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 | |
|---|---|---|---|---|---|---|---|
|
BTCC
7476
Grayscale Bitcoin High Income ETF
BTCC
$16.8M
| $55.2K | ﹤0.01% |
+1,779
| New | +$61.3K |
2025 Q3
0 quarters
|
|
|
YQ
7477
17 Education & Technology Group
YQ
$34.1M
| $55.1K | ﹤0.01% |
12,879
-7,456
| -37% | -$18.2K |
2025 Q2
1 quarter
|
|
7478
BNY Mellon Ultra Short Income ETF
BKUI
$587M
| $55K | ﹤0.01% |
+1,102
| New | +$54.9K |
2025 Q3
0 quarters
|
|
|
WENNU
7479
Wen Acquisition Corp Unit
WENNU
| $54.8K | ﹤0.01% |
+5,256
| New | +$55.3K |
2025 Q3
0 quarters
|
|
|
HTZWW
7480
Hertz Global Holdings Warrants
HTZWW
$76.8M
| $54.8K | ﹤0.01% |
14,735
-1,038
| -7% | -$3.6K |
2021 Q4
15 quarters
|
|
|
RENT
7481
Rent the Runway
RENT
$56M
| $54.8K | ﹤0.01% |
11,113
+6,991
| +170% | +$35.9K |
2021 Q4
15 quarters
|
|
7482
CALL
Ecolab
ECL
$76B
| $54.8K | ﹤0.01% |
200
| – | – |
2024 Q1
6 quarters
|
|
|
7483
PUT
Ecolab
ECL
$76B
| $54.8K | ﹤0.01% |
200
| – | – |
2024 Q1
6 quarters
|
|
7484
Franklin International Aggregate Bond ETF
FLIA
$426M
| $54.7K | ﹤0.01% |
2,665
+1,855
| +229% | +$38K |
2025 Q2
1 quarter
|
|
|
IONZ
7485
Defiance Daily Target 2x Short IONQ ETF
IONZ
$2.01M
| $54.3K | ﹤0.01% |
+177
| New | +$142K |
2025 Q3
0 quarters
|
|
7486
Eaton Vance Total Return Bond ETF
EVTR
$5.96B
| $54.2K | ﹤0.01% |
1,053
+881
| +512% | +$45K |
2025 Q2
1 quarter
|
|
7487
Flanigan's Enterprises
BDL
$87.8M
| $54.2K | ﹤0.01% |
1,699
-531
| -24% | -$16.3K |
2014 Q4
43 quarters
|
|
7488
Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF
ASHS
$32.3M
| $54.1K | ﹤0.01% |
1,432
+133
| +10% | +$4.42K |
2025 Q1
2 quarters
|
|
|
PCSC
7489
DELISTED
Perceptive Capital Solutions
PCSC
| $53.9K | ﹤0.01% |
5,108
-6,096
| -54% | -$64.6K |
2024 Q2
5 quarters
|
|
|
HOOX
7490
Defiance Daily Target 2X Long HOOD ETF
HOOX
$14.5M
| $53.9K | ﹤0.01% |
400
-1,209
| -75% | -$102K |
2025 Q2
1 quarter
|
|
|
FACT
7491
FACT II Acquisition Corp
FACT
$261M
| $53.9K | ﹤0.01% |
5,223
-79,309
| -94% | -$816K |
2025 Q1
2 quarters
|
|
|
UYSCU
7492
UY Scuti Acquisition Corp Units
UYSCU
$60.1M
| $53.8K | ﹤0.01% |
5,200
| – | – |
2025 Q1
2 quarters
|
|
|
IRS
7493
IRSA Inversiones y Representaciones
IRS
$1.12B
| $53.8K | ﹤0.01% |
4,541
-71,304
| -94% | -$1.02M |
2024 Q1
6 quarters
|
|
|
NYC
7494
American Strategic Investment Co
NYC
$19.5M
| $53.6K | ﹤0.01% |
5,349
+1,802
| +51% | +$21.9K |
2020 Q3
20 quarters
|
|
7495
American Vanguard Corp
AVD
$51.6M
| $53.6K | ﹤0.01% |
9,334
-1,393
| -13% | -$6.64K |
2022 Q3
12 quarters
|
|
7496
Friedman Industries
FRD
$286M
| $53.3K | ﹤0.01% |
2,435
-1,053
| -30% | -$19.3K |
2022 Q4
11 quarters
|
|
7497
Horizon Kinetics Medical ETF
MEDX
$16.3M
| $53.3K | ﹤0.01% |
1,783
-419
| -19% | -$11.9K |
2024 Q4
3 quarters
|
|
|
GLBZ
7498
DELISTED
Glen Burnie Bancorp
GLBZ
| $53.3K | ﹤0.01% |
11,459
+174
| +2% | +$802 |
2024 Q4
3 quarters
|
|
|
TLX
7499
Telix Pharmaceuticals
TLX
$3.73B
| $53.3K | ﹤0.01% |
5,565
-556
| -9% | -$6.81K |
2024 Q4
3 quarters
|
|
7500
Invesco S&P MidCap Value with Momentum ETF
XMVM
$500M
| $53.2K | ﹤0.01% |
864
-1,181
| -58% | -$69.5K |
2024 Q3
4 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.