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 | |
|---|---|---|---|---|---|---|---|
8876
Segall Bryant & Hamill Select Equity ETF
USSE
$368M
| $5.09K | ﹤0.01% |
153
-2,321
| -94% | -$75.2K |
2024 Q1
6 quarters
|
|
8877
Cellectar Biosciences
CLRB
$16.8M
| $5.08K | ﹤0.01% |
908
-2,712
| -75% | -$13.4K |
2020 Q4
19 quarters
|
|
8878
Langar Global HealthTech ETF
LGHT
$2.37M
| $5.05K | ﹤0.01% |
502
+413
| +464% | +$4.25K |
2025 Q2
1 quarter
|
|
|
KOYNU
8879
CSLM Digital Asset Acquisition Corp III Units
KOYNU
$214M
| $5.05K | ﹤0.01% |
+500
| New | +$5.04K |
2025 Q3
0 quarters
|
|
8880
First Trust Active Factor Small Cap ETF
AFSM
$130M
| $5.04K | ﹤0.01% |
154
-302
| -66% | -$9.49K |
2025 Q2
1 quarter
|
|
|
MVO
8881
DELISTED
MV Oil Trust
MVO
| $5.04K | ﹤0.01% |
896
+549
| +158% | +$3.22K |
2014 Q4
43 quarters
|
|
8882
Lipocine
LPCN
$16.9M
| $5.03K | ﹤0.01% |
1,766
+1,291
| +272% | +$3.92K |
2024 Q1
6 quarters
|
|
8883
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$41.8M
| $4.99K | ﹤0.01% |
130
-7,426
| -98% | -$280K |
2025 Q1
2 quarters
|
|
8884
NYLIM MacKay California Muni Intermediate ETF
MMCA
$88.8M
| $4.98K | ﹤0.01% |
229
-1,206
| -84% | -$25.8K |
2024 Q4
3 quarters
|
|
|
HCHL
8885
Happy City Holdings
HCHL
| $4.97K | ﹤0.01% |
1,483
-1,830
| -55% | -$6.86K |
2025 Q2
1 quarter
|
|
8886
ICZOOM Group
IZM
$2.88M
| $4.97K | ﹤0.01% |
417
-250
| -37% | -$3.13K |
2023 Q4
7 quarters
|
|
8887
ProShares S&P Kensho Cleantech ETF
CTEX
$4.7M
| $4.95K | ﹤0.01% |
160
+30
| +23% | +$774 |
2023 Q3
8 quarters
|
|
8888
Alzamend Neuro
ALZN
$6.61M
| $4.94K | ﹤0.01% |
2,075
+1,173
| +130% | +$3.05K |
2025 Q2
1 quarter
|
|
8889
ProShares UltraPro Short 20+ Year Treasury
TTT
$28.8M
| $4.93K | ﹤0.01% |
+72
| New | +$5.31K |
2025 Q3
0 quarters
|
|
8890
State Street SPDR MSCI Emerging Markets StrategicFactors ETF
QEMM
$60.8M
| $4.91K | ﹤0.01% |
+74
| New | +$4.78K |
2025 Q3
0 quarters
|
|
|
CRDU
8891
Tradr 2X Long CRDO Daily ETF
CRDU
$71.1M
| $4.89K | ﹤0.01% |
+335
| New | +$5.78K |
2025 Q3
0 quarters
|
|
|
EAOM
8892
DELISTED
iShares ESG Aware Moderate Allocation ETF
EAOM
| $4.88K | ﹤0.01% |
163
-648
| -80% | -$18.9K |
2025 Q2
1 quarter
|
|
8893
Wearable Devices
WLDS
$3.42M
| $4.86K | ﹤0.01% |
111
-624
| -85% | -$13.7K |
2025 Q2
1 quarter
|
|
|
LNAI
8894
Lunai Bioworks
LNAI
$5.89M
| $4.86K | ﹤0.01% |
4,671
+3,114
| +200% | +$60K |
2023 Q3
8 quarters
|
|
|
TJGC
8895
TJGC Group
TJGC
$336M
| $4.86K | ﹤0.01% |
771
-7,967
| -91% | -$50.4K |
2025 Q1
2 quarters
|
|
8896
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
QARP
$77.2M
| $4.85K | ﹤0.01% |
85
-210
| -71% | -$11.6K |
2025 Q1
2 quarters
|
|
8897
MMTec
MTC
$499M
| $4.85K | ﹤0.01% |
5,833
-19,269
| -77% | -$18.1K |
2024 Q2
5 quarters
|
|
8898
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$64.9M
| $4.84K | ﹤0.01% |
101
+56
| +124% | +$2.68K |
2025 Q1
2 quarters
|
|
8899
Emerson Radio
MSN
$8.29M
| $4.84K | ﹤0.01% |
+11,120
| New | +$4.72K |
2025 Q3
0 quarters
|
|
|
BSAAU
8900
BEST SPAC I Acquisition Corp Unit
BSAAU
$60.5M
| $4.84K | ﹤0.01% |
476
-3,728
| -89% | -$37.7K |
2025 Q2
1 quarter
|
|
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.