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 | |
|---|---|---|---|---|---|---|---|
7951
Nuveen Arizona Quality Municipal Income Fund
NAZ
$139M
| $27K | ﹤0.01% |
2,278
+945
| +71% | +$11.1K |
2014 Q4
43 quarters
|
|
7952
Monarch Select Subsector Index ETF
MSSS
$145M
| $26.9K | ﹤0.01% |
877
-5,253
| -86% | -$157K |
2024 Q2
5 quarters
|
|
|
OGCP
7953
Empire State Realty Series 60
OGCP
$1.09B
| $26.9K | ﹤0.01% |
3,583
+1,117
| +45% | +$8.33K |
2023 Q3
8 quarters
|
|
7954
iShares MSCI Brazil Small-Cap ETF
EWZS
$251M
| $26.9K | ﹤0.01% |
1,933
-35,934
| -95% | -$466K |
2015 Q1
42 quarters
|
|
|
MAAS
7955
Maase Inc
MAAS
$6.06B
| $26.7K | ﹤0.01% |
7,649
-22,509
| -75% | -$84.1K |
2025 Q2
1 quarter
|
|
7956
Chicago Rivet & Machine Co
CVR
$10.8M
| $26.7K | ﹤0.01% |
2,554
-1,980
| -44% | -$22K |
2024 Q4
3 quarters
|
|
7957
SAB Biotherapeutics
SABS
$271M
| $26.6K | ﹤0.01% |
13,221
+2,563
| +24% | +$5.79K |
2024 Q4
3 quarters
|
|
7958
Consumer Portfolio Services
CPSS
$199M
| $26.6K | ﹤0.01% |
3,519
-1,076
| -23% | -$9.18K |
2022 Q4
11 quarters
|
|
7959
Adaptiv Select ETF
ADPV
$175M
| $26.5K | ﹤0.01% |
623
-1,682
| -73% | -$67.8K |
2025 Q2
1 quarter
|
|
7960
OFS Capital
OFS
$46.6M
| $26.5K | ﹤0.01% |
3,440
+2,010
| +141% | +$16.9K |
2014 Q4
43 quarters
|
|
7961
CytoMed Therapeutics
GDTC
$11M
| $26.4K | ﹤0.01% |
13,289
-4,292
| -24% | -$8.42K |
2024 Q3
4 quarters
|
|
7962
Guru Favorite Stocks ETF
GFGF
$32.9M
| $26.4K | ﹤0.01% |
780
+85
| +12% | +$2.83K |
2025 Q1
2 quarters
|
|
7963
ProShares UltraShort Semiconductors
SSG
$34.2M
| $26.4K | ﹤0.01% |
714
+713
| +71,300% | +$31.4K |
2022 Q3
12 quarters
|
|
7964
First Trust New York Municipal High Income ETF
FMNY
$36M
| $26.4K | ﹤0.01% |
995
+333
| +50% | +$8.67K |
2025 Q2
1 quarter
|
|
7965
ProShares Ultra FTSE China 50 of PROSHARES TRUST
XPP
$7.19M
| $26.3K | ﹤0.01% |
860
-968
| -53% | -$26.5K |
2024 Q4
3 quarters
|
|
7966
Purple Innovation
PRPL
$9.16M
| $26.2K | ﹤0.01% |
1,123
+211
| +23% | +$4.93K |
2018 Q1
30 quarters
|
|
|
JOYT
7967
JPMorgan Equity and Options Total Return ETF
JOYT
$104M
| $26.2K | ﹤0.01% |
+507
| New | +$25.7K |
2025 Q3
0 quarters
|
|
7968
Matthews India Active ETF
INDE
$17.2M
| $26.2K | ﹤0.01% |
890
+220
| +33% | +$6.55K |
2024 Q4
3 quarters
|
|
7969
FT Vest US Equity Moderate Buffer ETF May
GMAY
$453M
| $26.1K | ﹤0.01% |
+646
| New | +$25.7K |
2025 Q3
0 quarters
|
|
|
GSRT
7970
DELISTED
GSR III Acquisition Corp
GSRT
| $26.1K | ﹤0.01% |
+2,523
| New | +$26.7K |
2025 Q3
0 quarters
|
|
|
LYRA
7971
DELISTED
LYRA THERAPEUTICS INC
LYRA
| $26.1K | ﹤0.01% |
4,001
+3,999
| +199,950% | +$29.3K |
2024 Q2
5 quarters
|
|
7972
Ascent Solar Technologies
ASTI
$22.7M
| $26.1K | ﹤0.01% |
13,311
+8,733
| +191% | +$17.8K |
2025 Q2
1 quarter
|
|
7973
Espey Mfg & Electronics Corp
ESP
$181M
| $26K | ﹤0.01% |
657
-203
| -24% | -$9.48K |
2019 Q3
24 quarters
|
|
7974
Strive 1000 Dividend Growth ETF
STXD
$66.3M
| $25.9K | ﹤0.01% |
+710
| New | +$25.3K |
2025 Q3
0 quarters
|
|
7975
BGSF Inc
BGSF
$52.5M
| $25.9K | ﹤0.01% |
3,644
+2,891
| +384% | +$18.8K |
2016 Q1
38 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.