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 | |
|---|---|---|---|---|---|---|---|
|
FOFO
8951
Hang Feng Technology Innovation Co
FOFO
$16.5M
| $4.06K | ﹤0.01% |
+121
| New | +$2.46K |
2025 Q3
0 quarters
|
|
8952
Euclidean Fundamental Value ETF
ECML
$124M
| $4.06K | ﹤0.01% |
122
-503
| -80% | -$16.3K |
2024 Q2
5 quarters
|
|
|
STAK
8953
STAK Inc
STAK
$21.1M
| $4.06K | ﹤0.01% |
4,805
-7,667
| -61% | -$10.5K |
2025 Q1
2 quarters
|
|
8954
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.21B
| $4.06K | ﹤0.01% |
+83
| New | +$3.9K |
2025 Q3
0 quarters
|
|
8955
Immix Biopharma
IMMX
$803M
| $4.05K | ﹤0.01% |
1,940
-12,032
| -86% | -$28.9K |
2023 Q4
7 quarters
|
|
|
XAPR
8956
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April
XAPR
$33.9M
| $4.05K | ﹤0.01% |
+113
| New | +$4.01K |
2025 Q3
0 quarters
|
|
8957
SoFi Enhanced Yield ETF
THTA
$61.9M
| $4.04K | ﹤0.01% |
267
-9,593
| -97% | -$144K |
2024 Q3
4 quarters
|
|
|
UCAR
8958
U Power Ltd
UCAR
$7.37M
| $4.04K | ﹤0.01% |
10
-103
| -91% | -$52.5K |
2023 Q3
8 quarters
|
|
8959
Avantis Short-Term Fixed Income ETF
AVSF
$653M
| $4.01K | ﹤0.01% |
+85
| New | +$4K |
2025 Q3
0 quarters
|
|
8960
VanEck Morningstar Wide Moat Value ETF
MVAL
$1.81M
| $3.99K | ﹤0.01% |
116
-81
| -41% | -$2.76K |
2025 Q2
1 quarter
|
|
|
QRFT
8961
DELISTED
Qraft AI-Enhanced US Large Cap ETF
QRFT
| $3.96K | ﹤0.01% |
65
-993
| -94% | -$58.2K |
2024 Q3
4 quarters
|
|
|
YFOR
8962
YYForce Inc. Class A Ordinary Shares
YFOR
$11.4M
| $3.93K | ﹤0.01% |
+7
| New | +$19.7K |
2025 Q3
0 quarters
|
|
|
VWAV
8963
VisionWave Holdings
VWAV
$10.6M
| $3.93K | ﹤0.01% |
+21
| New | +$3.38K |
2025 Q3
0 quarters
|
|
|
BUFH
8964
FT Vest Laddered Max Buffer ETF
BUFH
$61.9M
| $3.92K | ﹤0.01% |
+191
| New | +$3.89K |
2025 Q3
0 quarters
|
|
|
EDBL
8965
Edible Garden
EDBL
$2.22M
| $3.92K | ﹤0.01% |
+5
| New | +$4.91K |
2025 Q3
0 quarters
|
|
|
MSPR
8966
DELISTED
MSP Recovery Inc
MSPR
| $3.92K | ﹤0.01% |
3,471
+2,131
| +159% | +$9.38K |
2024 Q3
4 quarters
|
|
|
GXPE
8967
Global X PureCap MSCI Energy ETF
GXPE
$1.48M
| $3.92K | ﹤0.01% |
+149
| New | +$3.83K |
2025 Q3
0 quarters
|
|
8968
Roundhill Metaverse ETF
METV
$227M
| $3.91K | ﹤0.01% |
190
-503
| -73% | -$9.52K |
2021 Q4
15 quarters
|
|
|
DLXY
8969
Delixy Holdings
DLXY
$6.57M
| $3.91K | ﹤0.01% |
+692
| New | +$17.7K |
2025 Q3
0 quarters
|
|
8970
Calidi Biotherapeutics
CLDI
$2.79M
| $3.9K | ﹤0.01% |
160
-74
| -32% | -$5.03K |
2025 Q2
1 quarter
|
|
|
ATTT
8971
Atlas Trinity Tech Limited Ordinary Shares
ATTT
$15.8M
| $3.85K | ﹤0.01% |
486
-1,417
| -74% | -$39.3K |
2024 Q4
3 quarters
|
|
|
ZEO
8972
Zeo Energy
ZEO
$12.2M
| $3.84K | ﹤0.01% |
2,846
+157
| +6% | +$316 |
2023 Q4
7 quarters
|
|
|
PTHS
8973
Pelthos Therapeutics
PTHS
$78.9M
| $3.84K | ﹤0.01% |
137
+72
| +111% | +$1.75K |
2025 Q1
2 quarters
|
|
8974
AllianzIM US Equity 6 Month Floor5 Apr/Oct ETF
FLAO
$9.37M
| $3.83K | ﹤0.01% |
137
+18
| +15% | +$499 |
2025 Q1
2 quarters
|
|
8975
Amprius Technologies Warrants
AMPX.WS
$360M
| $3.83K | ﹤0.01% |
+1,046
| New | +$2.23K |
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.