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 | |
|---|---|---|---|---|---|---|---|
|
EVG
7851
Eaton Vance Short Duration Diversified Income Fund
EVG
$136M
| $31.2K | ﹤0.01% |
2,756
-32,404
| -92% | -$364K |
2014 Q4
43 quarters
|
|
|
LPSN
7852
CALL
DELISTED
LivePerson
LPSN
| $31.2K | ﹤0.01% |
3,567
-60,453
| -94% | -$850K |
2024 Q1
6 quarters
|
|
7853
Ultralife
ULBI
$110M
| $31.2K | ﹤0.01% |
4,572
-2,650
| -37% | -$20.1K |
2019 Q2
25 quarters
|
|
|
MMAX
7854
iShares Large Cap Max Buffer Mar ETF
MMAX
$73.7M
| $31.1K | ﹤0.01% |
+1,192
| New | +$30.9K |
2025 Q3
0 quarters
|
|
|
TGE
7855
The Generation Essentials Group
TGE
$56.2M
| $31.1K | ﹤0.01% |
14,534
+12,334
| +561% | +$52.5K |
2025 Q2
1 quarter
|
|
|
LOT
7856
Lotus Technology
LOT
$540M
| $31.1K | ﹤0.01% |
15,151
+1,092
| +8% | +$2.29K |
2024 Q4
3 quarters
|
|
7857
Pacer American Energy Infrastructure ETF
USAI
$113M
| $31K | ﹤0.01% |
+779
| New | +$30.9K |
2025 Q3
0 quarters
|
|
7858
WBI BullBear Yield 3000 ETF
WBIG
$30.6M
| $31K | ﹤0.01% |
1,342
-967
| -42% | -$21.7K |
2025 Q1
2 quarters
|
|
|
FORA
7859
DELISTED
Forian
FORA
| $31K | ﹤0.01% |
13,777
+12,900
| +1,471% | +$26.3K |
2021 Q4
15 quarters
|
|
|
OAKU
7860
DELISTED
Oak Woods Acquisition Corp
OAKU
| $31K | ﹤0.01% |
2,583
-419
| -14% | -$4.98K |
2025 Q1
2 quarters
|
|
7861
Amplify Mobile Payments ETF
IPAY
$147M
| $30.9K | ﹤0.01% |
541
-4,612
| -90% | -$272K |
2016 Q4
35 quarters
|
|
7862
ProShares Global Listed Private Equity ETF
PEX
$10.7M
| $30.9K | ﹤0.01% |
1,172
-2,214
| -65% | -$61.9K |
2025 Q2
1 quarter
|
|
7863
ETC 6 Meridian Hedged Equity Index Option ETF
SIXH
$600M
| $30.8K | ﹤0.01% |
+796
| New | +$30.9K |
2025 Q3
0 quarters
|
|
|
YJ
7864
Yunji
YJ
$7.88M
| $30.7K | ﹤0.01% |
15,561
+5,518
| +55% | +$10K |
2024 Q4
3 quarters
|
|
7865
PUT
Dominion Energy
D
$53.8B
| $30.6K | ﹤0.01% |
+500
| New | +$29.7K |
2025 Q3
0 quarters
|
|
7866
First Trust Securitized Plus ETF
DEED
$58.7M
| $30.5K | ﹤0.01% |
1,426
+1,417
| +15,744% | +$30K |
2024 Q4
3 quarters
|
|
7867
Lanvin Group Holdings
LANV
$116M
| $30.4K | ﹤0.01% |
14,622
-11,911
| -45% | -$26.6K |
2024 Q3
4 quarters
|
|
|
PGZ
7868
Principal Real Estate Income Fund
PGZ
$60.3M
| $30.4K | ﹤0.01% |
2,905
-23,164
| -89% | -$242K |
2014 Q4
43 quarters
|
|
|
KLRS
7869
Kalaris Therapeutics
KLRS
$64.5M
| $30.4K | ﹤0.01% |
5,252
+1,136
| +28% | +$3.75K |
2020 Q3
20 quarters
|
|
7870
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$239M
| $30.3K | ﹤0.01% |
+840
| New | +$29.8K |
2025 Q3
0 quarters
|
|
|
VCICU
7871
DELISTED
Vine Hill Capital Investment Corp Unit
VCICU
| $30.3K | ﹤0.01% |
2,912
| – | – |
2024 Q3
4 quarters
|
|
|
SYNB
7872
DELISTED
Putnam BioRevolution ETF
SYNB
| $30.3K | ﹤0.01% |
1,013
+1,000
| +7,692% | +$29.6K |
2023 Q4
7 quarters
|
|
|
EMISU
7873
DELISTED
Emmis Acquisition Corp Units
EMISU
| $30.3K | ﹤0.01% |
+3,030
| New | +$30.3K |
2025 Q3
0 quarters
|
|
|
HBTA
7874
Horizon Expedition Plus ETF
HBTA
$261M
| $30.2K | ﹤0.01% |
1,067
-3,068
| -74% | -$81.8K |
2025 Q1
2 quarters
|
|
|
PALU
7875
Direxion Daily PANW Bull 2X ETF
PALU
$46.3M
| $30K | ﹤0.01% |
1,211
-1,463
| -55% | -$33.1K |
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.