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 | |
|---|---|---|---|---|---|---|---|
7676
BioNexus Gene Lab
BGLC
$3.67M
| $41.7K | ﹤0.01% |
7,626
-1,936
| -20% | -$10.8K |
2025 Q2
1 quarter
|
|
|
MPX
7677
DELISTED
Marine Products Corp
MPX
| $41.3K | ﹤0.01% |
4,661
+1,639
| +54% | +$14.6K |
2016 Q2
37 quarters
|
|
7678
Greenpro Capital
GRNQ
$13.7M
| $41.2K | ﹤0.01% |
3,008
-1,447
| -32% | -$23.6K |
2024 Q3
4 quarters
|
|
7679
Direxion Daily GOOGL Bear 1X ETF
GGLS
$13.2M
| $41.2K | ﹤0.01% |
463
-24
| -5% | -$2.54K |
2025 Q1
2 quarters
|
|
7680
AllianzIM U.S. Equity Buffer20 May ETF
MAYW
$457M
| $41.2K | ﹤0.01% |
+1,250
| New | +$40.7K |
2025 Q3
0 quarters
|
|
7681
VictoryShares Dividend Accelerator ETF
VSDA
$208M
| $41.2K | ﹤0.01% |
770
-17,982
| -96% | -$960K |
2025 Q2
1 quarter
|
|
7682
NYLIM Winslow Focused Large Cap Growth ETF
IWFG
$61.6M
| $41.1K | ﹤0.01% |
770
-1,826
| -70% | -$96.1K |
2024 Q3
4 quarters
|
|
|
BRRWU
7683
DELISTED
Columbus Circle Capital Corp I Units
BRRWU
| $41.1K | ﹤0.01% |
3,916
-694
| -15% | -$7.64K |
2025 Q2
1 quarter
|
|
|
SAFX
7684
XCF Global Inc
SAFX
$137M
| $41.1K | ﹤0.01% |
31,385
+16,106
| +105% | +$23.5K |
2025 Q2
1 quarter
|
|
7685
Future Fuel
FF
$222M
| $41.1K | ﹤0.01% |
10,584
-5,604
| -35% | -$22.1K |
2014 Q4
43 quarters
|
|
7686
Greenwich LifeSciences
GLSI
$257M
| $40.9K | ﹤0.01% |
4,106
+2,261
| +123% | +$25.5K |
2020 Q3
20 quarters
|
|
|
NBTX
7687
Nanobiotix
NBTX
$1.31B
| $40.8K | ﹤0.01% |
2,161
-2,257
| -51% | -$19.2K |
2020 Q4
19 quarters
|
|
7688
ActivePassive US Equity ETF
APUE
$2.51B
| $40.7K | ﹤0.01% |
999
+881
| +747% | +$34.5K |
2024 Q2
5 quarters
|
|
7689
Global Mofy Metaverse
GMM
$7.89M
| $40.7K | ﹤0.01% |
417
+25
| +6% | +$3.02K |
2024 Q4
3 quarters
|
|
|
CODX
7690
Co-Diagnostics
CODX
$7.61M
| $40.7K | ﹤0.01% |
3,941
+3,899
| +9,283% | +$36.3K |
2022 Q3
12 quarters
|
|
7691
Intellinetics
INLX
$23.1M
| $40.6K | ﹤0.01% |
3,597
+3,596
| +359,600% | +$42.1K |
2024 Q2
5 quarters
|
|
|
QLTI
7692
GMO International Quality ETF
QLTI
$273M
| $40.5K | ﹤0.01% |
+1,587
| New | +$40.2K |
2025 Q3
0 quarters
|
|
|
BCIC
7693
BCP Investment Corp
BCIC
$86.1M
| $40.5K | ﹤0.01% |
3,514
+3,308
| +1,606% | +$40.7K |
2014 Q4
43 quarters
|
|
|
MCHPP
7694
Microchip Technology Inc 7.50% Series A Preferred Stock
MCHPP
| $40.5K | ﹤0.01% |
686
-28,931
| -98% | -$1.81M |
2025 Q2
1 quarter
|
|
7695
Alexis Practical Tactical ETF
LEXI
$193M
| $40.4K | ﹤0.01% |
1,164
| – | – |
2024 Q4
3 quarters
|
|
|
HUIZ
7696
Huize Holding Ltd
HUIZ
$13.4M
| $40.4K | ﹤0.01% |
11,841
-34,623
| -75% | -$92.3K |
2024 Q1
6 quarters
|
|
7697
Traeger
COOK
$144M
| $40.2K | ﹤0.01% |
660
-525
| -44% | -$40.2K |
2021 Q3
16 quarters
|
|
7698
FT Vest US Equity Buffer ETF May
FMAY
$1.48B
| $40.2K | ﹤0.01% |
+770
| New | +$39.4K |
2025 Q3
0 quarters
|
|
|
SQEW
7699
DELISTED
LeaderShares Equity Skew ETF
SQEW
| $40.2K | ﹤0.01% |
1,116
-47,339
| -98% | -$1.63M |
2024 Q2
5 quarters
|
|
7700
SCYNEXIS
SCYX
$52.3M
| $40.2K | ﹤0.01% |
6,520
-1,442
| -18% | -$9.77K |
2024 Q1
6 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.