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 | |
|---|---|---|---|---|---|---|---|
|
IBAC
6901
IB Acquisition Corp
IBAC
$54.6M
| $136K | ﹤0.01% |
12,893
-247
| -2% | -$2.6K |
2024 Q3
4 quarters
|
|
|
BLCN
6902
DELISTED
Siren ETF Trust Siren NexGen Economy ETF
BLCN
| $135K | ﹤0.01% |
4,889
+1,247
| +34% | +$31K |
2025 Q2
1 quarter
|
|
6903
Precision BioSciences
DTIL
$175M
| $135K | ﹤0.01% |
24,476
-27,130
| -53% | -$130K |
2019 Q1
26 quarters
|
|
6904
Quad
QUAD
$478M
| $135K | ﹤0.01% |
21,562
+7,680
| +55% | +$47.3K |
2014 Q4
43 quarters
|
|
6905
Simplify Enhanced Income ETF
HIGH
$58.7M
| $135K | ﹤0.01% |
5,834
-54,773
| -90% | -$1.28M |
2024 Q1
6 quarters
|
|
|
FCTE
6906
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$240M
| $134K | ﹤0.01% |
5,057
-22,191
| -81% | -$583K |
2024 Q4
3 quarters
|
|
|
CEPF
6907
Cantor Equity Partners IV
CEPF
$587M
| $134K | ﹤0.01% |
+13,200
| New | +$134K |
2025 Q3
0 quarters
|
|
|
IWMI
6908
NEOS Russell 2000 High Income ETF
IWMI
$1.27B
| $134K | ﹤0.01% |
+2,756
| New | +$130K |
2025 Q3
0 quarters
|
|
|
CJMB
6909
Callan JMB Inc
CJMB
$15.1M
| $134K | ﹤0.01% |
27,390
-178
| -0.6% | -$883 |
2025 Q2
1 quarter
|
|
6910
MVB Financial
MVBF
$386M
| $134K | ﹤0.01% |
5,328
+447
| +9% | +$10.6K |
2022 Q4
11 quarters
|
|
6911
Galectin Therapeutics
GALT
$379M
| $133K | ﹤0.01% |
31,514
-136,351
| -81% | -$513K |
2024 Q2
5 quarters
|
|
|
ACLC
6912
American Century Large Cap Equity ETF
ACLC
$328M
| $133K | ﹤0.01% |
1,728
-3,164
| -65% | -$236K |
2024 Q2
5 quarters
|
|
6913
Dimensional International Small Cap Value ETF
DISV
$5.08B
| $133K | ﹤0.01% |
+3,727
| New | +$128K |
2025 Q3
0 quarters
|
|
|
NHS
6914
Neuberger High Yield Strategies Fund Inc
NHS
$227M
| $133K | ﹤0.01% |
17,711
+3,760
| +27% | +$28.2K |
2014 Q4
43 quarters
|
|
6915
Odyssey Marine Exploration
OMEX
$40.5M
| $133K | ﹤0.01% |
68,100
+65,632
| +2,659% | +$106K |
2023 Q3
8 quarters
|
|
|
MLAC
6916
DELISTED
Mountain Lake Acquisition Corp
MLAC
| $133K | ﹤0.01% |
+12,890
| New | +$132K |
2025 Q3
0 quarters
|
|
|
DYNC
6917
Dynamix Corp
DYNC
$241M
| $133K | ﹤0.01% |
+12,733
| New | +$137K |
2025 Q3
0 quarters
|
|
|
SNV
6918
PUT
DELISTED
Synovus
SNV
| $133K | ﹤0.01% |
+2,700
| New | +$138K |
2025 Q3
0 quarters
|
|
6919
PUT
Fox Class A
FOXA
$25.8B
| $132K | ﹤0.01% |
+2,100
| New | +$122K |
2025 Q3
0 quarters
|
|
6920
Pixelworks
PXLW
$41.6M
| $132K | ﹤0.01% |
12,049
+10,892
| +941% | +$104K |
2014 Q4
43 quarters
|
|
6921
Guinness Atkinson Dividend Builder ETF
DIVS
$39.6M
| $132K | ﹤0.01% |
4,240
-1,623
| -28% | -$50.1K |
2025 Q2
1 quarter
|
|
6922
Pulmonx
LUNG
$82M
| $132K | ﹤0.01% |
81,292
-194,603
| -71% | -$407K |
2020 Q4
19 quarters
|
|
|
CPRO
6923
Calamos Russell 2000 Structured Alt Protection ETF - October
CPRO
$25.8M
| $132K | ﹤0.01% |
4,934
+1,465
| +42% | +$37.6K |
2025 Q1
2 quarters
|
|
|
STRS
6924
DELISTED
STRATUS PPTYS INC
STRS
| $132K | ﹤0.01% |
6,221
-967
| -13% | -$18.1K |
2014 Q4
43 quarters
|
|
6925
CapForce IBD 50 ETF
FFTY
$74.9M
| $131K | ﹤0.01% |
3,514
+2,767
| +370% | +$95.7K |
2015 Q3
40 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.