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 | |
|---|---|---|---|---|---|---|---|
7251
MiNK Therapeutics
INKT
$65M
| $79.1K | ﹤0.01% |
5,648
+5,364
| +1,889% | +$85.9K |
2021 Q4
15 quarters
|
|
|
CUBWU
7252
Lionheart Holdings Unit
CUBWU
| $79K | ﹤0.01% |
7,447
| – | – |
2024 Q2
5 quarters
|
|
|
SPCK
7253
The SPAC and New Issue ETF
SPCK
$8.15M
| $79K | ﹤0.01% |
3,163
-877
| -22% | -$21.9K |
2021 Q1
18 quarters
|
|
7254
VanEck Indonesia Index ETF
IDX
$34.2M
| $78.8K | ﹤0.01% |
+4,896
| New | +$76.4K |
2025 Q3
0 quarters
|
|
7255
Incannex Healthcare Limited Common Stock
IXHL
$40.8M
| $78.5K | ﹤0.01% |
5,641
+3,265
| +137% | +$53K |
2024 Q1
6 quarters
|
|
|
CAPNU
7256
Cayson Acquisition Corp Unit
CAPNU
| $78.4K | ﹤0.01% |
7,543
| – | – |
2024 Q3
4 quarters
|
|
|
APPX
7257
Tradr 2X Long APP Daily ETF
APPX
$49.6M
| $78.3K | ﹤0.01% |
+530
| New | +$35.4K |
2025 Q3
0 quarters
|
|
7258
PUT
Illinois Tool Works
ITW
$74.3B
| $78.2K | ﹤0.01% |
300
| – | – |
2025 Q1
2 quarters
|
|
7259
ParaZero Technologies
PRZO
$17.4M
| $78.1K | ﹤0.01% |
49,408
-21,391
| -30% | -$33.4K |
2024 Q2
5 quarters
|
|
|
ATGL
7260
Alpha Technology Group
ATGL
$87.3M
| $77.8K | ﹤0.01% |
3,271
-2,666
| -45% | -$68.3K |
2024 Q4
3 quarters
|
|
7261
Global Indemnity Group
GBLI
$361M
| $77.8K | ﹤0.01% |
2,679
-2,453
| -48% | -$73K |
2024 Q4
3 quarters
|
|
7262
Better Online Solutions
BOSC
$32.7M
| $77.7K | ﹤0.01% |
16,320
-34,376
| -68% | -$168K |
2017 Q4
31 quarters
|
|
|
CURR
7263
Currenc Group
CURR
$354M
| $77.6K | ﹤0.01% |
46,182
+37,810
| +452% | +$64K |
2024 Q3
4 quarters
|
|
7264
EVI Industries
EVI
$248M
| $77.3K | ﹤0.01% |
2,444
+52
| +2% | +$1.36K |
2017 Q2
33 quarters
|
|
7265
Hub Cyber Security
HUBC
$1.85M
| – | – |
0
| – | – |
2023 Q1
10 quarters
|
|
7266
Rand Capital
RAND
$29.3M
| $77K | ﹤0.01% |
5,309
-498
| -9% | -$8.14K |
2025 Q1
2 quarters
|
|
7267
Elicio Therapeutics
ELTX
$50.5M
| $76.8K | ﹤0.01% |
7,019
+996
| +17% | +$10.1K |
2021 Q4
15 quarters
|
|
7268
PUT
Cadre Holdings
CDRE
$1.07B
| $76.7K | ﹤0.01% |
+2,100
| New | +$67.7K |
2025 Q3
0 quarters
|
|
7269
Exicure
XCUR
$7.72M
| $76.5K | ﹤0.01% |
18,702
-7,566
| -29% | -$45.6K |
2020 Q2
21 quarters
|
|
7270
Kaltura
KLTR
$195M
| $76.4K | ﹤0.01% |
53,027
+26,841
| +103% | +$45.2K |
2023 Q2
9 quarters
|
|
|
BEDZ
7271
DELISTED
AdvisorShares Hotel ETF
BEDZ
| $76K | ﹤0.01% |
2,258
-1
| -0% | -$34 |
2024 Q3
4 quarters
|
|
|
SLAI
7272
DELISTED
SOLAI Ltd ADS
SLAI
| $76K | ﹤0.01% |
4,021
-2,507
| -38% | -$52.5K |
2024 Q4
3 quarters
|
|
7273
Soluna Holdings
SLNH
$259M
| $75.9K | ﹤0.01% |
32,302
-37,445
| -54% | -$31.6K |
2023 Q3
8 quarters
|
|
7274
Coya Therapeutics
COYA
$111M
| $75.8K | ﹤0.01% |
13,298
-1,829
| -12% | -$11.1K |
2024 Q4
3 quarters
|
|
|
VBNK
7275
VersaBank
VBNK
$717M
| $75.7K | ﹤0.01% |
6,201
-22,083
| -78% | -$255K |
2023 Q3
8 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.