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 | |
|---|---|---|---|---|---|---|---|
8426
iShares ESG Aware MSCI USA Growth ETF
EGUS
$28.7M
| $12.2K | ﹤0.01% |
+236
| New | +$11.6K |
2025 Q3
0 quarters
|
|
|
APLX
8427
Tradr 2X Long APLD Daily ETF
APLX
$42.7M
| $12.1K | ﹤0.01% |
+588
| New | +$10.2K |
2025 Q3
0 quarters
|
|
8428
ProShares Ultra MSCI EAFE
EFO
$26.8M
| $12.1K | ﹤0.01% |
203
+20
| +11% | +$1.15K |
2025 Q2
1 quarter
|
|
|
CSAI
8429
Cloudastructure
CSAI
$2.37M
| $12.1K | ﹤0.01% |
320
-410
| -56% | -$21.1K |
2025 Q1
2 quarters
|
|
|
POWR
8430
iShares U.S. Power Infrastructure ETF
POWR
$444M
| $12.1K | ﹤0.01% |
481
+354
| +279% | +$8.71K |
2025 Q1
2 quarters
|
|
8431
Drilling Tools International
DTI
$80.8M
| $12K | ﹤0.01% |
5,226
+1,421
| +37% | +$3.13K |
2024 Q2
5 quarters
|
|
8432
Research Frontiers
REFR
$25.4M
| $12K | ﹤0.01% |
7,551
-12,862
| -63% | -$19.5K |
2024 Q1
6 quarters
|
|
8433
Creative Realities
CREX
$33.8M
| $12K | ﹤0.01% |
5,230
+3,911
| +297% | +$10.4K |
2024 Q3
4 quarters
|
|
8434
Paranovus Entertainment Technology
PAVS
$3.24M
| – | – |
0
| – | – |
2019 Q4
23 quarters
|
|
8435
Direxion Daily Junior Gold Miners Index Bear 2X ETF
JDST
$39.4M
| $11.8K | ﹤0.01% |
138
-77
| -36% | -$12.1K |
2025 Q1
2 quarters
|
|
8436
Fidelity High Yield Factor ETF
FDHY
$608M
| $11.8K | ﹤0.01% |
240
+175
| +269% | +$8.59K |
2025 Q2
1 quarter
|
|
8437
Great Elm Capital Corp
GECC
$69.7M
| $11.8K | ﹤0.01% |
1,180
-4,357
| -79% | -$48.3K |
2022 Q2
13 quarters
|
|
8438
Touchstone Ultra Short Income ETF
TUSI
$731M
| $11.8K | ﹤0.01% |
466
+175
| +60% | +$4.44K |
2025 Q2
1 quarter
|
|
|
ARCX
8439
Tradr 2X Long ACHR Daily ETF
ARCX
$5.37M
| $11.8K | ﹤0.01% |
+163
| New | +$13.6K |
2025 Q3
0 quarters
|
|
8440
ProShares UltraShort Energy
DUG
$38.1M
| $11.8K | ﹤0.01% |
+354
| New | +$12.5K |
2025 Q3
0 quarters
|
|
8441
MicroSectors Energy -3x Inverse Leveraged ETNs
WTID
$432K
| $11.8K | ﹤0.01% |
1,006
-326
| -24% | -$4.33K |
2023 Q2
9 quarters
|
|
|
RGEF
8442
Rockefeller Global Equity ETF
RGEF
$833M
| $11.7K | ﹤0.01% |
399
-4,160
| -91% | -$119K |
2024 Q4
3 quarters
|
|
|
LGO
8443
Largo
LGO
$54.4M
| $11.7K | ﹤0.01% |
7,819
+20
| +0.3% | +$30 |
2021 Q4
15 quarters
|
|
|
ISRLU
8444
DELISTED
Israel Acquisitions Corp Unit
ISRLU
| $11.7K | ﹤0.01% |
1,019
-78
| -7% | -$981 |
2024 Q4
3 quarters
|
|
|
SAPH
8445
SAP SE ADRhedged
SAPH
$782K
| $11.7K | ﹤0.01% |
241
+151
| +168% | +$7.74K |
2025 Q2
1 quarter
|
|
|
FCO
8446
DELISTED
abrdn Global Income Fund
FCO
| $11.7K | ﹤0.01% |
3,925
-175
| -4% | -$1.03K |
2014 Q4
43 quarters
|
|
8447
First Trust SSI Strategic Convertible Securities ETF
FCVT
$105M
| $11.7K | ﹤0.01% |
+273
| New | +$11K |
2025 Q3
0 quarters
|
|
|
SFEB
8448
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$128M
| $11.7K | ﹤0.01% |
+512
| New | +$11.3K |
2025 Q3
0 quarters
|
|
8449
INVE Technologies, Inc. Common Stock
INVE
$57.9M
| $11.7K | ﹤0.01% |
3,383
-36,936
| -92% | -$132K |
2023 Q4
7 quarters
|
|
|
JEQ
8450
DELISTED
abrdn Japan Equity Fund
JEQ
| $11.7K | ﹤0.01% |
1,481
-4,426
| -75% | -$35.1K |
2025 Q1
2 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.