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 | |
|---|---|---|---|---|---|---|---|
|
SANG
8351
Sangoma Technologies
SANG
$163M
| $14.3K | ﹤0.01% |
2,904
+276
| +11% | +$1.57K |
2025 Q2
1 quarter
|
|
|
IMG
8352
DELISTED
CIMG Inc
IMG
| $14.1K | ﹤0.01% |
2,941
-1,274
| -30% | -$6.6K |
2024 Q3
4 quarters
|
|
8353
Kaixin Holdings
KXIN
$62.5M
| $14.1K | ﹤0.01% |
+43
| New | +$15.5K |
2025 Q3
0 quarters
|
|
8354
Kurv Yield Premium Strategy Tesla (TSLA) ETF
TSLP
$17.4M
| $14K | ﹤0.01% |
+571
| New | +$11.8K |
2025 Q3
0 quarters
|
|
8355
Presidio Property Trust
SQFT
$1.69M
| $14K | ﹤0.01% |
2,623
+2,615
| +32,688% | +$15.5K |
2024 Q4
3 quarters
|
|
|
ZDEK
8356
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$109M
| $14K | ﹤0.01% |
553
-2,452
| -82% | -$61K |
2025 Q1
2 quarters
|
|
|
GLE
8357
Global Engine Group
GLE
$9.21M
| $13.9K | ﹤0.01% |
19,803
+15,279
| +338% | +$20.6K |
2025 Q1
2 quarters
|
|
8358
Franklin US Core Bond ETF
FLCB
$3B
| $13.9K | ﹤0.01% |
639
+374
| +141% | +$8.04K |
2025 Q1
2 quarters
|
|
8359
Rail Vision
RVSN
$7.76M
| $13.9K | ﹤0.01% |
1,076
+276
| +35% | +$3.12K |
2024 Q3
4 quarters
|
|
8360
OneAscent Emerging Markets ETF
OAEM
$129M
| $13.9K | ﹤0.01% |
+403
| New | +$13.4K |
2025 Q3
0 quarters
|
|
8361
BioCardia
BCDA
$15.7M
| $13.9K | ﹤0.01% |
10,740
+6,561
| +157% | +$12.8K |
2024 Q4
3 quarters
|
|
|
YAAS
8362
Youxin Technology Ltd
YAAS
$18.2M
| $13.9K | ﹤0.01% |
+879
| New | +$107K |
2025 Q3
0 quarters
|
|
|
ZSPC
8363
DELISTED
ZSPACE INC NEW
ZSPC
| $13.8K | ﹤0.01% |
563
-229
| -29% | -$13K |
2024 Q4
3 quarters
|
|
8364
NYLIM Merger Arbitrage ETF
MNA
$266M
| $13.7K | ﹤0.01% |
382
+194
| +103% | +$6.9K |
2024 Q4
3 quarters
|
|
8365
Simplify US Equity PLUS GBTC ETF
SPBC
$40.4M
| $13.7K | ﹤0.01% |
305
-1,523
| -83% | -$65.7K |
2025 Q2
1 quarter
|
|
|
LCDS
8366
JPMorgan Fundamental Data Science Large Core ETF
LCDS
$16.6M
| $13.7K | ﹤0.01% |
215
-45
| -17% | -$2.76K |
2024 Q3
4 quarters
|
|
|
NMAR
8367
Innovator Growth-100 Power Buffer ETF - March
NMAR
$93.9M
| $13.7K | ﹤0.01% |
+475
| New | +$13.4K |
2025 Q3
0 quarters
|
|
|
XXRP
8368
Teucrium 2x Long Daily XRP ETF
XXRP
$157M
| $13.6K | ﹤0.01% |
+42
| New | +$16.7K |
2025 Q3
0 quarters
|
|
8369
Marine Petroleum Trust
MARPS
$8.14M
| $13.6K | ﹤0.01% |
2,838
-480
| -14% | -$2.22K |
2025 Q2
1 quarter
|
|
|
FTRK
8370
DELISTED
Fast Track Group
FTRK
| $13.6K | ﹤0.01% |
24,730
+7,095
| +40% | +$4.11K |
2025 Q2
1 quarter
|
|
|
NAUG
8371
Innovator Growth-100 Power Buffer ETF - August
NAUG
$68.8M
| $13.6K | ﹤0.01% |
468
-5,806
| -93% | -$164K |
2025 Q1
2 quarters
|
|
|
BINT
8372
Bluemonte Global Equity ETF
BINT
$435M
| $13.5K | ﹤0.01% |
492
+422
| +603% | +$11.2K |
2025 Q2
1 quarter
|
|
8373
Acquirers Small and Micro Deep Value ETF
DEEP
$26.9M
| $13.5K | ﹤0.01% |
372
-2,844
| -88% | -$99.9K |
2025 Q1
2 quarters
|
|
8374
Pasithea Therapeutics
KTTA
$15.9M
| $13.5K | ﹤0.01% |
18,381
-23,761
| -56% | -$17.4K |
2024 Q1
6 quarters
|
|
8375
Universal Electronics
UEIC
$73.1M
| $13.4K | ﹤0.01% |
2,886
-3,259
| -53% | -$17.9K |
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.