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 | |
|---|---|---|---|---|---|---|
6451
Core Alternative Capital
CCOR
$28.2M
| $282K | ﹤0.01% |
10,809
+179
| +2% | +$4.77K |
|
6452
MediciNova
MNOV
$64.5M
| $282K | ﹤0.01% |
222,267
+67
| +0% | +$87 |
|
6453
Gencor Industries
GENC
$264M
| $282K | ﹤0.01% |
19,268
-2,325
| -11% | -$35.2K |
|
|
FSP
6454
Franklin Street Properties
FSP
$50.8M
| $281K | ﹤0.01% |
175,904
+135,619
| +337% | +$225K |
|
6455
ProShares High Yield-Interest Rate Hedged ETF
HYHG
$194M
| $281K | ﹤0.01% |
4,320
+164
| +4% | +$10.6K |
|
6456
Atlas Lithium Corp
ATLX
$94.7M
| $281K | ﹤0.01% |
58,995
-2,804
| -5% | -$13.9K |
|
6457
CALL
Global X Copper Miners ETF NEW
COPX
$7.98B
| $280K | ﹤0.01% |
4,688
| – | – |
|
|
MHF
6458
Western Asset Municipal High Income Fund
MHF
$153M
| $280K | ﹤0.01% |
38,779
-3,624
| -9% | -$25.4K |
|
6459
Gold Royalty Corp
GROY
$727M
| $280K | ﹤0.01% |
72,582
-63,593
| -47% | -$196K |
|
|
WFH
6460
DELISTED
Direxion Work From Home ETF
WFH
| $280K | ﹤0.01% |
3,928
-1,974
| -33% | -$135K |
|
6461
CALL
Fortive
FTV
$18.6B
| $279K | ﹤0.01% |
+5,700
| New | +$281K |
|
6462
Envela
ELA
$416M
| $279K | ﹤0.01% |
35,721
-5,375
| -13% | -$36.4K |
|
6463
First Trust Dorsey Wright Momentum & Value ETF
DVLU
$48.7M
| $279K | ﹤0.01% |
8,295
-549
| -6% | -$17K |
|
|
VSA
6464
VisionSys AI
VSA
$9.27M
| $279K | ﹤0.01% |
162
+18
| +13% | +$17.6K |
|
6465
Liberty Latin America Class A
LILA
$1.69B
| $279K | ﹤0.01% |
49,471
-131,922
| -73% | -$660K |
|
|
IQST
6466
IQSTEL Inc
IQST
$7.88M
| $278K | ﹤0.01% |
43,401
+31,167
| +255% | +$239K |
|
|
ABTC
6467
American Bitcoin Corp
ABTC
$529M
| $277K | ﹤0.01% |
2,745
-388
| -12% | -$38.9K |
|
6468
PUT
APA Corp
APA
$14.2B
| $277K | ﹤0.01% |
11,400
-68,600
| -86% | -$1.45M |
|
|
BLNE
6469
Beeline Holdings
BLNE
$33.2M
| $276K | ﹤0.01% |
69,734
+56,440
| +425% | +$124K |
|
6470
Ideal Power
IPWR
$86M
| $276K | ﹤0.01% |
54,933
+3,987
| +8% | +$20.6K |
|
6471
Timberland Bancorp
TSBK
$358M
| $275K | ﹤0.01% |
8,263
+5,275
| +177% | +$175K |
|
6472
Inspired Entertainment
INSE
$164M
| $274K | ﹤0.01% |
29,260
-31,502
| -52% | -$284K |
|
6473
Park-Ohio Holdings
PKOH
$716M
| $273K | ﹤0.01% |
12,845
+3,169
| +33% | +$60.7K |
|
|
HEQ
6474
John Hancock Hedged Equity & Income Fund
HEQ
$141M
| $273K | ﹤0.01% |
25,587
+274
| +1% | +$2.91K |
|
6475
Limoneira
LMNR
$251M
| $272K | ﹤0.01% |
18,333
+1,610
| +10% | +$24.9K |
|
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.