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 | |
|---|---|---|---|---|---|---|---|
|
ANPA
8176
Rich Sparkle Holdings
ANPA
$29.8M
| $18.6K | ﹤0.01% |
+629
| New | +$19.3K |
2025 Q3
0 quarters
|
|
8177
Serina Therapeutics
SER
$49.8M
| $18.6K | ﹤0.01% |
3,466
+3,465
| +346,500% | +$18.4K |
2018 Q4
27 quarters
|
|
|
RDAG
8178
Republic Digital Acquisition Co
RDAG
$392M
| $18.6K | ﹤0.01% |
+1,819
| New | +$18.7K |
2025 Q3
0 quarters
|
|
8179
Direct Digital Holdings
DRCT
$692K
| $18.5K | ﹤0.01% |
249
-203
| -45% | -$21K |
2024 Q4
3 quarters
|
|
|
BRNX
8180
BrenX
BRNX
$3.08M
| $18.5K | ﹤0.01% |
56
+39
| +229% | +$17K |
2025 Q1
2 quarters
|
|
8181
BrightSpring Health Services Unit
BTSGU
$1.58B
| $18.5K | ﹤0.01% |
183
+163
| +815% | +$13.3K |
2025 Q2
1 quarter
|
|
8182
Natural Health Trends
NHTC
$8.58M
| $18.5K | ﹤0.01% |
4,124
+62
| +2% | +$282 |
2024 Q3
4 quarters
|
|
|
WTF
8183
Waton Financial Ltd
WTF
$121M
| $18.4K | ﹤0.01% |
2,983
-48,734
| -94% | -$253K |
2025 Q2
1 quarter
|
|
8184
Innovator International Developed Power Buffer ETF September
ISEP
$106M
| $18.4K | ﹤0.01% |
577
-9,435
| -94% | -$295K |
2024 Q4
3 quarters
|
|
|
JDIV
8185
JPMorgan Dividend Leaders ETF
JDIV
$12.7M
| $18.4K | ﹤0.01% |
342
-313
| -48% | -$16.5K |
2024 Q4
3 quarters
|
|
|
BLUX
8186
Bluemonte Dynamic Total Market ETF
BLUX
$587M
| $18.4K | ﹤0.01% |
665
+606
| +1,027% | +$16.3K |
2025 Q2
1 quarter
|
|
8187
NeuroSense Therapeutics
NRSN
$7.47M
| $18.3K | ﹤0.01% |
733
+652
| +805% | +$19.1K |
2025 Q1
2 quarters
|
|
8188
Transact Technologies
TACT
$49.7M
| $18.3K | ﹤0.01% |
3,374
-4,504
| -57% | -$19K |
2024 Q4
3 quarters
|
|
|
NXTS
8189
Nexentis Technologies
NXTS
$2.17M
| $18.3K | ﹤0.01% |
+702
| New | +$38.1K |
2025 Q3
0 quarters
|
|
8190
DoubleLine Fortune 500 Equal Weight ETF
DFVE
$44.3M
| $18.3K | ﹤0.01% |
+580
| New | +$17.8K |
2025 Q3
0 quarters
|
|
|
AVGG
8191
Leverage Shares 2X Long AVGO Daily ETF
AVGG
$48.9M
| $18.2K | ﹤0.01% |
661
-1,328
| -67% | -$32.9K |
2025 Q2
1 quarter
|
|
8192
Netcapital
NCPL
$11M
| $18.2K | ﹤0.01% |
7,593
+3,424
| +82% | +$10.9K |
2024 Q2
5 quarters
|
|
|
DAIC
8193
CID HoldCo Inc
DAIC
$6.52M
| $18.2K | ﹤0.01% |
287
+286
| +28,600% | +$33K |
2025 Q2
1 quarter
|
|
8194
Motley Fool Global Opportunities ETF
TMFG
$334M
| $18.2K | ﹤0.01% |
607
-5,807
| -91% | -$176K |
2024 Q2
5 quarters
|
|
8195
Sovereign's Capital Flourish Fund
SOVF
$84.9M
| $18.2K | ﹤0.01% |
+600
| New | +$18.2K |
2025 Q3
0 quarters
|
|
|
AAAA
8196
Amplius Aggressive Asset Allocation ETF
AAAA
$285M
| $18.1K | ﹤0.01% |
+678
| New | +$17.5K |
2025 Q3
0 quarters
|
|
8197
iPower
IPW
$1.31M
| $18.1K | ﹤0.01% |
16
+3
| +23% | +$3.84K |
2024 Q4
3 quarters
|
|
|
MXE
8198
Mexico Equity and Income Fund
MXE
$54.2M
| $18K | ﹤0.01% |
1,519
-481
| -24% | -$5.33K |
2022 Q2
13 quarters
|
|
|
FFR
8199
FF EAI Robotics Ecosystem Inc. Common Stock
FFR
$26M
| $18K | ﹤0.01% |
+3,152
| New | +$8.46K |
2025 Q3
0 quarters
|
|
8200
Motley Fool Capital Efficiency 100 Index ETF
TMFE
$75.9M
| $17.9K | ﹤0.01% |
+616
| New | +$17.5K |
2025 Q3
0 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.