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 | |
|---|---|---|---|---|---|---|---|
8251
Brookstone Value Stock ETF
BAMV
$119M
| $16.7K | ﹤0.01% |
523
+381
| +268% | +$12.2K |
2024 Q3
4 quarters
|
|
8252
Palisade Bio
PALI
$251M
| $16.7K | ﹤0.01% |
19,413
+19,081
| +5,747% | +$14.9K |
2020 Q4
19 quarters
|
|
|
LBRX
8253
LB Pharmaceuticals
LBRX
$1.19B
| $16.7K | ﹤0.01% |
+1,055
| New | +$16.7K |
2025 Q3
0 quarters
|
|
8254
Cibus
CBUS
$131M
| $16.6K | ﹤0.01% |
12,837
-119,357
| -90% | -$173K |
2022 Q2
13 quarters
|
|
|
BNC
8255
BNB Standard Corporation Common Stock
BNC
$241M
| $16.5K | ﹤0.01% |
+2,116
| New | +$35.9K |
2025 Q3
0 quarters
|
|
8256
Invesco Alerian Galaxy Crypto Economy ETF
SATO
$8.46M
| $16.5K | ﹤0.01% |
628
+275
| +78% | +$6.02K |
2025 Q2
1 quarter
|
|
|
GOCO
8257
DELISTED
GoHealth
GOCO
| $16.4K | ﹤0.01% |
3,408
+1,596
| +88% | +$8.71K |
2023 Q2
9 quarters
|
|
8258
Invesco ESG NASDAQ 100 ETF
QQMG
$212M
| $16.4K | ﹤0.01% |
+396
| New | +$15.5K |
2025 Q3
0 quarters
|
|
8259
VictoryShares Emerging Markets Value Momentum ETF
UEVM
$241M
| $16.3K | ﹤0.01% |
294
+285
| +3,167% | +$15.4K |
2024 Q4
3 quarters
|
|
|
QCAP
8260
FT Vest Nasdaq-100 Conservative Buffer ETF - April
QCAP
$128M
| $16.3K | ﹤0.01% |
700
-402
| -36% | -$9.26K |
2025 Q2
1 quarter
|
|
|
HYKE
8261
DELISTED
Vest 2 Year Interest Rate Hedge ETF
HYKE
| $16.3K | ﹤0.01% |
653
| – | – |
2024 Q3
4 quarters
|
|
8262
Scully Royalty
SRL
$76.1M
| $16.3K | ﹤0.01% |
2,717
-326
| -11% | -$1.86K |
2023 Q4
7 quarters
|
|
|
BRKC
8263
YieldMax BRK.B Option Income Strategy ETF
BRKC
$16.7M
| $16.3K | ﹤0.01% |
337
+328
| +3,644% | +$15.8K |
2025 Q2
1 quarter
|
|
|
GPMT
8264
Granite Point Mortgage Trust
GPMT
$36.7M
| $16.3K | ﹤0.01% |
5,428
-56,196
| -91% | -$155K |
2017 Q3
32 quarters
|
|
8265
GigaMedia
GIGM
$15.8M
| $16.3K | ﹤0.01% |
9,922
-7,288
| -42% | -$11.4K |
2024 Q4
3 quarters
|
|
|
IBIB
8266
DELISTED
iShares iBonds Oct 2025 Term TIPS ETF
IBIB
| $16.3K | ﹤0.01% |
+638
| New | +$16.2K |
2025 Q3
0 quarters
|
|
8267
BNY Mellon Emerging Markets Equity ETF
BKEM
$111M
| $16.2K | ﹤0.01% |
+663
| New | +$15.3K |
2025 Q3
0 quarters
|
|
8268
Avantis Core Municipal Fixed Income ETF
AVMU
$163M
| $16.1K | ﹤0.01% |
+354
| New | +$15.8K |
2025 Q3
0 quarters
|
|
8269
Innovator Premium Income 30 Barrier ETF October
OCTJ
$15M
| $16.1K | ﹤0.01% |
675
+609
| +923% | +$14.6K |
2025 Q2
1 quarter
|
|
|
MDCX
8270
Medicus Pharma
MDCX
$11.5M
| $16.1K | ﹤0.01% |
6,957
-23,969
| -78% | -$60.1K |
2025 Q1
2 quarters
|
|
8271
First Trust Exchange-Traded Fund VIII First Trust Flexible Municipal High Income ETF
MFLX
$19.9M
| $16.1K | ﹤0.01% |
+951
| New | +$15.8K |
2025 Q3
0 quarters
|
|
|
SORA
8272
AsiaStrategy
SORA
$55.4M
| $16.1K | ﹤0.01% |
3,572
-13,538
| -79% | -$77.9K |
2025 Q2
1 quarter
|
|
8273
GGM Macro Alignment ETF
GGM
$20.4M
| $16.1K | ﹤0.01% |
594
-412
| -41% | -$11K |
2024 Q3
4 quarters
|
|
8274
ProShares UltraPro MidCap400
UMDD
$27.7M
| $16K | ﹤0.01% |
630
-378
| -38% | -$9.35K |
2025 Q2
1 quarter
|
|
|
HTLM
8275
HomesToLife Ltd
HTLM
$170M
| $16K | ﹤0.01% |
4,706
-675
| -13% | -$2.49K |
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.