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 | |
|---|---|---|---|---|---|---|---|
8201
MoneyHero
MNY
$29.6M
| $17.9K | ﹤0.01% |
12,530
-1,305
| -9% | -$2.19K |
2024 Q3
4 quarters
|
|
|
VERO
8202
DELISTED
Venus Concept
VERO
| $17.9K | ﹤0.01% |
+7,788
| New | +$19K |
2025 Q3
0 quarters
|
|
8203
Century Casinos
CNTY
$29.3M
| $17.9K | ﹤0.01% |
6,861
+150
| +2% | +$374 |
2020 Q4
19 quarters
|
|
|
ZMAR
8204
Innovator Equity Defined Protection ETF - 1 Yr March
ZMAR
$112M
| $17.9K | ﹤0.01% |
661
+659
| +32,950% | +$17.7K |
2025 Q2
1 quarter
|
|
8205
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$114M
| $17.9K | ﹤0.01% |
724
-4,189
| -85% | -$100K |
2025 Q1
2 quarters
|
|
8206
Logan Capital Large Cap Growth ETF
LCLG
$108M
| $17.9K | ﹤0.01% |
285
-564
| -66% | -$33.4K |
2025 Q1
2 quarters
|
|
8207
Regis Corp
RGS
$72.6M
| $17.9K | ﹤0.01% |
613
-730
| -54% | -$16.8K |
2014 Q4
43 quarters
|
|
8208
PUT
Welltower
WELL
$164B
| $17.8K | ﹤0.01% |
100
| – | – |
2025 Q2
1 quarter
|
|
|
LENS
8209
Sarmaya Thematic ETF
LENS
$62.6M
| $17.8K | ﹤0.01% |
528
+428
| +428% | +$12.8K |
2025 Q2
1 quarter
|
|
8210
Innovator Emerging Markets Power Buffer ETF January
EJAN
$146M
| $17.8K | ﹤0.01% |
535
-529
| -50% | -$17.3K |
2024 Q2
5 quarters
|
|
8211
GraniteShares Nasdaq Select Disruptors ETF
DRUP
$49.7M
| $17.7K | ﹤0.01% |
272
+215
| +377% | +$13.6K |
2025 Q2
1 quarter
|
|
8212
Avantis Emerging Markets Value ETF
AVES
$1.57B
| $17.7K | ﹤0.01% |
309
-10
| -3% | -$556 |
2024 Q3
4 quarters
|
|
8213
Brandes International ETF
BINV
$517M
| $17.7K | ﹤0.01% |
461
-1,689
| -79% | -$62.5K |
2025 Q1
2 quarters
|
|
8214
Kimco Realty Corp 7.25% Class N Preferred Stock
KIM.PRN
$82.8M
| $17.7K | ﹤0.01% |
297
-723
| -71% | -$43.2K |
2024 Q3
4 quarters
|
|
8215
Cambria Value and Momentum ETF
VAMO
$85.8M
| $17.7K | ﹤0.01% |
529
-583
| -52% | -$18.5K |
2018 Q3
28 quarters
|
|
|
PWER
8216
Nomura Energy Transition ETF
PWER
$13.2M
| $17.6K | ﹤0.01% |
+537
| New | +$16.2K |
2025 Q3
0 quarters
|
|
|
RBOT
8217
DELISTED
Vicarious Surgical
RBOT
| $17.6K | ﹤0.01% |
3,194
+3,050
| +2,118% | +$23.3K |
2024 Q4
3 quarters
|
|
|
ORR
8218
Militia Long/Short Equity ETF
ORR
$347M
| $17.6K | ﹤0.01% |
+558
| New | +$17.2K |
2025 Q3
0 quarters
|
|
|
POLEU
8219
Andretti Acquisition Corp II Unit
POLEU
| $17.5K | ﹤0.01% |
1,701
| – | – |
2024 Q3
4 quarters
|
|
8220
Altrius Global Dividend ETF
DIVD
$23.4M
| $17.5K | ﹤0.01% |
475
+462
| +3,554% | +$16.8K |
2025 Q2
1 quarter
|
|
|
SGVT
8221
Schwab Government Money Market ETF
SGVT
$930M
| $17.5K | ﹤0.01% |
+174
| New | +$17.5K |
2025 Q3
0 quarters
|
|
8222
Wahed FTSE USA Shariah ETF
HLAL
$987M
| $17.5K | ﹤0.01% |
295
+255
| +638% | +$14.3K |
2024 Q3
4 quarters
|
|
|
BNBX
8223
DELISTED
BNB PLUS CORP
BNBX
| $17.5K | ﹤0.01% |
4,502
-7,117
| -61% | -$28.3K |
2023 Q3
8 quarters
|
|
|
SNT
8224
Senstar Technologies
SNT
$35.9M
| $17.5K | ﹤0.01% |
3,500
-500
| -13% | -$2.24K |
2014 Q4
43 quarters
|
|
8225
TrueShares Structured Outcome November ETF
NOVZ
$2.62B
| $17.4K | ﹤0.01% |
391
-146
| -27% | -$6.29K |
2023 Q3
8 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.