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 | |
|---|---|---|---|---|---|---|---|
7051
Bridger Aerospace
BAER
$40.1M
| $108K | ﹤0.01% |
58,157
-154,872
| -73% | -$294K |
2023 Q4
7 quarters
|
|
|
POLE
7052
Andretti Acquisition Corp II
POLE
$148M
| $108K | ﹤0.01% |
10,285
-100
| -1% | -$1.04K |
2024 Q4
3 quarters
|
|
|
TJAN
7053
Innovator Equity Defined Protection ETF - 2 Yr to January 2027
TJAN
$32.3M
| $108K | ﹤0.01% |
3,980
+1,481
| +59% | +$39.5K |
2025 Q2
1 quarter
|
|
|
ECO
7054
Okeanis Eco Tankers
ECO
$3.35B
| $108K | ﹤0.01% |
3,674
-8,017
| -69% | -$209K |
2023 Q4
7 quarters
|
|
7055
Franklin FTSE Asia ex Japan ETF
FLAX
$58.7M
| $107K | ﹤0.01% |
3,720
+366
| +11% | +$9.98K |
2024 Q3
4 quarters
|
|
7056
Ascent Industries
ACNT
$126M
| $107K | ﹤0.01% |
8,329
-1,275
| -13% | -$16.1K |
2017 Q2
33 quarters
|
|
7057
Nuveen Growth Opportunities ETF
NUGO
$2.5B
| $107K | ﹤0.01% |
2,727
-931
| -25% | -$35.1K |
2025 Q1
2 quarters
|
|
|
SGRT
7058
SMART Earnings Growth 30 ETF
SGRT
$63.3M
| $107K | ﹤0.01% |
+4,545
| New | +$98.8K |
2025 Q3
0 quarters
|
|
7059
Security National Financial
SNFCA
$229M
| $107K | ﹤0.01% |
12,961
+6,133
| +90% | +$51.7K |
2023 Q2
9 quarters
|
|
|
NXN
7060
DELISTED
Nuveen New York Tax-Free Income Portfolio
NXN
| $107K | ﹤0.01% |
8,900
-3,845
| -30% | -$45K |
2014 Q4
43 quarters
|
|
7061
MicroCloud Hologram
HOLO
$36.4M
| $107K | ﹤0.01% |
21,698
-38,508
| -64% | -$192K |
2024 Q2
5 quarters
|
|
7062
First Trust Switzerland AlphaDEX Fund
FSZ
$35.1M
| $107K | ﹤0.01% |
1,391
-66
| -5% | -$5.16K |
2014 Q4
43 quarters
|
|
|
CPSJ
7063
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$50.4M
| $107K | ﹤0.01% |
4,018
+3,278
| +443% | +$86.3K |
2025 Q2
1 quarter
|
|
7064
FVCBankcorp
FVCB
$317M
| $107K | ﹤0.01% |
8,221
+314
| +4% | +$4.13K |
2018 Q3
28 quarters
|
|
7065
Fidelity Quality Factor ETF
FQAL
$1.43B
| $106K | ﹤0.01% |
+1,424
| New | +$103K |
2025 Q3
0 quarters
|
|
|
SOXY
7066
YieldMax Target 12 Semiconductor Option Income ETF
SOXY
$70.9M
| $106K | ﹤0.01% |
1,885
+724
| +62% | +$38.5K |
2024 Q4
3 quarters
|
|
|
EVM
7067
DELISTED
Eaton Vance California Municipal Bond Fund
EVM
| $106K | ﹤0.01% |
11,197
-83,130
| -88% | -$751K |
2014 Q4
43 quarters
|
|
|
KYNB
7068
Kyntra Bio
KYNB
$26.3M
| $106K | ﹤0.01% |
8,667
-1,620
| -16% | -$15.2K |
2014 Q4
43 quarters
|
|
7069
PUT
Kohl's
KSS
$2.15B
| $106K | ﹤0.01% |
6,900
-57,100
| -89% | -$761K |
2025 Q2
1 quarter
|
|
7070
Dimensional Emerging Markets Value ETF
DFEV
$2.17B
| $106K | ﹤0.01% |
3,321
+3,007
| +958% | +$93.2K |
2025 Q1
2 quarters
|
|
7071
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.75B
| $106K | ﹤0.01% |
+2,222
| New | +$99.7K |
2025 Q3
0 quarters
|
|
|
LOKV
7072
DELISTED
Live Oak Acquisition Corp V
LOKV
| $105K | ﹤0.01% |
10,317
+4,293
| +71% | +$44.2K |
2025 Q2
1 quarter
|
|
|
PLTG
7073
Leverage Shares 2X Long PLTR Daily ETF
PLTG
$30.1M
| $105K | ﹤0.01% |
+2,943
| New | +$87.1K |
2025 Q3
0 quarters
|
|
|
NMB
7074
Simplify National Muni Bond ETF
NMB
$46.3M
| $105K | ﹤0.01% |
4,167
+4,042
| +3,234% | +$99.4K |
2025 Q2
1 quarter
|
|
|
SPAI
7075
Safe Pro Group Inc
SPAI
$92.2M
| $105K | ﹤0.01% |
14,966
+5,090
| +52% | +$25.5K |
2024 Q3
4 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.