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 | |
|---|---|---|---|---|---|---|---|
8126
Entera Bio
ENTX
$495M
| $20.1K | ﹤0.01% |
10,452
-5,179
| -33% | -$9.91K |
2025 Q2
1 quarter
|
|
8127
Noble Corporation PLC Tranche 2 Warrants
NE.WS.A
$2.47B
| $20K | ﹤0.01% |
2,513
-249
| -9% | -$2.05K |
2023 Q2
9 quarters
|
|
8128
CALL
Booz Allen Hamilton
BAH
$8.1B
| $20K | ﹤0.01% |
+200
| New | +$21.4K |
2025 Q3
0 quarters
|
|
|
SIMAU
8129
SIM Acquisition Corp I Unit
SIMAU
| $20K | ﹤0.01% |
1,893
| – | – |
2024 Q3
4 quarters
|
|
|
LVDS
8130
JPMorgan Fundamental Data Science Large Value ETF
LVDS
$112M
| $20K | ﹤0.01% |
+387
| New | +$19.6K |
2025 Q3
0 quarters
|
|
8131
Momentus
MNTS
$81.5M
| $20K | ﹤0.01% |
848
-3,068
| -78% | -$68.4K |
2024 Q2
5 quarters
|
|
|
BNKK
8132
Bonk Inc
BNKK
$14M
| $20K | ﹤0.01% |
2,130
+2,044
| +2,377% | +$37.3K |
2023 Q4
7 quarters
|
|
8133
Southland Holdings
SLND
$36.5M
| $19.9K | ﹤0.01% |
4,650
+172
| +4% | +$746 |
2023 Q2
9 quarters
|
|
8134
PGIM US Large-Cap Buffer 20 ETF February
PBFB
$41.3M
| $19.9K | ﹤0.01% |
671
-141
| -17% | -$4.11K |
2025 Q1
2 quarters
|
|
8135
First Trust Smith Unconstrained Bond ETF
UCON
$3.19B
| $19.9K | ﹤0.01% |
790
-628,367
| -100% | -$15.7M |
2021 Q1
18 quarters
|
|
8136
PUT
Kinross Gold
KGC
$28.5B
| $19.9K | ﹤0.01% |
+800
| New | +$15.4K |
2025 Q3
0 quarters
|
|
|
PFSA
8137
Profusa Inc
PFSA
$1.02M
| $19.8K | ﹤0.01% |
+9
| New | +$39.1K |
2025 Q3
0 quarters
|
|
|
MOLN
8138
Molecular Partners
MOLN
| $19.8K | ﹤0.01% |
5,339
-4,860
| -48% | -$18K |
2024 Q1
6 quarters
|
|
|
ARMG
8139
Leverage Shares 2X Long ARM Daily ETF
ARMG
$84.3M
| $19.7K | ﹤0.01% |
+1,791
| New | +$21.9K |
2025 Q3
0 quarters
|
|
8140
Barfresh Food Group
BRFH
$13.9M
| $19.7K | ﹤0.01% |
5,653
-15,909
| -74% | -$49.7K |
2024 Q1
6 quarters
|
|
8141
SP Funds S&P World ex-US ETF
SPWO
$242M
| $19.7K | ﹤0.01% |
+738
| New | +$18.5K |
2025 Q3
0 quarters
|
|
8142
PUT
Fastenal
FAST
$58.2B
| $19.6K | ﹤0.01% |
400
| – | – |
2025 Q1
2 quarters
|
|
|
PCLA
8143
PicoCELA Inc
PCLA
$64.8M
| $19.6K | ﹤0.01% |
+1,475
| New | +$34.7K |
2025 Q3
0 quarters
|
|
8144
Xtrackers MSCI Kokusai Equity ETF
KOKU
$804M
| $19.6K | ﹤0.01% |
168
-41
| -20% | -$4.63K |
2025 Q1
2 quarters
|
|
8145
SGI US Large Cap Core ETF
SGLC
$216M
| $19.6K | ﹤0.01% |
533
+425
| +394% | +$15K |
2024 Q4
3 quarters
|
|
8146
Integrated Media Technology
IMTE
$1.55M
| $19.6K | ﹤0.01% |
19,650
-4,232
| -18% | -$4.46K |
2025 Q1
2 quarters
|
|
8147
PUT
iShares MSCI USA Quality Factor ETF
QUAL
$48.3B
| $19.4K | ﹤0.01% |
+100
| New | +$18.8K |
2025 Q3
0 quarters
|
|
8148
Panagram AAA CLO ETF
CLOX
$320M
| $19.4K | ﹤0.01% |
760
-601
| -44% | -$15.4K |
2025 Q1
2 quarters
|
|
8149
CALL
SBA Communications
SBAC
$16.8B
| $19.3K | ﹤0.01% |
100
| – | – |
2025 Q1
2 quarters
|
|
8150
CALL
Crown Castle
CCI
$28.3B
| $19.3K | ﹤0.01% |
200
-700
| -78% | -$70.8K |
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.