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 | |
|---|---|---|---|---|---|---|---|
7826
Citius Pharmaceuticals
CTXR
$14.6M
| $32.1K | ﹤0.01% |
25,913
-167,014
| -87% | -$233K |
2023 Q1
10 quarters
|
|
7827
Global X MSCI SuperDividend EAFE ETF
EFAS
$59.9M
| $32.1K | ﹤0.01% |
+1,700
| New | +$31.7K |
2025 Q3
0 quarters
|
|
|
FERAU
7828
Fifth Era Acquisition Corp I Units
FERAU
| $32.1K | ﹤0.01% |
3,100
| – | – |
2025 Q1
2 quarters
|
|
7829
Tevogen Inc
TVGN
$42.9M
| $32.1K | ﹤0.01% |
818
-804
| -50% | -$39.5K |
2024 Q2
5 quarters
|
|
7830
State Street SPDR S&P Kensho Smart Mobility ETF
HAIL
$17.9M
| $32.1K | ﹤0.01% |
902
-1,683
| -65% | -$55.3K |
2020 Q4
19 quarters
|
|
|
ONCY
7831
Oncolytics Biotech
ONCY
$79.7M
| $32.1K | ﹤0.01% |
22,896
+2,100
| +10% | +$2.35K |
2018 Q2
29 quarters
|
|
|
LVRO
7832
DELISTED
Lavoro
LVRO
| $31.9K | ﹤0.01% |
17,812
-3,048
| -15% | -$5.67K |
2024 Q2
5 quarters
|
|
|
SIFY
7833
Sify Technologies
SIFY
$959M
| $31.8K | ﹤0.01% |
2,329
-17,208
| -88% | -$146K |
2014 Q4
43 quarters
|
|
|
GLXU
7834
T-REX 2X Long GLXY Daily Target ETF
GLXU
$14.2M
| $31.7K | ﹤0.01% |
+978
| New | +$23.4K |
2025 Q3
0 quarters
|
|
7835
FT Vest International Equity Moderate Buffer ETF December
YDEC
$165M
| $31.7K | ﹤0.01% |
1,233
+672
| +120% | +$17K |
2025 Q2
1 quarter
|
|
|
PCF
7836
High Income Securities Fund
PCF
$95.5M
| $31.6K | ﹤0.01% |
4,983
-7,382
| -60% | -$47.3K |
2014 Q4
43 quarters
|
|
|
KEUA
7837
DELISTED
KraneShares European Carbon Allowance Strategy ETF
KEUA
| $31.6K | ﹤0.01% |
1,242
+104
| +9% | +$2.54K |
2023 Q1
10 quarters
|
|
|
FARX
7838
Frontier Asset Absolute Return ETF
FARX
$15.9M
| $31.5K | ﹤0.01% |
1,188
-64
| -5% | -$1.66K |
2025 Q1
2 quarters
|
|
7839
Zhongchao
ZCMD
$16.1M
| $31.5K | ﹤0.01% |
18
| – | – |
2024 Q4
3 quarters
|
|
7840
WisdomTree International Efficient Core Fund
NTSI
$476M
| $31.5K | ﹤0.01% |
+737
| New | +$30.8K |
2025 Q3
0 quarters
|
|
7841
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$29.2M
| $31.5K | ﹤0.01% |
835
+534
| +177% | +$19.6K |
2025 Q2
1 quarter
|
|
7842
Freightos
CRGO
$50.2M
| $31.4K | ﹤0.01% |
9,529
-3,252
| -25% | -$9.74K |
2024 Q3
4 quarters
|
|
7843
FT Vest Growth-100 Buffer ETF June
QJUN
$733M
| $31.4K | ﹤0.01% |
1,010
-26,452
| -96% | -$802K |
2024 Q3
4 quarters
|
|
7844
Avantis Responsible Emerging Markets Equity ETF
AVSE
$232M
| $31.4K | ﹤0.01% |
+494
| New | +$30K |
2025 Q3
0 quarters
|
|
|
RDIB
7845
Reading International Class B
RDIB
$360M
| $31.3K | ﹤0.01% |
2,804
-369
| -12% | -$4.18K |
2024 Q1
6 quarters
|
|
7846
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$296M
| $31.3K | ﹤0.01% |
+804
| New | +$30.2K |
2025 Q3
0 quarters
|
|
7847
Innovator International Developed Power Buffer ETF January
IJAN
$231M
| $31.2K | ﹤0.01% |
888
-347
| -28% | -$12K |
2025 Q1
2 quarters
|
|
7848
AllianzIM U.S. Equity Buffer20 Jul ETF
JULW
$255M
| $31.2K | ﹤0.01% |
813
-9,374
| -92% | -$354K |
2023 Q4
7 quarters
|
|
7849
Principal Active High Yield ETF
YLD
$611M
| $31.2K | ﹤0.01% |
+1,605
| New | +$31K |
2025 Q3
0 quarters
|
|
|
CVE.WS
7850
DELISTED
Cenovus Energy Inc Warrants
CVE.WS
| $31.2K | ﹤0.01% |
2,527
-1,907
| -43% | -$20.6K |
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.