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 | |
|---|---|---|---|---|---|---|
6226
Assembly Biosciences
ASMB
$671M
| $404K | ﹤0.01% |
15,763
+12,830
| +437% | +$282K |
|
|
COE
6227
51Talk Online Education Group
COE
$118M
| $403K | ﹤0.01% |
9,110
-1,071
| -11% | -$38.5K |
|
6228
iShares Government/Credit Bond ETF
GBF
$128M
| $403K | ﹤0.01% |
3,823
| – | – |
|
6229
CALL
STMicroelectronics
STM
$48.5B
| $403K | ﹤0.01% |
14,250
| – | – |
|
|
CISO
6230
CISO Global
CISO
$12.2M
| $402K | ﹤0.01% |
383,174
+344,220
| +884% | +$363K |
|
6231
Jerash Holdings
JRSH
$67.3M
| $402K | ﹤0.01% |
121,156
-36,285
| -23% | -$122K |
|
6232
Latham Group
SWIM
$861M
| $402K | ﹤0.01% |
52,835
-202,241
| -79% | -$1.49M |
|
6233
PUT
XPO
XPO
$24.7B
| $401K | ﹤0.01% |
3,100
| – | – |
|
|
ILLR
6234
Triller Group Inc
ILLR
$18.9M
| $400K | ﹤0.01% |
48,157
+24,112
| +100% | +$163K |
|
6235
FreightCar America
RAIL
$240M
| $398K | ﹤0.01% |
40,699
-48,361
| -54% | -$462K |
|
6236
China Automotive Systems
CAAS
$142M
| $398K | ﹤0.01% |
84,433
+42,744
| +103% | +$184K |
|
6237
Innovative Solutions & Support
ISSC
$412M
| $398K | ﹤0.01% |
31,835
+13,303
| +72% | +$186K |
|
6238
First Trust United Kingdom AlphaDEX Fund
FKU
$39.7M
| $397K | ﹤0.01% |
8,199
-559
| -6% | -$26.3K |
|
6239
Fate Therapeutics
FATE
$308M
| $397K | ﹤0.01% |
314,759
-647,913
| -67% | -$699K |
|
6240
Energy Services of America
ESOA
$239M
| $396K | ﹤0.01% |
38,306
-1,226
| -3% | -$12.4K |
|
6241
Sprott Junior Gold Miners ETF
SGDJ
$337M
| $396K | ﹤0.01% |
5,514
+4,814
| +688% | +$271K |
|
6242
ORIX
IX
$43.6B
| $396K | ﹤0.01% |
15,154
+3,398
| +29% | +$84.3K |
|
6243
Sensus Healthcare
SRTS
$47.1M
| $392K | ﹤0.01% |
124,845
+26,540
| +27% | +$104K |
|
6244
PUT
Ally Financial
ALLY
$13.7B
| $392K | ﹤0.01% |
+10,000
| New | +$401K |
|
6245
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$495M
| $392K | ﹤0.01% |
7,098
-1,741
| -20% | -$94.4K |
|
6246
POET Technologies
POET
$1.65B
| $392K | ﹤0.01% |
70,686
+1,712
| +2% | +$9.67K |
|
6247
Navios Maritime Partners
NMM
$2.33B
| $391K | ﹤0.01% |
8,680
+4,764
| +122% | +$211K |
|
6248
Karyopharm Therapeutics
KPTI
$45.8M
| $390K | ﹤0.01% |
59,685
-102,215
| -63% | -$550K |
|
6249
Peoples Financial Services
PFIS
$714M
| $389K | ﹤0.01% |
8,001
-3,061
| -28% | -$156K |
|
6250
Flexsteel Industries
FLXS
$301M
| $388K | ﹤0.01% |
8,363
+5,572
| +200% | +$231K |
|
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.