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 | |
|---|---|---|---|---|---|---|---|
|
MCN
6876
Madison Covered Call & Equity Strategy Fund
MCN
$110M
| $140K | ﹤0.01% |
22,724
-2,035
| -8% | -$12.7K |
2014 Q4
43 quarters
|
|
6877
Ark Restaurants
ARKR
$16.2M
| $140K | ﹤0.01% |
19,672
-5,116
| -21% | -$39.4K |
2024 Q3
4 quarters
|
|
|
BDMD
6878
Baird Medical Investment Holdings
BDMD
$23.8M
| $140K | ﹤0.01% |
65,818
-25,631
| -28% | -$65.8K |
2024 Q4
3 quarters
|
|
|
DHF
6879
BNY Mellon High Yield Strategies Fund
DHF
$161M
| $139K | ﹤0.01% |
53,703
-46,177
| -46% | -$119K |
2014 Q4
43 quarters
|
|
6880
TechTarget
TTGT
$268M
| $139K | ﹤0.01% |
23,894
-9,411
| -28% | -$62.4K |
2016 Q3
36 quarters
|
|
6881
Pacer Swan SOS Moderate January ETF
PSMD
$95M
| $139K | ﹤0.01% |
4,385
+1,760
| +67% | +$54.6K |
2025 Q2
1 quarter
|
|
6882
Pure Cycle
PCYO
$262M
| $139K | ﹤0.01% |
12,522
-113
| -0.9% | -$1.18K |
2015 Q2
41 quarters
|
|
6883
Nutriband
NTRB
$89.5M
| $138K | ﹤0.01% |
19,637
+19,636
| +1,963,600% | +$143K |
2024 Q2
5 quarters
|
|
6884
Alpha Tau Medical
DRTS
$1.34B
| $138K | ﹤0.01% |
30,619
-2,700
| -8% | -$9.19K |
2024 Q3
4 quarters
|
|
|
CPSY
6885
Calamos S&P 500 Structured Alt Protection ETF - January
CPSY
$28.8M
| $138K | ﹤0.01% |
5,584
+4,242
| +316% | +$104K |
2025 Q1
2 quarters
|
|
6886
Pacer Swan SOS Conservative April ETF
PSCW
$61.4M
| $138K | ﹤0.01% |
5,032
-711
| -12% | -$19.2K |
2024 Q4
3 quarters
|
|
6887
Cheche Group
CCG
$13.3M
| $137K | ﹤0.01% |
3,113
-2,764
| -47% | -$90.9K |
2023 Q3
8 quarters
|
|
6888
First Trust Nasdaq Pharmaceuticals ETF
FTXH
$1.05B
| $137K | ﹤0.01% |
4,810
+814
| +20% | +$22.1K |
2024 Q4
3 quarters
|
|
6889
CXApp
CXAI
$5.68M
| $137K | ﹤0.01% |
3,721
-7,035
| -65% | -$305K |
2023 Q2
9 quarters
|
|
6890
C4 Therapeutics
CCCC
$386M
| $137K | ﹤0.01% |
61,650
-510,376
| -89% | -$1.23M |
2020 Q4
19 quarters
|
|
6891
SELLAS Life Sciences
SLS
$2.29B
| $137K | ﹤0.01% |
84,989
-224,698
| -73% | -$400K |
2024 Q4
3 quarters
|
|
|
FWDI
6892
Forward Industries Inc
FWDI
$597M
| $137K | ﹤0.01% |
5,349
-6,362
| -54% | -$105K |
2024 Q4
3 quarters
|
|
|
EXEEL
6893
DELISTED
Expand Energy Corp Class C Warrants
EXEEL
| $137K | ﹤0.01% |
1,414
-99
| -7% | -$9.03K |
2021 Q1
18 quarters
|
|
6894
Invesco DB Base Metals Fund
DBB
$361M
| $136K | ﹤0.01% |
6,640
-15,932
| -71% | -$314K |
2014 Q4
43 quarters
|
|
6895
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.81B
| $136K | ﹤0.01% |
3,500
+500
| +17% | +$19.3K |
2025 Q2
1 quarter
|
|
6896
Innovator US Equity Power Buffer ETF July
PJUL
$1.3B
| $136K | ﹤0.01% |
+2,986
| New | +$133K |
2025 Q3
0 quarters
|
|
6897
Varex Imaging
VREX
$785M
| $136K | ﹤0.01% |
10,973
-122,508
| -92% | -$1.21M |
2017 Q1
34 quarters
|
|
6898
BlackRock MuniYield Michigan Quality Fund
MIY
$327M
| $136K | ﹤0.01% |
12,062
+170
| +1% | +$1.89K |
2014 Q4
43 quarters
|
|
|
SDST
6899
Stardust Power Inc
SDST
$1.38M
| $136K | ﹤0.01% |
43,864
+38,519
| +721% | +$138K |
2023 Q3
8 quarters
|
|
6900
First Western Financial
MYFW
$290M
| $136K | ﹤0.01% |
5,893
-12,598
| -68% | -$287K |
2022 Q4
11 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.