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 | |
|---|---|---|---|---|---|---|---|
8576
Orchestra BioMed
OBIO
$358M
| $9.46K | ﹤0.01% |
3,815
-22,324
| -85% | -$61.6K |
2023 Q2
9 quarters
|
|
8577
GraniteShares 2x Long AMZN Daily ETF
AMZZ
$40.5M
| $9.43K | ﹤0.01% |
317
-980
| -76% | -$31.6K |
2025 Q2
1 quarter
|
|
|
VSDB
8578
Vanguard Short Duration Bond ETF
VSDB
$991M
| $9.43K | ﹤0.01% |
+123
| New | +$9.38K |
2025 Q3
0 quarters
|
|
8579
KraneShares California Carbon Allowance Strategy ETF
KCCA
$117M
| $9.41K | ﹤0.01% |
551
-2,677
| -83% | -$42.8K |
2023 Q3
8 quarters
|
|
8580
DoubleLine Commodity Strategy ETF
DCMT
$45M
| $9.4K | ﹤0.01% |
348
+113
| +48% | +$3K |
2025 Q2
1 quarter
|
|
8581
DHI Group
DHX
$209M
| $9.4K | ﹤0.01% |
3,383
-6,456
| -66% | -$17.9K |
2022 Q4
11 quarters
|
|
|
LFAO
8582
LifeX 2055 Longevity Income ETF
LFAO
$3.05M
| $9.4K | ﹤0.01% |
+55
| New | +$9.67K |
2025 Q3
0 quarters
|
|
|
VIP
8583
Vulcan Infrastructure and Power
VIP
$28M
| $9.37K | ﹤0.01% |
5,147
-34,925
| -87% | -$54.2K |
2021 Q3
16 quarters
|
|
8584
FT Vest US Equity Deep Buffer ETF January
DJAN
$484M
| $9.36K | ﹤0.01% |
+222
| New | +$9.15K |
2025 Q3
0 quarters
|
|
8585
ARB IOT Group
ARBB
$8.12M
| $9.35K | ﹤0.01% |
1,395
+173
| +14% | +$954 |
2024 Q2
5 quarters
|
|
|
NVNO
8586
enVVeno Medical
NVNO
$5.63M
| $9.3K | ﹤0.01% |
293
+120
| +69% | +$12.3K |
2023 Q4
7 quarters
|
|
8587
Astrotech Corp
ASTC
$14.2M
| $9.3K | ﹤0.01% |
1,898
-1,111
| -37% | -$5.86K |
2024 Q3
4 quarters
|
|
8588
Franklin US Treasury Bond ETF
FLGV
$1.02B
| $9.29K | ﹤0.01% |
450
+265
| +143% | +$5.43K |
2025 Q2
1 quarter
|
|
8589
Theriva Biologics
TOVX
$10.3M
| $9.28K | ﹤0.01% |
22,913
+22,912
| +2,291,200% | +$9.91K |
2023 Q4
7 quarters
|
|
|
IPHA
8590
Innate Pharma
IPHA
$178M
| $9.26K | ﹤0.01% |
4,797
-1,160
| -19% | -$2.33K |
2022 Q2
13 quarters
|
|
|
NIXX
8591
Nixxy Inc
NIXX
$8.75M
| $9.24K | ﹤0.01% |
6,553
+1,453
| +28% | +$2.6K |
2024 Q4
3 quarters
|
|
|
CVNY
8592
YieldMax CVNA Option Income Strategy ETF
CVNY
$20.1M
| $9.19K | ﹤0.01% |
+228
| New | +$9.54K |
2025 Q3
0 quarters
|
|
8593
Guinness Atkinson Smart Transportation & Technology ETF
MOTO
$12.5M
| $9.18K | ﹤0.01% |
180
-148
| -45% | -$7.27K |
2025 Q1
2 quarters
|
|
8594
ProShares S&P 500 ex-Health Care ETF
SPXV
$41.4M
| $9.17K | ﹤0.01% |
125
-398
| -76% | -$28.1K |
2024 Q3
4 quarters
|
|
8595
CALL
Otis Worldwide
OTIS
$24.4B
| $9.14K | ﹤0.01% |
100
-100
| -50% | -$9.08K |
2025 Q2
1 quarter
|
|
|
TOPT
8596
iShares Top 20 U.S. Stocks ETF
TOPT
$718M
| $9.14K | ﹤0.01% |
+300
| New | +$8.63K |
2025 Q3
0 quarters
|
|
8597
Innovator US Equity Accelerated Plus ETF October
XTOC
$15.9M
| $9.13K | ﹤0.01% |
280
-15
| -5% | -$481 |
2023 Q4
7 quarters
|
|
8598
Toews Agility Shares Dynamic Tactical Income ETF
THY
$87.6M
| $9.13K | ﹤0.01% |
402
+66
| +20% | +$1.49K |
2023 Q4
7 quarters
|
|
8599
GraniteShares 1.25x Long TSLA Daily ETF
TSL
$11.3M
| $9.09K | ﹤0.01% |
+484
| New | +$6.73K |
2025 Q3
0 quarters
|
|
|
MSTW
8600
Roundhill MSTR WeeklyPay ETF
MSTW
$72.5M
| $9.08K | ﹤0.01% |
+293
| New | +$11.4K |
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.