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UBS Group

UBS Group Portfolio holdings

AUM $786B
1-Year Est. Return 40.34%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+10.84%
1 Year Est. Return
+40.34%
3 Year Est. Return
+112.81%
5 Year Est. Return
+128.34%
10 Year Est. Return
+415.77%
AUM
$638B
AUM Growth
+$60.7B
Cap. Flow
-$2.03B
Cap. Flow %
-0.32%
Top 10 Hldgs %
16.37%
Holding
11,340
New
1,170
Increased
4,187
Reduced
4,483
Closed
1,080

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.08B
2
UBS icon
UBS Group
UBS
+$643M
3
LUV icon
Southwest Airlines
LUV
+$588M
4
MDT icon
Medtronic
MDT
+$505M
5
WDAY icon
Workday
WDAY
+$497M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.51B
2
TSLA icon
Tesla
TSLA
+$1.13B
3
AAPL icon
Apple
AAPL
+$976M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$803M
5
CVX icon
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
FLAG
11251
Global X S&P 500 U.S. Market Leaders Top 50 ETF
FLAG
– –
-500
Closed -$13.3K
TOPC
11252
iShares S&P 500 3% Capped ETF
TOPC
$33.2M
– –
-742
Closed -$21.1K
APXM
11253
FT Vest U.S. Equity Max Buffer ETF - April
APXM
$20.9M
– –
-11
Closed -$333
LCDL
11254
DELISTED
GraniteShares 2x Long LCID Daily ETF
LCDL
– –
-694
Closed -$13.2K
FLYY
11255
DELISTED
Spirit Aviation Holdings, Inc.
FLYY
– –
-352,220
Closed -$1.76M
MBSX
11256
Regan Fixed Rate MBS ETF
MBSX
$19.3M
– –
-15
Closed -$384
QUSA
11257
VistaShares Target 15 USA Quality Income ETF
QUSA
$22.1M
– –
-899
Closed -$18.1K
WBUY
11258
Webuy Global Ltd
WBUY
$4.56M
– –
-977
Closed -$7.55K
GIBOW
11259
GIBO Holdings Warrants
GIBOW
– –
-4,542
Closed -$123
ANTA
11260
Antalpha Platform Holding Co
ANTA
$68.2M
– –
-50
Closed -$577
UYSC
11261
UY Scuti Acquisition Corp
UYSC
– –
-700
Closed -$7.04K
KCHVU
11262
Kochav Defense Acquisition Corp Units
KCHVU
– –
-774,797
Closed -$7.88M
PTNM
11263
DELISTED
Pitanium Ltd
PTNM
– –
-3,944
Closed -$28.8K
EMCGU
11264
DELISTED
Embrace Change Acquisition Corp Unit
EMCGU
– –
-7,640
Closed -$89K
INVG
11265
GMO Systematic Investment Grade Credit ETF
INVG
$24.4M
– –
-800
Closed -$20.4K
MSII
11266
DELISTED
REX MSTR Covered Call ETF
MSII
– –
-1,075
Closed -$27.8K
RSF.RT
11267
DELISTED
RiverNorth Capital and Income Fund, Inc. Rights (expiring July 07, 2025)
RSF.RT
– –
-2,400
Closed -$132
IGME
11268
DELISTED
Bitwise GME Option Income Strategy ETF
IGME
– –
-95
Closed -$4.08K
SCD.RT
11269
DELISTED
LMP Capital and Income Fund Inc. Rights (expiring July 11, 2025)
SCD.RT
– –
-16,984
Closed -$1.21K
BLUC
11270
Bluemonte Large Cap Core ETF
BLUC
$364M
– –
-75
Closed -$1.95K
LWACU
11271
LightWave Acquisition Corp Units
LWACU
– –
-2,909
Closed -$29.3K
FIGXU
11272
FIGX Capital Acquisition Corp Units
FIGXU
– –
-1,000
Closed -$10K
FBDC
11273
FT Confluence BDC & Specialty Finance Income ETF
FBDC
$33.3M
– –
-1,120
Closed -$23.5K
SCAGW
11274
Scage Future Warrants
SCAGW
– –
-523
Closed -$42
447 448 449 450
451

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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 1,170 new, 4,187 increased, 4,483 reduced and 1,080 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 1,170 new positions and closed 1,080 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.