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 | |
|---|---|---|---|---|---|---|
|
FAZ
5476
Direxion Daily Financial Bear 3x ETF
FAZ
$84.6M
| $1.11M | ﹤0.01% |
27,400
+27,354
| +59,465% | +$1.17M |
|
5477
iShares iBonds 2028 Term High Yield and Income ETF
IBHH
$457M
| $1.11M | ﹤0.01% |
46,386
+638
| +1% | +$15.1K |
|
5478
First Capital
FCAP
$216M
| $1.1M | ﹤0.01% |
24,091
-7,414
| -24% | -$302K |
|
5479
Hyliion Holdings
HYLN
$725M
| $1.1M | ﹤0.01% |
559,970
-174,846
| -24% | -$291K |
|
5480
First Trust Multi Cap Value AlphaDEX Fund
FAB
$178M
| $1.1M | ﹤0.01% |
12,636
-4,070
| -24% | -$347K |
|
|
FFWM
5481
DELISTED
First Foundation Inc
FFWM
| $1.1M | ﹤0.01% |
197,582
-519,163
| -72% | -$2.86M |
|
|
CNTA
5482
CALL
DELISTED
Centessa Pharmaceuticals
CNTA
| $1.1M | ﹤0.01% |
45,300
| – | – |
|
|
ACB
5483
Aurora Cannabis
ACB
$228M
| $1.1M | ﹤0.01% |
184,190
+106,391
| +137% | +$519K |
|
|
FTHY
5484
First Trust High Yield Opportunities 2027 Term Fund
FTHY
$495M
| $1.1M | ﹤0.01% |
75,691
+1,373
| +2% | +$20.1K |
|
5485
FlexShares STOXX Global ESG Select Index Fund
ESGG
$115M
| $1.1M | ﹤0.01% |
5,555
+853
| +18% | +$164K |
|
5486
Green Dot
GDOT
$771M
| $1.1M | ﹤0.01% |
81,584
-2,074,220
| -96% | -$25.6M |
|
5487
BlueLinx
BXC
$680M
| $1.09M | ﹤0.01% |
14,974
-11,282
| -43% | -$889K |
|
5488
CALL
VanEck Oil Services ETF
OIH
$2B
| $1.09M | ﹤0.01% |
4,200
-98,500
| -96% | -$24.4M |
|
5489
Ramaco Resources Class B
METCB
$432M
| $1.09M | ﹤0.01% |
67,427
+62,917
| +1,395% | +$870K |
|
|
HONE
5490
DELISTED
HarborOne Bancorp
HONE
| $1.09M | ﹤0.01% |
80,105
-76,058
| -49% | -$950K |
|
|
RA
5491
Brookfield Real Assets Income Fund
RA
$706M
| $1.09M | ﹤0.01% |
81,458
+3,040
| +4% | +$40.5K |
|
5492
CALL
Cytokinetics
CYTK
$10.3B
| $1.09M | ﹤0.01% |
+19,800
| New | +$816K |
|
5493
Franklin FTSE Mexico ETF
FLMX
$83.8M
| $1.09M | ﹤0.01% |
32,793
-2,951
| -8% | -$90.2K |
|
5494
Consensus Cloud Solutions
CCSI
$716M
| $1.09M | ﹤0.01% |
37,037
-67,846
| -65% | -$1.68M |
|
5495
VanEck Mortgage REIT Income ETF
MORT
$375M
| $1.09M | ﹤0.01% |
100,965
-19,932
| -16% | -$215K |
|
5496
Usana Health Sciences
USNA
$247M
| $1.08M | ﹤0.01% |
39,271
-5,447
| -12% | -$168K |
|
5497
CALL
Fluence Energy
FLNC
$2.43B
| $1.08M | ﹤0.01% |
+100,000
| New | +$836K |
|
5498
Santander
BSBR
$43.2B
| $1.08M | ﹤0.01% |
193,127
+75,027
| +64% | +$385K |
|
5499
Hippo Holdings
HIPO
$872M
| $1.08M | ﹤0.01% |
29,835
-9,507
| -24% | -$296K |
|
5500
CALL
Altimmune
ALT
$572M
| $1.08M | ﹤0.01% |
+285,900
| New | +$1.1M |
|
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.