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 | |
|---|---|---|---|---|---|---|---|
8151
Polestar Automotive Holding ADS Class C-1
PSNYW
$688M
| $19.2K | ﹤0.01% |
+2,416
| New | +$15.7K |
2025 Q3
0 quarters
|
|
8152
Innovator US Equity Ultra Buffer ETF January
UJAN
$255M
| $19.2K | ﹤0.01% |
456
-3,018
| -87% | -$125K |
2024 Q1
6 quarters
|
|
|
HDL
8153
Super Hi International Holding
HDL
$665M
| $19.2K | ﹤0.01% |
1,067
+354
| +50% | +$6.89K |
2024 Q2
5 quarters
|
|
|
ARES.PRB
8154
Ares Management Corp 6.75% Series B Preferred Stock
ARES.PRB
$1.16B
| $19.2K | ﹤0.01% |
386
+202
| +110% | +$11.2K |
2025 Q1
2 quarters
|
|
|
GRML
8155
Greenland Mines Ltd
GRML
$60M
| $19.1K | ﹤0.01% |
790
+105
| +15% | +$4.55K |
2023 Q3
8 quarters
|
|
|
IBIK
8156
iShares iBonds Oct 2034 Term TIPS ETF
IBIK
$91.1M
| $19.1K | ﹤0.01% |
+730
| New | +$18.9K |
2025 Q3
0 quarters
|
|
|
XHYF
8157
DELISTED
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
| $19.1K | ﹤0.01% |
501
+63
| +14% | +$2.39K |
2025 Q2
1 quarter
|
|
8158
Pacer Trendpilot European Index ETF
PTEU
$35.6M
| $19.1K | ﹤0.01% |
638
-775
| -55% | -$22.5K |
2016 Q3
36 quarters
|
|
8159
SGI Enhanced Core ETF
USDX
$295M
| $19K | ﹤0.01% |
+738
| New | +$19K |
2025 Q3
0 quarters
|
|
8160
Lichen China
LICN
$16.3M
| $19K | ﹤0.01% |
4,346
-2,705
| -38% | -$12.1K |
2024 Q2
5 quarters
|
|
8161
iShares MSCI United Kingdom Small-Cap ETF
EWUS
$40.9M
| $19K | ﹤0.01% |
462
-9,227
| -95% | -$374K |
2024 Q2
5 quarters
|
|
8162
Fidelity Disruptive Medicine ETF
FMED
$50.9M
| $19K | ﹤0.01% |
761
+177
| +30% | +$4.28K |
2025 Q2
1 quarter
|
|
|
ABXB
8163
Abacus Flexible Bond Leaders ETF
ABXB
$1.86M
| $19K | ﹤0.01% |
967
+180
| +23% | +$3.54K |
2020 Q4
19 quarters
|
|
8164
Overlay Shares Municipal Bond ETF
OVM
$42.9M
| $18.9K | ﹤0.01% |
877
-133
| -13% | -$2.81K |
2024 Q2
5 quarters
|
|
|
MAMO
8165
Massimo Group
MAMO
$40.4M
| $18.9K | ﹤0.01% |
8,039
-18,954
| -70% | -$51.8K |
2025 Q1
2 quarters
|
|
8166
Amtech Systems
ASYS
$315M
| $18.8K | ﹤0.01% |
2,030
-10,799
| -84% | -$66K |
2014 Q4
43 quarters
|
|
|
CIL
8167
DELISTED
VictoryShares International Volatility Wtd ETF
CIL
| $18.8K | ﹤0.01% |
364
+40
| +12% | +$2.04K |
2025 Q1
2 quarters
|
|
8168
Airgain
AIRG
$60.4M
| $18.8K | ﹤0.01% |
4,325
+3,053
| +240% | +$13.4K |
2023 Q4
7 quarters
|
|
8169
CALL
Brown & Brown
BRO
$20B
| $18.8K | ﹤0.01% |
+200
| New | +$19.5K |
2025 Q3
0 quarters
|
|
|
BNDY
8170
Horizon Core Bond ETF
BNDY
$411M
| $18.8K | ﹤0.01% |
+732
| New | +$18.5K |
2025 Q3
0 quarters
|
|
8171
FT Vest US Equity Moderate Buffer ETF February
GFEB
$383M
| $18.7K | ﹤0.01% |
462
-5
| -1% | -$199 |
2023 Q4
7 quarters
|
|
8172
First Trust Latin America AlphaDEX Fund
FLN
$45.1M
| $18.7K | ﹤0.01% |
874
-522
| -37% | -$10.5K |
2025 Q1
2 quarters
|
|
8173
Envoy Medical
COCH
$52.5M
| $18.7K | ﹤0.01% |
24,098
+10,032
| +71% | +$13.6K |
2024 Q4
3 quarters
|
|
|
PUSH
8174
PGIM Ultra Short Municipal Bond ETF
PUSH
$148M
| $18.7K | ﹤0.01% |
370
+87
| +31% | +$4.39K |
2025 Q2
1 quarter
|
|
|
SCAG
8175
Scage Future
SCAG
$15.8M
| $18.7K | ﹤0.01% |
7,001
+6,569
| +1,521% | +$27.4K |
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.