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 | |
|---|---|---|---|---|---|---|---|
|
AGEM
7151
abrdn Emerging Markets Dividend Active ETF
AGEM
$365M
| $93.1K | ﹤0.01% |
2,509
-792
| -24% | -$27.7K |
2025 Q1
2 quarters
|
|
|
KNDI
7152
Kandi Technologies Group
KNDI
$85.4M
| $93K | ﹤0.01% |
76,873
-10,473
| -12% | -$13.5K |
2014 Q4
43 quarters
|
|
|
SLMT
7153
Brera Holdings
SLMT
$46.5M
| $92.8K | ﹤0.01% |
310
+234
| +308% | +$21.5K |
2024 Q1
6 quarters
|
|
|
USAR
7154
CALL
USA Rare Earth Inc
USAR
$5.18B
| $92.8K | ﹤0.01% |
+5,400
| New | +$77.2K |
2025 Q3
0 quarters
|
|
7155
CALL
International Paper
IP
$17.2B
| $92.8K | ﹤0.01% |
2,000
| – | – |
2020 Q4
19 quarters
|
|
|
7156
PUT
International Paper
IP
$17.2B
| $92.8K | ﹤0.01% |
2,000
| – | – |
2016 Q3
36 quarters
|
|
|
GLO
7157
Clough Global Opportunities Fund
GLO
$231M
| $92.8K | ﹤0.01% |
16,277
-1,541
| -9% | -$8.51K |
2014 Q4
43 quarters
|
|
7158
Douglas Elliman
DOUG
$138M
| $92.5K | ﹤0.01% |
32,354
+39
| +0.1% | +$102 |
2021 Q4
15 quarters
|
|
7159
ATN International
ATNI
$432M
| $92.5K | ﹤0.01% |
6,178
-8,934
| -59% | -$148K |
2016 Q2
37 quarters
|
|
7160
Wrap Technologies
WRAP
$88.3M
| $92.4K | ﹤0.01% |
42,576
+1,132
| +3% | +$1.82K |
2019 Q2
25 quarters
|
|
|
GTI
7161
DELISTED
Graphjet Technology
GTI
| $92.3K | ﹤0.01% |
26,687
+25,476
| +2,104% | +$129K |
2024 Q4
3 quarters
|
|
7162
Xtrackers FTSE Developed ex US Multifactor ETF
DEEF
$54M
| $91.9K | ﹤0.01% |
2,667
-85
| -3% | -$2.92K |
2018 Q2
29 quarters
|
|
|
WIMI
7163
WiMi Hologram Cloud
WIMI
$14.3M
| $91.8K | ﹤0.01% |
20,137
-3,778
| -16% | -$14.7K |
2024 Q3
4 quarters
|
|
|
NFGC
7164
New Found Gold
NFGC
$619M
| $91.7K | ﹤0.01% |
38,691
+23,690
| +158% | +$41.7K |
2021 Q3
16 quarters
|
|
7165
DiaMedica Therapeutics
DMAC
$450M
| $91.6K | ﹤0.01% |
13,340
+5,074
| +61% | +$27.5K |
2024 Q3
4 quarters
|
|
|
JOF
7166
Japan Smaller Capitalization Fund
JOF
$354M
| $91.6K | ﹤0.01% |
8,692
-8,210
| -49% | -$84.2K |
2014 Q4
43 quarters
|
|
|
HIVE
7167
HIVE Digital Technologies
HIVE
$801M
| $91.5K | ﹤0.01% |
22,711
-129,423
| -85% | -$349K |
2021 Q3
16 quarters
|
|
7168
Invesco S&P SmallCap Consumer Discretionary ETF
PSCD
$22.7M
| $91.5K | ﹤0.01% |
820
+125
| +18% | +$13.6K |
2025 Q1
2 quarters
|
|
7169
USCF Gold Strategy Plus Income Fund
USG
$9.56M
| $91.3K | ﹤0.01% |
2,354
+1,025
| +77% | +$37.1K |
2024 Q4
3 quarters
|
|
7170
VistaGen Therapeutics
VTGN
$12.5M
| $91.1K | ﹤0.01% |
25,667
+2,854
| +13% | +$8.53K |
2022 Q4
11 quarters
|
|
|
EFSI
7171
Eagle Financial Services Inc
EFSI
$245M
| $91.1K | ﹤0.01% |
2,408
-3,455
| -59% | -$122K |
2025 Q1
2 quarters
|
|
|
VENU
7172
Venu Holding Corp
VENU
$74.6M
| $91K | ﹤0.01% |
7,102
-9,867
| -58% | -$133K |
2024 Q4
3 quarters
|
|
|
BCG
7173
Binah Capital Group
BCG
$19.1M
| $90.6K | ﹤0.01% |
52,683
-16,928
| -24% | -$33.1K |
2024 Q4
3 quarters
|
|
7174
Embotelladora Andina Series A
AKO.A
$3.71B
| $90.6K | ﹤0.01% |
4,476
-155
| -3% | -$2.98K |
2023 Q4
7 quarters
|
|
7175
CF Bankshares
CFBK
$220M
| $90.2K | ﹤0.01% |
3,766
+2,296
| +156% | +$55.8K |
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.