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 | |
|---|---|---|---|---|---|---|---|
|
YI
8751
111 Inc
YI
$28.3M
| $6.59K | ﹤0.01% |
1,449
-4,669
| -76% | -$30.6K |
2023 Q4
7 quarters
|
|
8752
Adaptive Hedged Multi-Asset Income ETF
AMAX
$74.1M
| $6.52K | ﹤0.01% |
796
-14,204
| -95% | -$114K |
2024 Q1
6 quarters
|
|
8753
Dominari Holdings
DOMH
$54.3M
| $6.52K | ﹤0.01% |
919
-28,670
| -97% | -$167K |
2024 Q3
4 quarters
|
|
8754
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
| $6.51K | ﹤0.01% |
38
-40,198
| -100% | -$6.67M |
2024 Q4
3 quarters
|
|
8755
Simplify US Equity Income ETF
SPUC
$243M
| $6.48K | ﹤0.01% |
129
-35
| -21% | -$1.65K |
2025 Q1
2 quarters
|
|
|
BRBI
8756
BRBI BR Partners SA
BRBI
| $6.46K | ﹤0.01% |
+484
| New | +$7.62K |
2025 Q3
0 quarters
|
|
8757
Taoping
TAOP
$3.9M
| $6.45K | ﹤0.01% |
2,239
-5,839
| -72% | -$21.7K |
2025 Q1
2 quarters
|
|
|
CFND
8758
C1 Fund Inc
CFND
$20M
| $6.45K | ﹤0.01% |
+791
| New | +$6.74K |
2025 Q3
0 quarters
|
|
|
BCIL
8759
Bancreek International Large Cap ETF
BCIL
$91.6M
| $6.42K | ﹤0.01% |
+222
| New | +$6.62K |
2025 Q3
0 quarters
|
|
|
JABS
8760
Janus Henderson Asset-Backed Securities ETF
JABS
$138M
| $6.4K | ﹤0.01% |
+127
| New | +$6.4K |
2025 Q3
0 quarters
|
|
|
QIG
8761
WisdomTree U.S. Corporate Bond Fund
QIG
$16.8M
| $6.38K | ﹤0.01% |
141
-54
| -28% | -$2.42K |
2025 Q1
2 quarters
|
|
8762
Ebang International Holdings
EBON
$13.1M
| $6.38K | ﹤0.01% |
1,417
+1,161
| +454% | +$4.99K |
2024 Q3
4 quarters
|
|
|
EURK
8763
Eureka Acquisition Corp
EURK
| $6.35K | ﹤0.01% |
594
-4,107
| -87% | -$43.7K |
2024 Q4
3 quarters
|
|
8764
Femasys
FEMY
$17.2M
| $6.3K | ﹤0.01% |
896
-5,220
| -85% | -$68.1K |
2025 Q2
1 quarter
|
|
|
ASMH
8765
ASML Holding NV
ASMH
$5.2M
| $6.27K | ﹤0.01% |
960
-620
| -39% | -$3.29K |
2025 Q2
1 quarter
|
|
|
RC.PRC
8766
Ready Capital Corp 6.25% Series C Preferred Stock
RC.PRC
| $6.26K | ﹤0.01% |
389
-1,051
| -73% | -$16.6K |
2024 Q3
4 quarters
|
|
|
PGACR
8767
Pantages Capital Acquisition Corp Right
PGACR
| $6.26K | ﹤0.01% |
52,130
-100
| -0.2% | -$19 |
2025 Q1
2 quarters
|
|
|
RPTX
8768
DELISTED
Repare Therapeutics
RPTX
| $6.25K | ﹤0.01% |
+3,553
| New | +$5.69K |
2025 Q3
0 quarters
|
|
8769
SGI Enhanced Global Income ETF
GINX
$103M
| $6.25K | ﹤0.01% |
212
-4,236
| -95% | -$122K |
2024 Q4
3 quarters
|
|
8770
ImmuCell
ICCC
$88.6M
| $6.25K | ﹤0.01% |
1,000
-7,391
| -88% | -$46.7K |
2014 Q4
43 quarters
|
|
8771
AB US High Dividend ETF
HIDV
$197M
| $6.24K | ﹤0.01% |
79
-83
| -51% | -$6.36K |
2025 Q1
2 quarters
|
|
8772
Hurco Companies Inc
HURC
$144M
| $6.21K | ﹤0.01% |
357
-4,006
| -92% | -$74.1K |
2023 Q4
7 quarters
|
|
8773
Silo Pharma
SILO
$2.56M
| $6.2K | ﹤0.01% |
+599
| New | +$5.99K |
2025 Q3
0 quarters
|
|
|
SACH
8774
Sachem Capital Corp
SACH
$44M
| $6.19K | ﹤0.01% |
5,580
+500
| +10% | +$597 |
2021 Q4
15 quarters
|
|
8775
Good Times Restaurants
GTIM
$15.8M
| $6.18K | ﹤0.01% |
+3,794
| New | +$6.12K |
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.