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 | |
|---|---|---|---|---|---|---|---|
|
QHDG
7751
DELISTED
Innovator Hedged Nasdaq-100 ETF
QHDG
| $36.9K | ﹤0.01% |
1,265
-1,166
| -48% | -$32.8K |
2025 Q2
1 quarter
|
|
7752
Cato Corp
CATO
$47.6M
| $36.9K | ﹤0.01% |
8,753
-11,908
| -58% | -$41.9K |
2014 Q4
43 quarters
|
|
7753
Ampco-Pittsburgh
AP
$199M
| $36.8K | ﹤0.01% |
16,091
-24,901
| -61% | -$73.9K |
2018 Q4
27 quarters
|
|
|
STAI
7754
DELISTED
ScanTech AI Systems
STAI
| $36.8K | ﹤0.01% |
4,428
+2,761
| +166% | +$30.2K |
2025 Q1
2 quarters
|
|
|
CPSO
7755
Calamos S&P 500 Structured Alt Protection ETF - October
CPSO
$28.4M
| $36.7K | ﹤0.01% |
1,371
-81
| -6% | -$2.15K |
2025 Q1
2 quarters
|
|
7756
Syntax Stratified US Total Market Hedged ETF
SHUS
$24.3M
| $36.7K | ﹤0.01% |
798
-171
| -18% | -$7.7K |
2023 Q3
8 quarters
|
|
7757
Westwater Resources
WWR
$66.1M
| $36.7K | ﹤0.01% |
+38,651
| New | +$29K |
2025 Q3
0 quarters
|
|
7758
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$69.7M
| $36.6K | ﹤0.01% |
+918
| New | +$35.6K |
2025 Q3
0 quarters
|
|
7759
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.29B
| $36.5K | ﹤0.01% |
+719
| New | +$36.5K |
2025 Q3
0 quarters
|
|
|
FIXP
7760
FolioBeyond Enhanced Fixed Income Premium ETF
FIXP
$10M
| $36.5K | ﹤0.01% |
1,846
+131
| +8% | +$2.59K |
2025 Q1
2 quarters
|
|
|
UCYB
7761
ProShares Ultra Nasdaq Cybersecurity ETF
UCYB
$12M
| $36.4K | ﹤0.01% |
+593
| New | +$34.9K |
2025 Q3
0 quarters
|
|
7762
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$421M
| $36.4K | ﹤0.01% |
867
-14,068
| -94% | -$579K |
2025 Q1
2 quarters
|
|
|
PTIR
7763
GraniteShares 2x Long PLTR Daily ETF
PTIR
$354M
| $36.3K | ﹤0.01% |
+1,120
| New | +$29.8K |
2025 Q3
0 quarters
|
|
|
UBRL
7764
GraniteShares 2x Long UBER Daily ETF
UBRL
$24.7M
| $36.2K | ﹤0.01% |
1,024
-3,978
| -80% | -$131K |
2024 Q4
3 quarters
|
|
|
CGGE
7765
Capital Group Global Equity ETF
CGGE
$3.21B
| $36.2K | ﹤0.01% |
+1,175
| New | +$35.1K |
2025 Q3
0 quarters
|
|
7766
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$116M
| $36.2K | ﹤0.01% |
2,380
-64,756
| -96% | -$953K |
2024 Q2
5 quarters
|
|
7767
Freedom 100 Emerging Markets ETF
FRDM
$3.58B
| $36K | ﹤0.01% |
813
| – | – |
2025 Q2
1 quarter
|
|
7768
Healthcare Triangle
HCTI
$10.3M
| $35.9K | ﹤0.01% |
228
+227
| +22,700% | +$59.7K |
2025 Q1
2 quarters
|
|
|
NNNN
7769
Anbio Biotechnology
NNNN
$263M
| $35.8K | ﹤0.01% |
960
-9,735
| -91% | -$437K |
2025 Q1
2 quarters
|
|
7770
Noodles & Co
NDLS
$81.6M
| $35.6K | ﹤0.01% |
7,002
+6,847
| +4,417% | +$42.8K |
2014 Q4
43 quarters
|
|
|
IAUI
7771
NEOS Gold High Income ETF
IAUI
$567M
| $35.6K | ﹤0.01% |
+680
| New | +$34.1K |
2025 Q3
0 quarters
|
|
7772
Evotec
EVO
$569M
| $35.4K | ﹤0.01% |
9,762
-598
| -6% | -$2.27K |
2021 Q4
15 quarters
|
|
7773
ProShares UltraShort Utilities
SDP
$4.74M
| $35.4K | ﹤0.01% |
1,453
+1,385
| +2,037% | +$36.3K |
2025 Q2
1 quarter
|
|
7774
Brookstone Growth Stock ETF
BAMG
$140M
| $35.3K | ﹤0.01% |
926
+401
| +76% | +$14.8K |
2024 Q3
4 quarters
|
|
7775
Primech Holdings
PMEC
$19.8M
| $35.2K | ﹤0.01% |
19,573
-99,702
| -84% | -$161K |
2025 Q1
2 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.