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 | |
|---|---|---|---|---|---|---|---|
7876
InflaRx
IFRX
$255M
| $30K | ﹤0.01% |
22,421
+14,326
| +177% | +$15.2K |
2025 Q2
1 quarter
|
|
7877
Innovator International Developed Power Buffer ETF April
IAPR
$191M
| $30K | ﹤0.01% |
999
-7,525
| -88% | -$223K |
2025 Q1
2 quarters
|
|
|
QMNV
7878
FT Vest Nasdaq-100 Moderate Buffer ETF - November
QMNV
$46.6M
| $30K | ﹤0.01% |
1,347
+78
| +6% | +$1.7K |
2025 Q2
1 quarter
|
|
7879
Franklin US Mid Cap Multifactor Index ETF
FLQM
$1.45B
| $30K | ﹤0.01% |
532
| – | – |
2024 Q4
3 quarters
|
|
|
COPL.U
7880
Copley Acquisition Corp Units
COPL.U
| $30K | ﹤0.01% |
2,966
| – | – |
2025 Q2
1 quarter
|
|
7881
HCM Defender 500 Index ETF
LGH
$598M
| $30K | ﹤0.01% |
+496
| New | +$28.4K |
2025 Q3
0 quarters
|
|
7882
Innovator US Equity Power Buffer ETF February
PFEB
$902M
| $29.9K | ﹤0.01% |
753
-6,388
| -89% | -$248K |
2025 Q2
1 quarter
|
|
|
GCTS
7883
GCT Semiconductor Holding
GCTS
$207M
| $29.8K | ﹤0.01% |
19,623
-277,864
| -93% | -$396K |
2024 Q1
6 quarters
|
|
|
SBDS
7884
DELISTED
Solo Brands Inc
SBDS
| $29.7K | ﹤0.01% |
+1,967
| New | +$27.5K |
2025 Q3
0 quarters
|
|
|
CTWO
7885
COtwo Advisors Physical European Carbon Allowance Trust
CTWO
$1.9M
| $29.7K | ﹤0.01% |
1,664
-118
| -7% | -$2K |
2025 Q2
1 quarter
|
|
|
ELCV
7886
Eventide High Dividend ETF
ELCV
$297M
| $29.6K | ﹤0.01% |
+1,107
| New | +$28.9K |
2025 Q3
0 quarters
|
|
7887
WisdomTree US MidCap Quality Growth Fund
QMID
$2.16M
| $29.5K | ﹤0.01% |
1,042
| – | – |
2024 Q3
4 quarters
|
|
7888
Biglari Holdings Class A
BH.A
$1.15B
| $29.4K | ﹤0.01% |
19
+16
| +533% | +$23.9K |
2023 Q3
8 quarters
|
|
|
FLCG
7889
Federated Hermes MDT Large Cap Growth ETF
FLCG
$649M
| $29.3K | ﹤0.01% |
+899
| New | +$28.2K |
2025 Q3
0 quarters
|
|
7890
Avantis US Mid Cap Value ETF
AVMV
$767M
| $29.3K | ﹤0.01% |
+425
| New | +$28.9K |
2025 Q3
0 quarters
|
|
7891
Cineverse
CNVS
$46.6M
| $29.1K | ﹤0.01% |
8,674
+7,152
| +470% | +$35.5K |
2023 Q4
7 quarters
|
|
7892
Liberty Global Class B
LBTYB
$4.22B
| $29.1K | ﹤0.01% |
2,262
-800
| -26% | -$8.85K |
2025 Q1
2 quarters
|
|
7893
Xtrackers Municipal Infrastructure Revenue Bond Active ETF
RVNU
$131M
| $29.1K | ﹤0.01% |
+1,181
| New | +$28.2K |
2025 Q3
0 quarters
|
|
7894
Freedom Day Dividend ETF
MBOX
$147M
| $29.1K | ﹤0.01% |
+826
| New | +$28.4K |
2025 Q3
0 quarters
|
|
7895
Swvl Holdings
SWVL
$73.5M
| $29.1K | ﹤0.01% |
9,225
-1,885
| -17% | -$7.26K |
2024 Q3
4 quarters
|
|
|
AVS
7896
Direxion Daily AVGO Bear 1X ETF
AVS
$14.6M
| $28.9K | ﹤0.01% |
2,733
+2,039
| +294% | +$23.9K |
2024 Q4
3 quarters
|
|
7897
Leslie's
LESL
$1.39M
| $28.9K | ﹤0.01% |
5,259
-6,514
| -55% | -$48K |
2020 Q4
19 quarters
|
|
|
GMUB
7898
Goldman Sachs Municipal Income ETF
GMUB
$460M
| $28.9K | ﹤0.01% |
+568
| New | +$28.5K |
2025 Q3
0 quarters
|
|
7899
JPMorgan Healthcare Leaders ETF
JDOC
$8.92M
| $28.9K | ﹤0.01% |
551
+453
| +462% | +$23K |
2025 Q2
1 quarter
|
|
|
MGF
7900
Aberdeen Government Markets Income Fund
MGF
$88.3M
| $28.8K | ﹤0.01% |
9,229
-33,682
| -78% | -$104K |
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.