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 | |
|---|---|---|---|---|---|---|
6751
Foghorn Therapeutics
FHTX
$372M
| $170K | ﹤0.01% |
34,844
-7,956
| -19% | -$42.2K |
|
6752
United-Guardian
UG
$32.8M
| $170K | ﹤0.01% |
21,577
-8,176
| -27% | -$67.3K |
|
6753
ECB Bancorp
ECBK
$181M
| $168K | ﹤0.01% |
10,613
+6,419
| +153% | +$104K |
|
|
NIPG
6754
NIP Group Inc
NIPG
$80.2M
| $168K | ﹤0.01% |
3,238
-982
| -23% | -$58.4K |
|
6755
Commercial Vehicle Group
CVGI
$132M
| $167K | ﹤0.01% |
98,515
+67,268
| +215% | +$123K |
|
6756
Inspire 100 ETF
BIBL
$503M
| $167K | ﹤0.01% |
+3,766
| New | +$161K |
|
6757
Funko
FNKO
$344M
| $167K | ﹤0.01% |
48,577
-154,878
| -76% | -$575K |
|
6758
CALL
Crocs
CROX
$6.32B
| $167K | ﹤0.01% |
2,000
| – | – |
|
6759
FIS Christian Stock Fund
PRAY
$82.4M
| $167K | ﹤0.01% |
5,327
+795
| +18% | +$24.7K |
|
|
CHRN
6760
ChronoScale Holdings
CHRN
$3.04B
| $167K | ﹤0.01% |
32,462
+32,456
| +540,933% | +$123K |
|
|
NEUE
6761
DELISTED
NeueHealth
NEUE
| $167K | ﹤0.01% |
24,967
-6,645
| -21% | -$44.8K |
|
6762
FRP Holdings
FRPH
$425M
| $166K | ﹤0.01% |
6,832
-8,323
| -55% | -$216K |
|
6763
PUT
Quanta Services
PWR
$103B
| $166K | ﹤0.01% |
400
-300
| -43% | -$117K |
|
6764
Bally's
BALY
$685M
| $165K | ﹤0.01% |
14,887
-31,019
| -68% | -$312K |
|
6765
India Internet & Ecommerce ETF
INQQ
$45M
| $165K | ﹤0.01% |
+10,592
| New | +$171K |
|
6766
Spear Alpha ETF
SPRX
$242M
| $165K | ﹤0.01% |
4,286
-5,266
| -55% | -$179K |
|
6767
Hanover Bancorp
HNVR
$194M
| $165K | ﹤0.01% |
7,343
-8,642
| -54% | -$192K |
|
6768
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$131M
| $165K | ﹤0.01% |
4,763
+486
| +11% | +$16.1K |
|
6769
CALL
Telephone and Data Systems
TDS
$4.05B
| $165K | ﹤0.01% |
4,200
-132,800
| -97% | -$5.11M |
|
6770
BitFuFu
FUFU
$242M
| $164K | ﹤0.01% |
43,853
-11,376
| -21% | -$42.8K |
|
6771
Travelzoo
TZOO
$72.8M
| $164K | ﹤0.01% |
16,719
-10,043
| -38% | -$108K |
|
6772
Invesco S&P Emerging Markets Momentum ETF
EEMO
$26.5M
| $164K | ﹤0.01% |
9,130
-2,134
| -19% | -$37.2K |
|
6773
XBP Global Holdings
XBP
$33.1M
| $164K | ﹤0.01% |
20,318
+19,994
| +6,171% | +$163K |
|
6774
iMGP DBi Managed Futures Strategy ETF
DBMF
$4.2B
| $164K | ﹤0.01% |
6,000
| – | – |
|
6775
Sprott Physical Silver Trust
PSLV
$13.3B
| $163K | ﹤0.01% |
10,402
-427,364
| -98% | -$5.71M |
|
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.