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 | |
|---|---|---|---|---|---|---|---|
|
CCIX
7651
DELISTED
Churchill Capital Corp IX
CCIX
| $43.2K | ﹤0.01% |
4,119
+1,511
| +58% | +$15.9K |
2024 Q4
3 quarters
|
|
7652
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
| $43.1K | ﹤0.01% |
941
-9,522
| -91% | -$427K |
2025 Q1
2 quarters
|
|
|
UZX
7653
Linkage Global
UZX
$3.62M
| $42.9K | ﹤0.01% |
943
-133
| -12% | -$7.41K |
2024 Q3
4 quarters
|
|
|
JFIN
7654
Jiayin Group
JFIN
$68.6M
| $42.9K | ﹤0.01% |
4,156
+3,934
| +1,772% | +$53.6K |
2024 Q2
5 quarters
|
|
|
GLDG
7655
GoldMining Inc
GLDG
$203M
| $42.9K | ﹤0.01% |
34,843
-44,291
| -56% | -$40.9K |
2023 Q1
10 quarters
|
|
|
YB
7656
Yuanbao Inc
YB
$616M
| $42.8K | ﹤0.01% |
+2,180
| New | +$55.4K |
2025 Q3
0 quarters
|
|
7657
SB Financial Group
SBFG
$183M
| $42.8K | ﹤0.01% |
2,219
-3,376
| -60% | -$68.7K |
2024 Q2
5 quarters
|
|
7658
Nkarta
NKTX
$187M
| $42.8K | ﹤0.01% |
20,675
-194,830
| -90% | -$400K |
2020 Q3
20 quarters
|
|
|
AREB
7659
DELISTED
American Rebel
AREB
| $42.7K | ﹤0.01% |
1
| – | – |
2025 Q1
2 quarters
|
|
|
XHYT
7660
DELISTED
BondBloxx USD High Yield Bond Telecom, Media & Technology Sector ETF
XHYT
| $42.7K | ﹤0.01% |
1,209
+1,184
| +4,736% | +$41.4K |
2025 Q2
1 quarter
|
|
7661
T. Rowe Price Value ETF
TVAL
$1.04B
| $42.6K | ﹤0.01% |
+1,250
| New | +$41.7K |
2025 Q3
0 quarters
|
|
7662
Embotelladora Andina Series B
AKO.B
$4.52B
| $42.6K | ﹤0.01% |
+1,797
| New | +$42.8K |
2025 Q3
0 quarters
|
|
7663
Direxion Daily MSCI India Bull 2X ETF
INDL
$49.4M
| $42.5K | ﹤0.01% |
788
+597
| +313% | +$34.4K |
2024 Q4
3 quarters
|
|
7664
Union Bankshares
UNB
$114M
| $42.4K | ﹤0.01% |
1,712
-731
| -30% | -$19.5K |
2024 Q4
3 quarters
|
|
|
GPATU
7665
GP-Act III Acquisition Corp Units
GPATU
| $42.3K | ﹤0.01% |
3,970
| – | – |
2024 Q4
3 quarters
|
|
|
EUHY
7666
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$249M
| $42.3K | ﹤0.01% |
761
-58
| -7% | -$3.19K |
2014 Q4
43 quarters
|
|
7667
FibroBiologics
FBLG
$8.28M
| $42.3K | ﹤0.01% |
3,872
-1,642
| -30% | -$19.7K |
2024 Q1
6 quarters
|
|
7668
Xtrackers RREEF Global Natural Resources ETF
NRES
$34.7M
| $42.2K | ﹤0.01% |
1,542
+1
| +0.1% | +$26 |
2024 Q3
4 quarters
|
|
7669
PUT
AngloGold Ashanti
AU
$48.5B
| $42.2K | ﹤0.01% |
+600
| New | +$33.6K |
2025 Q3
0 quarters
|
|
|
CBNA
7670
Chain Bridge Bancorp
CBNA
$306M
| $42.2K | ﹤0.01% |
1,288
-173
| -12% | -$4.94K |
2024 Q4
3 quarters
|
|
|
ATIIU
7671
Archimedes Tech SPAC Partners II Co Unit
ATIIU
| $42.1K | ﹤0.01% |
4,130
| – | – |
2025 Q1
2 quarters
|
|
|
INFR
7672
DELISTED
ClearBridge Sustainable Infrastructure ETF
INFR
| $41.9K | ﹤0.01% |
1,579
+501
| +46% | +$13.3K |
2025 Q2
1 quarter
|
|
7673
AllianzIM U.S. Equity 6 Month Buffer10 Feb/Aug ETF
SIXF
$52M
| $41.9K | ﹤0.01% |
1,347
-3,309
| -71% | -$101K |
2025 Q1
2 quarters
|
|
7674
Reading International Class A
RDI
$46.9M
| $41.9K | ﹤0.01% |
28,477
+21,746
| +323% | +$30.8K |
2015 Q3
40 quarters
|
|
7675
TriSalus Life Sciences
TLSI
$267M
| $41.7K | ﹤0.01% |
8,978
-7,714
| -46% | -$36.1K |
2021 Q1
18 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.