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 | |
|---|---|---|---|---|---|---|
6351
First Bank
FRBA
$471M
| $335K | ﹤0.01% |
20,557
+923
| +5% | +$14.8K |
|
6352
State Street SPDR S&P North American Natural Resources ETF
NANR
$814M
| $332K | ﹤0.01% |
5,142
-5,486
| -52% | -$330K |
|
6353
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$42M
| $331K | ﹤0.01% |
10,044
+1,847
| +23% | +$63.7K |
|
|
ETHU
6354
2x Ether ETF
ETHU
$712M
| $331K | ﹤0.01% |
2,547
-2,428
| -49% | -$308K |
|
6355
Nuveen Short-Term REIT ETF
NURE
$35.3M
| $330K | ﹤0.01% |
11,473
-1,974
| -15% | -$58K |
|
6356
iShares MSCI Belgium ETF
EWK
$162M
| $330K | ﹤0.01% |
+14,188
| New | +$321K |
|
6357
Weyco Group
WEYS
$432M
| $329K | ﹤0.01% |
10,944
-4,778
| -30% | -$147K |
|
6358
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$369M
| $328K | ﹤0.01% |
7,985
+2,186
| +38% | +$87.7K |
|
6359
Nauticus Robotics
KITT
$6.24M
| $328K | ﹤0.01% |
14,235
+14,106
| +10,935% | +$783K |
|
6360
Invesco PHLX Semiconductor ETF
SOXQ
$2.93B
| $327K | ﹤0.01% |
6,530
-36,572
| -85% | -$1.67M |
|
|
NITE
6361
The Nightview Fund
NITE
$33.7M
| $327K | ﹤0.01% |
9,219
-2,724
| -23% | -$89.7K |
|
|
FLD
6362
Fold Holdings
FLD
$26.1M
| $327K | ﹤0.01% |
84,656
+29,312
| +53% | +$115K |
|
6363
Five Star Bancorp
FSBC
$1.15B
| $327K | ﹤0.01% |
10,147
-4,721
| -32% | -$148K |
|
6364
PUT
Magnite
MGNI
$3.55B
| $327K | ﹤0.01% |
15,000
| – | – |
|
6365
CALL
iShares Biotechnology ETF
IBB
$9.73B
| $325K | ﹤0.01% |
2,250
-6
| -0.3% | -$819 |
|
|
CWBC
6366
Community West Bancshares
CWBC
$708M
| $324K | ﹤0.01% |
15,566
+7,962
| +105% | +$164K |
|
|
ZEUS
6367
DELISTED
Olympic Steel
ZEUS
| $324K | ﹤0.01% |
10,651
-3,182
| -23% | -$104K |
|
|
CARL
6368
Carlsmed
CARL
$391M
| $324K | ﹤0.01% |
+24,203
| New | +$331K |
|
6369
TELA Bio
TELA
$28.9M
| $323K | ﹤0.01% |
216,802
-28,746
| -12% | -$50.6K |
|
|
DMO
6370
Western Asset Mortgage Opportunity Fund
DMO
$120M
| $323K | ﹤0.01% |
27,540
-287
| -1% | -$3.42K |
|
6371
Bridgewater Bancshares
BWB
$620M
| $322K | ﹤0.01% |
18,293
+2,120
| +13% | +$34.6K |
|
6372
INmune Bio
INMB
$60.2M
| $322K | ﹤0.01% |
155,522
-293,699
| -65% | -$672K |
|
|
ANNA
6373
AleAnna Inc
ANNA
$113M
| $322K | ﹤0.01% |
76,512
+74,126
| +3,107% | +$341K |
|
|
MHN
6374
DELISTED
BlackRock MuniHoldings New Yrok Quality Fund
MHN
| $321K | ﹤0.01% |
31,444
-46,106
| -59% | -$451K |
|
6375
Advantage Solutions
ADV
$420M
| $321K | ﹤0.01% |
8,398
+1,306
| +18% | +$54.3K |
|
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.