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 | |
|---|---|---|---|---|---|---|---|
7276
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.37B
| $75.7K | ﹤0.01% |
3,342
+860
| +35% | +$18.9K |
2024 Q4
3 quarters
|
|
7277
First Internet Bancorp
INBK
$237M
| $75.5K | ﹤0.01% |
3,366
-6,372
| -65% | -$157K |
2021 Q3
16 quarters
|
|
|
OXLC
7278
Oxford Lane Capital
OXLC
$882M
| $75.4K | ﹤0.01% |
4,455
-6,946
| -61% | -$127K |
2014 Q4
43 quarters
|
|
7279
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.59M
| $75.3K | ﹤0.01% |
2,410
+789
| +49% | +$24.3K |
2025 Q2
1 quarter
|
|
|
BGM
7280
BGM Group Ltd
BGM
$104M
| $75.2K | ﹤0.01% |
245
-43
| -15% | -$11.4K |
2024 Q4
3 quarters
|
|
7281
Sera Prognostics
SERA
$80.5M
| $75K | ﹤0.01% |
24,523
+23,498
| +2,292% | +$66.9K |
2023 Q1
10 quarters
|
|
7282
BRC Group Holdings
RILY
$203M
| $74.7K | ﹤0.01% |
12,505
-263,781
| -95% | -$1.46M |
2017 Q3
32 quarters
|
|
7283
Brandes US Value ETF
BUSA
$306M
| $74.5K | ﹤0.01% |
2,137
+1,604
| +301% | +$54.7K |
2024 Q4
3 quarters
|
|
|
WSBK
7284
Winchester Bancorp
WSBK
$116M
| $74.5K | ﹤0.01% |
7,801
-5,305
| -40% | -$50.1K |
2025 Q2
1 quarter
|
|
7285
Direxion Daily MSCI Emerging Markets Bear 3X ETF
EDZ
$22.2M
| $74.5K | ﹤0.01% |
+1,859
| New | +$90.2K |
2025 Q3
0 quarters
|
|
7286
PCB Bancorp
PCB
$391M
| $74.4K | ﹤0.01% |
3,544
+3,537
| +50,529% | +$76.1K |
2025 Q2
1 quarter
|
|
7287
Dimensional Global Real Estate ETF
DFGR
$3.62B
| $74.4K | ﹤0.01% |
2,723
+2,285
| +522% | +$61.9K |
2024 Q3
4 quarters
|
|
|
AIOS
7288
AIOS Tech
AIOS
$38.8M
| $74.3K | ﹤0.01% |
952
+396
| +71% | +$30.9K |
2023 Q4
7 quarters
|
|
7289
Air T
AIRT
$80.5M
| $74.2K | ﹤0.01% |
3,130
+1,030
| +49% | +$23.7K |
2023 Q3
8 quarters
|
|
7290
Motley Fool Small-Cap Growth ETF
TMFS
$52.8M
| $73.6K | ﹤0.01% |
2,133
+1,540
| +260% | +$54.2K |
2025 Q2
1 quarter
|
|
|
GQQQ
7291
Astoria US Quality Growth Kings ETF
GQQQ
$174M
| $73.5K | ﹤0.01% |
2,491
-5,688
| -70% | -$160K |
2024 Q4
3 quarters
|
|
|
HYFT
7292
MindWalk Holdings
HYFT
$62.7M
| $73.4K | ﹤0.01% |
41,967
+35,701
| +570% | +$69.9K |
2025 Q1
2 quarters
|
|
|
ACVU
7293
Hartford Alpha Capture Value ETF
ACVU
$176M
| $73.3K | ﹤0.01% |
+2,762
| New | +$71.1K |
2025 Q3
0 quarters
|
|
7294
SOPHiA GENETICS
SOPH
$684M
| $73.2K | ﹤0.01% |
15,384
+8,416
| +121% | +$28.9K |
2021 Q3
16 quarters
|
|
7295
Overlay Shares Short Term Bond ETF
OVT
$60.2M
| $73.1K | ﹤0.01% |
3,266
+1,486
| +83% | +$32.9K |
2025 Q1
2 quarters
|
|
|
OCCI
7296
OFS Credit Co
OCCI
$66.1M
| $73.1K | ﹤0.01% |
13,507
+13,183
| +4,069% | +$77.8K |
2025 Q1
2 quarters
|
|
|
OPPJ
7297
WisdomTree Trust WisdomTree Japan Opportunities Fund
OPPJ
$337M
| $73K | ﹤0.01% |
+1,752
| New | +$68.4K |
2025 Q3
0 quarters
|
|
7298
Wedbush Laffer Tengler New Era Value ETF
TGLR
$36.6M
| $72.7K | ﹤0.01% |
2,047
+1,606
| +364% | +$54.3K |
2025 Q2
1 quarter
|
|
|
NPACU
7299
New Providence Acquisition Corp III Units
NPACU
$283M
| $72.4K | ﹤0.01% |
7,061
-10,494
| -60% | -$108K |
2025 Q2
1 quarter
|
|
7300
Ocean Power Technologies
OPTT
$9.18M
| $72.3K | ﹤0.01% |
4,781
-34,333
| -88% | -$563K |
2023 Q4
7 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.