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 | |
|---|---|---|---|---|---|---|---|
7626
Global X S&P 500 Quality Dividend ETF
QDIV
$28.8M
| $44.7K | ﹤0.01% |
1,269
+1,100
| +651% | +$38.2K |
2025 Q2
1 quarter
|
|
|
DOCT
7627
FT Vest US Equity Deep Buffer ETF October
DOCT
$400M
| $44.6K | ﹤0.01% |
+1,033
| New | +$43.5K |
2025 Q3
0 quarters
|
|
|
RGLO
7628
Russell Investments Global Equity ETF
RGLO
$357M
| $44.6K | ﹤0.01% |
1,568
-313
| -17% | -$8.58K |
2025 Q2
1 quarter
|
|
7629
Geospace Technologies
GEOS
$62.3M
| $44.6K | ﹤0.01% |
2,351
+431
| +22% | +$6.98K |
2024 Q1
6 quarters
|
|
7630
ProShares Ultra 20+ Year Treasury
UBT
$57.7M
| $44.5K | ﹤0.01% |
2,576
-4,225
| -62% | -$70.7K |
2025 Q2
1 quarter
|
|
7631
Fidelity US Multifactor ETF
FLRG
$292M
| $44.4K | ﹤0.01% |
+1,156
| New | +$42.7K |
2025 Q3
0 quarters
|
|
|
VIVS
7632
VivoSim Labs
VIVS
$2.8M
| $44.4K | ﹤0.01% |
15,216
+1,112
| +8% | +$2.63K |
2014 Q4
43 quarters
|
|
|
OCFS
7633
DELISTED
Otter Creek Focus Strategy ETF
OCFS
| $44.4K | ﹤0.01% |
1,576
-859
| -35% | -$23.6K |
2025 Q2
1 quarter
|
|
7634
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$26.7M
| $44.2K | ﹤0.01% |
+581
| New | +$43.6K |
2025 Q3
0 quarters
|
|
|
GOOS
7635
CALL
Canada Goose Holdings
GOOS
$744M
| $44.1K | ﹤0.01% |
+3,200
| New | +$41.5K |
2025 Q3
0 quarters
|
|
7636
VanEck CMCI Commodity Strategy ETF
CMCI
$3.14M
| $44.1K | ﹤0.01% |
1,720
| – | – |
2025 Q1
2 quarters
|
|
|
PDCC
7637
Pearl Diver Credit Co
PDCC
$60.3M
| $44K | ﹤0.01% |
2,666
-2,566
| -49% | -$43.8K |
2024 Q3
4 quarters
|
|
|
IMMP
7638
Immutep
IMMP
$31.9M
| $43.9K | ﹤0.01% |
1,255
-1,987
| -61% | -$67.5K |
2024 Q3
4 quarters
|
|
7639
SP Funds S&P Global REIT Sharia ETF
SPRE
$190M
| $43.9K | ﹤0.01% |
2,254
-1,870
| -45% | -$36.1K |
2025 Q1
2 quarters
|
|
7640
Texas Community Bancshares
TCBS
$49M
| $43.9K | ﹤0.01% |
2,714
+1,510
| +125% | +$24.4K |
2024 Q2
5 quarters
|
|
7641
Jet.AI
JTAI
$2.2M
| $43.8K | ﹤0.01% |
66
-5
| -7% | -$3.41K |
2024 Q1
6 quarters
|
|
7642
PUT
AutoNation
AN
$5.52B
| $43.8K | ﹤0.01% |
+200
| New | +$42.2K |
2025 Q3
0 quarters
|
|
7643
Ellomay Capital Ltd
ELLO
| $43.7K | ﹤0.01% |
2,427
-164
| -6% | -$2.91K |
2024 Q4
3 quarters
|
|
|
TONT.U
7644
Graf Global Corp Units
TONT.U
| $43.7K | ﹤0.01% |
3,971
| – | – |
2024 Q4
3 quarters
|
|
7645
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$62.7M
| $43.6K | ﹤0.01% |
+860
| New | +$42.2K |
2025 Q3
0 quarters
|
|
7646
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$47.3M
| $43.6K | ﹤0.01% |
1,490
+737
| +98% | +$20.5K |
2025 Q1
2 quarters
|
|
|
AMOD
7647
Alpha Modus Holdings
AMOD
$20.5M
| $43.4K | ﹤0.01% |
911
+767
| +533% | +$35.6K |
2024 Q3
4 quarters
|
|
|
HSPT
7648
DELISTED
Horizon Space Acquisition II Corp
HSPT
| $43.4K | ﹤0.01% |
4,194
-5,906
| -58% | -$60.8K |
2025 Q2
1 quarter
|
|
|
AIVC
7649
Amplify Bloomberg AI Equal Weight ETF
AIVC
$143M
| $43.4K | ﹤0.01% |
683
+230
| +51% | +$13.2K |
2024 Q2
5 quarters
|
|
7650
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$226M
| $43.3K | ﹤0.01% |
1,081
-319
| -23% | -$13K |
2020 Q2
21 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.