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 | |
|---|---|---|---|---|---|---|
6551
GMO US Quality ETF
QLTY
$5.08B
| $240K | ﹤0.01% |
6,641
+31
| +0.5% | +$1.08K |
|
6552
Eltek
ELTK
$57.9M
| $240K | ﹤0.01% |
21,930
-664
| -3% | -$6.86K |
|
|
FBLA
6553
FB Bancorp
FBLA
$250M
| $240K | ﹤0.01% |
19,944
-967
| -5% | -$11.4K |
|
|
FOXX
6554
Foxx Development Holdings
FOXX
$18.1M
| $239K | ﹤0.01% |
52,619
+5,034
| +11% | +$29.4K |
|
6555
SKYX Platforms
SKYX
$152M
| $239K | ﹤0.01% |
213,364
-130,723
| -38% | -$148K |
|
6556
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$140M
| $239K | ﹤0.01% |
7,200
+2,900
| +67% | +$115K |
|
|
RIV
6557
RiverNorth Opportunities Fund
RIV
$304M
| $239K | ﹤0.01% |
19,886
-396
| -2% | -$4.86K |
|
|
BGH
6558
Barings Global Short Duration High Yield Fund
BGH
$287M
| $238K | ﹤0.01% |
15,417
-1,418
| -8% | -$22.8K |
|
|
CNCK
6559
Coincheck Group
CNCK
$391M
| $238K | ﹤0.01% |
51,368
-65,570
| -56% | -$332K |
|
6560
RH Tactical Outlook ETF
RHTX
$8.1M
| $237K | ﹤0.01% |
13,149
+762
| +6% | +$13.2K |
|
6561
Bridgford Foods
BRID
$58.3M
| $237K | ﹤0.01% |
30,214
-1,058
| -3% | -$8.19K |
|
|
ITOC
6562
iTonic Holdings
ITOC
$5.34M
| $237K | ﹤0.01% |
+304,301
| New | +$2.18M |
|
6563
CALL
Church & Dwight Co
CHD
$24B
| $237K | ﹤0.01% |
+2,700
| New | +$253K |
|
6564
Oak Valley Bancorp
OVLY
$287M
| $236K | ﹤0.01% |
8,375
-170
| -2% | -$4.76K |
|
6565
CALL
iShares MSCI India ETF
INDA
$6.56B
| $235K | ﹤0.01% |
4,512
| – | – |
|
6566
Neumora Therapeutics
NMRA
$301M
| $235K | ﹤0.01% |
129,046
-521,658
| -80% | -$843K |
|
6567
CALL
Solventum
SOLV
$15.1B
| $234K | ﹤0.01% |
+3,200
| New | +$235K |
|
|
RSJN
6568
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
$84.1M
| $233K | ﹤0.01% |
6,900
-298
| -4% | -$9.93K |
|
|
FRGE
6569
DELISTED
Forge Global Holdings
FRGE
| $233K | ﹤0.01% |
13,771
-13,101
| -49% | -$243K |
|
|
CCM
6570
Concord Medical Services
CCM
$20.7M
| $232K | ﹤0.01% |
37,848
-30,071
| -44% | -$166K |
|
|
KBSX
6571
FST Corp
KBSX
$40.7M
| $232K | ﹤0.01% |
159,974
+46,769
| +41% | +$77.7K |
|
6572
iShares MSCI USA Size Factor ETF
SIZE
$447M
| $231K | ﹤0.01% |
1,439
+44
| +3% | +$6.96K |
|
6573
Pacer Swan SOS Conservative January ETF
PSCX
$46.7M
| $231K | ﹤0.01% |
7,655
-245
| -3% | -$7.24K |
|
6574
KRONOS Worldwide
KRO
$975M
| $230K | ﹤0.01% |
40,134
-56,219
| -58% | -$340K |
|
6575
First National Corp
FXNC
$288M
| $230K | ﹤0.01% |
10,157
+188
| +2% | +$4.18K |
|
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.