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 | |
|---|---|---|---|---|---|---|
|
ALM
6176
Almonty Industries
ALM
$4.35B
| $440K | ﹤0.01% |
+72,911
| New | +$332K |
|
6177
CALL
Sabre
SABR
$900M
| $439K | ﹤0.01% |
240,000
+190,000
| +380% | +$448K |
|
6178
SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
$1.48B
| $439K | ﹤0.01% |
9,671
-8,196
| -46% | -$356K |
|
6179
Bank7 Corp
BSVN
$498M
| $439K | ﹤0.01% |
9,483
+2,945
| +45% | +$138K |
|
6180
South Plains Financial
SPFI
$858M
| $439K | ﹤0.01% |
11,351
+2,486
| +28% | +$97K |
|
|
IHD
6181
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$136M
| $437K | ﹤0.01% |
69,721
+5,356
| +8% | +$32K |
|
6182
Koppers
KOP
$891M
| $436K | ﹤0.01% |
15,579
+6
| +0% | +$185 |
|
6183
Compugen
CGEN
$228M
| $436K | ﹤0.01% |
296,599
+6,174
| +2% | +$9.18K |
|
6184
American Outdoor Brands
AOUT
$160M
| $436K | ﹤0.01% |
50,183
+28,521
| +132% | +$270K |
|
6185
Vivid Seats
SEAT
$80.7M
| $435K | ﹤0.01% |
26,199
+10,162
| +63% | +$240K |
|
|
PMM
6186
Franklin Managed Municipal Income Trust
PMM
$271M
| $435K | ﹤0.01% |
72,060
-14,850
| -17% | -$88.1K |
|
|
YALA
6187
Yalla Group
YALA
$832M
| $434K | ﹤0.01% |
57,723
+32,098
| +125% | +$248K |
|
|
NOTE
6188
DELISTED
FiscalNote
NOTE
| $433K | ﹤0.01% |
93,483
+22,457
| +32% | +$145K |
|
|
ITRG
6189
Integra Resources
ITRG
$564M
| $432K | ﹤0.01% |
146,277
+63,122
| +76% | +$127K |
|
|
AWP
6190
abrdn Global Premier Properties Fund
AWP
$366M
| $431K | ﹤0.01% |
36,227
+1,944
| +6% | +$22.9K |
|
|
IAE
6191
Voya Asia Pacific High Dividend Equity Income Fund
IAE
$95M
| $431K | ﹤0.01% |
57,401
-621
| -1% | -$4.44K |
|
6192
Getty Images
GETY
$129M
| $430K | ﹤0.01% |
217,262
-468,430
| -68% | -$868K |
|
|
FRMM
6193
Forum Markets
FRMM
$80.4M
| $430K | ﹤0.01% |
17,844
+17,809
| +50,883% | +$533K |
|
6194
PUT
Celestica
CLS
$42.3B
| $428K | ﹤0.01% |
1,738
+200
| +13% | +$40.3K |
|
|
CNSY
6195
Cerenome
CNSY
$25.3M
| $427K | ﹤0.01% |
24,955
+21,449
| +612% | +$263K |
|
|
BRW
6196
Saba Capital Income & Opportunities Fund
BRW
$335M
| $427K | ﹤0.01% |
54,911
+3,891
| +8% | +$32K |
|
6197
Pacer US Export Leaders ETF
PEXL
$54.5M
| $426K | ﹤0.01% |
7,436
-543
| -7% | -$29.8K |
|
6198
Cardiff Oncology
CRDF
$74.9M
| $425K | ﹤0.01% |
206,175
+8,737
| +4% | +$24.1K |
|
6199
J. Jill
JILL
$283M
| $425K | ﹤0.01% |
24,765
-6,073
| -20% | -$100K |
|
6200
Spectral AI
MDAI
$54.1M
| $423K | ﹤0.01% |
185,642
+12,455
| +7% | +$28.8K |
|
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.