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 | |
|---|---|---|---|---|---|---|---|
7376
PGIM Portfolio Ballast ETF
PBL
$77.4M
| $64.6K | ﹤0.01% |
2,083
-505
| -20% | -$15.2K |
2024 Q1
6 quarters
|
|
7377
PUT
ManpowerGroup
MAN
$2.62B
| $64.4K | ﹤0.01% |
+1,700
| New | +$70.1K |
2025 Q3
0 quarters
|
|
7378
InnovAge Holding
INNV
$1.2B
| $64.4K | ﹤0.01% |
12,481
+4,272
| +52% | +$17.3K |
2021 Q1
18 quarters
|
|
7379
iShares ESG Aware MSCI USA Value ETF
EVUS
$378M
| $64.3K | ﹤0.01% |
+2,045
| New | +$62.8K |
2025 Q3
0 quarters
|
|
7380
Urban One Class D
UONEK
$16.8M
| $64.2K | ﹤0.01% |
9,225
+6,348
| +221% | +$45.4K |
2022 Q4
11 quarters
|
|
7381
Invesco S&P SmallCap Financials ETF
PSCF
$27.4M
| $64.1K | ﹤0.01% |
1,118
-5,150
| -82% | -$293K |
2018 Q2
29 quarters
|
|
7382
Innovator International Developed Power Buffer ETF November
INOV
$35.5M
| $64K | ﹤0.01% |
1,920
+1,763
| +1,123% | +$57.6K |
2024 Q4
3 quarters
|
|
7383
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$875M
| $63.9K | ﹤0.01% |
1,803
+141
| +8% | +$4.86K |
2014 Q4
43 quarters
|
|
|
RSVR
7384
Reservoir Media
RSVR
$636M
| $63.9K | ﹤0.01% |
7,849
-6,089
| -44% | -$47.6K |
2021 Q1
18 quarters
|
|
|
OPPE
7385
WisdomTree European Opportunities Fund
OPPE
$284M
| $63.8K | ﹤0.01% |
1,306
-29,596
| -96% | -$1.41M |
2015 Q2
41 quarters
|
|
7386
CALL
Citizens Financial Group
CFG
$26.8B
| $63.8K | ﹤0.01% |
1,200
| – | – |
2025 Q1
2 quarters
|
|
7387
OmniAb
OABI
$725M
| $63.5K | ﹤0.01% |
39,664
-98,798
| -71% | -$181K |
2021 Q4
15 quarters
|
|
7388
Invesco Zacks Multi-Asset Income ETF
CVY
$117M
| $63.3K | ﹤0.01% |
2,364
+164
| +7% | +$4.36K |
2014 Q4
43 quarters
|
|
7389
Avantis Core Fixed Income ETF
AVIG
$1.95B
| $63.2K | ﹤0.01% |
1,501
+1,202
| +402% | +$50.1K |
2025 Q1
2 quarters
|
|
|
MAPS
7390
DELISTED
WM TECHNOLOGY INC A
MAPS
| $63.1K | ﹤0.01% |
54,426
-24,752
| -31% | -$26.7K |
2024 Q1
6 quarters
|
|
7391
Where Food Comes From
WFCF
$64.4M
| $63.1K | ﹤0.01% |
4,761
-826
| -15% | -$9.77K |
2023 Q4
7 quarters
|
|
|
ALAR
7392
Alarum Technologies
ALAR
$11.9M
| $62.9K | ﹤0.01% |
4,202
-15,790
| -79% | -$227K |
2024 Q1
6 quarters
|
|
7393
FT Vest US Equity Deep Buffer ETF June
DJUN
$358M
| $62.9K | ﹤0.01% |
+1,353
| New | +$61.9K |
2025 Q3
0 quarters
|
|
7394
MKAM ETF
MKAM
$13.5M
| $62.9K | ﹤0.01% |
2,063
-15
| -0.7% | -$449 |
2024 Q1
6 quarters
|
|
|
NQP
7395
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
| $62.7K | ﹤0.01% |
5,227
| – | – |
2014 Q4
43 quarters
|
|
|
LND
7396
BrasilAgro
LND
$346M
| $62.7K | ﹤0.01% |
16,150
| – | – |
2024 Q4
3 quarters
|
|
7397
InfuSystem Holdings
INFU
$255M
| $62.7K | ﹤0.01% |
6,048
-11,992
| -66% | -$99.5K |
2015 Q1
42 quarters
|
|
7398
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$35.7M
| $62.6K | ﹤0.01% |
2,181
+596
| +38% | +$19.5K |
2024 Q4
3 quarters
|
|
7399
Main BuyWrite ETF
BUYW
$1.41B
| $62.4K | ﹤0.01% |
+4,389
| New | +$62.2K |
2025 Q3
0 quarters
|
|
7400
First Trust Horizon Managed Volatility Developed International ETF
HDMV
$14.3M
| $62.2K | ﹤0.01% |
1,793
-485
| -21% | -$17.1K |
2025 Q2
1 quarter
|
|
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.