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 | |
|---|---|---|---|---|---|---|---|
7501
Invesco S&P 500 BuyWrite ETF
PBP
$391M
| $53.2K | ﹤0.01% |
2,405
-18,153
| -88% | -$400K |
2014 Q4
43 quarters
|
|
7502
Global X NASDAQ 100 Risk Managed Income ETF
QRMI
$14.5M
| $53.1K | ﹤0.01% |
3,353
-4,166
| -55% | -$66.1K |
2025 Q1
2 quarters
|
|
|
ZTR
7503
Virtus Total Return Fund
ZTR
$301M
| $53K | ﹤0.01% |
8,212
-69
| -0.8% | -$432 |
2014 Q4
43 quarters
|
|
|
GHMS
7504
DELISTED
Goose Hollow Multi-Strategy Income ETF
GHMS
| $52.9K | ﹤0.01% |
1,989
-153
| -7% | -$4K |
2024 Q1
6 quarters
|
|
|
XXCH
7505
DELISTED
Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares
XXCH
| $52.8K | ﹤0.01% |
+1,758
| New | +$48.9K |
2025 Q3
0 quarters
|
|
|
IVA
7506
Inventiva
IVA
$817M
| $52.8K | ﹤0.01% |
9,122
-18,326
| -67% | -$79.9K |
2024 Q4
3 quarters
|
|
7507
Tucows
TCX
$106M
| $52.8K | ﹤0.01% |
2,846
-14
| -0.5% | -$272 |
2022 Q4
11 quarters
|
|
|
YHC
7508
LQR House Inc
YHC
$1.67M
| $52.8K | ﹤0.01% |
652
+611
| +1,490% | +$92.8K |
2024 Q3
4 quarters
|
|
7509
Acumen Pharmaceuticals
ABOS
$150M
| $52.7K | ﹤0.01% |
30,841
-63,581
| -67% | -$88K |
2023 Q3
8 quarters
|
|
|
FIXT
7510
TCW Core Plus Bond ETF
FIXT
$222M
| $52.7K | ﹤0.01% |
1,363
-2,421
| -64% | -$92.6K |
2025 Q2
1 quarter
|
|
7511
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$63.1M
| $52.6K | ﹤0.01% |
+3,920
| New | +$53K |
2025 Q3
0 quarters
|
|
7512
IMGP Berkshire Dividend Growth ETF
BDVG
$22.7M
| $52.4K | ﹤0.01% |
4,108
-2,348
| -36% | -$29.2K |
2025 Q2
1 quarter
|
|
7513
InfraCap MLP ETF
AMZA
$458M
| $52.4K | ﹤0.01% |
1,303
+616
| +90% | +$26.1K |
2024 Q3
4 quarters
|
|
7514
Empire Petroleum
EP
$102M
| $52.3K | ﹤0.01% |
11,576
+691
| +6% | +$3.33K |
2022 Q3
12 quarters
|
|
7515
YieldMax GOOGL Option Income Strategy ETF
GOOY
$222M
| $52.2K | ﹤0.01% |
+3,687
| New | +$48.8K |
2025 Q3
0 quarters
|
|
|
RIBB
7516
Ribbon Acquisition Corp
RIBB
$42.1M
| $52.1K | ﹤0.01% |
5,087
-38
| -0.7% | -$388 |
2025 Q1
2 quarters
|
|
7517
First Trust Exchange-Traded Fund VI First Trust S-Network E-Commerce ETF
ISHP
$5M
| $52.1K | ﹤0.01% |
1,244
-47
| -4% | -$1.92K |
2023 Q4
7 quarters
|
|
|
ULY
7518
DELISTED
Urgent.ly
ULY
| $52K | ﹤0.01% |
16,112
+15,642
| +3,328% | +$80.4K |
2024 Q3
4 quarters
|
|
|
TWN
7519
Taiwan Fund
TWN
$584M
| $52K | ﹤0.01% |
960
-1,485
| -61% | -$72.6K |
2014 Q4
43 quarters
|
|
7520
Zega Buy & Hedge ETF
ZHDG
$31.1M
| $51.9K | ﹤0.01% |
2,285
-1,227
| -35% | -$26.9K |
2023 Q4
7 quarters
|
|
7521
CapForce IBD Breakout Opportunities ETF
BOUT
$14.9M
| $51.8K | ﹤0.01% |
1,328
-444
| -25% | -$16.7K |
2024 Q2
5 quarters
|
|
|
QBUL
7522
TrueShares Quarterly Bull Hedge ETF
QBUL
$8.65M
| $51.7K | ﹤0.01% |
1,984
-382
| -16% | -$9.8K |
2025 Q2
1 quarter
|
|
7523
Twin Disc
TWIN
$391M
| $51.5K | ﹤0.01% |
3,693
+399
| +12% | +$4.32K |
2019 Q2
25 quarters
|
|
|
QCJL
7524
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$103M
| $51.4K | ﹤0.01% |
2,209
-6,821
| -76% | -$156K |
2024 Q4
3 quarters
|
|
|
CRT
7525
Cross Timbers Royalty Trust
CRT
$68.9M
| $51.3K | ﹤0.01% |
6,805
-15,997
| -70% | -$140K |
2014 Q4
43 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.