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 | |
|---|---|---|---|---|---|---|---|
7226
CKX Lands
CKX
$21.6M
| $83.3K | ﹤0.01% |
7,479
-48
| -0.6% | -$554 |
2025 Q1
2 quarters
|
|
7227
Performance Shipping
PSHG
$21.8M
| $82.8K | ﹤0.01% |
43,788
+17,247
| +65% | +$31.9K |
2023 Q4
7 quarters
|
|
7228
VS Media Holdings
VSME
$2.52M
| $82.4K | ﹤0.01% |
1,636
-414
| -20% | -$14.3K |
2024 Q1
6 quarters
|
|
7229
First Trust India Nifty 50 Equal Weight ETF
NFTY
$98.6M
| $82.3K | ﹤0.01% |
+1,445
| New | +$84K |
2025 Q3
0 quarters
|
|
7230
BlackRock Total Return ETF
BRTR
$771M
| $82K | ﹤0.01% |
+1,608
| New | +$81.2K |
2025 Q3
0 quarters
|
|
|
NUTR
7231
DELISTED
Nusatrip Inc
NUTR
| $81.9K | ﹤0.01% |
+10,260
| New | +$54.1K |
2025 Q3
0 quarters
|
|
|
GARP
7232
iShares MSCI USA Quality GARP ETF
GARP
$3.35B
| $81.5K | ﹤0.01% |
+1,242
| New | +$77.6K |
2025 Q3
0 quarters
|
|
|
RMCA
7233
Rockefeller California Municipal Bond ETF
RMCA
$19.3M
| $81.5K | ﹤0.01% |
+3,365
| New | +$79.7K |
2025 Q3
0 quarters
|
|
7234
PUT
iShares Semiconductor ETF
SOXX
$49.1B
| $81.3K | ﹤0.01% |
300
-40,400
| -99% | -$10.1M |
2025 Q1
2 quarters
|
|
7235
ProShares Large Cap Core Plus
CSM
$516M
| $81.3K | ﹤0.01% |
1,062
+957
| +911% | +$70.2K |
2024 Q4
3 quarters
|
|
7236
Mannatech
MTEX
$13.5M
| $81.1K | ﹤0.01% |
8,155
+546
| +7% | +$4.73K |
2021 Q4
15 quarters
|
|
|
HYRM
7237
DELISTED
Xtrackers Risk Managed USD High Yield Strategy ETF
HYRM
| $81.1K | ﹤0.01% |
3,431
-1,071
| -24% | -$25.1K |
2024 Q1
6 quarters
|
|
|
BLFY
7238
DELISTED
Blue Foundry Bancorp
BLFY
| $80.8K | ﹤0.01% |
8,884
-12,669
| -59% | -$116K |
2021 Q3
16 quarters
|
|
7239
Innovator US Equity Ultra Buffer ETF August
UAUG
$245M
| $80.6K | ﹤0.01% |
2,051
-6,265
| -75% | -$241K |
2024 Q4
3 quarters
|
|
7240
Beamr Imaging
BMR
$19.9M
| $80.3K | ﹤0.01% |
26,256
-18,980
| -42% | -$58K |
2024 Q4
3 quarters
|
|
7241
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$579M
| $80.3K | ﹤0.01% |
1,662
+1,282
| +337% | +$59.4K |
2023 Q3
8 quarters
|
|
7242
MacroGenics
MGNX
$229M
| $80.3K | ﹤0.01% |
47,786
+4,144
| +9% | +$6.71K |
2014 Q4
43 quarters
|
|
7243
TrueShares Structured Outcome December ETF
DECZ
$36.9M
| $80.2K | ﹤0.01% |
1,969
-1,322
| -40% | -$52.3K |
2025 Q2
1 quarter
|
|
7244
United Bancorp
UBCP
$82M
| $80K | ﹤0.01% |
5,720
+342
| +6% | +$4.85K |
2015 Q4
39 quarters
|
|
7245
FMQQ The Next Frontier Internet & Ecommerce ETF
FMQQ
$19.1M
| $79.9K | ﹤0.01% |
5,306
-79
| -1% | -$1.18K |
2024 Q1
6 quarters
|
|
|
BULL
7246
CALL
Webull Corp
BULL
$3.79B
| $79.9K | ﹤0.01% |
+5,400
| New | +$77K |
2025 Q3
0 quarters
|
|
7247
Saga Communications
SGA
$51.7M
| $79.8K | ﹤0.01% |
6,413
-3,363
| -34% | -$42.9K |
2024 Q4
3 quarters
|
|
7248
Amplify AI Powered Equity ETF
AIEQ
$117M
| $79.7K | ﹤0.01% |
1,775
+940
| +113% | +$41K |
2025 Q2
1 quarter
|
|
7249
Ohio Valley Banc Corp
OVBC
$209M
| $79.5K | ﹤0.01% |
2,151
-951
| -31% | -$33.8K |
2019 Q2
25 quarters
|
|
7250
Nerdy
NRDY
$69.7M
| $79.3K | ﹤0.01% |
4,195
-7,145
| -63% | -$153K |
2021 Q4
15 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.