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 | |
|---|---|---|---|---|---|---|---|
|
DOYU
7076
DouYu International Holdings
DOYU
$131M
| $105K | ﹤0.01% |
13,968
+5,818
| +71% | +$45.5K |
2019 Q3
24 quarters
|
|
|
EMF
7077
Templeton Emerging Markets Fund
EMF
$332M
| $105K | ﹤0.01% |
6,271
-5,470
| -47% | -$84.3K |
2014 Q4
43 quarters
|
|
7078
Mobile Infrastructure Corp
BEEP
$108M
| $105K | ﹤0.01% |
29,795
-12,106
| -29% | -$45.9K |
2023 Q3
8 quarters
|
|
7079
CareCloud
CCLD
$86.7M
| $105K | ﹤0.01% |
32,656
-58,014
| -64% | -$168K |
2018 Q4
27 quarters
|
|
|
EDF
7080
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$156M
| $105K | ﹤0.01% |
20,720
-833
| -4% | -$4.24K |
2014 Q4
43 quarters
|
|
7081
VanEck Morningstar SMID Moat ETF
SMOT
$303M
| $105K | ﹤0.01% |
2,898
+2,178
| +303% | +$78.3K |
2025 Q2
1 quarter
|
|
7082
JPMorgan Sustainable Municipal Income ETF
JMSI
$369M
| $104K | ﹤0.01% |
2,080
| – | – |
2024 Q2
5 quarters
|
|
|
CGCTU
7083
DELISTED
Cartesian Growth Corp III Unit
CGCTU
| $104K | ﹤0.01% |
10,261
-100
| -1% | -$1.02K |
2025 Q2
1 quarter
|
|
7084
AMES National
ATLO
$281M
| $104K | ﹤0.01% |
5,149
+1,300
| +34% | +$25K |
2014 Q4
43 quarters
|
|
7085
Global X FTSE Southeast Asia ETF
ASEA
$100M
| $104K | ﹤0.01% |
6,078
+2,212
| +57% | +$37.7K |
2021 Q1
18 quarters
|
|
|
EB
7086
DELISTED
Eventbrite
EB
| $104K | ﹤0.01% |
41,215
-115,269
| -74% | -$301K |
2018 Q4
27 quarters
|
|
|
OACCU
7087
Oaktree Acquisition Corp III Life Sciences Unit
OACCU
| $104K | ﹤0.01% |
9,783
| – | – |
2024 Q4
3 quarters
|
|
7088
Arbe Robotics
ARBE
$75.9M
| $104K | ﹤0.01% |
62,759
-1,453,985
| -96% | -$2.12M |
2024 Q4
3 quarters
|
|
7089
CALL
Sonoco
SON
$4.8B
| $103K | ﹤0.01% |
+2,400
| New | +$111K |
2025 Q3
0 quarters
|
|
|
AEF
7090
abrdn Emerging Markets Equity Income Fund
AEF
$379M
| $103K | ﹤0.01% |
15,925
-24,431
| -61% | -$150K |
2014 Q4
43 quarters
|
|
7091
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
$199M
| $103K | ﹤0.01% |
+3,101
| New | +$101K |
2025 Q3
0 quarters
|
|
|
NVNI
7092
Nvni Group
NVNI
$11.4M
| $103K | ﹤0.01% |
12,364
+908
| +8% | +$5.64K |
2024 Q3
4 quarters
|
|
|
TTSH
7093
DELISTED
Tile Shop Holdings
TTSH
| $102K | ﹤0.01% |
16,937
-6,135
| -27% | -$39.3K |
2021 Q2
17 quarters
|
|
7094
Aztlan Global Stock Selection DM SMID ETF
AZTD
$36.6M
| $102K | ﹤0.01% |
3,612
-13
| -0.4% | -$364 |
2024 Q3
4 quarters
|
|
|
FBCV
7095
Fidelity Blue Chip Value ETF
FBCV
$183M
| $102K | ﹤0.01% |
3,004
+876
| +41% | +$29.3K |
2025 Q2
1 quarter
|
|
|
ATMC
7096
DELISTED
AlphaTime Acquisition Corp
ATMC
| $102K | ﹤0.01% |
7,871
+385
| +5% | +$4.63K |
2024 Q4
3 quarters
|
|
7097
Chemung Financial Corp
CHMG
$389M
| $102K | ﹤0.01% |
1,945
-2,670
| -58% | -$139K |
2017 Q3
32 quarters
|
|
7098
AllianzIM U.S. Equity Buffer10 Nov ETF
NVBT
$30.5M
| $102K | ﹤0.01% |
2,823
-1,980
| -41% | -$69.7K |
2025 Q1
2 quarters
|
|
7099
Silvercrest Asset Management
SAMG
$82.1M
| $102K | ﹤0.01% |
6,471
-16,356
| -72% | -$267K |
2020 Q4
19 quarters
|
|
7100
Cartesian Therapeutics
RNAC
$218M
| $102K | ﹤0.01% |
9,948
-3,258
| -25% | -$36.6K |
2023 Q2
9 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.