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 | |
|---|---|---|---|---|---|---|---|
|
BCAB
7426
DELISTED
BIOATLA INC
BCAB
| $59.7K | ﹤0.01% |
1,735
+1,143
| +193% | +$26.4K |
2023 Q2
9 quarters
|
|
|
VPLS
7427
Vanguard Core Plus Bond ETF
VPLS
$1.87B
| $59.6K | ﹤0.01% |
758
+407
| +116% | +$31.7K |
2025 Q1
2 quarters
|
|
|
FLG.PRU
7428
Flagstar Bank National Association Bifurcated Option Note Unit Securities
FLG.PRU
$107M
| $59.5K | ﹤0.01% |
1,493
-1,321
| -47% | -$52.3K |
2014 Q4
43 quarters
|
|
7429
Telesat
TSAT
$707M
| $59.4K | ﹤0.01% |
2,243
-12,088
| -84% | -$288K |
2024 Q1
6 quarters
|
|
7430
BCB Bancorp
BCBP
$265M
| $59.4K | ﹤0.01% |
6,847
+667
| +11% | +$5.82K |
2014 Q4
43 quarters
|
|
7431
Goldman Sachs Future Health Care Equity ETF
GDOC
$18.3M
| $59.4K | ﹤0.01% |
1,867
+528
| +39% | +$16.8K |
2024 Q4
3 quarters
|
|
|
FDHT
7432
DELISTED
Fidelity Digital Health ETF
FDHT
| $59.2K | ﹤0.01% |
2,738
+2,633
| +2,508% | +$55.9K |
2025 Q2
1 quarter
|
|
|
OAKUU
7433
DELISTED
Oak Woods Acquisition Corp Unit
OAKUU
| $59.1K | ﹤0.01% |
5,202
| – | – |
2024 Q4
3 quarters
|
|
7434
Gaia
GAIA
$35.3M
| $59.1K | ﹤0.01% |
9,985
-4,023
| -29% | -$20.1K |
2014 Q4
43 quarters
|
|
7435
Riskified
RSKD
$1.05B
| $59.1K | ﹤0.01% |
12,621
-167,065
| -93% | -$822K |
2021 Q3
16 quarters
|
|
7436
Hamilton Beach Brands
HBB
$499M
| $59K | ﹤0.01% |
4,106
-49
| -1% | -$765 |
2017 Q4
31 quarters
|
|
7437
FT Vest US Equity Max Buffer ETF March
MARM
$106M
| $58.9K | ﹤0.01% |
1,807
+950
| +111% | +$30.7K |
2024 Q2
5 quarters
|
|
7438
Global X Adaptive US Risk Management ETF
ONOF
$141M
| $58.7K | ﹤0.01% |
1,583
-1,406
| -47% | -$50K |
2024 Q4
3 quarters
|
|
7439
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$97M
| $58.5K | ﹤0.01% |
1,759
-2,445
| -58% | -$80.1K |
2022 Q4
11 quarters
|
|
|
DUO
7440
Fangdd Network Group
DUO
$23.7M
| $58.5K | ﹤0.01% |
17,068
+16,868
| +8,434% | +$40.9K |
2024 Q4
3 quarters
|
|
7441
PUT
Citizens Financial Group
CFG
$26.8B
| $58.5K | ﹤0.01% |
1,100
| – | – |
2025 Q2
1 quarter
|
|
|
ELVA
7442
Electrovaya
ELVA
$318M
| $58.5K | ﹤0.01% |
+9,928
| New | +$50.4K |
2025 Q3
0 quarters
|
|
7443
US Vegan Climate ETF
VEGN
$189M
| $58.3K | ﹤0.01% |
981
+558
| +132% | +$31.9K |
2025 Q2
1 quarter
|
|
7444
Bassett Furniture
BSET
$165M
| $58.1K | ﹤0.01% |
3,715
-27,754
| -88% | -$464K |
2016 Q3
36 quarters
|
|
7445
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
| $57.9K | ﹤0.01% |
944
+916
| +3,271% | +$54K |
2025 Q2
1 quarter
|
|
|
AHT
7446
Ashford Hospitality Trust
AHT
$14.2M
| $57.9K | ﹤0.01% |
9,814
+4,186
| +74% | +$26.3K |
2014 Q4
43 quarters
|
|
7447
Estrella Immunopharma
ESLA
$20.7M
| $57.9K | ﹤0.01% |
50,347
-22,426
| -31% | -$21.5K |
2024 Q3
4 quarters
|
|
7448
CALL
Microchip Technology
MCHP
$42.6B
| $57.8K | ﹤0.01% |
+900
| New | +$61K |
2025 Q3
0 quarters
|
|
7449
PEDEVCO
PED
$173M
| $57.7K | ﹤0.01% |
4,995
-1,026
| -17% | -$12.6K |
2024 Q2
5 quarters
|
|
7450
1stdibs.com
DIBS
$130M
| $57.6K | ﹤0.01% |
22,245
+14,710
| +195% | +$40.1K |
2022 Q4
11 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.