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 | |
|---|---|---|---|---|---|---|---|
|
GCPU
8476
Grayscale AI Compute ETF
GCPU
$11.8M
| $11.3K | ﹤0.01% |
+278
| New | +$8.43K |
2025 Q3
0 quarters
|
|
8477
Invesco S&P SmallCap 600 GARP ETF
GRPZ
$3.06M
| $11.3K | ﹤0.01% |
422
-5
| -1% | -$131 |
2024 Q2
5 quarters
|
|
8478
EuroDry
EDRY
$178M
| $11.3K | ﹤0.01% |
900
+612
| +213% | +$6.71K |
2024 Q3
4 quarters
|
|
|
AMBR
8479
Amber International Holding Ltd
AMBR
$171M
| $11.2K | ﹤0.01% |
3,345
-327
| -9% | -$1.94K |
2025 Q2
1 quarter
|
|
|
HBDC
8480
Hilton BDC Corporate Bond ETF
HBDC
$83M
| $11.2K | ﹤0.01% |
+444
| New | +$11.2K |
2025 Q3
0 quarters
|
|
8481
Natural Alternatives International
NAII
$9.27M
| $11.2K | ﹤0.01% |
3,925
-1,526
| -28% | -$5.33K |
2025 Q2
1 quarter
|
|
|
AAM
8482
DELISTED
AA Mission Acquisition Corp
AAM
| $11.1K | ﹤0.01% |
1,058
-8,049
| -88% | -$84.3K |
2025 Q2
1 quarter
|
|
8483
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$117M
| $11.1K | ﹤0.01% |
151
+150
| +15,000% | +$9.56K |
2024 Q4
3 quarters
|
|
8484
YieldMax PYPL Option Income Strategy ETF
PYPY
$14.5M
| $11.1K | ﹤0.01% |
+208
| New | +$12.1K |
2025 Q3
0 quarters
|
|
8485
Shimmick
SHIM
$130M
| $11.1K | ﹤0.01% |
+4,246
| New | +$10.4K |
2025 Q3
0 quarters
|
|
8486
Quetta Acquisition Corp Unit
QETAU
| $11.1K | ﹤0.01% |
1,100
| – | – |
2025 Q1
2 quarters
|
|
8487
Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF
EVMT
$6.89M
| $11K | ﹤0.01% |
672
-63
| -9% | -$986 |
2024 Q1
6 quarters
|
|
8488
CI&T Inc
CINT
$411M
| $11K | ﹤0.01% |
2,129
-195,950
| -99% | -$1.06M |
2024 Q2
5 quarters
|
|
8489
iShares BBB Rated Corporate Bond ETF
LQDB
$57.4M
| $10.9K | ﹤0.01% |
+124
| New | +$10.8K |
2025 Q3
0 quarters
|
|
|
ONEG
8490
OneConstruction Group
ONEG
$16M
| $10.9K | ﹤0.01% |
963
-9,749
| -91% | -$89.6K |
2024 Q4
3 quarters
|
|
|
NCLO
8491
Nuveen AA-BBB CLO ETF
NCLO
$163M
| $10.8K | ﹤0.01% |
432
-2,547
| -85% | -$63.8K |
2025 Q2
1 quarter
|
|
|
NVDW
8492
Roundhill NVDA WeeklyPay ETF
NVDW
$123M
| $10.8K | ﹤0.01% |
+219
| New | +$10.8K |
2025 Q3
0 quarters
|
|
|
QQJG
8493
DELISTED
Invesco ESG NASDAQ Next Gen 100 ETF
QQJG
| $10.8K | ﹤0.01% |
399
+39
| +11% | +$1.01K |
2023 Q3
8 quarters
|
|
|
WHWK
8494
Whitehawk Therapeutics
WHWK
$211M
| $10.8K | ﹤0.01% |
5,693
-2,980
| -34% | -$5.48K |
2022 Q4
11 quarters
|
|
|
GGTL
8495
Gabelli Global Technology Leaders ETF
GGTL
$16.7M
| $10.8K | ﹤0.01% |
332
+72
| +28% | +$2.24K |
2024 Q3
4 quarters
|
|
|
QETH
8496
Invesco Galaxy Ethereum ETF
QETH
$26.1M
| $10.7K | ﹤0.01% |
+259
| New | +$10.1K |
2025 Q3
0 quarters
|
|
|
BMGL
8497
Basel Medical
BMGL
$5.19M
| $10.7K | ﹤0.01% |
492
+22
| +5% | +$552 |
2025 Q2
1 quarter
|
|
|
SZZLU
8498
Sizzle Acquisition Corp II Unit
SZZLU
| $10.7K | ﹤0.01% |
1,050
+650
| +163% | +$6.67K |
2025 Q2
1 quarter
|
|
8499
Guardforce AI
GFAI
$9.67M
| $10.7K | ﹤0.01% |
9,733
-18,485
| -66% | -$21.8K |
2024 Q4
3 quarters
|
|
8500
ALPS Emerging Sector Dividend Dogs ETF
EDOG
$29.6M
| $10.7K | ﹤0.01% |
463
+83
| +22% | +$1.89K |
2017 Q2
33 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.