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 | |
|---|---|---|---|---|---|---|---|
|
URSP
8451
ProShares Ultra S&P 500 Equal Weight
URSP
$51.7M
| $11.7K | ﹤0.01% |
+286
| New | +$11.5K |
2025 Q3
0 quarters
|
|
|
HYAC.U
8452
DELISTED
Haymaker Acquisition Corp 4 Units
HYAC.U
| $11.6K | ﹤0.01% |
1,021
| – | – |
2023 Q3
8 quarters
|
|
|
XHYH
8453
DELISTED
BondBloxx USD High Yield Bond Healthcare Sector ETF
XHYH
| $11.6K | ﹤0.01% |
+323
| New | +$11.5K |
2025 Q3
0 quarters
|
|
|
MTEN
8454
Mingteng International Corp
MTEN
$7.72M
| $11.6K | ﹤0.01% |
9
-10
| -53% | -$26K |
2024 Q4
3 quarters
|
|
8455
Direxion Daily Industrials Bull 3X ETF
DUSL
$42.9M
| $11.6K | ﹤0.01% |
153
-8,738
| -98% | -$632K |
2025 Q2
1 quarter
|
|
8456
Global X NASDAQ 100 Tail Risk ETF
QTR
$10.5M
| $11.6K | ﹤0.01% |
+326
| New | +$11.1K |
2025 Q3
0 quarters
|
|
|
CGUI
8457
Capital Group Ultra Short Income ETF
CGUI
$338M
| $11.6K | ﹤0.01% |
+457
| New | +$11.6K |
2025 Q3
0 quarters
|
|
8458
WisdomTree US Value Fund
WTV
$3.18B
| $11.6K | ﹤0.01% |
127
| – | – |
2025 Q1
2 quarters
|
|
|
PEVC
8459
Pacer PE/VC ETF
PEVC
$2.57M
| $11.6K | ﹤0.01% |
400
| – | – |
2025 Q2
1 quarter
|
|
8460
Xilio Therapeutics
XLO
$59.3M
| $11.5K | ﹤0.01% |
975
-16,166
| -94% | -$162K |
2021 Q4
15 quarters
|
|
|
HOOW
8461
Roundhill HOOD WeeklyPay ETF
HOOW
$147M
| $11.5K | ﹤0.01% |
+142
| New | +$9.61K |
2025 Q3
0 quarters
|
|
|
QALT
8462
SEI DBi Multi-Strategy Alternative ETF
QALT
$195M
| $11.5K | ﹤0.01% |
+453
| New | +$11.4K |
2025 Q3
0 quarters
|
|
|
CPSR
8463
Calamos S&P 500 Structured Alt Protection ETF - March
CPSR
$34.1M
| $11.5K | ﹤0.01% |
463
+263
| +132% | +$6.46K |
2025 Q2
1 quarter
|
|
|
ALCY
8464
DELISTED
Alchemy Investments Acquisition Corp 1
ALCY
| $11.5K | ﹤0.01% |
+1,001
| New | +$11.6K |
2025 Q3
0 quarters
|
|
8465
Xtrackers Emerging Markets Carbon Reduction and Climate Improvers ETF
EMCR
$61M
| $11.4K | ﹤0.01% |
315
-46
| -13% | -$1.56K |
2024 Q4
3 quarters
|
|
|
LNKS
8466
Linkers Industries
LNKS
$1.61M
| $11.4K | ﹤0.01% |
98
-41
| -29% | -$5.47K |
2024 Q4
3 quarters
|
|
|
RITR
8467
DELISTED
Reitar Logtech Holdings
RITR
| $11.4K | ﹤0.01% |
1,618
-39,748
| -96% | -$193K |
2024 Q4
3 quarters
|
|
|
SYSB
8468
iShares Systematic Bond ETF
SYSB
$1.25B
| $11.3K | ﹤0.01% |
+126
| New | +$11.2K |
2025 Q3
0 quarters
|
|
8469
Franklin Disruptive Commerce ETF
BUYZ
$5.17M
| $11.3K | ﹤0.01% |
259
-83
| -24% | -$3.49K |
2024 Q4
3 quarters
|
|
|
ZYBT
8470
Zhengye Biotechnology Holding
ZYBT
$58.8M
| $11.3K | ﹤0.01% |
4,329
-150,183
| -97% | -$1.04M |
2025 Q1
2 quarters
|
|
8471
Northern Trust ESG & Climate Developed Markets ex-US Core ETF
FEDM
$81.3M
| $11.3K | ﹤0.01% |
198
-138
| -41% | -$7.71K |
2025 Q1
2 quarters
|
|
|
CCIIU
8472
Cohen Circle Acquisition Corp II Unit
CCIIU
$272M
| $11.3K | ﹤0.01% |
+1,102
| New | +$11.3K |
2025 Q3
0 quarters
|
|
|
GPUS
8473
Hyperscale Data Inc
GPUS
$23.3M
| $11.3K | ﹤0.01% |
5,181
+4,988
| +2,584% | +$17.1K |
2024 Q2
5 quarters
|
|
|
ABFL
8474
Abacus FCF Leaders ETF
ABFL
$530M
| $11.3K | ﹤0.01% |
157
+148
| +1,644% | +$10.4K |
2024 Q3
4 quarters
|
|
8475
AllianzIM U.S. Equity Buffer10 Jul ETF
JULT
$58.8M
| $11.3K | ﹤0.01% |
257
-1,023
| -80% | -$43.8K |
2024 Q3
4 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.