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 | |
|---|---|---|---|---|---|---|
5951
Greenlight Captial
GLRE
$514M
| $591K | ﹤0.01% |
46,547
+12,739
| +38% | +$166K |
|
5952
CALL
Structure Therapeutics
GPCR
$3.87B
| $591K | ﹤0.01% |
21,100
-10,100
| -32% | -$201K |
|
5953
CALL
Asana
ASAN
$2.11B
| $590K | ﹤0.01% |
44,176
| – | – |
|
5954
Playboy Inc
PLBY
$151M
| $589K | ﹤0.01% |
400,807
-252,148
| -39% | -$433K |
|
|
SY
5955
So-Young International
SY
$225M
| $587K | ﹤0.01% |
151,632
-232,539
| -61% | -$989K |
|
5956
Global X 1-3 Month T-Bill ETF
CLIP
$2.4B
| $585K | ﹤0.01% |
5,825
+5,450
| +1,453% | +$546K |
|
5957
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$100M
| $583K | ﹤0.01% |
16,449
+6,598
| +67% | +$233K |
|
5958
Lantronix
LTRX
$289M
| $583K | ﹤0.01% |
127,576
+125,785
| +7,023% | +$465K |
|
5959
Direxion Daily CSI China Internet Index Bull 2X ETF
CWEB
$228M
| $583K | ﹤0.01% |
10,130
-10,912
| -52% | -$510K |
|
5960
Cohen & Steers Real Estate Opportunities and Income Fund
RLTY
$264M
| $582K | ﹤0.01% |
38,101
-35,255
| -48% | -$543K |
|
|
TBLU
5961
Tortoise Global Water ETF
TBLU
$57.7M
| $581K | ﹤0.01% |
10,912
+209
| +2% | +$11.2K |
|
5962
iShares MSCI Ireland ETF
EIRL
$78.8M
| $581K | ﹤0.01% |
8,612
+2,779
| +48% | +$186K |
|
5963
PUT
Clean Harbors
CLH
$17B
| $581K | ﹤0.01% |
+2,500
| New | +$592K |
|
|
EFR
5964
Eaton Vance Senior Floating-Rate Fund
EFR
$317M
| $580K | ﹤0.01% |
50,725
-2,175
| -4% | -$25.6K |
|
5965
CALL
iQIYI
IQ
$1.3B
| $580K | ﹤0.01% |
226,402
-1,680,194
| -88% | -$3.72M |
|
5966
ProShares UltraPro Short Dow 30
SDOW
$186M
| $579K | ﹤0.01% |
16,213
-5,465
| -25% | -$214K |
|
5967
Corporacion America
CAAP
$6.33B
| $578K | ﹤0.01% |
31,923
-298,238
| -90% | -$6.01M |
|
|
FNUC
5968
Frontier Nuclear and Minerals Inc
FNUC
$47.9M
| $578K | ﹤0.01% |
131,860
-14,354
| -10% | -$58.6K |
|
5969
UNIFI
UFI
$120M
| $577K | ﹤0.01% |
121,317
-3,002
| -2% | -$13.8K |
|
5970
NN Inc
NNBR
$322M
| $576K | ﹤0.01% |
279,632
+277,798
| +15,147% | +$624K |
|
5971
CALL
Sony
SONY
$142B
| $576K | ﹤0.01% |
+20,000
| New | +$538K |
|
5972
VanEck Social Sentiment ETF
BUZZ
$103M
| $576K | ﹤0.01% |
+16,000
| New | +$521K |
|
5973
Haverty Furniture Companies
HVT
$449M
| $575K | ﹤0.01% |
26,221
+740
| +3% | +$16.4K |
|
5974
Avalo Therapeutics
AVTX
$1.05B
| $575K | ﹤0.01% |
45,208
-38,516
| -46% | -$331K |
|
5975
Banco Bradesco
BBD
$34.2B
| $573K | ﹤0.01% |
169,663
-265,351
| -61% | -$801K |
|
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.