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 | |
|---|---|---|---|---|---|---|---|
|
WNTR
7976
YieldMax MSTR Short Option Income Strategy ETF
WNTR
$55.3M
| $25.9K | ﹤0.01% |
+861
| New | +$28K |
2025 Q3
0 quarters
|
|
|
EEA
7977
European Equity Fund
EEA
$71M
| $25.8K | ﹤0.01% |
2,383
-1,316
| -36% | -$13.8K |
2023 Q4
7 quarters
|
|
7978
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$247M
| $25.8K | ﹤0.01% |
1,048
+785
| +298% | +$19.1K |
2025 Q2
1 quarter
|
|
7979
John Hancock International High Dividend ETF
JHID
$11M
| $25.7K | ﹤0.01% |
718
+262
| +57% | +$9.12K |
2024 Q4
3 quarters
|
|
7980
Pinnacle Focused Opportunities ETF
FCUS
$96.5M
| $25.6K | ﹤0.01% |
806
-940
| -54% | -$26.2K |
2025 Q1
2 quarters
|
|
7981
Strategas Macro Thematic Opportunities ETF
SAMT
$796M
| $25.6K | ﹤0.01% |
+687
| New | +$24.3K |
2025 Q3
0 quarters
|
|
7982
Xtrackers International Real Estate ETF
HAUZ
$988M
| $25.6K | ﹤0.01% |
1,087
-26,680
| -96% | -$619K |
2023 Q1
10 quarters
|
|
|
NEUP
7983
Neuphoria Therapeutics
NEUP
$18.8M
| $25.6K | ﹤0.01% |
+2,168
| New | +$20.1K |
2025 Q3
0 quarters
|
|
|
KZIA
7984
Kazia Therapeutics
KZIA
$144M
| $25.5K | ﹤0.01% |
3,543
+514
| +17% | +$4.27K |
2024 Q2
5 quarters
|
|
|
YGMZ
7985
DELISTED
MingZhu Logistics Holdings
YGMZ
| $25.5K | ﹤0.01% |
2,131
+1,242
| +140% | +$16.4K |
2024 Q4
3 quarters
|
|
|
AACG
7986
ATA Creativity
AACG
$33.3M
| $25.5K | ﹤0.01% |
18,472
+14,808
| +404% | +$24.1K |
2025 Q2
1 quarter
|
|
7987
LHA Market State Tactical Beta ETF
MSTB
$198M
| $25.4K | ﹤0.01% |
639
-1,217
| -66% | -$46.7K |
2024 Q4
3 quarters
|
|
|
PAAI
7988
Paradium.AI, Inc.
PAAI
$55.2M
| $25.4K | ﹤0.01% |
4,638
-11,973
| -72% | -$74.5K |
2023 Q4
7 quarters
|
|
7989
JPMorgan Global Select Equity ETF
JGLO
$6.46B
| $25.3K | ﹤0.01% |
374
-504
| -57% | -$33.3K |
2024 Q4
3 quarters
|
|
|
IBIL
7990
iShares iBonds Oct 2035 Term TIPS ETF
IBIL
$46.2M
| $25.3K | ﹤0.01% |
+981
| New | +$25K |
2025 Q3
0 quarters
|
|
|
ADVM
7991
DELISTED
Adverum Biotechnologies
ADVM
| $25.3K | ﹤0.01% |
5,585
-8,585
| -61% | -$25.3K |
2018 Q1
30 quarters
|
|
7992
Avantis International Large Cap Value ETF
AVIV
$2.04B
| $25.2K | ﹤0.01% |
374
| – | – |
2024 Q3
4 quarters
|
|
7993
Werewolf Therapeutics
HOWL
$45.1M
| $25.2K | ﹤0.01% |
12,776
+9,338
| +272% | +$12.8K |
2021 Q2
17 quarters
|
|
|
EVAC.U
7994
EQV Ventures Acquisition Corp II Units
EVAC.U
| $25K | ﹤0.01% |
+2,500
| New | +$25.1K |
2025 Q3
0 quarters
|
|
|
RAA
7995
SMI 3Fourteen REAL Asset Allocation ETF
RAA
$608M
| $25K | ﹤0.01% |
+922
| New | +$24.3K |
2025 Q3
0 quarters
|
|
7996
TRX Gold Corp
TRX
$393M
| $25K | ﹤0.01% |
40,080
-9,891
| -20% | -$4K |
2014 Q4
43 quarters
|
|
7997
Amplify Energy & Natural Resources Covered Call ETF
NDIV
$30.8M
| $25K | ﹤0.01% |
874
-10,002
| -92% | -$287K |
2024 Q2
5 quarters
|
|
|
WETO
7998
Wetour Robotics
WETO
$1.16M
| $24.8K | ﹤0.01% |
+126
| New | +$25.5K |
2025 Q3
0 quarters
|
|
7999
Hartford Schroders Tax-Aware Bond ETF
HTAB
$226M
| $24.8K | ﹤0.01% |
+1,296
| New | +$24.3K |
2025 Q3
0 quarters
|
|
|
NYXH
8000
Nyxoah
NYXH
$139M
| $24.8K | ﹤0.01% |
5,384
+4,693
| +679% | +$30.7K |
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.