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 | |
|---|---|---|---|---|---|---|
|
NOTV
6151
DELISTED
Inotiv
NOTV
| $456K | ﹤0.01% |
314,551
+36,338
| +13% | +$64.9K |
|
6152
CALL
Qorvo
QRVO
$8.66B
| $455K | ﹤0.01% |
5,000
-5,000
| -50% | -$445K |
|
|
MDV
6153
Modiv Industrial
MDV
| $455K | ﹤0.01% |
31,094
+21,807
| +235% | +$322K |
|
6154
Nuveen Core Plus Impact Fund
NPCT
$280M
| $454K | ﹤0.01% |
41,273
-55,289
| -57% | -$606K |
|
6155
JELD-WEN Holding
JELD
$167M
| $454K | ﹤0.01% |
92,372
-92,331
| -50% | -$494K |
|
6156
PUT
New Oriental
EDU
$8.36B
| $451K | ﹤0.01% |
8,500
-91,500
| -92% | -$4.52M |
|
6157
New Horizon Aircraft
HOVR
$132M
| $451K | ﹤0.01% |
+177,507
| New | +$310K |
|
|
MSB
6158
Mesabi Trust
MSB
$301M
| $450K | ﹤0.01% |
15,389
-14,417
| -48% | -$423K |
|
6159
Invesco S&P 500 Downside Hedged ETF
PHDG
$65.2M
| $450K | ﹤0.01% |
12,082
-233
| -2% | -$8.45K |
|
6160
Nuveen Municipal Income
NMI
$130M
| $449K | ﹤0.01% |
45,289
+235
| +0.5% | +$2.32K |
|
|
BRAG
6161
Bragg Gaming Group
BRAG
$47.2M
| $449K | ﹤0.01% |
147,551
+122,527
| +490% | +$433K |
|
6162
CALL
Perrigo
PRGO
$1.81B
| $445K | ﹤0.01% |
+20,000
| New | +$489K |
|
|
6163
PUT
Perrigo
PRGO
$1.81B
| $445K | ﹤0.01% |
+20,000
| New | +$489K |
|
|
BA.PRA
6164
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.18B
| $445K | ﹤0.01% |
6,400
-800
| -11% | -$57.7K |
|
6165
Rush Enterprises Class B
RUSHB
$9.37B
| $445K | ﹤0.01% |
7,753
+2,389
| +45% | +$135K |
|
|
ASA
6166
ASA Gold and Precious Metals
ASA
$1.1B
| $445K | ﹤0.01% |
9,715
-13,765
| -59% | -$499K |
|
6167
AXS Change Finance ESG ETF
CHGX
$181M
| $445K | ﹤0.01% |
16,287
+2,706
| +20% | +$71.9K |
|
6168
CALL
BioMarin Pharmaceuticals
BMRN
$13B
| $444K | ﹤0.01% |
8,200
-17,200
| -68% | -$984K |
|
|
BOWN
6169
DELISTED
Bowen Acquisition Corp
BOWN
| $443K | ﹤0.01% |
48,242
-1,075
| -2% | -$10.3K |
|
|
COLO
6170
Global X MSCI Colombia ETF
COLO
$215M
| $443K | ﹤0.01% |
13,500
-2,600
| -16% | -$80.7K |
|
|
GBUG
6171
Sprott Active Gold & Silver Miners ETF
GBUG
$172M
| $443K | ﹤0.01% |
11,819
+3,912
| +49% | +$114K |
|
6172
Carter Bankshares
CARE
$757M
| $443K | ﹤0.01% |
22,808
-17,064
| -43% | -$318K |
|
6173
PUT
BBVA Argentina
BBAR
$3.13B
| $443K | ﹤0.01% |
53,200
+100
| +0.2% | +$1.35K |
|
6174
Energy Vault
NRGV
$687M
| $440K | ﹤0.01% |
148,164
-111,711
| -43% | -$183K |
|
6175
CALL
Global Payments
GPN
$24.6B
| $440K | ﹤0.01% |
5,294
| – | – |
|
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, 4,189 increased, 4,485 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.