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 | |
|---|---|---|---|---|---|---|---|
8976
Taylor Devices
TAYD
$177M
| $3.83K | ﹤0.01% |
78
-555
| -88% | -$25.7K |
2024 Q2
5 quarters
|
|
8977
ActivePassive Intermediate Municipal Bond ETF
APMU
$245M
| $3.82K | ﹤0.01% |
152
-318
| -68% | -$7.93K |
2025 Q2
1 quarter
|
|
8978
Globus Maritime Ltd
GLBS
$75.5M
| $3.82K | ﹤0.01% |
3,571
-11,429
| -76% | -$12.4K |
2024 Q2
5 quarters
|
|
8979
New York Life Investments ETF Trust NYLIM Global Equity R&D Leaders ETF
WRND
$13.2M
| $3.82K | ﹤0.01% |
106
-54
| -34% | -$1.84K |
2023 Q3
8 quarters
|
|
8980
Altisource Portfolio Solutions
ASPS
$72.7M
| $3.81K | ﹤0.01% |
327
-9,777
| -97% | -$112K |
2024 Q1
6 quarters
|
|
8981
Arcadia Biosciences
RKDA
$694K
| $3.81K | ﹤0.01% |
1,099
-1,445
| -57% | -$5.9K |
2024 Q3
4 quarters
|
|
|
RTAI
8982
Rareview Tax Advantaged Income ETF
RTAI
$16M
| $3.81K | ﹤0.01% |
178
-119
| -40% | -$2.45K |
2024 Q4
3 quarters
|
|
8983
Willamette Valley Vineyards
WVVI
$9.81M
| $3.81K | ﹤0.01% |
1,066
-732
| -41% | -$3.41K |
2025 Q1
2 quarters
|
|
|
ESHAR
8984
DELISTED
ESH Acquisition Corp Right
ESHAR
| $3.8K | ﹤0.01% |
21,690
-6,067
| -22% | -$837 |
2025 Q1
2 quarters
|
|
|
RND
8985
First Trust Bloomberg R&D Leaders ETF
RND
$10.1M
| $3.79K | ﹤0.01% |
+128
| New | +$3.6K |
2025 Q3
0 quarters
|
|
8986
Kiora Pharmaceuticals
KPRX
$11.3M
| $3.79K | ﹤0.01% |
1,364
-16,280
| -92% | -$44.7K |
2024 Q2
5 quarters
|
|
|
ENFY
8987
DELISTED
Enlightify Inc
ENFY
| $3.75K | ﹤0.01% |
4,658
-7,517
| -62% | -$7.6K |
2020 Q4
19 quarters
|
|
|
HCMAU
8988
HCM III Acquisition Corp Units
HCMAU
| $3.75K | ﹤0.01% |
+364
| New | +$3.7K |
2025 Q3
0 quarters
|
|
8989
Inspire Corporate Bond ETF
IBD
$497M
| $3.74K | ﹤0.01% |
155
+14
| +10% | +$337 |
2025 Q2
1 quarter
|
|
|
TGLB
8990
T. Rowe Price Global Equity ETF
TGLB
$26.5M
| $3.74K | ﹤0.01% |
+142
| New | +$3.66K |
2025 Q3
0 quarters
|
|
|
CAPNR
8991
Cayson Acquisition Corp Right
CAPNR
| $3.74K | ﹤0.01% |
23,347
-1,760
| -7% | -$311 |
2025 Q1
2 quarters
|
|
|
OILT
8992
Texas Capital Texas Oil Index ETF
OILT
$13.8M
| $3.73K | ﹤0.01% |
+161
| New | +$3.69K |
2025 Q3
0 quarters
|
|
|
ENGS
8993
Energys Group
ENGS
$136M
| $3.73K | ﹤0.01% |
601
-7,548
| -93% | -$30.2K |
2025 Q2
1 quarter
|
|
8994
KVH Industries
KVHI
$127M
| $3.72K | ﹤0.01% |
665
+535
| +412% | +$2.97K |
2014 Q4
43 quarters
|
|
8995
Beacon Unified Catalyst ETF
BSR
$34.8M
| $3.72K | ﹤0.01% |
125
| – | – |
2024 Q3
4 quarters
|
|
|
DCX
8996
Digital Currency X Technology Inc
DCX
$9.1M
| – | – |
0
| – | – |
2023 Q3
8 quarters
|
|
8997
First Trust Horizon Managed Volatility Domestic ETF
HUSV
$54.5M
| $3.71K | ﹤0.01% |
93
-3,949
| -98% | -$157K |
2024 Q1
6 quarters
|
|
8998
Alaunos Therapeutics
TCRT
$2.08M
| $3.69K | ﹤0.01% |
1,533
-5,282
| -78% | -$15.1K |
2014 Q4
43 quarters
|
|
|
RAYC
8999
DELISTED
Rayliant Quantamental China Equity ETF
RAYC
| $3.68K | ﹤0.01% |
200
-63,080
| -100% | -$1.05M |
2022 Q4
11 quarters
|
|
9000
YieldMax MRNA Option Income Strategy ETF
MRNY
$207M
| $3.67K | ﹤0.01% |
+208
| New | +$4.31K |
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.