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 | |
|---|---|---|---|---|---|---|
6676
Neonode
NEON
$15.3M
| $193K | ﹤0.01% |
55,311
-29,074
| -34% | -$536K |
|
|
COSO
6677
CoastalSouth Bancshares
COSO
$332M
| $193K | ﹤0.01% |
+8,850
| New | +$191K |
|
|
MOB
6678
Mobilicom Ltd
MOB
$77.1M
| $193K | ﹤0.01% |
20,749
-17,053
| -45% | -$86.1K |
|
6679
First Bancorp
FNLC
$402M
| $192K | ﹤0.01% |
7,330
+2,922
| +66% | +$77K |
|
6680
New England Realty Associates
NEN
$194M
| $192K | ﹤0.01% |
2,679
+2,285
| +580% | +$165K |
|
6681
Smith-Midland
SMID
$150M
| $192K | ﹤0.01% |
5,208
+479
| +10% | +$18.5K |
|
|
DEFT
6682
Defi Technologies
DEFT
$190M
| $191K | ﹤0.01% |
90,722
+32,540
| +56% | +$84.2K |
|
|
BGL
6683
Blue Gold Ltd
BGL
$8.98M
| $191K | ﹤0.01% |
+20,626
| New | +$389K |
|
|
CPNQ
6684
Calamos Nasdaq-100 Structured Alt Protection ETF - December
CPNQ
$22.1M
| $191K | ﹤0.01% |
7,324
+106
| +1% | +$2.73K |
|
6685
Medallion Financial
MFIN
$264M
| $191K | ﹤0.01% |
18,936
-2,484
| -12% | -$25.3K |
|
|
DMAAU
6686
Drugs Made In America Acquisition Corp Units
DMAAU
| $191K | ﹤0.01% |
18,385
| – | – |
|
6687
Invesco Trust for Investment Grade New York Municipals
VTN
$165M
| $191K | ﹤0.01% |
17,337
-126
| -0.7% | -$1.31K |
|
6688
Biomea Fusion
BMEA
$95.7M
| $191K | ﹤0.01% |
94,532
-153,131
| -62% | -$280K |
|
6689
Direxion Daily Dow Jones Internet Bull 3X ETF
WEBL
$109M
| $190K | ﹤0.01% |
+5,869
| New | +$182K |
|
|
ORIS
6690
DELISTED
Oriental Rise Holdings
ORIS
| $190K | ﹤0.01% |
12,669
+12,596
| +17,255% | +$245K |
|
6691
Offerpad Solutions
OPAD
$21.5M
| $189K | ﹤0.01% |
4,544
+1,666
| +58% | +$45.7K |
|
6692
Fidelity Low Volatility Factor ETF
FDLO
$1.45B
| $189K | ﹤0.01% |
2,876
+240
| +9% | +$15.4K |
|
6693
Cenntro
CENN
$8.63M
| $189K | ﹤0.01% |
5,392
+3,453
| +178% | +$119K |
|
6694
Motley Fool Mid-Cap Growth ETF
TMFM
$121M
| $188K | ﹤0.01% |
7,597
-9,906
| -57% | -$257K |
|
6695
iShares Morningstar Multi-Asset Income ETF
IYLD
$126M
| $188K | ﹤0.01% |
8,814
+2,649
| +43% | +$55.2K |
|
6696
Xperi
XPER
$329M
| $187K | ﹤0.01% |
28,915
-14,369
| -33% | -$94.8K |
|
6697
VanEck Digital India ETF
DGIN
$15.8M
| $187K | ﹤0.01% |
4,690
+963
| +26% | +$40.4K |
|
6698
Myomo
MYO
$68.1M
| $186K | ﹤0.01% |
208,792
+18,194
| +10% | +$26.5K |
|
6699
CALL
Canadian Pacific Kansas City
CP
$82.2B
| $186K | ﹤0.01% |
+2,500
| New | +$191K |
|
6700
Pearson
PSO
$9.72B
| $185K | ﹤0.01% |
13,077
-18,519
| -59% | -$267K |
|
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.