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 | |
|---|---|---|---|---|---|---|---|
8076
GD Culture Group
GDC
$5.95M
| $21.6K | ﹤0.01% |
15
+11
| +275% | +$11.7K |
2024 Q3
4 quarters
|
|
8077
T. Rowe Price Growth ETF
TGRT
$1.66B
| $21.6K | ﹤0.01% |
+496
| New | +$20.8K |
2025 Q3
0 quarters
|
|
8078
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.5M
| $21.6K | ﹤0.01% |
595
-710
| -54% | -$25.1K |
2025 Q2
1 quarter
|
|
8079
Franklin FTSE Europe ETF
FLEE
$105M
| $21.6K | ﹤0.01% |
+623
| New | +$21.2K |
2025 Q3
0 quarters
|
|
8080
PUT
Vipshop
VIPS
$5.86B
| $21.6K | ﹤0.01% |
1,100
| – | – |
2024 Q1
6 quarters
|
|
|
MCRP
8081
Micropolis AI Robotics
MCRP
$23.7M
| $21.6K | ﹤0.01% |
15,309
-61,919
| -80% | -$127K |
2025 Q1
2 quarters
|
|
|
RFAI
8082
RF Acquisition Corp II
RFAI
$320M
| $21.5K | ﹤0.01% |
1,999
+71
| +4% | +$752 |
2024 Q3
4 quarters
|
|
8083
Direxion Daily Healthcare Bull 3X ETF
CURE
$161M
| $21.5K | ﹤0.01% |
257
+256
| +25,600% | +$19.9K |
2024 Q4
3 quarters
|
|
8084
Avantis All Equity Markets Value ETF
AVGV
$460M
| $21.5K | ﹤0.01% |
+305
| New | +$20.8K |
2025 Q3
0 quarters
|
|
|
NYAX
8085
Nayax
NYAX
$1.83B
| $21.4K | ﹤0.01% |
450
-61,462
| -99% | -$2.86M |
2022 Q3
12 quarters
|
|
|
LHAI
8086
Linkhome Holdings
LHAI
$17.2M
| $21.4K | ﹤0.01% |
+2,361
| New | +$18.5K |
2025 Q3
0 quarters
|
|
|
SPBX
8087
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
$93.7M
| $21.4K | ﹤0.01% |
+796
| New | +$21K |
2025 Q3
0 quarters
|
|
8088
Direxion Daily 7-10 Year Treasury Bull 3X ETF
TYD
$25.8M
| $21.4K | ﹤0.01% |
832
+632
| +316% | +$16K |
2025 Q2
1 quarter
|
|
|
QCLS
8089
Q/C Technologies Inc
QCLS
$6.13M
| $21.3K | ﹤0.01% |
5,136
+4,486
| +690% | +$37.1K |
2025 Q2
1 quarter
|
|
8090
Quadratic Deflation ETF
BNDD
$17.1M
| $21.3K | ﹤0.01% |
213
-159
| -43% | -$15.6K |
2023 Q3
8 quarters
|
|
8091
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$226M
| $21.3K | ﹤0.01% |
1,065
+832
| +357% | +$16.6K |
2025 Q2
1 quarter
|
|
|
VGHY
8092
Vanguard High-Yield Active ETF
VGHY
$298M
| $21.2K | ﹤0.01% |
+282
| New | +$21.2K |
2025 Q3
0 quarters
|
|
8093
FT Vest International Equity Buffer ETF June
YJUN
$146M
| $21.2K | ﹤0.01% |
846
-49
| -5% | -$1.21K |
2025 Q2
1 quarter
|
|
|
MENS
8094
Jyong Biotech
MENS
$162M
| $21.1K | ﹤0.01% |
+537
| New | +$19.3K |
2025 Q3
0 quarters
|
|
8095
CAMP4 Therapeutics
CAMP
$251M
| $21.1K | ﹤0.01% |
7,043
+1,955
| +38% | +$3.62K |
2024 Q4
3 quarters
|
|
8096
The ONE Group
STKS
$49.4M
| $21.1K | ﹤0.01% |
7,131
+1,879
| +36% | +$5.9K |
2021 Q2
17 quarters
|
|
8097
CALL
AngloGold Ashanti
AU
$48B
| $21.1K | ﹤0.01% |
300
-103,900
| -100% | -$5.81M |
2025 Q1
2 quarters
|
|
|
GIBO
8098
GIBO Holdings
GIBO
$84.5M
| $21K | ﹤0.01% |
330
+278
| +535% | +$47.8K |
2025 Q2
1 quarter
|
|
8099
Dimensional International Small Cap ETF
DFIS
$5.78B
| $21K | ﹤0.01% |
663
-477
| -42% | -$14.7K |
2024 Q4
3 quarters
|
|
|
ELIL
8100
Direxion Daily LLY Bull 2X ETF
ELIL
$16.9M
| $20.9K | ﹤0.01% |
1,258
-791
| -39% | -$13.1K |
2025 Q2
1 quarter
|
|
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.