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 | |
|---|---|---|---|---|---|---|
|
BBUC
6376
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$6.03B
| $321K | ﹤0.01% |
9,575
-16,286
| -63% | -$527K |
|
|
MIAX
6377
Miami International Holdings
MIAX
$4.32B
| $321K | ﹤0.01% |
+7,967
| New | +$291K |
|
|
SSK
6378
REX-Osprey SOL + Staking ETF
SSK
$70.8M
| $319K | ﹤0.01% |
+9,984
| New | +$302K |
|
6379
Matthews Korea Active ETF
MKOR
$142M
| $319K | ﹤0.01% |
10,573
+8,797
| +495% | +$250K |
|
6380
Tenaya Therapeutics
TNYA
$163M
| $319K | ﹤0.01% |
196,727
+76,551
| +64% | +$77.1K |
|
6381
Erasca
ERAS
$6.43B
| $319K | ﹤0.01% |
146,161
-349,486
| -71% | -$556K |
|
6382
PUT
Conagra Brands
CAG
$7.5B
| $319K | ﹤0.01% |
+17,400
| New | +$334K |
|
6383
ProShares DJ Brookfield Global Infrastructure ETF
TOLZ
$176M
| $318K | ﹤0.01% |
5,879
-431
| -7% | -$23.1K |
|
6384
Invesco DB Oil Fund
DBO
$391M
| $318K | ﹤0.01% |
23,641
-1,018
| -4% | -$13.9K |
|
6385
Heartbeam
BEAT
$28.1M
| $318K | ﹤0.01% |
192,553
-6,714
| -3% | -$8.63K |
|
6386
Inhibrx
INBX
$1.3B
| $317K | ﹤0.01% |
9,426
-36,558
| -80% | -$900K |
|
6387
Invesco High Income Trust II
VLT
$66M
| $317K | ﹤0.01% |
28,286
-700
| -2% | -$7.78K |
|
6388
Jakks Pacific
JAKK
$294M
| $317K | ﹤0.01% |
16,941
+4,391
| +35% | +$80.7K |
|
|
EHI
6389
Western Asset Global High Income Fund
EHI
$177M
| $317K | ﹤0.01% |
48,043
+906
| +2% | +$5.96K |
|
6390
ALPS O'Shares Global Internet Giants ETF
OGIG
$113M
| $317K | ﹤0.01% |
5,518
-1,282
| -19% | -$70.3K |
|
6391
Belpointe PREP
OZ
$192M
| $317K | ﹤0.01% |
4,950
-12,793
| -72% | -$817K |
|
6392
Capital City Bank Group
CCBG
$898M
| $316K | ﹤0.01% |
7,565
-283
| -4% | -$11.8K |
|
6393
TCW Transform 500 ETF
VOTE
$1.14B
| $316K | ﹤0.01% |
+4,025
| New | +$304K |
|
6394
ALX Oncology
ALXO
$271M
| $316K | ﹤0.01% |
172,570
-116,115
| -40% | -$101K |
|
|
AGEN
6395
Agenus
AGEN
$329M
| $315K | ﹤0.01% |
81,937
-3,042
| -4% | -$15.2K |
|
|
FNGU
6396
MicroSectors FANG+ 3x Leveraged ETNs due Feb 17 2045
FNGU
$2.64B
| $315K | ﹤0.01% |
+10,807
| New | +$283K |
|
6397
American Coastal Insurance
ACIC
$466M
| $314K | ﹤0.01% |
27,578
+9,316
| +51% | +$101K |
|
|
SUPX
6398
SuperX AI Technology Ltd
SUPX
$302M
| $314K | ﹤0.01% |
4,869
-2,801
| -37% | -$93.4K |
|
|
SIMA
6399
SIM Acquisition Corp I
SIMA
$90.3M
| $313K | ﹤0.01% |
29,677
+29,607
| +42,296% | +$309K |
|
|
STKL
6400
DELISTED
SunOpta
STKL
| $313K | ﹤0.01% |
53,333
-187,480
| -78% | -$1.16M |
|
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.