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 | |
|---|---|---|---|---|---|---|
4951
America's Car Mart
CRMT
$26.2M
| $1.98M | ﹤0.01% |
67,696
-2,083
| -3% | -$94.3K |
|
4952
Paysign
PAYS
$735M
| $1.98M | ﹤0.01% |
314,363
-14,141
| -4% | -$90.4K |
|
4953
BlackRock Enhanced Global Dividend Trust
BOE
$695M
| $1.98M | ﹤0.01% |
170,862
-23,311
| -12% | -$268K |
|
4954
Acco Brands
ACCO
$399M
| $1.97M | ﹤0.01% |
494,774
+97,734
| +25% | +$381K |
|
4955
Titan International
TWI
$438M
| $1.97M | ﹤0.01% |
261,109
-63,704
| -20% | -$568K |
|
4956
BlackRock 2037 Municipal Target Term Trust
BMN
$156M
| $1.97M | ﹤0.01% |
78,694
+8,216
| +12% | +$202K |
|
4957
LendingTree
TREE
$461M
| $1.96M | ﹤0.01% |
30,350
-32,093
| -51% | -$1.85M |
|
|
ORLA
4958
DELISTED
Orla Mining
ORLA
| $1.96M | ﹤0.01% |
181,758
-1,363,950
| -88% | -$14.6M |
|
4959
iShares MSCI South Africa ETF
EZA
$559M
| $1.96M | ﹤0.01% |
30,541
-35,582
| -54% | -$2.04M |
|
|
PLG
4960
Platinum Group Metals
PLG
$189M
| $1.96M | ﹤0.01% |
738,577
+332,595
| +82% | +$567K |
|
4961
Pliant Therapeutics
PLRX
$66.3M
| $1.96M | ﹤0.01% |
1,322,017
-1,324,539
| -50% | -$2.02M |
|
|
IPX
4962
IperionX
IPX
$870M
| $1.95M | ﹤0.01% |
39,548
-10,233
| -21% | -$415K |
|
4963
Caledonia Mining Corp
CMCL
$439M
| $1.95M | ﹤0.01% |
53,787
-25,913
| -33% | -$659K |
|
4964
First Trust California Municipal High income ETF
FCAL
$221M
| $1.95M | ﹤0.01% |
39,908
-4,555
| -10% | -$219K |
|
|
VTLE
4965
DELISTED
Vital Energy
VTLE
| $1.94M | ﹤0.01% |
115,112
-346,558
| -75% | -$5.86M |
|
4966
N-able
NABL
$695M
| $1.94M | ﹤0.01% |
249,152
-160,215
| -39% | -$1.28M |
|
4967
CALL
GDS Holdings
GDS
$6.97B
| $1.94M | ﹤0.01% |
50,200
+6,200
| +14% | +$220K |
|
4968
Nuveen ESG US Aggregate Bond ETF
NUBD
$466M
| $1.94M | ﹤0.01% |
86,511
+5,489
| +7% | +$122K |
|
4969
iShares Currency Hedged MSCI Japan ETF
HEWJ
$769M
| $1.94M | ﹤0.01% |
39,384
-23,699
| -38% | -$1.12M |
|
4970
Eve Holding
EVEX
$948M
| $1.94M | ﹤0.01% |
509,236
+285,838
| +128% | +$1.52M |
|
4971
PUT
Joby Aviation
JOBY
$8.17B
| $1.94M | ﹤0.01% |
+120,000
| New | +$1.82M |
|
4972
Kiniksa Pharmaceuticals
KNSA
$6.07B
| $1.93M | ﹤0.01% |
49,817
+19,201
| +63% | +$624K |
|
4973
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
| $1.93M | ﹤0.01% |
23,837
+3,673
| +18% | +$287K |
|
4974
PUT
Nokia
NOK
$59B
| $1.93M | ﹤0.01% |
401,100
+332,700
| +486% | +$1.5M |
|
|
LITS
4975
Lite Strategy Inc
LITS
$31.4M
| $1.93M | ﹤0.01% |
797,118
+788,866
| +9,560% | +$3.25M |
|
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.