UBS Group Portfolio holdings
UBS Group is the Swiss bank holding company behind UBS, which was created in 1998 when Union Bank of Switzerland merged with Swiss Bank Corporation; the holding company was listed in New York in 2014. Its business spans wealth management, investment banking, asset management and banking for individuals and companies. Its asset management arm offers stock, bond, currency, hedge fund, real estate, infrastructure and private equity strategies, which can also be combined in multi-asset portfolios. The group's roots go back to the Bank in Winterthur, founded in 1862, and to Swiss Bank Corporation, started by six private bankers in Basel by 1854. The wealth management arm serves high net worth individuals worldwide, and its US business grew out of Paine Webber, the American brokerage UBS merged with in 2000 and renamed UBS Wealth Management USA in 2003. In 2023 UBS took over Credit Suisse in a rescue deal arranged by the Swiss government and central bank.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SpaceX
SPCX
|
+$1.49B |
| 2 |
ExxonMobil
XOM
|
+$1.2B |
| 3 |
SK Hynix Inc
SKHY
|
+$967M |
| 4 |
Medtronic
MDT
|
+$602M |
| 5 |
Marvell Technology
MRVL
|
+$601M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.57B |
| 2 |
Apple
AAPL
|
+$1.58B |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.41B |
| 4 |
TSMC
TSM
|
+$1.01B |
| 5 |
Electronic Arts
EA
|
+$879M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 42.96% |
| 2 | Technology | 19% |
| 3 | Financials | 7.41% |
| 4 | Industrials | 6.42% |
| 5 | Healthcare | 6.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
8826
Innovator U.S. Small Cap Power Buffer ETF - December
KDEC
$70.6M
| $12.9K | ﹤0.01% |
+460
| New | +$13.1K |
2026 Q3
0 quarters
|
|
8827
T-Rex 2X Long NFLX Daily Target ETF
NFLU
$22.8M
| $12.9K | ﹤0.01% |
+882
| New | +$15.6K |
2026 Q3
0 quarters
|
|
8828
ReWalk Robotics
LFWD
$16.6M
| $12.9K | ﹤0.01% |
1,952
-200
| -9% | -$1.48K |
2024 Q2
9 quarters
|
|
8829
DELISTED
Global X S&P 500 Collar 95-110 ETF
XCLR
| $12.9K | ﹤0.01% |
+462
| New | +$12.9K |
2026 Q3
0 quarters
|
|
8830
FT Vest Bitcoin Strategy & Target Income ETF
DFII
$18.6M
| $12.9K | ﹤0.01% |
899
-260
| -22% | -$3.3K |
2026 Q2
1 quarter
|
|
8831
New Providence Acquisition Corp III Units
NPACU
| $12.9K | ﹤0.01% |
1,224
| – | – |
2025 Q2
5 quarters
|
|
8832
DELISTED
BrandywineGLOBAL Dynamic US Large Cap Value ETF
DVAL
| $12.8K | ﹤0.01% |
+817
| New | +$13.3K |
2026 Q3
0 quarters
|
|
8833
iShares Global Government Bond USD Hedged Active ETF
GGOV
$3.13B
| $12.8K | ﹤0.01% |
+256
| New | +$12.8K |
2026 Q3
0 quarters
|
|
8834
Amplify XRP 3% Monthly Option Income ETF
XRPM
$6.81M
| $12.8K | ﹤0.01% |
1,368
+854
| +166% | +$8.91K |
2026 Q2
1 quarter
|
|
|
TLAC
8835
Three Lions Acquisition Corp. Ordinary Shares
TLAC
$141M
| $12.8K | ﹤0.01% |
+1,300
| New | +$12.8K |
2026 Q3
0 quarters
|
|
8836
DELISTED
Leverage Shares 2X Long ALB Daily ETF
ALBG
| $12.8K | ﹤0.01% |
+2,982
| New | +$18.4K |
2026 Q3
0 quarters
|
|
8837
Calamos Bitcoin Structured Alt Protection ETF - January
CBOJ
$16.8M
| $12.8K | ﹤0.01% |
523
+293
| +127% | +$7.15K |
2026 Q2
1 quarter
|
|
8838
Direxion Daily MRVL Bull 2X ETF
MRVU
$46.9M
| $12.8K | ﹤0.01% |
+87
| New | +$10.1K |
2026 Q3
0 quarters
|
|
8839
Tradr 2X Short BE Daily ETF
BEZ
$8.24M
| $12.8K | ﹤0.01% |
+2,560
| New | +$29.3K |
2026 Q3
0 quarters
|
|
8840
BUUU Group Ltd
BUUU
$837M
| $12.8K | ﹤0.01% |
3,210
-630
| -16% | -$1.88K |
2025 Q3
4 quarters
|
|
8841
CDT Environmental Technology Investment Holdings
CDTG
$3.02M
| $12.7K | ﹤0.01% |
+10,434
| New | +$15K |
2026 Q3
0 quarters
|
|
8842
Gesher Acquisition Corp II Units
GSHRU
| $12.7K | ﹤0.01% |
1,197
| – | – |
2025 Q2
5 quarters
|
|
8843
Cato Corp
CATO
$45.6M
| $12.7K | ﹤0.01% |
5,305
-28
| -0.5% | -$83 |
2014 Q4
47 quarters
|
|
8844
IQSTEL Inc
IQST
$8.63M
| $12.7K | ﹤0.01% |
12,061
-35,998
| -75% | -$37.1K |
2025 Q2
5 quarters
|
|
8845
T-Rex 2X Long HOOD Daily Target ETF
ROBN
$58M
| $12.6K | ﹤0.01% |
391
-127,244
| -100% | -$3.98M |
2025 Q3
4 quarters
|
|
8846
Hartford Core Bond ETF
HCRB
$434M
| $12.6K | ﹤0.01% |
+379
| New | +$13.1K |
2026 Q3
0 quarters
|
|
8847
Cognition Therapeutics
CGTX
$63.7M
| $12.6K | ﹤0.01% |
13,145
-205,391
| -94% | -$206K |
2024 Q3
8 quarters
|
|
8848
Defiance R2000 Weekly Distribution ETF
IWMY
$78.8M
| $12.6K | ﹤0.01% |
735
-2,183
| -75% | -$40.8K |
2025 Q4
3 quarters
|
|
8849
YieldMax Ultra Short Option Income Strategy ETF
SLTY
$15.1M
| $12.6K | ﹤0.01% |
+621
| New | +$13.3K |
2026 Q3
0 quarters
|
|
8850
SelectQuote
SLQT
$82M
| $12.6K | ﹤0.01% |
31,131
-114,600
| -79% | -$73.2K |
2020 Q2
25 quarters
|
|
Similar funds
UBS Group's Q3 2026 Portfolio in Review
As of Q3 2026, UBS Group held 12,152 positions worth $765B, down 2.7% from $786B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
UBS Group's Q3 2026 filing shows 1,804 new, 4,569 increased, 4,184 reduced and 998 closed positions. Its largest new stake was SK Hynix Inc: 5,848,927 shares worth $1.08B. The largest sale was Microsoft, an estimated $2.57B.
By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 42% a quarter earlier, followed by Technology and Financials.
- UBS Group's largest Q3 2026 buy was SK Hynix Inc: 5,848,927 shares worth $1.08B.
- UBS Group added most to SpaceX in Q3 2026, an estimated $1.49B increase.
- UBS Group's biggest Q3 2026 reduction was Microsoft, cutting an estimated $2.57B.
- UBS Group fully exited Electronic Arts in Q3 2026, selling an estimated $879M.
- UBS Group's ten largest holdings make up 14% of its $765B portfolio in Q3 2026.
- UBS Group opened 1,804 new positions and closed 998 in Q3 2026.
- UBS Group's portfolio value fell 2.7% quarter-over-quarter to $765B.
Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.