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 | |
|---|---|---|---|---|---|---|---|
8676
Golden Sun Technology Group
GSUN
$2.18M
| $7.81K | ﹤0.01% |
2,936
-2,406
| -45% | -$6.52K |
2024 Q1
6 quarters
|
|
8677
T. Rowe Price Dividend Growth ETF
TDVG
$1.42B
| $7.78K | ﹤0.01% |
177
+8
| +5% | +$344 |
2024 Q4
3 quarters
|
|
8678
CALL
CenterPoint Energy
CNP
$24.9B
| $7.76K | ﹤0.01% |
+200
| New | +$7.55K |
2025 Q3
0 quarters
|
|
|
BENJ
8679
Horizon Landmark ETF
BENJ
$355M
| $7.75K | ﹤0.01% |
151
-75
| -33% | -$3.83K |
2025 Q2
1 quarter
|
|
|
DUKH
8680
Ocean Park High Income ETF
DUKH
$23M
| $7.75K | ﹤0.01% |
315
-1,719
| -85% | -$42K |
2025 Q2
1 quarter
|
|
|
ANL
8681
Adlai Nortye Group ADS
ANL
$972M
| $7.72K | ﹤0.01% |
4,291
-1,021
| -19% | -$1.66K |
2024 Q3
4 quarters
|
|
|
VSTL
8682
Defiance Daily Target 2X Long VST ETF
VSTL
$12.1M
| $7.72K | ﹤0.01% |
+126
| New | +$8.3K |
2025 Q3
0 quarters
|
|
8683
E-Home Household Service Holdings
EJH
$4.77M
| $7.71K | ﹤0.01% |
291
-761
| -72% | -$30.5K |
2023 Q4
7 quarters
|
|
|
PRXV
8684
Praxis Impact Large Cap Value ETF
PRXV
$88.8M
| $7.69K | ﹤0.01% |
259
+229
| +763% | +$6.63K |
2025 Q2
1 quarter
|
|
8685
Pathfinder Bancorp
PBHC
$109M
| $7.68K | ﹤0.01% |
+490
| New | +$7.34K |
2025 Q3
0 quarters
|
|
8686
Vert Global Sustainable Real Estate ETF
VGSR
$474M
| $7.68K | ﹤0.01% |
+721
| New | +$7.6K |
2025 Q3
0 quarters
|
|
8687
Virtus Real Asset Income ETF
VRAI
$17.7M
| $7.68K | ﹤0.01% |
320
-1,824
| -85% | -$43.1K |
2024 Q2
5 quarters
|
|
|
CMPOW
8688
DELISTED
CompoSecure Inc Warrant
CMPOW
| $7.65K | ﹤0.01% |
598
-2,040
| -77% | -$19.2K |
2024 Q4
3 quarters
|
|
|
LOGO
8689
Alpha Brands Consumption Leaders ETF
LOGO
$32.8M
| $7.65K | ﹤0.01% |
+348
| New | +$7.38K |
2025 Q3
0 quarters
|
|
8690
FT Vest DJIA Dogs 10 Target Income ETF
DOGG
$85M
| $7.63K | ﹤0.01% |
+382
| New | +$7.62K |
2025 Q3
0 quarters
|
|
|
ORIO
8691
Orion Digital Corp
ORIO
$24.8M
| $7.63K | ﹤0.01% |
4,214
-15,973
| -79% | -$29.2K |
2020 Q2
21 quarters
|
|
8692
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$9.71B
| $7.6K | ﹤0.01% |
237
-6,169
| -96% | -$190K |
2025 Q2
1 quarter
|
|
8693
Clockwise U.S. Core Equity ETF
TIME
$16.1M
| $7.55K | ﹤0.01% |
+308
| New | +$7.72K |
2025 Q3
0 quarters
|
|
8694
Trio Petroleum
TPET
$8.57M
| $7.53K | ﹤0.01% |
+796
| New | +$8.3K |
2025 Q3
0 quarters
|
|
|
BNR
8695
Burning Rock Biotech
BNR
$171M
| $7.51K | ﹤0.01% |
868
+159
| +22% | +$1.14K |
2024 Q1
6 quarters
|
|
|
TULP
8696
Bloomia Holdings
TULP
| $7.5K | ﹤0.01% |
1,375
+759
| +123% | +$3.92K |
2023 Q2
9 quarters
|
|
|
SFYX
8697
DELISTED
SoFi Next 500 ETF
SFYX
| $7.5K | ﹤0.01% |
466
-5,903
| -93% | -$91.8K |
2024 Q4
3 quarters
|
|
|
BITY
8698
Amplify Bitcoin 2% Monthly Option Income ETF
BITY
$13.4M
| $7.48K | ﹤0.01% |
+134
| New | +$7.75K |
2025 Q3
0 quarters
|
|
8699
Pacer Trendpilot International ETF
PTIN
$180M
| $7.46K | ﹤0.01% |
+245
| New | +$7.23K |
2025 Q3
0 quarters
|
|
8700
Harbor Commodity All-Weather Strategy ETF
HGER
$4.78B
| $7.46K | ﹤0.01% |
+289
| New | +$7.2K |
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.