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 | |
|---|---|---|---|---|---|---|---|
|
SWKH
7926
DELISTED
SWK Holdings
SWKH
| $27.9K | ﹤0.01% |
1,919
-391
| -17% | -$5.78K |
2020 Q1
22 quarters
|
|
|
TESL
7927
Simplify Volt TSLA Revolution ETF
TESL
$15.4M
| $27.9K | ﹤0.01% |
+936
| New | +$23.4K |
2025 Q3
0 quarters
|
|
|
ETU
7928
T-Rex 2X Long Ether Daily Target ETF
ETU
$17.1M
| $27.8K | ﹤0.01% |
+814
| New | +$26.9K |
2025 Q3
0 quarters
|
|
7929
GeoVax Labs
GOVX
$2.91M
| $27.6K | ﹤0.01% |
2,337
-5,673
| -71% | -$99.2K |
2024 Q3
4 quarters
|
|
7930
Zedge
ZDGE
$47.1M
| $27.6K | ﹤0.01% |
+9,472
| New | +$33.6K |
2025 Q3
0 quarters
|
|
|
LTTI
7931
FT Vest 20+ Year Treasury & Target Income ETF
LTTI
$13.9M
| $27.6K | ﹤0.01% |
1,393
-55
| -4% | -$1.07K |
2025 Q1
2 quarters
|
|
7932
Direxion Daily Pharmaceutical & Medical Bull 3X ETF
PILL
$16.3M
| $27.5K | ﹤0.01% |
3,412
-7,871
| -70% | -$53.4K |
2025 Q1
2 quarters
|
|
|
FGC
7933
FG Communities Holdings Inc. Common Stock
FGC
$35.4M
| $27.5K | ﹤0.01% |
1,002
+425
| +74% | +$34.4K |
2023 Q4
7 quarters
|
|
7934
American Realty Investors
ARL
$259M
| $27.5K | ﹤0.01% |
1,643
-205
| -11% | -$3K |
2014 Q4
43 quarters
|
|
7935
Genprex
GNPX
$2.16M
| $27.4K | ﹤0.01% |
147
+28
| +24% | +$7.05K |
2024 Q3
4 quarters
|
|
|
KIDZ
7936
KIDZ AI Inc Class B
KIDZ
$1.97M
| $27.4K | ﹤0.01% |
3
-13
| -81% | -$173K |
2025 Q2
1 quarter
|
|
|
RDNW
7937
RideNow Group
RDNW
$210M
| $27.4K | ﹤0.01% |
6,223
+843
| +16% | +$2.69K |
2021 Q1
18 quarters
|
|
7938
NYLIM Winslow Large Cap Growth ETF
IWLG
$321M
| $27.4K | ﹤0.01% |
509
-2,065
| -80% | -$108K |
2025 Q2
1 quarter
|
|
7939
American Well
AMWL
$211M
| $27.4K | ﹤0.01% |
4,448
-6,500
| -59% | -$47.8K |
2020 Q3
20 quarters
|
|
7940
VanEck India Growth Leaders ETF
GLIN
$86.8M
| $27.3K | ﹤0.01% |
612
-5,285
| -90% | -$241K |
2024 Q4
3 quarters
|
|
7941
CervoMed
CRVO
$45.7M
| $27.3K | ﹤0.01% |
3,376
-2,217
| -40% | -$19K |
2024 Q2
5 quarters
|
|
|
NVAWW
7942
DELISTED
Nova Minerals Ltd Warrant
NVAWW
| $27.2K | ﹤0.01% |
3,027
-218
| -7% | -$1.21K |
2024 Q3
4 quarters
|
|
|
NTZ
7943
DELISTED
Natuzzi
NTZ
| $27.2K | ﹤0.01% |
8,458
+1,160
| +16% | +$3.6K |
2025 Q1
2 quarters
|
|
7944
Apyx Medical
APYX
$107M
| $27.2K | ﹤0.01% |
12,716
+12,311
| +3,040% | +$26.1K |
2022 Q2
13 quarters
|
|
|
YOKE
7945
YOKE Core ETF
YOKE
$227M
| $27.2K | ﹤0.01% |
988
-1,801
| -65% | -$48.2K |
2025 Q1
2 quarters
|
|
7946
RLJ Lodging Trust $1.95 Series A Preferred Stock
RLJ.PRA
$318M
| $27.1K | ﹤0.01% |
1,076
+403
| +60% | +$9.97K |
2021 Q4
15 quarters
|
|
|
TXS
7947
Texas Capital Texas Equity Index ETF
TXS
$39.5M
| $27.1K | ﹤0.01% |
740
+177
| +31% | +$6.24K |
2025 Q1
2 quarters
|
|
7948
WBI BullBear Value 3000 ETF
WBIF
$22.4M
| $27.1K | ﹤0.01% |
872
-1,016
| -54% | -$30.3K |
2024 Q2
5 quarters
|
|
7949
AllianzIM U.S. Equity Buffer10 Apr ETF
APRT
$47.1M
| $27.1K | ﹤0.01% |
665
-595
| -47% | -$23.8K |
2024 Q2
5 quarters
|
|
|
EMCS
7950
Xtrackers MSCI Emerging Markets Select ETF
EMCS
$1.13B
| $27.1K | ﹤0.01% |
783
| – | – |
2024 Q2
5 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.