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 | |
|---|---|---|---|---|---|---|
|
DRUG
7126
Bright Minds Biosciences
DRUG
$750M
| $96.4K | ﹤0.01% |
1,589
-325
| -17% | -$12.6K |
|
|
ZSTK
7127
ZeroStack Corp
ZSTK
$33.9M
| $96.3K | ﹤0.01% |
5,576
+5,325
| +2,122% | +$123K |
|
7128
CytomX Therapeutics
CTMX
$732M
| $96.2K | ﹤0.01% |
30,168
-377,867
| -93% | -$851K |
|
7129
Northann Corp
NCL
| $95.9K | ﹤0.01% |
92,914
+77,276
| +494% | +$99.4K |
|
7130
The Acquirers Fund
ZIG
$32.6M
| $95.8K | ﹤0.01% |
2,543
+958
| +60% | +$36.1K |
|
|
EONR
7131
EON Resources
EONR
$23.8M
| $95.7K | ﹤0.01% |
196,159
-60,835
| -24% | -$22.1K |
|
7132
FlexShares Global Quality Real Estate Index Fund
GQRE
$423M
| $95.7K | ﹤0.01% |
1,570
-4,919
| -76% | -$297K |
|
|
BDIV
7133
AAM Brentview Dividend Growth ETF
BDIV
$6.55M
| $95.4K | ﹤0.01% |
4,241
-1
| -0% | -$22 |
|
7134
Global X DAX Germany ETF
DAX
$237M
| $95.3K | ﹤0.01% |
+2,129
| New | +$95K |
|
7135
AstroNova
ALOT
$227M
| $95.2K | ﹤0.01% |
9,300
-4,912
| -35% | -$54.3K |
|
7136
State Street SPDR S&P Kensho Intelligent Structures ETF
SIMS
$8.75M
| $95.2K | ﹤0.01% |
2,243
-685
| -23% | -$26.6K |
|
7137
QuickLogic
QUIK
$234M
| $95.2K | ﹤0.01% |
15,707
-71,767
| -82% | -$424K |
|
7138
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$22.3M
| $95.1K | ﹤0.01% |
945
-4,529
| -83% | -$453K |
|
7139
Gogoro
GGR
$45.8M
| $94.9K | ﹤0.01% |
15,824
-8,969
| -36% | -$62.7K |
|
7140
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $94.9K | ﹤0.01% |
2,895
-14,177
| -83% | -$452K |
|
|
ZDAI
7141
DirectBooking Technology Co
ZDAI
$13M
| $94.9K | ﹤0.01% |
8,788
+3,455
| +65% | +$32.3K |
|
7142
CNS Pharmaceuticals
CNSP
$8.07M
| $94.7K | ﹤0.01% |
10,520
+7,845
| +293% | +$63.1K |
|
7143
ProShares UltraShort Bloomberg Natural Gas
KOLD
$105M
| $94.5K | ﹤0.01% |
2,716
+2,713
| +90,433% | +$89.7K |
|
7144
Imperial Petroleum
IMPP
$217M
| $94.4K | ﹤0.01% |
19,742
-21,266
| -52% | -$74.8K |
|
|
BHR
7145
Braemar Hotels & Resorts
BHR
$139M
| $94K | ﹤0.01% |
34,433
-19,169
| -36% | -$48.5K |
|
7146
CALL
Vuzix
VUZI
$262M
| $93.9K | ﹤0.01% |
30,000
| – | – |
|
7147
LENSAR
LNSR
$101M
| $93.7K | ﹤0.01% |
7,589
-7,140
| -48% | -$90.6K |
|
7148
Jasper Therapeutics
JSPR
$26.3M
| $93.7K | ﹤0.01% |
39,354
-376,921
| -91% | -$1.14M |
|
7149
Hawthorn Bancshares
HWBK
$275M
| $93.5K | ﹤0.01% |
3,012
-793
| -21% | -$24.1K |
|
7150
Omega Flex
OFLX
$289M
| $93.5K | ﹤0.01% |
2,997
-583
| -16% | -$19.8K |
|
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.