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 | |
|---|---|---|---|---|---|---|---|
9326
WisdomTree Inflation Plus Fund
WTIP
$23M
| $6.7K | ﹤0.01% |
181
-240
| -57% | -$8.69K |
2025 Q4
3 quarters
|
|
9327
RF Acquisition Corp III
RFAM
$140M
| $6.69K | ﹤0.01% |
+670
| New | +$6.67K |
2026 Q3
0 quarters
|
|
9328
AB Corporate Bond ETF
EYEG
$26.8M
| $6.68K | ﹤0.01% |
200
| – | – |
2026 Q1
2 quarters
|
|
9329
Paranovus Entertainment Technology
PAVS
$2.17M
| $6.67K | ﹤0.01% |
1,656
+1,655
| +165,500% | +$8.49K |
2026 Q2
1 quarter
|
|
9330
Leverage Shares 2X Long XPEV Daily ETF
XPEG
$490K
| $6.67K | ﹤0.01% |
2,672
+1,316
| +97% | +$5.29K |
2026 Q2
1 quarter
|
|
9331
Universe Pharmaceuticals Inc
UPC
$7.59M
| $6.66K | ﹤0.01% |
1,550
-12,817
| -89% | -$62.9K |
2026 Q2
1 quarter
|
|
9332
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$84.6M
| $6.66K | ﹤0.01% |
+250
| New | +$6.61K |
2026 Q3
0 quarters
|
|
9333
Nelson Select ETF
NELS
$57.8M
| $6.64K | ﹤0.01% |
229
-14
| -6% | -$406 |
2025 Q4
3 quarters
|
|
9334
TGE Value Creative Solutions Corp Units
BEBE.U
| $6.64K | ﹤0.01% |
632
-3
| -0.5% | -$30 |
2025 Q4
3 quarters
|
|
9335
Namib Minerals
NAMM
$40.6M
| $6.63K | ﹤0.01% |
6,923
-59,861
| -90% | -$84.2K |
2025 Q2
5 quarters
|
|
9336
authID Inc
AUID
$2.88M
| $6.63K | ﹤0.01% |
17,443
+15,566
| +829% | +$10K |
2023 Q3
12 quarters
|
|
9337
AGAPE ATP
ATPC
$1.27M
| $6.59K | ﹤0.01% |
3,216
+3,208
| +40,100% | +$7.98K |
2026 Q1
2 quarters
|
|
9338
Franklin Solana ETF
SOEZ
$1.39M
| $6.58K | ﹤0.01% |
325
-80
| -20% | -$1.24K |
2025 Q4
3 quarters
|
|
9339
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$71.5M
| $6.54K | ﹤0.01% |
+231
| New | +$6.67K |
2026 Q3
0 quarters
|
|
9340
Amesite
AMST
$3.11M
| $6.53K | ﹤0.01% |
6,595
+3,203
| +94% | +$3.35K |
2026 Q1
2 quarters
|
|
9341
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
$5.67M
| $6.52K | ﹤0.01% |
+107
| New | +$6.64K |
2026 Q3
0 quarters
|
|
9342
iShares Texas Equity ETF
TEXN
$18.3M
| $6.52K | ﹤0.01% |
+198
| New | +$6.5K |
2026 Q3
0 quarters
|
|
|
FJDIU
9343
ARC Group Securities Acquisition I Units
FJDIU
| $6.52K | ﹤0.01% |
+650
| New | +$6.49K |
2026 Q3
0 quarters
|
|
9344
Oakmark U.S. Large Cap ETF
OAKM
$1.21B
| $6.52K | ﹤0.01% |
222
-16,747
| -99% | -$509K |
2026 Q2
1 quarter
|
|
9345
Garden Stage Ltd
GSIW
| $6.52K | ﹤0.01% |
+642
| New | +$12.4K |
2026 Q3
0 quarters
|
|
9346
PGIM Total Return Bond ETF
PTRB
$1.19B
| $6.51K | ﹤0.01% |
+165
| New | +$6.73K |
2026 Q3
0 quarters
|
|
9347
Incannex Healthcare Limited Common Stock
IXHL
$24.7M
| $6.5K | ﹤0.01% |
2,007
-1,603
| -44% | -$5.33K |
2024 Q1
10 quarters
|
|
9348
Pioneer Acquisition I Corp Units
PACHU
| $6.5K | ﹤0.01% |
+626
| New | +$6.49K |
2026 Q3
0 quarters
|
|
9349
Motley Fool Global Opportunities ETF
TMFG
$332M
| $6.47K | ﹤0.01% |
+216
| New | +$6.73K |
2026 Q3
0 quarters
|
|
9350
GMO US Value ETF
GMOV
$100M
| $6.47K | ﹤0.01% |
+205
| New | +$6.55K |
2026 Q3
0 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.