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 | |
|---|---|---|---|---|---|---|---|
|
TONT
8626
Graf Global Corp
TONT
$154M
| $8.63K | ﹤0.01% |
819
-454
| -36% | -$4.76K |
2025 Q2
1 quarter
|
|
|
REMG
8627
Russell Investments Emerging Markets Equity ETF
REMG
$126M
| $8.61K | ﹤0.01% |
+301
| New | +$8.11K |
2025 Q3
0 quarters
|
|
8628
Direxion Daily Real Estate Bull 3X ETF
DRN
$34.5M
| $8.61K | ﹤0.01% |
879
+874
| +17,480% | +$8.42K |
2024 Q1
6 quarters
|
|
|
CBOA
8629
Calamos Bitcoin Structured Alt Protection ETF - April
CBOA
$5.03M
| $8.59K | ﹤0.01% |
322
+22
| +7% | +$583 |
2025 Q2
1 quarter
|
|
|
JF
8630
J and Friends Holdings
JF
$16.9M
| $8.59K | ﹤0.01% |
9,063
-255,454
| -97% | -$247K |
2023 Q1
10 quarters
|
|
8631
Smart Sand
SND
$226M
| $8.59K | ﹤0.01% |
4,012
-24,619
| -86% | -$48.7K |
2024 Q4
3 quarters
|
|
8632
ProShares Trust UltraShort MSCI Japan
EWV
$3.85M
| $8.57K | ﹤0.01% |
+309
| New | +$9.34K |
2025 Q3
0 quarters
|
|
8633
Innovator US Equity Buffer ETF April
BAPR
$418M
| $8.54K | ﹤0.01% |
182
-6,242
| -97% | -$288K |
2025 Q2
1 quarter
|
|
8634
Innovator US Equity Buffer ETF July
BJUL
$363M
| $8.49K | ﹤0.01% |
171
-8,200
| -98% | -$397K |
2025 Q1
2 quarters
|
|
|
CHN
8635
DELISTED
China Fund
CHN
| $8.49K | ﹤0.01% |
460
+110
| +31% | +$1.82K |
2025 Q1
2 quarters
|
|
8636
Innovator US Equity Ultra Buffer ETF April
UAPR
$159M
| $8.48K | ﹤0.01% |
+264
| New | +$8.38K |
2025 Q3
0 quarters
|
|
|
NNDM
8637
PUT
Nano Dimension
NNDM
$344M
| $8.48K | ﹤0.01% |
+5,400
| New | +$7.88K |
2025 Q3
0 quarters
|
|
|
FLZH
8638
DELISTED
FLASH SPORTS & MEDIA HLDG
FLZH
| $8.47K | ﹤0.01% |
822
+367
| +81% | +$3.97K |
2024 Q4
3 quarters
|
|
8639
Goose Hollow Tactical Allocation ETF
GHTA
$40.8M
| $8.44K | ﹤0.01% |
272
-1,259
| -82% | -$39K |
2025 Q2
1 quarter
|
|
|
LPBBU
8640
Launch Two Acquisition Corp Unit
LPBBU
| $8.42K | ﹤0.01% |
803
| – | – |
2024 Q4
3 quarters
|
|
|
ISPO
8641
DELISTED
Inspirato
ISPO
| $8.37K | ﹤0.01% |
2,826
-1,077
| -28% | -$3.28K |
2024 Q3
4 quarters
|
|
|
QTEX
8642
QTREX Quantum
QTEX
$73.8M
| $8.35K | ﹤0.01% |
6,574
-58,701
| -90% | -$73.8K |
2025 Q1
2 quarters
|
|
|
FEDU
8643
Four Seasons Education Depositary Shares Rep 10 Ordinary Shares
FEDU
$21.1M
| $8.35K | ﹤0.01% |
582
-237
| -29% | -$3.37K |
2024 Q1
6 quarters
|
|
|
SCHQ
8644
Schwab Long-Term US Treasury ETF
SCHQ
$882M
| $8.34K | ﹤0.01% |
+258
| New | +$8.17K |
2025 Q3
0 quarters
|
|
|
MRDN
8645
Meridian Holdings Inc
MRDN
$151M
| $8.32K | ﹤0.01% |
613
+50
| +9% | +$820 |
2023 Q3
8 quarters
|
|
8646
Core Scientific Inc Tranche 2 Warrants
CORZZ
$1.35B
| $8.31K | ﹤0.01% |
463
+268
| +137% | +$3.93K |
2024 Q2
5 quarters
|
|
8647
Anghami
ANGH
$33.8M
| $8.29K | ﹤0.01% |
2,812
+1,186
| +73% | +$4.5K |
2023 Q3
8 quarters
|
|
|
QUP
8648
DELISTED
DailyDelta Q100 Upside Option Strategy ETF
QUP
| $8.29K | ﹤0.01% |
200
-17
| -8% | -$644 |
2025 Q2
1 quarter
|
|
|
NSRX
8649
Nasus Pharma
NSRX
$45.9M
| $8.25K | ﹤0.01% |
+1,241
| New | +$9.99K |
2025 Q3
0 quarters
|
|
|
FTH
8650
Faeth Therapeutics
FTH
$733M
| $8.25K | ﹤0.01% |
873
-1,267
| -59% | -$10.5K |
2024 Q4
3 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.