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 | |
|---|---|---|---|---|---|---|---|
8226
Adicet Bio
ACET
$60.8M
| $17.4K | ﹤0.01% |
1,340
+183
| +16% | +$2.16K |
2023 Q2
9 quarters
|
|
8227
Tema Oncology ETF
CANC
$204M
| $17.4K | ﹤0.01% |
+605
| New | +$16.1K |
2025 Q3
0 quarters
|
|
8228
Copel
ELPC
$9.55B
| $17.3K | ﹤0.01% |
1,929
-91
| -5% | -$753 |
2023 Q4
7 quarters
|
|
8229
Forafric Global
AFRI
$303M
| $17.3K | ﹤0.01% |
1,987
-641
| -24% | -$5.22K |
2023 Q2
9 quarters
|
|
|
FORTY
8230
Formula Systems
FORTY
$1.74B
| $17.3K | ﹤0.01% |
123
-169
| -58% | -$21.8K |
2022 Q3
12 quarters
|
|
8231
XBiotech
XBIT
$66.8M
| $17.2K | ﹤0.01% |
6,483
+1,432
| +28% | +$4.24K |
2019 Q3
24 quarters
|
|
|
QVOY
8232
Q3 All-Season Active Rotation ETF
QVOY
$57.7M
| $17.2K | ﹤0.01% |
+601
| New | +$16.3K |
2025 Q3
0 quarters
|
|
8233
Amplify BlueStar Israel Technology ETF
ITEQ
$110M
| $17.2K | ﹤0.01% |
+293
| New | +$16.3K |
2025 Q3
0 quarters
|
|
|
GEVX
8234
Tradr 2X Long GEV Daily ETF
GEVX
$38.2M
| $17.1K | ﹤0.01% |
+1,686
| New | +$17.8K |
2025 Q3
0 quarters
|
|
8235
Onconetix
ONCO
$3.21M
| $17.1K | ﹤0.01% |
110
+54
| +96% | +$9.1K |
2022 Q1
14 quarters
|
|
8236
Hecla Mining Co Series B Preferred Stock
HL.PRB
$10.3M
| $17.1K | ﹤0.01% |
303
-232
| -43% | -$12.2K |
2024 Q2
5 quarters
|
|
|
SBXD.U
8237
DELISTED
SilverBox Corp IV Units
SBXD.U
| $17.1K | ﹤0.01% |
1,604
-46
| -3% | -$498 |
2025 Q1
2 quarters
|
|
|
IROC
8238
Invesco Rochester High Yield Municipal ETF
IROC
$161M
| $17K | ﹤0.01% |
+336
| New | +$16.8K |
2025 Q3
0 quarters
|
|
|
ASNS
8239
DELISTED
ACTELIS NETWORKS INC
ASNS
| $16.9K | ﹤0.01% |
4,588
+1,271
| +38% | +$6.29K |
2024 Q4
3 quarters
|
|
|
PCTTU
8240
PureCycle Technologies Inc Unit
PCTTU
| $16.9K | ﹤0.01% |
1,725
+120
| +7% | +$2.27K |
2025 Q1
2 quarters
|
|
|
PLBL
8241
Polibeli Group
PLBL
$2.07B
| $16.9K | ﹤0.01% |
+1,878
| New | +$18.4K |
2025 Q3
0 quarters
|
|
|
COII
8242
DELISTED
REX COIN Covered Call ETF
COII
| $16.9K | ﹤0.01% |
+689
| New | +$18.4K |
2025 Q3
0 quarters
|
|
8243
ProShares Nanotechnology ETF
TINY
$14.3M
| $16.9K | ﹤0.01% |
332
+81
| +32% | +$3.7K |
2024 Q2
5 quarters
|
|
8244
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$164M
| $16.9K | ﹤0.01% |
59
-989
| -94% | -$272K |
2025 Q2
1 quarter
|
|
8245
PIMCO RAFI Multi-Factor International Equity ETF
MFDX
$455M
| $16.8K | ﹤0.01% |
+453
| New | +$16.4K |
2025 Q3
0 quarters
|
|
8246
iShares iBonds Oct 2028 Term TIPS ETF
IBIE
$255M
| $16.8K | ﹤0.01% |
+636
| New | +$16.7K |
2025 Q3
0 quarters
|
|
|
AAVM
8247
EA Series Trust Alpha Architect Global Factor Equity ETF
AAVM
$26.3M
| $16.8K | ﹤0.01% |
585
-2,475
| -81% | -$68.3K |
2025 Q1
2 quarters
|
|
|
DHSB
8248
Day Hagan Smart Buffer ETF
DHSB
$39.7M
| $16.8K | ﹤0.01% |
651
-149
| -19% | -$3.81K |
2025 Q1
2 quarters
|
|
|
LAZR
8249
CALL
DELISTED
Luminar Technologies
LAZR
| $16.8K | ﹤0.01% |
8,800
| – | – |
2025 Q2
1 quarter
|
|
|
GGT
8250
Gabelli Multimedia Trust
GGT
$197M
| $16.7K | ﹤0.01% |
3,895
-6,392
| -62% | -$27.2K |
2014 Q4
43 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.