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 | |
|---|---|---|---|---|---|---|---|
8051
Innovator US Equity Buffer ETF May
BMAY
$239M
| $22.7K | ﹤0.01% |
+517
| New | +$22.3K |
2025 Q3
0 quarters
|
|
8052
ESS Tech
GWH
$6.31M
| $22.6K | ﹤0.01% |
14,853
+11,112
| +297% | +$18.1K |
2024 Q4
3 quarters
|
|
8053
State Street SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
EEMX
$187M
| $22.5K | ﹤0.01% |
539
-2,414
| -82% | -$94.6K |
2023 Q2
9 quarters
|
|
|
AHG
8054
Akso Health Group
AHG
$985M
| $22.5K | ﹤0.01% |
13,032
+70
| +0.5% | +$121 |
2024 Q1
6 quarters
|
|
|
AERT
8055
Aeries Technology
AERT
$40M
| $22.5K | ﹤0.01% |
4,143
+728
| +21% | +$4.93K |
2024 Q3
4 quarters
|
|
8056
AiRWA Inc
YYAI
$4.72M
| – | – |
-1
| Closed | -$106K | – |
|
8057
PUT
Goodyear
GT
$1.39B
| $22.4K | ﹤0.01% |
3,000
-30,200
| -91% | -$284K |
2024 Q2
5 quarters
|
|
|
STBF
8058
Performance Trust Short Term Bond ETF
STBF
$81.1M
| $22.4K | ﹤0.01% |
+879
| New | +$22.3K |
2025 Q3
0 quarters
|
|
8059
Simplify Opportunistic Income ETF
CRDT
$28.1M
| $22.3K | ﹤0.01% |
944
-5,902
| -86% | -$141K |
2025 Q2
1 quarter
|
|
8060
Cambiar Aggressive Value ETF
CAMX
$64.2M
| $22.3K | ﹤0.01% |
716
-25
| -3% | -$784 |
2024 Q1
6 quarters
|
|
|
NEWP
8061
New Pacific Metals
NEWP
$1.17B
| $22.3K | ﹤0.01% |
8,224
-7,308
| -47% | -$13.6K |
2021 Q2
17 quarters
|
|
8062
Bioceres Crop Solutions
BIOX
$21.8M
| $22.3K | ﹤0.01% |
15,805
-32,878
| -68% | -$100K |
2022 Q2
13 quarters
|
|
|
JCTC
8063
Jewett-Cameron Trading
JCTC
$10.4M
| $22.2K | ﹤0.01% |
6,442
-4,700
| -42% | -$17K |
2024 Q4
3 quarters
|
|
|
QVMS
8064
Invesco S&P SmallCap 600 QVM Multi-factor ETF
QVMS
$239M
| $22.1K | ﹤0.01% |
790
+23
| +3% | +$624 |
2025 Q1
2 quarters
|
|
|
CEGX
8065
Tradr 2X Long CEG Daily ETF
CEGX
$13.7M
| $22.1K | ﹤0.01% |
+840
| New | +$22K |
2025 Q3
0 quarters
|
|
8066
IceCure Medical
ICCM
$7.28M
| $22K | ﹤0.01% |
721
+225
| +45% | +$6.72K |
2025 Q1
2 quarters
|
|
8067
Kewaunee Scientific
KEQU
$98.9M
| $22K | ﹤0.01% |
+515
| New | +$27.7K |
2025 Q3
0 quarters
|
|
8068
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$279M
| $22K | ﹤0.01% |
832
-3,816
| -82% | -$100K |
2014 Q4
43 quarters
|
|
|
YMT
8069
Yimutian Inc
YMT
$534K
| $21.9K | ﹤0.01% |
+49
| New | +$26.1K |
2025 Q3
0 quarters
|
|
|
INDH
8070
WisdomTree India Hedged Equity Fund
INDH
$5.54M
| $21.9K | ﹤0.01% |
516
-1,814
| -78% | -$78K |
2024 Q4
3 quarters
|
|
8071
PGIM Total Return Bond ETF
PTRB
$1.13B
| $21.9K | ﹤0.01% |
+518
| New | +$21.7K |
2025 Q3
0 quarters
|
|
8072
Principal Exchange-Traded Funds Principal US Small-Cap ETF
PSC
$2.72B
| $21.8K | ﹤0.01% |
+383
| New | +$20.9K |
2025 Q3
0 quarters
|
|
8073
Xtrackers Semiconductor Select Equity ETF
CHPS
$131M
| $21.8K | ﹤0.01% |
+547
| New | +$19.6K |
2025 Q3
0 quarters
|
|
8074
Global X Clean Water ETF
AQWA
$20.5M
| $21.8K | ﹤0.01% |
1,121
-986
| -47% | -$19.1K |
2025 Q1
2 quarters
|
|
8075
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$572M
| $21.7K | ﹤0.01% |
436
| – | – |
2024 Q4
3 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.