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 | |
|---|---|---|---|---|---|---|---|
|
YHNAU
7701
YHN Acquisition I Ltd Unit
YHNAU
| $40.2K | ﹤0.01% |
3,996
| – | – |
2024 Q4
3 quarters
|
|
|
NNOV
7702
Innovator Growth-100 Power Buffer ETF - November
NNOV
$82.3M
| $40.1K | ﹤0.01% |
1,406
+1,139
| +427% | +$31.8K |
2025 Q2
1 quarter
|
|
7703
Equillium
EQ
$90.7M
| $40.1K | ﹤0.01% |
28,030
-55,521
| -66% | -$58.7K |
2024 Q2
5 quarters
|
|
7704
Genius Group
GNS
$29.7M
| $40.1K | ﹤0.01% |
41,507
-114,486
| -73% | -$121K |
2024 Q4
3 quarters
|
|
7705
FT Vest US Equity Deep Buffer ETF November
DNOV
$405M
| $40K | ﹤0.01% |
855
-7,508
| -90% | -$343K |
2024 Q1
6 quarters
|
|
7706
Owlet
OWLT
$148M
| $40K | ﹤0.01% |
4,724
+531
| +13% | +$4.2K |
2022 Q3
12 quarters
|
|
7707
REX FANG & Innovation Equity Premium Income ETF
FEPI
$726M
| $40K | ﹤0.01% |
+853
| New | +$39.4K |
2025 Q3
0 quarters
|
|
7708
PLAYSTUDIOS Inc
MYPS
$59.1M
| $39.9K | ﹤0.01% |
4,141
+280
| +7% | +$3.02K |
2022 Q2
13 quarters
|
|
7709
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.4B
| $39.8K | ﹤0.01% |
330
+224
| +211% | +$26K |
2024 Q3
4 quarters
|
|
7710
Workhorse Group
WKHS
$31.9M
| $39.7K | ﹤0.01% |
3,011
-27,704
| -90% | -$546K |
2016 Q1
38 quarters
|
|
7711
Residential REIT ETF
HAUS
$7.25M
| $39.7K | ﹤0.01% |
2,229
+2,201
| +7,861% | +$39.3K |
2025 Q2
1 quarter
|
|
|
UDEC
7712
Innovator US Equity Ultra Buffer ETF December
UDEC
$245M
| $39.6K | ﹤0.01% |
1,032
-3,854
| -79% | -$144K |
2025 Q2
1 quarter
|
|
|
AIIO
7713
Robo.ai Inc
AIIO
$143M
| $39.5K | ﹤0.01% |
753
+331
| +78% | +$10.1K |
2024 Q1
6 quarters
|
|
|
KG
7714
Kestrel Group
KG
$39.2M
| $39.4K | ﹤0.01% |
1,443
-6,270
| -81% | -$166K |
2023 Q2
9 quarters
|
|
|
BDBT
7715
Bluemonte Core Bond ETF
BDBT
$477M
| $39.2K | ﹤0.01% |
+1,538
| New | +$39K |
2025 Q3
0 quarters
|
|
|
AMDG
7716
Leverage Shares 2X Long AMD Daily ETF
AMDG
$34.7M
| $39.2K | ﹤0.01% |
+1,994
| New | +$40.4K |
2025 Q3
0 quarters
|
|
|
FIRY
7717
Firy Inc
FIRY
$201M
| $39.1K | ﹤0.01% |
4,882
-18,456
| -79% | -$142K |
2020 Q3
20 quarters
|
|
|
ACFN
7718
Acorn Energy
ACFN
$49.5M
| $39K | ﹤0.01% |
+1,363
| New | +$37.7K |
2025 Q3
0 quarters
|
|
|
IMA
7719
ImageneBio Inc
IMA
$53.1M
| $38.9K | ﹤0.01% |
4,770
-1,452
| -23% | -$19.2K |
2023 Q1
10 quarters
|
|
7720
Innovator Growth-100 Power Buffer ETF April
NAPR
$214M
| $38.9K | ﹤0.01% |
+738
| New | +$38.3K |
2025 Q3
0 quarters
|
|
7721
Global X MSCI China Consumer Discretionary ETF
CHIQ
$100M
| $38.8K | ﹤0.01% |
1,606
-406
| -20% | -$9.06K |
2018 Q1
30 quarters
|
|
7722
PUT
Edison International
EIX
$20.5B
| $38.7K | ﹤0.01% |
+700
| New | +$37.8K |
2025 Q3
0 quarters
|
|
7723
electroCore
ECOR
$93.3M
| $38.6K | ﹤0.01% |
7,808
-1,170
| -13% | -$6.82K |
2024 Q2
5 quarters
|
|
7724
ProShares Ultra Russell2000
UWM
$224M
| $38.6K | ﹤0.01% |
833
+831
| +41,550% | +$35K |
2024 Q4
3 quarters
|
|
|
WEA
7725
Western Asset Premier Bond Fund
WEA
$116M
| $38.6K | ﹤0.01% |
3,436
-278
| -7% | -$3.06K |
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.