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 | |
|---|---|---|---|---|---|---|---|
|
MB
7451
MasterBeef Group
MB
$69.3M
| $57.5K | ﹤0.01% |
6,389
+2,188
| +52% | +$23.7K |
2025 Q2
1 quarter
|
|
7452
T-Rex 2X Long NVIDIA Daily Target ETF
NVDX
$499M
| $57.5K | ﹤0.01% |
3,010
-6,748
| -69% | -$116K |
2024 Q3
4 quarters
|
|
7453
PUT
Labcorp
LH
$24.7B
| $57.4K | ﹤0.01% |
200
| – | – |
2025 Q1
2 quarters
|
|
7454
ALPS Dynamic US Dividend Advantage ETF
RFDA
$77.8M
| $57.3K | ﹤0.01% |
911
+217
| +31% | +$13.1K |
2022 Q3
12 quarters
|
|
|
CRDL
7455
Cardiol Therapeutics
CRDL
$190M
| $57.2K | ﹤0.01% |
53,490
-85,754
| -62% | -$104K |
2021 Q4
15 quarters
|
|
|
GMOI
7456
GMO International Value ETF
GMOI
$658M
| $57.2K | ﹤0.01% |
+1,843
| New | +$56.2K |
2025 Q3
0 quarters
|
|
|
AUC
7457
ATIF Holdings
AUC
$93.3M
| $57.2K | ﹤0.01% |
6,198
+5,386
| +663% | +$39.9K |
2025 Q2
1 quarter
|
|
7458
ProShares Equities for Rising Rates ETF
EQRR
$37.4M
| $57K | ﹤0.01% |
903
+136
| +18% | +$8.38K |
2022 Q2
13 quarters
|
|
|
ATMCU
7459
DELISTED
AlphaTime Acquisition Corp Unit
ATMCU
| $56.8K | ﹤0.01% |
4,553
-1,012
| -18% | -$12.6K |
2025 Q1
2 quarters
|
|
7460
TH International
THCH
$42.3M
| $56.6K | ﹤0.01% |
21,863
+8,147
| +59% | +$22.1K |
2024 Q2
5 quarters
|
|
7461
Pioneer Bancorp
PBFS
$432M
| $56.5K | ﹤0.01% |
4,329
-2,450
| -36% | -$31.2K |
2019 Q3
24 quarters
|
|
7462
Xtrackers US National Critical Technologies ETF
CRTC
$145M
| $56.4K | ﹤0.01% |
+1,547
| New | +$54.4K |
2025 Q3
0 quarters
|
|
7463
BlackRock Virginia Muni Bond Trust
BHV
$17.8M
| $56.3K | ﹤0.01% |
5,202
+191
| +4% | +$1.98K |
2014 Q4
43 quarters
|
|
|
ESHA
7464
DELISTED
ESH Acquisition Corp
ESHA
| $55.9K | ﹤0.01% |
4,916
| – | – |
2024 Q2
5 quarters
|
|
7465
ProShares On-Demand ETF
OND
$2.46M
| $55.9K | ﹤0.01% |
+1,160
| New | +$51.8K |
2025 Q3
0 quarters
|
|
7466
Metagenomi Therapeutics
MGX
$41.7M
| $55.7K | ﹤0.01% |
23,488
-95,433
| -80% | -$194K |
2024 Q1
6 quarters
|
|
|
SUNS
7467
Sunrise Realty Trust
SUNS
$84.9M
| $55.5K | ﹤0.01% |
5,344
-3,814
| -42% | -$41K |
2024 Q3
4 quarters
|
|
|
PARA
7468
Banzai International
PARA
$2.6M
| $55.5K | ﹤0.01% |
944
+469
| +99% | +$32.2K |
2024 Q3
4 quarters
|
|
|
DPRO
7469
Draganfly
DPRO
$215M
| $55.5K | ﹤0.01% |
6,818
+6,817
| +681,700% | +$33.8K |
2024 Q4
3 quarters
|
|
7470
iShares MSCI BIC ETF
BKF
$67.8M
| $55.5K | ﹤0.01% |
1,227
-1,101
| -47% | -$47.2K |
2024 Q2
5 quarters
|
|
|
AMBO
7471
Ambow Education Holding
AMBO
$5.32M
| $55.5K | ﹤0.01% |
15,320
-12,877
| -46% | -$41.1K |
2025 Q1
2 quarters
|
|
7472
Imunon
IMNN
$7.41M
| $55.4K | ﹤0.01% |
10,804
+9,628
| +819% | +$64.3K |
2014 Q4
43 quarters
|
|
|
IEDI
7473
DELISTED
iShares US Consumer Focused ETF
IEDI
| $55.4K | ﹤0.01% |
984
-67
| -6% | -$3.77K |
2025 Q1
2 quarters
|
|
|
MNDR
7474
Mobile-health Network Solutions
MNDR
$1.52M
| $55.3K | ﹤0.01% |
2,164
+1,203
| +125% | +$34.9K |
2024 Q2
5 quarters
|
|
7475
PUT
Quantum Computing Inc
QUBT
$1.9B
| $55.2K | ﹤0.01% |
+3,000
| New | +$51.5K |
2025 Q3
0 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.