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 | |
|---|---|---|---|---|---|---|---|
|
CIGL
8801
Concorde International Group
CIGL
$92.5M
| $5.84K | ﹤0.01% |
+2,086
| New | +$9.39K |
2025 Q3
0 quarters
|
|
8802
Laird Superfood
LSF
$38.7M
| $5.84K | ﹤0.01% |
1,046
+1,000
| +2,174% | +$6.29K |
2020 Q3
20 quarters
|
|
8803
Harvard Bioscience
HBIO
$38M
| $5.83K | ﹤0.01% |
1,328
-77,893
| -98% | -$370K |
2014 Q4
43 quarters
|
|
|
GF
8804
New Germany Fund
GF
$172M
| $5.83K | ﹤0.01% |
504
-2,179
| -81% | -$25.6K |
2014 Q4
43 quarters
|
|
|
IMAY
8805
Innovator International Developed Power Buffer ETF - May
IMAY
$50.2M
| $5.81K | ﹤0.01% |
+200
| New | +$5.71K |
2025 Q3
0 quarters
|
|
|
ITRM
8806
DELISTED
Iterum Therapeutics
ITRM
| $5.78K | ﹤0.01% |
8,626
-173
| -2% | -$136 |
2023 Q4
7 quarters
|
|
8807
Subversive Congressional Democrats Trading ETF
NANC
$299M
| $5.78K | ﹤0.01% |
129
-2,178
| -94% | -$93.9K |
2024 Q4
3 quarters
|
|
|
EMPG
8808
DELISTED
Empro Group
EMPG
| $5.77K | ﹤0.01% |
+343
| New | +$2.73K |
2025 Q3
0 quarters
|
|
8809
Strategas Macro Momentum ETF
SAMM
$36.5M
| $5.77K | ﹤0.01% |
200
-157
| -44% | -$4.35K |
2025 Q2
1 quarter
|
|
|
VALN
8810
Valneva
VALN
$544M
| $5.76K | ﹤0.01% |
472
+471
| +47,100% | +$4.03K |
2025 Q1
2 quarters
|
|
8811
Fundamentals First ETF
KNOW
$8.59M
| $5.73K | ﹤0.01% |
504
+183
| +57% | +$2.05K |
2024 Q1
6 quarters
|
|
8812
Nuveen ESG Large-Cap ETF
NULC
$72.9M
| $5.73K | ﹤0.01% |
+110
| New | +$5.56K |
2025 Q3
0 quarters
|
|
|
PBOC
8813
PGIM US Large-Cap Buffer 20 ETF - October
PBOC
$99.2M
| $5.73K | ﹤0.01% |
200
+199
| +19,900% | +$5.61K |
2025 Q2
1 quarter
|
|
8814
Clough Hedged Equity ETF
CBLS
$57.9M
| $5.69K | ﹤0.01% |
198
-1,850
| -90% | -$52.7K |
2025 Q1
2 quarters
|
|
8815
Innovator Premium Income 30 Barrier ETF April
APRJ
$28.3M
| $5.69K | ﹤0.01% |
+231
| New | +$5.73K |
2025 Q3
0 quarters
|
|
|
AFEM
8816
First Trust Exchange-Traded Fund III First Trust Active Factor Emerging Markets ETF
AFEM
$84M
| $5.69K | ﹤0.01% |
75
| – | – |
2024 Q2
5 quarters
|
|
|
FARM
8817
DELISTED
Farmer Brothers
FARM
| $5.68K | ﹤0.01% |
3,324
+2,753
| +482% | +$4.77K |
2024 Q2
5 quarters
|
|
|
BKHA
8818
Black Hawk Acquisition Corp
BKHA
$51.4M
| $5.67K | ﹤0.01% |
510
| – | – |
2024 Q3
4 quarters
|
|
|
SEMG
8819
Suncoast Select Growth ETF
SEMG
$63.2M
| $5.66K | ﹤0.01% |
211
-87
| -29% | -$2.31K |
2025 Q2
1 quarter
|
|
|
IMST
8820
DELISTED
Bitwise MSTR Option Income Strategy ETF
IMST
| $5.65K | ﹤0.01% |
170
-1,724
| -91% | -$76K |
2025 Q2
1 quarter
|
|
|
UHG
8821
DELISTED
United Homes Group
UHG
| $5.64K | ﹤0.01% |
1,366
+1,326
| +3,315% | +$5.2K |
2021 Q2
17 quarters
|
|
8822
Tilly's
TLYS
$140M
| $5.64K | ﹤0.01% |
2,737
-129
| -5% | -$224 |
2019 Q2
25 quarters
|
|
|
SMBS
8823
Schwab Mortgage-Backed Securities ETF
SMBS
$6.08B
| $5.63K | ﹤0.01% |
219
+11
| +5% | +$279 |
2025 Q2
1 quarter
|
|
8824
ABVC BioPharma
ABVC
$27M
| $5.62K | ﹤0.01% |
+1,849
| New | +$5.68K |
2025 Q3
0 quarters
|
|
8825
PUT
Bilibili
BILI
$5.95B
| $5.62K | ﹤0.01% |
+200
| New | +$4.79K |
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.