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 | |
|---|---|---|---|---|---|---|
6501
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$597M
| $259K | ﹤0.01% |
5,080
+162
| +3% | +$8.25K |
|
6502
John Marshall Bancorp
JMSB
$328M
| $259K | ﹤0.01% |
13,087
-500
| -4% | -$9.77K |
|
6503
Meridian
MRBK
$240M
| $258K | ﹤0.01% |
16,359
+6,235
| +62% | +$93.5K |
|
6504
CALL
Hubbell
HUBB
$27B
| $258K | ﹤0.01% |
+600
| New | +$258K |
|
6505
Radcom
RDCM
$176M
| $258K | ﹤0.01% |
17,797
-1,593
| -8% | -$21.7K |
|
6506
Oppenheimer Holdings
OPY
$1.25B
| $257K | ﹤0.01% |
3,480
-716
| -17% | -$51.9K |
|
|
RGT
6507
Royce Global Value Trust
RGT
$101M
| $257K | ﹤0.01% |
19,854
-11,465
| -37% | -$144K |
|
|
TIGR
6508
CALL
UP Fintech Holding
TIGR
$822M
| $256K | ﹤0.01% |
+24,000
| New | +$257K |
|
6509
PUT
iQIYI
IQ
$1.3B
| $256K | ﹤0.01% |
+100,000
| New | +$221K |
|
|
VNTG
6510
Vantage Corp
VNTG
$20.4M
| $255K | ﹤0.01% |
34,964
+34,806
| +22,029% | +$185K |
|
6511
CALL
Hertz
HTZ
$798M
| $254K | ﹤0.01% |
37,400
| – | – |
|
6512
Aemetis
AMTX
$128M
| $253K | ﹤0.01% |
112,607
+47,231
| +72% | +$125K |
|
6513
TrueShares Structured Outcome February ETF
FEBZ
$32.8M
| $253K | ﹤0.01% |
6,626
+1,781
| +37% | +$65.9K |
|
|
REFI
6514
Chicago Atlantic Real Estate Finance
REFI
$260M
| $253K | ﹤0.01% |
19,782
-3,102
| -14% | -$42.5K |
|
|
BTM
6515
DELISTED
Bitcoin Depot
BTM
| $253K | ﹤0.01% |
10,754
+734
| +7% | +$23K |
|
|
OPI
6516
DELISTED
Office Properties Income Trust
OPI
| $253K | ﹤0.01% |
767,476
+761,685
| +13,153% | +$225K |
|
6517
Perma-Fix Environmental Services
PESI
$369M
| $252K | ﹤0.01% |
24,914
-9,140
| -27% | -$101K |
|
6518
Fidelity Small-Mid Multifactor ETF
FSMD
$2.64B
| $251K | ﹤0.01% |
5,711
+137
| +2% | +$5.89K |
|
6519
Global Water Resources
GWRS
$248M
| $251K | ﹤0.01% |
24,392
-12,940
| -35% | -$129K |
|
|
NB
6520
NioCorp Developments
NB
$744M
| $250K | ﹤0.01% |
37,473
+4,363
| +13% | +$18.4K |
|
6521
Invesco Active US Real Estate Fund
PSR
$60.1M
| $250K | ﹤0.01% |
2,701
+662
| +32% | +$60.9K |
|
6522
Electromed
ELMD
$341M
| $250K | ﹤0.01% |
10,192
-7,435
| -42% | -$158K |
|
6523
Core Molding Technologies
CMT
$224M
| $250K | ﹤0.01% |
12,154
+4,437
| +57% | +$82.4K |
|
6524
Achieve Life Sciences
ACHV
$779M
| $249K | ﹤0.01% |
79,142
-5,772
| -7% | -$15.8K |
|
6525
Ispire Technology
ISPR
$89M
| $249K | ﹤0.01% |
97,346
+35,345
| +57% | +$103K |
|
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.