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 | |
|---|---|---|---|---|---|---|---|
|
GOOW
8276
Roundhill GOOGL WeeklyPay ETF
GOOW
$76.7M
| $16K | ﹤0.01% |
+269
| New | +$15K |
2025 Q3
0 quarters
|
|
8277
Simplify Propel Opportunities ETF
SURI
$73.9M
| $16K | ﹤0.01% |
1,024
-1,954
| -66% | -$30.4K |
2025 Q2
1 quarter
|
|
8278
Virtus Private Credit Strategy ETF
VPC
$28.1M
| $16K | ﹤0.01% |
844
-11,074
| -93% | -$226K |
2025 Q1
2 quarters
|
|
|
BMAX
8279
DELISTED
REX Bitcoin Corporate Treasury Convertible Bond ETF
BMAX
| $15.9K | ﹤0.01% |
559
-3,722
| -87% | -$109K |
2025 Q2
1 quarter
|
|
8280
iShares MSCI Finland ETF
EFNL
$387M
| $15.8K | ﹤0.01% |
+370
| New | +$15.4K |
2025 Q3
0 quarters
|
|
8281
AB Core Plus Bond ETF
CPLS
$197M
| $15.8K | ﹤0.01% |
441
+263
| +148% | +$9.34K |
2024 Q4
3 quarters
|
|
|
ZYXI
8282
DELISTED
Zynex
ZYXI
| $15.8K | ﹤0.01% |
10,890
-7,620
| -41% | -$14K |
2019 Q1
26 quarters
|
|
8283
SEI QiM U.S. Large Cap Low Volatility Active ETF
SELV
$252M
| $15.7K | ﹤0.01% |
493
-2,479
| -83% | -$77.5K |
2023 Q4
7 quarters
|
|
|
YRD
8284
Yiren Digital
YRD
$83.7M
| $15.7K | ﹤0.01% |
2,654
-35,316
| -93% | -$211K |
2024 Q4
3 quarters
|
|
8285
bioAffinity Technologies
BIAFW
$844K
| $15.7K | ﹤0.01% |
47,669
-903
| -2% | -$128 |
2024 Q3
4 quarters
|
|
|
INTZ
8286
Intrusion
INTZ
$17.6M
| $15.7K | ﹤0.01% |
9,831
-30,420
| -76% | -$57.6K |
2024 Q1
6 quarters
|
|
|
CUPR
8287
Cuprina Holdings Cayman Ltd
CUPR
$16.9M
| $15.7K | ﹤0.01% |
2,092
-4,378
| -68% | -$155K |
2025 Q2
1 quarter
|
|
|
JPSV
8288
JPMorgan Active Small Cap Value ETF
JPSV
$25.9M
| $15.7K | ﹤0.01% |
268
-248
| -48% | -$14.5K |
2024 Q4
3 quarters
|
|
8289
WisdomTree US Multifactor Fund
USMF
$270M
| $15.7K | ﹤0.01% |
+300
| New | +$15.4K |
2025 Q3
0 quarters
|
|
8290
ProShares Inflation Expectations ETF
RINF
$18.6M
| $15.6K | ﹤0.01% |
483
+191
| +65% | +$6.27K |
2025 Q1
2 quarters
|
|
8291
Harbor International Compounders ETF
OSEA
$401M
| $15.6K | ﹤0.01% |
+528
| New | +$15.4K |
2025 Q3
0 quarters
|
|
|
XRPNU
8292
Armada Acquisition Corp II Units
XRPNU
$783M
| $15.6K | ﹤0.01% |
1,500
| – | – |
2025 Q2
1 quarter
|
|
8293
TDH Holdings
PETZ
$13.4M
| $15.5K | ﹤0.01% |
+14,465
| New | +$15K |
2025 Q3
0 quarters
|
|
8294
Strategas Global Policy Opportunities ETF
SAGP
$75.3M
| $15.5K | ﹤0.01% |
449
-369
| -45% | -$12.4K |
2025 Q1
2 quarters
|
|
|
ONL
8295
Orion Office REIT
ONL
$137M
| $15.5K | ﹤0.01% |
5,723
+1,858
| +48% | +$4.97K |
2021 Q4
15 quarters
|
|
8296
MicroSectors Gold Miners -3x Inverse Leveraged ETN
GDXD
$581M
| $15.4K | ﹤0.01% |
89
+63
| +242% | +$26.7K |
2025 Q1
2 quarters
|
|
|
SAIH
8297
SAIHEAT Ltd
SAIH
$45.4M
| $15.4K | ﹤0.01% |
1,645
-8,367
| -84% | -$70.3K |
2024 Q4
3 quarters
|
|
|
COLAU
8298
Columbus Acquisition Corp Unit
COLAU
$23.6M
| $15.4K | ﹤0.01% |
1,510
| – | – |
2025 Q1
2 quarters
|
|
8299
Euroseas
ESEA
$511M
| $15.4K | ﹤0.01% |
258
-1,081
| -81% | -$60.9K |
2023 Q3
8 quarters
|
|
|
CIK
8300
UBS Asset Management Income Fund, Inc.
CIK
$127M
| $15.4K | ﹤0.01% |
5,246
-618
| -11% | -$1.84K |
2014 Q4
43 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.