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 | |
|---|---|---|---|---|---|---|
5676
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$321M
| $867K | ﹤0.01% |
16,924
+31
| +0.2% | +$1.84K |
|
|
CMU
5677
DELISTED
MFS High Yield Municipal Trust
CMU
| $865K | ﹤0.01% |
249,353
-26,225
| -10% | -$87.4K |
|
5678
Nuveen Core Equity Alpha Fund
JCE
$294M
| $865K | ﹤0.01% |
54,968
-4,373
| -7% | -$68K |
|
5679
AgEagle Aerial Systems
UAVS
$63.9M
| $863K | ﹤0.01% |
429,133
+387,076
| +920% | +$740K |
|
|
GOLD
5680
Gold.com Inc
GOLD
$1.28B
| $862K | ﹤0.01% |
33,335
-973
| -3% | -$23K |
|
5681
CALL
APA Corp
APA
$14.2B
| $860K | ﹤0.01% |
+35,400
| New | +$747K |
|
5682
Lifezone Metals
LZM
$356M
| $858K | ﹤0.01% |
156,622
+10,592
| +7% | +$48.7K |
|
5683
PUT
nVent Electric
NVT
$27.7B
| $858K | ﹤0.01% |
+8,700
| New | +$756K |
|
5684
CALL
AutoZone
AZO
$49.4B
| $858K | ﹤0.01% |
+200
| New | +$802K |
|
5685
International General Insurance
IGIC
$1.16B
| $858K | ﹤0.01% |
36,962
+15,339
| +71% | +$368K |
|
5686
Invesco Bond Fund
VBF
$168M
| $857K | ﹤0.01% |
54,294
-28,421
| -34% | -$441K |
|
5687
PUT
Fastly Inc
FSLY
$4.77B
| $857K | ﹤0.01% |
100,200
-156,300
| -61% | -$1.16M |
|
5688
Invesco CurrencyShares Australian Dollar Trust
FXA
$98.2M
| $850K | ﹤0.01% |
12,975
-197
| -1% | -$12.8K |
|
5689
Invesco S&P SmallCap Energy ETF
PSCE
$106M
| $850K | ﹤0.01% |
19,944
-26,086
| -57% | -$1.06M |
|
5690
Chegg
CHGG
$87.5M
| $847K | ﹤0.01% |
560,943
+220,752
| +65% | +$310K |
|
5691
First Community Corp
FCCO
$323M
| $847K | ﹤0.01% |
30,013
-43,865
| -59% | -$1.16M |
|
5692
Holley
HLLY
$377M
| $847K | ﹤0.01% |
269,617
+122,365
| +83% | +$365K |
|
5693
Home Bancorp
HBCP
$566M
| $844K | ﹤0.01% |
15,541
+12,584
| +426% | +$690K |
|
5694
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
NZAC
$199M
| $844K | ﹤0.01% |
19,911
+1,661
| +9% | +$67.6K |
|
|
AVBH
5695
Avidbank Holdings
AVBH
$361M
| $842K | ﹤0.01% |
+33,005
| New | +$825K |
|
5696
PUT
Equity Residential
EQR
$24.7B
| $841K | ﹤0.01% |
+13,000
| New | +$850K |
|
|
NOA
5697
North American Construction
NOA
$375M
| $841K | ﹤0.01% |
59,237
-2,948
| -5% | -$42.9K |
|
5698
Barron's 400 ETF
BFOR
$239M
| $841K | ﹤0.01% |
41,416
-21,668
| -34% | -$431K |
|
|
CGC
5699
Canopy Growth
CGC
$431M
| $840K | ﹤0.01% |
575,107
+139,725
| +32% | +$182K |
|
|
BLTE
5700
Belite Bio
BLTE
$6.53B
| $839K | ﹤0.01% |
11,334
+8,976
| +381% | +$589K |
|
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.