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 | |
|---|---|---|---|---|---|---|
6276
Red River Bancshares
RRBI
$676M
| $376K | ﹤0.01% |
5,806
+3,482
| +150% | +$222K |
|
6277
CALL
Ralph Lauren
RL
$23.2B
| $376K | ﹤0.01% |
+1,200
| New | +$357K |
|
6278
-1x Short VIX Futures ETF
SVIX
$173M
| $376K | ﹤0.01% |
17,591
+17,201
| +4,411% | +$320K |
|
|
FTF
6279
Franklin Limited Duration Income Trust
FTF
$235M
| $375K | ﹤0.01% |
58,922
-3,494
| -6% | -$22.4K |
|
6280
Matthews China Active ETF
MCH
$22.6M
| $375K | ﹤0.01% |
12,374
-2,050
| -14% | -$55.7K |
|
|
MBCN
6281
DELISTED
Middlefield Banc Corp
MBCN
| $374K | ﹤0.01% |
12,479
-2,530
| -17% | -$76.1K |
|
6282
CALL
Goodyear
GT
$1.76B
| $374K | ﹤0.01% |
+50,000
| New | +$470K |
|
6283
MetroCity Bankshares
MCBS
$1.04B
| $373K | ﹤0.01% |
13,485
-2,143
| -14% | -$62.2K |
|
6284
Rackspace Technology
RXT
$1.07B
| $372K | ﹤0.01% |
263,604
+58,089
| +28% | +$77.8K |
|
6285
AXT Inc
AXTI
$5.35B
| $372K | ﹤0.01% |
82,761
-60,490
| -42% | -$173K |
|
6286
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$100M
| $371K | ﹤0.01% |
11,291
-45
| -0.4% | -$1.47K |
|
6287
PUT
Xerox
XRX
$407M
| $370K | ﹤0.01% |
+98,500
| New | +$435K |
|
|
AUNA
6288
Auna
AUNA
$388M
| $369K | ﹤0.01% |
54,908
-17,586
| -24% | -$111K |
|
|
BWG
6289
BrandywineGLOBAL Global Income Opportunities Fund
BWG
$130M
| $369K | ﹤0.01% |
42,492
+3,441
| +9% | +$29.5K |
|
|
ETH
6290
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.72B
| $367K | ﹤0.01% |
9,379
-69,329
| -88% | -$2.56M |
|
6291
Nuveen Enhanced Yield US Aggregate Bond ETF
NUAG
$96.6M
| $367K | ﹤0.01% |
17,226
+75
| +0.4% | +$1.58K |
|
6292
PUT
Arcturus Therapeutics
ARCT
$234M
| $367K | ﹤0.01% |
+19,900
| New | +$320K |
|
6293
Finward Bancorp
FNWD
$196M
| $366K | ﹤0.01% |
11,400
+4,395
| +63% | +$131K |
|
6294
KraneShares Global Carbon Strategy ETF
KRBN
$132M
| $366K | ﹤0.01% |
11,285
-5,317
| -32% | -$165K |
|
6295
Village Farms International
VFF
$309M
| $365K | ﹤0.01% |
116,604
+115,142
| +7,876% | +$250K |
|
6296
First Trust Nasdaq Semiconductor ETF
FTXL
$1.38B
| $363K | ﹤0.01% |
3,247
-28,168
| -90% | -$2.85M |
|
6297
PUT
KE Holdings
BEKE
$18.8B
| $361K | ﹤0.01% |
19,000
-87,000
| -82% | -$1.63M |
|
6298
Kelly Services Class A
KELYA
$558M
| $361K | ﹤0.01% |
27,506
-15,687
| -36% | -$209K |
|
6299
Inogen
INGN
$153M
| $360K | ﹤0.01% |
44,053
-62,640
| -59% | -$468K |
|
6300
Prairie Operating Co
PROP
$97.7M
| $359K | ﹤0.01% |
181,001
+34,471
| +24% | +$98.1K |
|
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.