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 | |
|---|---|---|---|---|---|---|
5851
Sprott Junior Uranium Miners ETF
URNJ
$360M
| $682K | ﹤0.01% |
23,380
-143,778
| -86% | -$3.33M |
|
5852
Southern California Bancorp
BCAL
$697M
| $681K | ﹤0.01% |
40,832
-5,206
| -11% | -$85.5K |
|
|
EVF
5853
Eaton Vance Senior Income Trust
EVF
$90.7M
| $681K | ﹤0.01% |
124,234
-10,666
| -8% | -$59.5K |
|
|
JPXN
5854
iShares JPX-Nikkei 400 ETF
JPXN
$142M
| $677K | ﹤0.01% |
7,946
+492
| +7% | +$40.5K |
|
5855
Abeona Therapeutics
ABEO
$341M
| $677K | ﹤0.01% |
128,232
+11,290
| +10% | +$71.6K |
|
|
MLGO
5856
MicroAlgo
MLGO
$47.2M
| $677K | ﹤0.01% |
73,948
+21,283
| +40% | +$251K |
|
5857
CALL
Corteva
CTVA
$51.2B
| $676K | ﹤0.01% |
+10,000
| New | +$725K |
|
5858
CALL
Old Dominion Freight Line
ODFL
$43.7B
| $676K | ﹤0.01% |
+4,800
| New | +$735K |
|
5859
Defiance Quantum ETF
QTUM
$5.84B
| $675K | ﹤0.01% |
6,436
-6,958
| -52% | -$667K |
|
5860
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$139M
| $674K | ﹤0.01% |
12,379
+2,291
| +23% | +$121K |
|
5861
Pacer Industrial Real Estate ETF
INDS
$116M
| $674K | ﹤0.01% |
18,116
+5,282
| +41% | +$195K |
|
5862
Dogness International Corp
DOGZ
$16.8M
| $674K | ﹤0.01% |
52,295
+52,246
| +106,624% | +$579K |
|
|
KTF
5863
DWS Municipal Income Trust
KTF
$352M
| $673K | ﹤0.01% |
73,365
+935
| +1% | +$8.24K |
|
5864
Neuropace
NPCE
$507M
| $673K | ﹤0.01% |
65,237
+38,203
| +141% | +$360K |
|
5865
VanEck Environmental Services ETF
EVX
$102M
| $673K | ﹤0.01% |
17,269
-1,449
| -8% | -$56.4K |
|
5866
International Money Express
IMXI
$441M
| $672K | ﹤0.01% |
48,076
-100,578
| -68% | -$1.25M |
|
5867
MeiraGTx Holdings
MGTX
$1.25B
| $672K | ﹤0.01% |
81,593
+8,694
| +12% | +$68.8K |
|
5868
Kornit Digital
KRNT
$775M
| $670K | ﹤0.01% |
49,661
+43,897
| +762% | +$746K |
|
|
AUTL
5869
Autolus Therapeutics
AUTL
$572M
| $669K | ﹤0.01% |
410,662
+56,995
| +16% | +$111K |
|
5870
CALL
W.W. Grainger
GWW
$62.3B
| $667K | ﹤0.01% |
700
| – | – |
|
|
5871
PUT
W.W. Grainger
GWW
$62.3B
| $667K | ﹤0.01% |
700
| – | – |
|
5872
InterContinental Hotels
IHG
$23.6B
| $667K | ﹤0.01% |
5,498
+2,208
| +67% | +$264K |
|
|
SCPH
5873
DELISTED
scPharmaceuticals
SCPH
| $665K | ﹤0.01% |
117,255
-738,047
| -86% | -$3.78M |
|
|
DGNX
5874
Diginex Ltd
DGNX
$38.4M
| $664K | ﹤0.01% |
5,768
-1,194
| -17% | -$79.7K |
|
5875
Ardmore Shipping
ASC
$719M
| $663K | ﹤0.01% |
55,884
-53,365
| -49% | -$598K |
|
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.