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 | |
|---|---|---|---|---|---|---|---|
7401
FTC Solar
FTCI
$35.3M
| $62.1K | ﹤0.01% |
8,813
-13,843
| -61% | -$82.1K |
2021 Q2
17 quarters
|
|
|
MDRR
7402
Medalist Diversified Inc
MDRR
$16.3M
| $62K | ﹤0.01% |
4,574
-1,719
| -27% | -$20.6K |
2025 Q1
2 quarters
|
|
7403
CALL
Arthur J. Gallagher & Co
AJG
$59.4B
| $61.9K | ﹤0.01% |
200
| – | – |
2025 Q2
1 quarter
|
|
7404
CALL
Banco Bradesco
BBD
$37.2B
| $61.9K | ﹤0.01% |
+18,300
| New | +$55.2K |
2025 Q3
0 quarters
|
|
7405
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$197M
| $61.8K | ﹤0.01% |
1,193
-15,979
| -93% | -$807K |
2022 Q2
13 quarters
|
|
7406
WBI BullBear Quality 3000 ETF
WBIL
$29.5M
| $61.7K | ﹤0.01% |
1,797
+1,486
| +478% | +$48.9K |
2023 Q3
8 quarters
|
|
|
OPT
7407
DELISTED
Opthea Limited American Depositary Shares
OPT
| $61.6K | ﹤0.01% |
18,073
+10,300
| +133% | +$35.1K |
2024 Q3
4 quarters
|
|
|
SLSN
7408
Solesence Inc
SLSN
$58.9M
| $61.3K | ﹤0.01% |
19,050
+6,811
| +56% | +$24.4K |
2025 Q2
1 quarter
|
|
|
CAF
7409
Morgan Stanley China A Share Fund
CAF
$235M
| $61.1K | ﹤0.01% |
3,667
-628
| -15% | -$9.33K |
2014 Q4
43 quarters
|
|
7410
First Trust Horizon Managed Volatility Small/Mid ETF
HSMV
$8.83M
| $61K | ﹤0.01% |
1,678
-1,256
| -43% | -$45.5K |
2025 Q2
1 quarter
|
|
7411
PUT
BioCryst Pharmaceuticals
BCRX
$2.07B
| $60.7K | ﹤0.01% |
8,000
| – | – |
2024 Q2
5 quarters
|
|
|
MSFW
7412
Roundhill MSFT WeeklyPay ETF
MSFW
$33.7M
| $60.7K | ﹤0.01% |
+1,295
| New | +$63.2K |
2025 Q3
0 quarters
|
|
|
ARTV
7413
Artiva Biotherapeutics
ARTV
$332M
| $60.7K | ﹤0.01% |
21,143
+17,806
| +534% | +$47.6K |
2024 Q3
4 quarters
|
|
|
MSC
7414
Studio City International Holdings
MSC
$186M
| $60.6K | ﹤0.01% |
15,527
-18,293
| -54% | -$81.7K |
2018 Q4
27 quarters
|
|
7415
Catalyst Bancorp
CLST
$69.6M
| $60.4K | ﹤0.01% |
4,593
-900
| -16% | -$11.4K |
2024 Q1
6 quarters
|
|
7416
Deswell Industries
DSWL
$48.8M
| $60.3K | ﹤0.01% |
15,215
-7,250
| -32% | -$24.9K |
2024 Q2
5 quarters
|
|
|
CPNJ
7417
Calamos Nasdaq-100 Structured Alt Protection ETF - June
CPNJ
$44.5M
| $60.1K | ﹤0.01% |
2,255
+709
| +46% | +$18.7K |
2025 Q1
2 quarters
|
|
7418
Pyxis Tankers
PXS
$77.9M
| $59.9K | ﹤0.01% |
21,249
-2,812
| -12% | -$7.93K |
2023 Q2
9 quarters
|
|
|
HMR
7419
Heidmar Maritime Holdings
HMR
$101M
| $59.9K | ﹤0.01% |
45,362
-16,830
| -27% | -$24.8K |
2025 Q1
2 quarters
|
|
7420
Forrester Research
FORR
$221M
| $59.8K | ﹤0.01% |
5,644
-151
| -3% | -$1.53K |
2014 Q4
43 quarters
|
|
|
ALFUU
7421
Centurion Acquisition Corp Unit
ALFUU
| $59.8K | ﹤0.01% |
5,621
| – | – |
2024 Q2
5 quarters
|
|
|
VSTA
7422
DELISTED
Vasta Platform
VSTA
| $59.8K | ﹤0.01% |
12,032
+3,292
| +38% | +$14.4K |
2025 Q2
1 quarter
|
|
7423
Rhinebeck Bancorp
RBKB
$202M
| $59.7K | ﹤0.01% |
5,258
+882
| +20% | +$11.1K |
2020 Q1
22 quarters
|
|
|
ACTU
7424
Actuate Therapeutics
ACTU
$21.4M
| $59.7K | ﹤0.01% |
8,927
+6,580
| +280% | +$47.7K |
2024 Q4
3 quarters
|
|
|
TAVIU
7425
Tavia Acquisition Corp Unit
TAVIU
| $59.7K | ﹤0.01% |
5,887
| – | – |
2024 Q4
3 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.