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 | |
|---|---|---|---|---|---|---|---|
7001
Mediaco Holding
MDIA
$92.4M
| $115K | ﹤0.01% |
90,400
+48,740
| +117% | +$63.7K |
2021 Q3
16 quarters
|
|
7002
Richmond Mutual Bancorp
RMBI
$240M
| $114K | ﹤0.01% |
8,042
-1,142
| -12% | -$16.3K |
2023 Q4
7 quarters
|
|
7003
Vanguard US Quality Factor ETF
VFQY
$492M
| $114K | ﹤0.01% |
756
-1,676
| -69% | -$248K |
2022 Q1
14 quarters
|
|
|
FCBD
7004
Frontier Asset Core Bond ETF
FCBD
$39.6M
| $114K | ﹤0.01% |
4,447
-73
| -2% | -$1.87K |
2025 Q1
2 quarters
|
|
7005
Information Services Group
III
$278M
| $114K | ﹤0.01% |
19,782
-18,972
| -49% | -$94.3K |
2022 Q4
11 quarters
|
|
|
NMAX
7006
Newsmax Inc
NMAX
$1.27B
| $114K | ﹤0.01% |
9,169
-530,081
| -98% | -$7.15M |
2025 Q1
2 quarters
|
|
7007
Inspire Growth ETF
GLRY
$163M
| $114K | ﹤0.01% |
+3,056
| New | +$105K |
2025 Q3
0 quarters
|
|
7008
CALL
iShares Global Clean Energy ETF
ICLN
$2.19B
| $114K | ﹤0.01% |
7,336
+7,236
| +7,236% | +$102K |
2023 Q4
7 quarters
|
|
|
RTAC
7009
Renatus Tactical Acquisition Corp I
RTAC
$325M
| $113K | ﹤0.01% |
10,373
-2,137
| -17% | -$24K |
2025 Q2
1 quarter
|
|
7010
Cadeler
CDLR
$2.07B
| $113K | ﹤0.01% |
5,480
+4,517
| +469% | +$94.5K |
2024 Q4
3 quarters
|
|
|
NVVE
7011
DELISTED
Nuvve Holding Corp
NVVE
| $113K | ﹤0.01% |
+668
| New | +$267K |
2025 Q3
0 quarters
|
|
7012
YieldMax Ultra Option Income Strategy ETF
ULTY
$707M
| $113K | ﹤0.01% |
2,061
+1,522
| +282% | +$90.1K |
2025 Q2
1 quarter
|
|
7013
Amplify Lithium & Battery Technology ETF
BATT
$112M
| $113K | ﹤0.01% |
8,675
-26,524
| -75% | -$286K |
2022 Q2
13 quarters
|
|
|
SUIG
7014
Sui Group Holdings
SUIG
$121M
| $113K | ﹤0.01% |
+29,179
| New | +$132K |
2025 Q3
0 quarters
|
|
7015
Alpha Architect High Inflation and Deflation ETF
HIDE
$137M
| $113K | ﹤0.01% |
+4,859
| New | +$111K |
2025 Q3
0 quarters
|
|
7016
Mercer International
MERC
$21.6M
| $112K | ﹤0.01% |
38,963
+10,423
| +37% | +$34.4K |
2023 Q4
7 quarters
|
|
|
NSLR
7017
Neostellar Capital Corp
NSLR
$198M
| $112K | ﹤0.01% |
12,464
-3,885
| -24% | -$33.7K |
2014 Q4
43 quarters
|
|
7018
Summit State Bank
SSBI
$82.9M
| $112K | ﹤0.01% |
9,417
-1,322
| -12% | -$15.6K |
2022 Q3
12 quarters
|
|
7019
iShares US Tech Independence Focused ETF
IETC
$733M
| $112K | ﹤0.01% |
+1,100
| New | +$108K |
2025 Q3
0 quarters
|
|
7020
GDEV Inc
GDEV
$199M
| $112K | ﹤0.01% |
4,099
-11,490
| -74% | -$186K |
2024 Q3
4 quarters
|
|
7021
Fidelity Yield Enhanced Equity ETF
FYEE
$295M
| $112K | ﹤0.01% |
+3,992
| New | +$108K |
2025 Q3
0 quarters
|
|
7022
Fortress Biotech
FBIO
$69M
| $112K | ﹤0.01% |
30,290
-12,865
| -30% | -$32.5K |
2024 Q4
3 quarters
|
|
|
PUSA
7023
Aureus Greenway Holdings
PUSA
$88.5M
| $112K | ﹤0.01% |
34,289
-36,348
| -51% | -$95.7K |
2025 Q1
2 quarters
|
|
|
DTF
7024
DTF Tax-Free Income 2028 Term Fund
DTF
$78.7M
| $112K | ﹤0.01% |
9,767
-1,663
| -15% | -$18.8K |
2023 Q3
8 quarters
|
|
7025
AdvisorShares Q Dynamic Growth ETF
QPX
$33.7M
| $112K | ﹤0.01% |
2,597
+684
| +36% | +$27.6K |
2024 Q4
3 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.