ﹤0.01% |
85,099
-17,463
| -17% | -$407K |
|
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.