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 | Miscellaneous | 38.35% |
| 2 | Technology | 17.79% |
| 3 | Financials | 9.18% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
6976
Upland Software
UPLD
$10.9M
| $121K | ﹤0.01% |
5,112
-14,733
| -74% | -$335K |
2016 Q2
37 quarters
|
|
6977
GraniteShares Platinum Shares
PLTM
$186M
| $121K | ﹤0.01% |
8,000
-74,300
| -90% | -$995K |
2025 Q2
1 quarter
|
|
|
FGMCU
6978
DELISTED
FG Merger II Corp Unit
FGMCU
| $120K | ﹤0.01% |
11,664
+600
| +5% | +$6.1K |
2025 Q1
2 quarters
|
|
6979
WPP
WPP
$5.44B
| $120K | ﹤0.01% |
4,803
-81,161
| -94% | -$2.22M |
2014 Q4
43 quarters
|
|
6980
Relmada Therapeutics
RLMD
$390M
| $120K | ﹤0.01% |
59,785
-120,686
| -67% | -$116K |
2019 Q4
23 quarters
|
|
6981
SEACOR Marine Holdings
SMHI
$218M
| $120K | ﹤0.01% |
18,479
-557
| -3% | -$3.38K |
2021 Q1
18 quarters
|
|
6982
Direxion Daily S&P 500 High Beta Bull 3X ETF
HIBL
$81.8M
| $120K | ﹤0.01% |
2,031
+2,030
| +203,000% | +$104K |
2023 Q3
8 quarters
|
|
6983
Invesco DB Precious Metals Fund
DBP
$249M
| $119K | ﹤0.01% |
1,338
+98
| +8% | +$7.77K |
2014 Q4
43 quarters
|
|
6984
LifeVantage
LFVN
$78.6M
| $119K | ﹤0.01% |
12,199
-11,504
| -49% | -$144K |
2023 Q3
8 quarters
|
|
|
DRD
6985
CALL
DRDGold
DRD
$2.11B
| $119K | ﹤0.01% |
+4,300
| New | +$76.9K |
2025 Q3
0 quarters
|
|
|
ZKH
6986
ZKH Group
ZKH
$446M
| $118K | ﹤0.01% |
41,500
+41,119
| +10,792% | +$123K |
2024 Q2
5 quarters
|
|
|
GPAT
6987
GP-Act III Acquisition Corp
GPAT
$180M
| $118K | ﹤0.01% |
11,157
+3,124
| +39% | +$33K |
2024 Q4
3 quarters
|
|
6988
Sanara MedTech
SMTI
$320M
| $118K | ﹤0.01% |
3,717
-4,078
| -52% | -$123K |
2022 Q2
13 quarters
|
|
6989
Skye Bioscience
SKYE
$7.08M
| $118K | ﹤0.01% |
3,749
-1,441
| -28% | -$43.5K |
2024 Q2
5 quarters
|
|
6990
NextTrip
NTRP
$29M
| $118K | ﹤0.01% |
35,435
+8,191
| +30% | +$31.2K |
2024 Q3
4 quarters
|
|
|
LPAAU
6991
Launch One Acquisition Corp Unit
LPAAU
| $118K | ﹤0.01% |
11,122
| – | – |
2024 Q3
4 quarters
|
|
|
ECF
6992
Ellsworth Growth & Income Fund
ECF
$160M
| $118K | ﹤0.01% |
10,141
-8,032
| -44% | -$87.3K |
2014 Q4
43 quarters
|
|
|
GLIBA
6993
Liberty Capital Corp Series A GCI Group Common Stock
GLIBA
$937M
| $118K | ﹤0.01% |
+3,129
| New | +$111K |
2025 Q3
0 quarters
|
|
6994
Tempest Therapeutics
TPST
$13.6M
| $117K | ﹤0.01% |
11,389
+166
| +1% | +$1.44K |
2024 Q3
4 quarters
|
|
6995
Genelux
GNLX
$114M
| $117K | ﹤0.01% |
27,779
-43,445
| -61% | -$154K |
2023 Q1
10 quarters
|
|
6996
PUT
Microchip Technology
MCHP
$42.6B
| $116K | ﹤0.01% |
1,800
-44,000
| -96% | -$2.98M |
2023 Q1
10 quarters
|
|
6997
WBI Power Factor High Dividend ETF
WBIY
$58.9M
| $115K | ﹤0.01% |
3,736
-418
| -10% | -$13K |
2025 Q1
2 quarters
|
|
|
ENX
6998
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
| $115K | ﹤0.01% |
11,667
-69,669
| -86% | -$656K |
2014 Q4
43 quarters
|
|
|
CMDB
6999
Costamare Bulkers Holdings
CMDB
$559M
| $115K | ﹤0.01% |
8,002
-140
| -2% | -$1.44K |
2025 Q2
1 quarter
|
|
|
LPSN
7000
DELISTED
LivePerson
LPSN
| $115K | ﹤0.01% |
13,137
-64,639
| -83% | -$909K |
2014 Q4
43 quarters
|
|
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 1,171 new, 4,183 increased, 4,475 reduced and 1,086 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 Miscellaneous at 38% of assets, up from 36% a quarter earlier, followed by Technology and Financials.
- 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 1,171 new positions and closed 1,086 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.