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 | |
|---|---|---|---|---|---|---|---|
9701
Direxion Daily Semiconductors Top 5 Bear 2X ETF
TSXD
$1.65M
| $3.76K | ﹤0.01% |
+799
| New | +$4.45K |
2026 Q3
0 quarters
|
|
9702
JPMorgan Realty Income ETF
JPRE
$480M
| $3.76K | ﹤0.01% |
+76
| New | +$4K |
2026 Q3
0 quarters
|
|
9703
Corgi NFLX 2x Daily ETF
NFX
$239K
| $3.76K | ﹤0.01% |
+189
| New | +$4.5K |
2026 Q3
0 quarters
|
|
9704
Exicure
XCUR
$6.61M
| $3.75K | ﹤0.01% |
3,149
+2,807
| +821% | +$4.13K |
2020 Q2
25 quarters
|
|
9705
Tradr 2X Long LWLG Daily ETF
LWLX
| $3.74K | ﹤0.01% |
+363
| New | +$4.6K |
2026 Q3
0 quarters
|
|
|
NVA.WS
9706
Nova Minerals Warrants
NVA.WS
| $3.73K | ﹤0.01% |
+455
| New | +$3.66K |
2026 Q3
0 quarters
|
|
9707
Steakholder Foods
STKH
$508K
| $3.72K | ﹤0.01% |
474
+82
| +21% | +$977 |
2024 Q4
7 quarters
|
|
9708
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.87B
| $3.72K | ﹤0.01% |
36
-2
| -5% | -$217 |
2026 Q1
2 quarters
|
|
9709
T-REX 2X Long DJT Daily Target ETF
DJTU
$2.64M
| $3.72K | ﹤0.01% |
+328
| New | +$4.02K |
2026 Q3
0 quarters
|
|
9710
Amprius Technologies Warrants
AMPX.WS
$264M
| $3.71K | ﹤0.01% |
1,224
+413
| +51% | +$1.53K |
2026 Q2
1 quarter
|
|
9711
Global X Gold Miners ETF
AUAU
$5.97M
| $3.7K | ﹤0.01% |
98
-17
| -15% | -$639 |
2026 Q1
2 quarters
|
|
9712
Defiance Daily Target 2X Long AMPX ETF
AMPU
$2.42M
| $3.7K | ﹤0.01% |
+1,779
| New | +$4.92K |
2026 Q3
0 quarters
|
|
9713
NexMetals Mining Corp
NEXM
$42.8M
| $3.68K | ﹤0.01% |
1,959
+1,958
| +195,800% | +$4.44K |
2025 Q3
4 quarters
|
|
9714
Silynxcom
SYNX
$5.24M
| $3.67K | ﹤0.01% |
3,674
+744
| +25% | +$739 |
2026 Q1
2 quarters
|
|
9715
ALPS REIT Dividend Dogs ETF
RDOG
$10.7M
| $3.67K | ﹤0.01% |
97
+96
| +9,600% | +$3.91K |
2021 Q2
21 quarters
|
|
9716
American Exceptionalism Acquisition Corp
AEXA
$527M
| $3.66K | ﹤0.01% |
+329
| New | +$3.78K |
2026 Q3
0 quarters
|
|
9717
Touchstone Dynamic International ETF
TDI
$529M
| $3.66K | ﹤0.01% |
+78
| New | +$3.6K |
2026 Q3
0 quarters
|
|
9718
Chenghe Acquisition III Co Units
CHECU
$118M
| $3.66K | ﹤0.01% |
357
| – | – |
2025 Q4
3 quarters
|
|
9719
CoreValues Alpha Greater China Growth ETF
CGRO
$1.65M
| $3.64K | ﹤0.01% |
223
+33
| +17% | +$714 |
2026 Q1
2 quarters
|
|
9720
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$8.08M
| $3.64K | ﹤0.01% |
56
+27
| +93% | +$1.82K |
2025 Q4
3 quarters
|
|
9721
eHealth
EHTH
$14.9M
| $3.64K | ﹤0.01% |
5,124
-93,967
| -95% | -$114K |
2014 Q4
47 quarters
|
|
9722
Parabolic Technologies, Inc. Class A Common Stock
PARA
$36K
| $3.64K | ﹤0.01% |
560
-4,876
| -90% | -$80.6K |
2024 Q3
8 quarters
|
|
9723
Zevia
ZVIA
$86.6M
| $3.63K | ﹤0.01% |
3,080
-2,572
| -46% | -$3.79K |
2021 Q3
20 quarters
|
|
9724
Invesco Investment Grade Defensive ETF
IIGD
$24M
| $3.62K | ﹤0.01% |
+152
| New | +$3.69K |
2026 Q3
0 quarters
|
|
9725
Innovator US Equity Accelerated Plus ETF July
XTJL
$16.8M
| $3.61K | ﹤0.01% |
+85
| New | +$3.56K |
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.