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 | |
|---|---|---|---|---|---|---|---|
|
SCDS
8526
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$9.47M
| $10.3K | ﹤0.01% |
175
| – | – |
2024 Q4
3 quarters
|
|
|
ONEZ
8527
TrueShares Seasonality Laddered Buffered ETF
ONEZ
$351M
| $10.3K | ﹤0.01% |
388
-1,046
| -73% | -$27.1K |
2025 Q2
1 quarter
|
|
8528
Innovator US Equity Accelerated Plus ETF April
XTAP
$18.8M
| $10.3K | ﹤0.01% |
259
-3,209
| -93% | -$125K |
2025 Q1
2 quarters
|
|
8529
MDxHealth
MDXH
$54.5M
| $10.3K | ﹤0.01% |
2,207
+737
| +50% | +$2.27K |
2024 Q1
6 quarters
|
|
8530
PGIM Short Duration Multi-Sector Bond ETF
PSDM
$245M
| $10.3K | ﹤0.01% |
199
-104
| -34% | -$5.34K |
2025 Q1
2 quarters
|
|
|
CNAV
8531
Mohr Company Nav ETF
CNAV
$56.7M
| $10.3K | ﹤0.01% |
339
-1,265
| -79% | -$36.1K |
2024 Q4
3 quarters
|
|
|
QCMU
8532
Direxion Daily QCOM Bull 2X ETF
QCMU
$25.5M
| $10.2K | ﹤0.01% |
+374
| New | +$9.48K |
2025 Q3
0 quarters
|
|
|
CAIE
8533
Calamos Autocallable Income ETF
CAIE
$1.29B
| $10.2K | ﹤0.01% |
+371
| New | +$9.86K |
2025 Q3
0 quarters
|
|
8534
One Stop Systems
OSS
$216M
| $10.2K | ﹤0.01% |
1,896
-6,835
| -78% | -$37.4K |
2023 Q4
7 quarters
|
|
8535
Xtrackers Cybersecurity Select Equity ETF
PSWD
$5.59M
| $10.2K | ﹤0.01% |
273
-278
| -50% | -$10K |
2024 Q3
4 quarters
|
|
|
BASG
8536
Brown Advisory Sustainable Growth ETF
BASG
$522M
| $10.1K | ﹤0.01% |
+382
| New | +$10K |
2025 Q3
0 quarters
|
|
8537
ProShares Supply Chain Logistics ETF
SUPL
$2.24M
| $10.1K | ﹤0.01% |
269
-81
| -23% | -$3.09K |
2024 Q3
4 quarters
|
|
8538
VolitionRx Ltd
VNRX
$7.06M
| $10.1K | ﹤0.01% |
741
+672
| +974% | +$8.94K |
2017 Q1
34 quarters
|
|
|
XHYD
8539
DELISTED
BondBloxx USD High Yield Bond Consumer Non-Cyclicals Sector ETF
XHYD
| $10K | ﹤0.01% |
261
-266
| -50% | -$10.2K |
2025 Q1
2 quarters
|
|
8540
Bullfrog AI Holdings Warrants
BFRGW
$184K
| $10K | ﹤0.01% |
18,240
-940
| -5% | -$493 |
2024 Q4
3 quarters
|
|
8541
ProShares Ultra Materials
UYM
$34.2M
| $10K | ﹤0.01% |
414
+325
| +365% | +$8.08K |
2025 Q2
1 quarter
|
|
|
DOGD
8542
DELISTED
Tradr 2X Long DDOG Daily ETF
DOGD
| $10K | ﹤0.01% |
+337
| New | +$9.05K |
2025 Q3
0 quarters
|
|
|
ZHOG
8543
F/M Opportunistic Income ETF
ZHOG
$45.7M
| $9.98K | ﹤0.01% |
+191
| New | +$9.9K |
2025 Q3
0 quarters
|
|
|
LAWR
8544
Robot Consulting Co
LAWR
| $9.97K | ﹤0.01% |
+3,125
| New | +$7.45K |
2025 Q3
0 quarters
|
|
8545
SonicShares Global Shipping ETF
BOAT
$140M
| $9.97K | ﹤0.01% |
321
-460
| -59% | -$14.3K |
2023 Q4
7 quarters
|
|
|
OCTD
8546
DELISTED
Innovator Premium Income 10 Barrier ETF October
OCTD
| $9.94K | ﹤0.01% |
416
+411
| +8,220% | +$9.93K |
2025 Q1
2 quarters
|
|
|
8547
Bullfrog AI
BFRG
$11.4M
| $9.93K | ﹤0.01% |
7,095
+5,803
| +449% | +$7.95K |
2024 Q4
3 quarters
|
|
|
MTR
8548
Mesa Royalty Trust
MTR
$4.6M
| $9.92K | ﹤0.01% |
1,856
-910
| -33% | -$5.12K |
2014 Q4
43 quarters
|
|
8549
AllianzIM U.S. Equity Buffer20 Jan ETF
JANW
$357M
| $9.9K | ﹤0.01% |
274
-4,298
| -94% | -$153K |
2025 Q2
1 quarter
|
|
|
PLTW
8550
Roundhill PLTR WeeklyPay ETF
PLTW
$134M
| $9.88K | ﹤0.01% |
+203
| New | +$9.56K |
2025 Q3
0 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.