Latest UBS Group AG Stock Portfolio
UBS Group AG Performance:
2025 Q3: 5.6%YTD: 11.16%2024: 11.98%
Performance for 2025 Q3 is 5.6%, and YTD is 11.16%, and 2024 is 11.98%.
About UBS Group AG and 13F Hedge Fund Stock Holdings
UBS Group AG is a hedge fund based in HARTFORD, CT. In it's latest 13F Holdings report, UBS Group AG reported an equity portfolio of $638.4 Billions as of 30 Sep, 2025.
The top stock holdings of UBS Group AG are NVDA, MSFT, AAPL. The fund has invested 2.6% of it's portfolio in NVIDIA CORPORATION and 2.5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off HESS CORP (HES), AZEK CO INC (AZEK) and JUNIPER NETWORKS INC (JNPR) stocks. They significantly reduced their stock positions in PROSHARES TR II (BOIL), IBIO INC (IBIO) and DIREXION SHS ETF TR (BRZU). UBS Group AG opened new stock positions in PARAMOUNT SKYDANCE CORP, LUCID GROUP INC (LCID) and ETFIS SER TR I (AMZA). The fund showed a lot of confidence in some stocks as they added substantially to BITMINE IMMERSION TECNOLOGIE (BMNR), THERIVA BIOLOGICS INC (SYN) and DRUGS MADE IN AMER ACQUTN CO.
The top stock holdings of UBS Group AG are NVDA, MSFT, AAPL. The fund has invested 2.6% of it's portfolio in NVIDIA CORPORATION and 2.5% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off HESS CORP (HES), AZEK CO INC (AZEK) and JUNIPER NETWORKS INC (JNPR) stocks. They significantly reduced their stock positions in PROSHARES TR II (BOIL), IBIO INC (IBIO) and DIREXION SHS ETF TR (BRZU). UBS Group AG opened new stock positions in PARAMOUNT SKYDANCE CORP, LUCID GROUP INC (LCID) and ETFIS SER TR I (AMZA). The fund showed a lot of confidence in some stocks as they added substantially to BITMINE IMMERSION TECNOLOGIE (BMNR), THERIVA BIOLOGICS INC (SYN) and DRUGS MADE IN AMER ACQUTN CO.
UBS Group AG Annual Return Estimates Vs S&P 500
Our best estimate is that UBS Group AG made a return of 5.6% in the last quarter. In trailing 12 months, it's portfolio return was 12%.
New Buys
| Ticker | $ Bought |
|---|---|
| paramount skydance corp | 251,403,000 |
New stocks bought by UBS Group AG
Additions
| Ticker | % Inc. |
|---|---|
| abivax sa | 2,560 |
| wns hldgs ltd | 953 |
| nebius group n.v. | 588 |
| d-wave quantum inc | 541 |
| insmed inc | 460 |
| joby aviation inc | 349 |
| cyberark software ltd | 323 |
| smurfit westrock plc | 271 |
Additions to existing portfolio by UBS Group AG
Reductions
| Ticker | % Reduced |
|---|---|
| ishares silver tr | -57.65 |
| te connectivity plc | -55.45 |
| schwab charles corp | -43.94 |
| ishares tr | -43.76 |
| northrop grumman corp | -43.34 |
| spotify technology s a | -42.29 |
| ishares inc | -41.97 |
| spdr series trust | -41.54 |
UBS Group AG reduced stake in above stock
Sold off
Sector Distribution
UBS Group AG has about 31.7% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 31.7 |
| Technology | 20.8 |
| Financial Services | 8.4 |
| Industrials | 8 |
| Healthcare | 6.7 |
| Consumer Cyclical | 6.7 |
| Communication Services | 5.5 |
| Consumer Defensive | 3.8 |
| Energy | 2.9 |
| Real Estate | 2 |
| Utilities | 1.9 |
| Basic Materials | 1.7 |
Market Cap. Distribution
UBS Group AG has about 59.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 33.3 |
| UNALLOCATED | 31.9 |
| MEGA-CAP | 26.1 |
| MID-CAP | 6.7 |
| SMALL-CAP | 1.7 |
Stocks belong to which Index?
About 59.5% of the stocks held by UBS Group AG either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 54.7 |
| Others | 40.6 |
| RUSSELL 2000 | 4.8 |
UBS Group AG Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of UBS Group AG
UBS Group AG has 8763 stocks in it's portfolio. About 14.2% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for UBS Group AG last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAL | american airls group inc | 0.04 | 24,900,200 | 279,878,000 | added | 0.25 | ||
| AAPL | apple inc | 1.99 | 49,813,800 | 12,684,100,000 | reduced | -7.98 | ||
| AAXJ | ishares tr | 0.04 | 2,466,930 | 262,704,000 | reduced | -2.33 | ||
| AAXJ | ishares tr | 0.04 | 2,100,260 | 251,002,000 | reduced | -4.16 | ||
| AAXJ | ishares tr | 0.04 | 4,635,580 | 245,825,000 | added | 0.64 | ||
| AAXJ | ishares tr | 0.04 | 2,154,860 | 238,091,000 | added | 11.32 | ||
| ABBV | abbvie inc | 0.42 | 11,718,200 | 2,713,240,000 | reduced | -0.73 | ||
| ABT | abbott labs | 0.21 | 9,814,720 | 1,314,580,000 | added | 11.32 | ||
| ACGL | arch cap group ltd | 0.04 | 2,738,520 | 248,466,000 | added | 56.39 | ||
| ACN | accenture plc ireland | 0.17 | 4,366,640 | 1,076,810,000 | added | 4.39 | ||
| ACWF | ishares tr | 0.05 | 4,729,930 | 322,014,000 | reduced | -0.83 | ||
| ACWV | ishares inc | 0.04 | 8,157,640 | 252,887,000 | reduced | -41.97 | ||
| ADBE | adobe inc | 0.11 | 2,042,950 | 720,651,000 | reduced | -15.48 | ||
| ADI | analog devices inc | 0.12 | 3,222,640 | 791,803,000 | reduced | -36.48 | ||
| ADM | archer daniels midland co | 0.06 | 6,096,760 | 364,221,000 | added | 36.85 | ||
| ADP | automatic data processing in | 0.12 | 2,619,350 | 768,778,000 | added | 12.4 | ||
| ADSK | autodesk inc | 0.05 | 1,030,280 | 327,289,000 | added | 13.21 | ||
| AEP | american elec pwr co inc | 0.05 | 3,059,980 | 344,248,000 | added | 26.54 | ||
| AFK | vaneck etf trust | 0.13 | 10,951,200 | 836,669,000 | added | 4.39 | ||
| AFK | vaneck etf trust | 0.08 | 1,623,730 | 529,922,000 | reduced | -2.89 | ||