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 | |
|---|---|---|---|---|---|---|
5351
iShares Global Financials ETF
IXG
$702M
| $1.26M | ﹤0.01% |
10,842
-571
| -5% | -$64.9K |
|
5352
NVE Corp
NVEC
$577M
| $1.26M | ﹤0.01% |
19,374
+8,097
| +72% | +$549K |
|
|
CMRC
5353
Commerce.com Inc Series 1
CMRC
$184M
| $1.26M | ﹤0.01% |
253,297
+197,345
| +353% | +$949K |
|
5354
KraneShares Electric Vehicles and Future Mobility Index ETF
KARS
$80.9M
| $1.26M | ﹤0.01% |
41,284
-30,577
| -43% | -$791K |
|
5355
CALL
ZIM Integrated Shipping Services
ZIM
$3.39B
| $1.25M | ﹤0.01% |
92,610
| – | – |
|
5356
iShares S&P GSCI Commodity-Indexed Trust
GSG
$941M
| $1.25M | ﹤0.01% |
54,504
-2,734
| -5% | -$61.8K |
|
|
GKAT
5357
Scharf Global Opportunity ETF
GKAT
$170M
| $1.25M | ﹤0.01% |
+31,351
| New | +$1.23M |
|
5358
CALL
Melco Resorts & Entertainment
MLCO
$2.18B
| $1.25M | ﹤0.01% |
136,102
+18,574
| +16% | +$170K |
|
5359
Luxfer Holdings
LXFR
$457M
| $1.25M | ﹤0.01% |
89,734
+48,198
| +116% | +$619K |
|
5360
Tonix Pharmaceuticals
TNXP
$215M
| $1.25M | ﹤0.01% |
51,581
+29,118
| +130% | +$1.08M |
|
5361
CALL
Barclays
BCS
$94.8B
| $1.25M | ﹤0.01% |
60,240
-75,000
| -55% | -$1.48M |
|
|
GGZ
5362
Gabelli Global Small and Mid-Cap Value Trust
GGZ
$129M
| $1.24M | ﹤0.01% |
86,050
-13,591
| -14% | -$190K |
|
|
MVF
5363
DELISTED
BlackRock MuniVest Fund
MVF
| $1.24M | ﹤0.01% |
181,224
-7,650
| -4% | -$51K |
|
|
AMBQ
5364
Ambiq Micro
AMBQ
$1.56B
| $1.24M | ﹤0.01% |
+41,430
| New | +$1.51M |
|
5365
York Water
YORW
$539M
| $1.24M | ﹤0.01% |
40,684
-635
| -2% | -$19.7K |
|
|
WENN
5366
Wen Acquisition Corp
WENN
$389M
| $1.24M | ﹤0.01% |
+122,231
| New | +$1.25M |
|
5367
Acrivon Therapeutics
ACRV
$83M
| $1.24M | ﹤0.01% |
683,218
+682,763
| +150,058% | +$960K |
|
5368
Delcath Systems
DCTH
$579M
| $1.23M | ﹤0.01% |
114,831
+57,940
| +102% | +$647K |
|
5369
Banco Santander Chile
BSAC
$16.2B
| $1.23M | ﹤0.01% |
46,558
+24,398
| +110% | +$598K |
|
5370
CALL
Shift4
FOUR
$3.58B
| $1.23M | ﹤0.01% |
15,900
+12,400
| +354% | +$1.15M |
|
5371
ProKidney
PROK
$271M
| $1.23M | ﹤0.01% |
508,353
+33,306
| +7% | +$88.7K |
|
5372
Metallus
MTUS
$899M
| $1.23M | ﹤0.01% |
74,410
-16,806
| -18% | -$274K |
|
|
GES
5373
DELISTED
Guess Inc
GES
| $1.23M | ﹤0.01% |
73,556
-135,457
| -65% | -$2.01M |
|
|
TE
5374
T1 Energy
TE
$1.5B
| $1.23M | ﹤0.01% |
563,585
-208,628
| -27% | -$332K |
|
5375
ProShares UltraShort S&P500
SDS
$367M
| $1.23M | ﹤0.01% |
17,000
-5,657
| -25% | -$443K |
|
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.