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 | |
|---|---|---|---|---|---|---|---|
8651
Aptevo Therapeutics
APVO
$3.19M
| $8.23K | ﹤0.01% |
+315
| New | +$12.7K |
2025 Q3
0 quarters
|
|
|
SVACU
8652
DELISTED
Spring Valley Acquisition Corp III Unit
SVACU
| $8.22K | ﹤0.01% |
+800
| New | +$8.09K |
2025 Q3
0 quarters
|
|
|
AXINU
8653
Axiom Intelligence Acquisition Corp 1 Units
AXINU
$191M
| $8.21K | ﹤0.01% |
813
-341,653
| -100% | -$3.46M |
2025 Q2
1 quarter
|
|
|
DRK
8654
DarkHorse Technologies Inc. Common Shares
DRK
$27.9M
| $8.18K | ﹤0.01% |
1,113
-51,425
| -98% | -$322K |
2020 Q3
20 quarters
|
|
8655
Beneficient
BENF
$22.1M
| $8.18K | ﹤0.01% |
1,075
-5,939
| -85% | -$17.4K |
2024 Q1
6 quarters
|
|
|
CCCXU
8656
DELISTED
Churchill Capital Corp X Unit
CCCXU
| $8.16K | ﹤0.01% |
603
-30,517
| -98% | -$333K |
2025 Q2
1 quarter
|
|
|
FLCC
8657
Federated Hermes MDT Large Cap Core ETF
FLCC
$172M
| $8.14K | ﹤0.01% |
254
-147
| -37% | -$4.6K |
2025 Q2
1 quarter
|
|
8658
F/M 3-Year Investment Grade Corporate Bond ETF
ZTRE
$41.6M
| $8.11K | ﹤0.01% |
+158
| New | +$8.07K |
2025 Q3
0 quarters
|
|
|
IROHU
8659
DELISTED
Iron Horse Acquisitions Corp Unit
IROHU
| $8.1K | ﹤0.01% |
1,800
| – | – |
2024 Q4
3 quarters
|
|
8660
Provident Financial
PROV
$114M
| $8.08K | ﹤0.01% |
513
-1,406
| -73% | -$21.8K |
2019 Q1
26 quarters
|
|
|
SFTY
8661
Horizon Managed Risk ETF
SFTY
$798M
| $8.08K | ﹤0.01% |
+294
| New | +$7.75K |
2025 Q3
0 quarters
|
|
|
DYCQU
8662
DELISTED
DT Cloud Acquisition Corp Unit
DYCQU
| $8.05K | ﹤0.01% |
700
| – | – |
2025 Q1
2 quarters
|
|
|
CERY
8663
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.14B
| $8.02K | ﹤0.01% |
+280
| New | +$7.81K |
2025 Q3
0 quarters
|
|
|
AXG
8664
Solowin Holdings
AXG
$22.4M
| $7.99K | ﹤0.01% |
3,086
+1,796
| +139% | +$6.37K |
2024 Q4
3 quarters
|
|
8665
Northern Trust Core Bond ETF
BNDC
$165M
| $7.99K | ﹤0.01% |
355
-268
| -43% | -$5.97K |
2025 Q1
2 quarters
|
|
8666
MicroSectors Oil & Gas Exp. & Prod. -3x Inverse Leveraged ETN
OILD
$30.2M
| $7.95K | ﹤0.01% |
73
-515
| -88% | -$62.3K |
2025 Q1
2 quarters
|
|
8667
Nuveen ESG 1-5 Year US Aggregate Bond ETF
NUSA
$36.2M
| $7.95K | ﹤0.01% |
339
+235
| +226% | +$5.49K |
2025 Q2
1 quarter
|
|
|
AGIG
8668
Abundia Global Impact Group
AGIG
$44.2M
| $7.94K | ﹤0.01% |
1,275
-30,243
| -96% | -$274K |
2014 Q4
43 quarters
|
|
8669
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$62.4M
| $7.92K | ﹤0.01% |
199
-5,453
| -96% | -$211K |
2025 Q1
2 quarters
|
|
8670
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$300M
| $7.88K | ﹤0.01% |
313
+82
| +35% | +$2.04K |
2025 Q1
2 quarters
|
|
|
TRSG
8671
Tungray Technologies
TRSG
$18.6M
| $7.88K | ﹤0.01% |
5,476
+4,103
| +299% | +$6.78K |
2024 Q4
3 quarters
|
|
8672
Swan Enhanced Dividend Income ETF
SCLZ
$20M
| $7.88K | ﹤0.01% |
145
-881
| -86% | -$47.2K |
2024 Q3
4 quarters
|
|
|
CGNG
8673
Capital Group New Geography Equity ETF
CGNG
$3.16B
| $7.88K | ﹤0.01% |
+255
| New | +$7.52K |
2025 Q3
0 quarters
|
|
8674
Academy Veteran Bond ETF
VETZ
$119M
| $7.87K | ﹤0.01% |
393
-8
| -2% | -$159 |
2025 Q2
1 quarter
|
|
8675
PodcastOne
PODC
$71.1M
| $7.86K | ﹤0.01% |
4,679
-16,181
| -78% | -$29K |
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.