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 | |
|---|---|---|---|---|---|---|---|
7776
Vroom Inc
VRM
$47.3M
| $35.2K | ﹤0.01% |
1,303
-162
| -11% | -$4.46K |
2025 Q1
2 quarters
|
|
7777
Roundhill Sports Betting & iGaming ETF
BETZ
$40.7M
| $35.1K | ﹤0.01% |
1,469
-14,218
| -91% | -$347K |
2023 Q4
7 quarters
|
|
7778
Direxion Daily Magnificent 7 Bull 2X ETF
QQQU
$81.1M
| $35K | ﹤0.01% |
595
-583
| -49% | -$29.4K |
2024 Q4
3 quarters
|
|
|
COIW
7779
Roundhill COIN WeeklyPay ETF
COIW
$42.1M
| $34.9K | ﹤0.01% |
+871
| New | +$40.6K |
2025 Q3
0 quarters
|
|
7780
Comstock Holding Companies
CHCI
$198M
| $34.9K | ﹤0.01% |
2,489
-5,657
| -69% | -$81.1K |
2022 Q2
13 quarters
|
|
7781
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$94.9M
| $34.9K | ﹤0.01% |
1,085
-2,143
| -66% | -$66.6K |
2025 Q1
2 quarters
|
|
7782
US GoldMining
USGO
$91.7M
| $34.8K | ﹤0.01% |
2,710
+1,674
| +162% | +$15K |
2025 Q1
2 quarters
|
|
7783
Vident US Equity Strategy ETF
VUSE
$679M
| $34.8K | ﹤0.01% |
+524
| New | +$33.7K |
2025 Q3
0 quarters
|
|
7784
SP Funds S&P 500 Sharia ETF
SPUS
$3.28B
| $34.8K | ﹤0.01% |
704
+429
| +156% | +$20.1K |
2024 Q4
3 quarters
|
|
|
WPRT
7785
Westport Fuel Systems
WPRT
$35.5M
| $34.8K | ﹤0.01% |
15,318
-30
| -0.2% | -$93 |
2014 Q4
43 quarters
|
|
|
PCIG
7786
DELISTED
Polen Capital International Growth ETF
PCIG
| $34.7K | ﹤0.01% |
3,703
+2,842
| +330% | +$26.9K |
2025 Q2
1 quarter
|
|
|
LFT
7787
Lument Finance Trust
LFT
$26.2M
| $34.7K | ﹤0.01% |
1,716
-1,953
| -53% | -$42.9K |
2024 Q2
5 quarters
|
|
|
RMOP
7788
Rockefeller Opportunistic Municipal Bond ETF
RMOP
$451M
| $34.6K | ﹤0.01% |
+1,389
| New | +$33.9K |
2025 Q3
0 quarters
|
|
7789
Rani Therapeutics
RANI
$93.4M
| $34.6K | ﹤0.01% |
69,123
+7,059
| +11% | +$3.68K |
2024 Q1
6 quarters
|
|
|
SQNS
7790
Sequans Communications SA
SQNS
$42.2M
| $34.5K | ﹤0.01% |
3,647
-10,172
| -74% | -$156K |
2022 Q2
13 quarters
|
|
|
PPTY
7791
US Diversified Real Estate ETF
PPTY
$23.6M
| $34.4K | ﹤0.01% |
1,109
-161
| -13% | -$4.92K |
2025 Q1
2 quarters
|
|
7792
Pacer Data and Digital Revolution ETF
TRFK
$1.22B
| $34.3K | ﹤0.01% |
512
-977
| -66% | -$61K |
2025 Q1
2 quarters
|
|
7793
Harbor Dividend Growth Leaders ETF
GDIV
$232M
| $34.2K | ﹤0.01% |
+2,108
| New | +$33.2K |
2025 Q3
0 quarters
|
|
|
TEAD
7794
Teads Holding Co
TEAD
$52.9M
| $34.1K | ﹤0.01% |
20,693
-8,088
| -28% | -$17.1K |
2021 Q3
16 quarters
|
|
7795
Immunic
IMUX
$109M
| $34.1K | ﹤0.01% |
3,869
-33,741
| -90% | -$298K |
2021 Q2
17 quarters
|
|
7796
VanEck Israel ETF
ISRA
$159M
| $34.1K | ﹤0.01% |
625
-3,212
| -84% | -$166K |
2014 Q4
43 quarters
|
|
|
BEEZ
7797
Honeytree US Equity ETF
BEEZ
$5.86M
| $34.1K | ﹤0.01% |
1,021
-60
| -6% | -$1.99K |
2025 Q2
1 quarter
|
|
|
RBLU
7798
T-REX 2X Long RBLX Daily Target ETF
RBLU
$9.4M
| $34.1K | ﹤0.01% |
+343
| New | +$28.9K |
2025 Q3
0 quarters
|
|
7799
Overlay Shares Large Cap Equity ETF
OVL
$461M
| $34.1K | ﹤0.01% |
+651
| New | +$32.6K |
2025 Q3
0 quarters
|
|
7800
Destination XL Group
DXLG
$25.2M
| $34K | ﹤0.01% |
25,971
-37,946
| -59% | -$49.8K |
2021 Q3
16 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.