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 | |
|---|---|---|---|---|---|---|---|
|
NCNA
7576
NuCana
NCNA
$4.87M
| $47.6K | ﹤0.01% |
+10,251
| New | +$65.6K |
2025 Q1
2 quarters
|
|
|
NAMM
7577
Namib Minerals
NAMM
$72.6M
| $47.5K | ﹤0.01% |
14,443
+13,942
| +2,783% | +$62.9K |
2025 Q2
1 quarter
|
|
7578
Dare Bioscience
DARE
$16.7M
| $47.5K | ﹤0.01% |
22,621
+7,613
| +51% | +$17.2K |
2020 Q1
22 quarters
|
|
7579
Smartbird Inc
BIRD
$41.2M
| $47.5K | ﹤0.01% |
8,374
+2,775
| +50% | +$22.8K |
2021 Q4
15 quarters
|
|
7580
AC Immune
ACIU
$279M
| $47.5K | ﹤0.01% |
16,424
+8,957
| +120% | +$20.2K |
2018 Q3
28 quarters
|
|
7581
Innovator US Equity Ultra Buffer ETF February
UFEB
$176M
| $47.5K | ﹤0.01% |
+1,326
| New | +$46.4K |
2025 Q3
0 quarters
|
|
7582
Fidelity Emerging Markets Multifactor ETF
FDEM
$591M
| $47.4K | ﹤0.01% |
1,577
+1,331
| +541% | +$38.7K |
2025 Q1
2 quarters
|
|
7583
AdvisorShares STAR Global Buy-Write ETF
VEGA
$93.6M
| $47.3K | ﹤0.01% |
971
+42
| +5% | +$1.98K |
2023 Q4
7 quarters
|
|
7584
Alset
AEI
$29.3M
| $47.2K | ﹤0.01% |
18,669
+9,470
| +103% | +$16.2K |
2025 Q2
1 quarter
|
|
|
SOWG
7585
Sow Good
SOWG
$45.5M
| $47.2K | ﹤0.01% |
4,174
+737
| +21% | +$9.13K |
2024 Q4
3 quarters
|
|
7586
HireQuest
HQI
$272M
| $47.1K | ﹤0.01% |
4,891
+899
| +23% | +$8.87K |
2021 Q4
15 quarters
|
|
7587
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$380M
| $47K | ﹤0.01% |
+1,434
| New | +$46.4K |
2025 Q3
0 quarters
|
|
7588
Global X Hydrogen ETF
HYDR
$96.2M
| $46.9K | ﹤0.01% |
1,361
-3,542
| -72% | -$93.9K |
2024 Q2
5 quarters
|
|
7589
Mammoth Energy Services
TUSK
$137M
| $46.9K | ﹤0.01% |
20,468
-16,203
| -44% | -$39.9K |
2023 Q1
10 quarters
|
|
7590
My Size
MYSZ
$1.08M
| $46.8K | ﹤0.01% |
4,917
+2,774
| +129% | +$27.8K |
2024 Q4
3 quarters
|
|
7591
Valhi
VHI
$431M
| $46.8K | ﹤0.01% |
2,964
+1,514
| +104% | +$25.4K |
2014 Q4
43 quarters
|
|
7592
Transcontinental Realty Investors
TCI
$390M
| $46.7K | ﹤0.01% |
1,013
-35
| -3% | -$1.56K |
2014 Q4
43 quarters
|
|
|
CFSB
7593
DELISTED
CFSB Bancorp
CFSB
| $46.7K | ﹤0.01% |
3,305
-502
| -13% | -$7.01K |
2025 Q2
1 quarter
|
|
7594
T. Rowe Price US Equity Research ETF
TSPA
$4.55B
| $46.7K | ﹤0.01% |
1,114
+1,076
| +2,832% | +$43.4K |
2025 Q2
1 quarter
|
|
7595
NLI Holdings
NL
$346M
| $46.6K | ﹤0.01% |
7,583
-793
| -9% | -$5.02K |
2016 Q4
35 quarters
|
|
|
CGHM
7596
Capital Group Municipal High-Income ETF
CGHM
$3.24B
| $46.6K | ﹤0.01% |
+1,844
| New | +$45.6K |
2025 Q3
0 quarters
|
|
|
PMI
7597
Picard Medical
PMI
$10.1M
| $46.6K | ﹤0.01% |
+110
| New | +$38.8K |
2025 Q3
0 quarters
|
|
|
SEIS
7598
SEI Select Small Cap ETF
SEIS
$591M
| $46.6K | ﹤0.01% |
1,667
-2,051
| -55% | -$55.1K |
2024 Q4
3 quarters
|
|
|
ZENA
7599
ZenaTech Inc
ZENA
$120M
| $46.5K | ﹤0.01% |
9,689
+7,049
| +267% | +$35.1K |
2024 Q4
3 quarters
|
|
7600
WisdomTree True Emerging Markets Fund
XC
$72.6M
| $46.5K | ﹤0.01% |
1,342
-150
| -10% | -$5.15K |
2025 Q2
1 quarter
|
|
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.