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 | |
|---|---|---|---|---|---|---|---|
7351
AB Conservative Buffer ETF
BUFC
$1.08B
| $67K | ﹤0.01% |
1,649
-3,579
| -68% | -$143K |
2025 Q1
2 quarters
|
|
|
PC
7352
Premium Catering Holdings
PC
| $66.8K | ﹤0.01% |
7,400
+2,776
| +60% | +$19.6K |
2025 Q2
1 quarter
|
|
|
MRSN
7353
DELISTED
Mersana Therapeutics
MRSN
| $66.8K | ﹤0.01% |
8,609
-22,411
| -72% | -$168K |
2017 Q2
33 quarters
|
|
|
HUHU
7354
HUHUTECH International Group
HUHU
$130M
| $66.8K | ﹤0.01% |
12,993
+5,939
| +84% | +$39K |
2024 Q4
3 quarters
|
|
7355
Credit Suisse AG Credit Suisse X-Links Crude Oil Shares Covered Call ETN
USOI
$41.4M
| $66.7K | ﹤0.01% |
1,307
+1,297
| +12,970% | +$68.3K |
2024 Q2
5 quarters
|
|
|
EXOZ
7356
eXoZymes Inc
EXOZ
$53.6M
| $66.7K | ﹤0.01% |
4,621
-393
| -8% | -$4.28K |
2024 Q4
3 quarters
|
|
7357
AXS Green Alpha ETF
NXTE
$55.6M
| $66.7K | ﹤0.01% |
1,734
-2,885
| -62% | -$103K |
2024 Q2
5 quarters
|
|
7358
USCB Financial Holdings
USCB
$408M
| $66.5K | ﹤0.01% |
3,810
+138
| +4% | +$2.37K |
2022 Q4
11 quarters
|
|
|
QCJA
7359
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$81.5M
| $66.4K | ﹤0.01% |
3,098
+3,032
| +4,594% | +$63.7K |
2025 Q2
1 quarter
|
|
7360
Direxion Daily AAPL Bear 1X ETF
AAPD
$15.6M
| $66.4K | ﹤0.01% |
+4,742
| New | +$75.9K |
2025 Q3
0 quarters
|
|
|
LNKB
7361
DELISTED
LINKBANCORP
LNKB
| $66.4K | ﹤0.01% |
9,308
+1,359
| +17% | +$9.85K |
2024 Q1
6 quarters
|
|
7362
PGIM US Large-Cap Buffer 20 ETF March
PBMR
$36.4M
| $66.3K | ﹤0.01% |
2,224
-150
| -6% | -$4.4K |
2024 Q2
5 quarters
|
|
7363
reAlpha
AIRE
$7.87M
| $66.3K | ﹤0.01% |
3,458
-3,914
| -53% | -$50K |
2023 Q4
7 quarters
|
|
|
PPI
7364
AXS Astoria Inflation Sensitive ETF
PPI
$156M
| $66.1K | ﹤0.01% |
3,607
-2,036
| -36% | -$35K |
2024 Q3
4 quarters
|
|
7365
TTEC Holdings
TTEC
$73.5M
| $65.9K | ﹤0.01% |
19,608
-10,531
| -35% | -$43.2K |
2014 Q4
43 quarters
|
|
|
TONX
7366
TON Strategy Co
TONX
$200M
| $65.7K | ﹤0.01% |
9,336
-19,172
| -67% | -$224K |
2023 Q4
7 quarters
|
|
7367
T-Rex 2X Inverse NVIDIA Daily Target ETF
NVDQ
$18.5M
| $65.7K | ﹤0.01% |
3,567
-8,397
| -70% | -$185K |
2024 Q2
5 quarters
|
|
|
VOXR
7368
Vox Royalty Corp
VOXR
$348M
| $65.7K | ﹤0.01% |
15,272
-6,486
| -30% | -$22.3K |
2024 Q4
3 quarters
|
|
7369
Northern Trust Morningstar Developed Markets ex-US Factor Tilt ETF
TLTD
$658M
| $65.4K | ﹤0.01% |
737
-325
| -31% | -$28K |
2017 Q3
32 quarters
|
|
|
SDM
7370
DELISTED
Smart Digital Group
SDM
| $65.3K | ﹤0.01% |
35,282
+35,274
| +440,925% | +$486K |
2025 Q2
1 quarter
|
|
|
CCRD
7371
DELISTED
CoreCard
CCRD
| $65.1K | ﹤0.01% |
2,418
+690
| +40% | +$19.1K |
2022 Q4
11 quarters
|
|
|
ELSE
7372
DELISTED
Electro-Sensors
ELSE
| $65K | ﹤0.01% |
13,599
-5,317
| -28% | -$25K |
2024 Q1
6 quarters
|
|
7373
Bluerock Homes Trust
BHM
$32.5M
| $65K | ﹤0.01% |
5,425
+10
| +0.2% | +$130 |
2022 Q4
11 quarters
|
|
7374
Amplify CEF High Income ETF
YYY
$667M
| $65K | ﹤0.01% |
5,500
+4,700
| +588% | +$55.4K |
2024 Q3
4 quarters
|
|
7375
Teucrium Agricultural Fund
TAGS
$21.4M
| $64.6K | ﹤0.01% |
2,767
+346
| +14% | +$8.23K |
2025 Q1
2 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.