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 | |
|---|---|---|---|---|---|---|---|
|
INEO
8701
INNEOVA Holdings Ltd
INEO
$9.47M
| $7.45K | ﹤0.01% |
7,164
-4,165
| -37% | -$4.21K |
2024 Q4
3 quarters
|
|
8702
Franklin Exponential Data ETF
XDAT
$4.24M
| $7.45K | ﹤0.01% |
266
-726
| -73% | -$19.6K |
2025 Q2
1 quarter
|
|
|
FIRI
8703
DELISTED
FIRE Funds Income Target ETF
FIRI
| $7.44K | ﹤0.01% |
+393
| New | +$7.49K |
2025 Q3
0 quarters
|
|
8704
THOR Low Volatility ETF
THLV
$54M
| $7.42K | ﹤0.01% |
247
-703
| -74% | -$20.6K |
2024 Q3
4 quarters
|
|
|
AMTD
8705
AMTD IDEA Group
AMTD
$70.6M
| $7.41K | ﹤0.01% |
6,585
-9,071
| -58% | -$9.74K |
2025 Q2
1 quarter
|
|
8706
Lulu's Fashion Lounge
LVLU
$39.2M
| $7.37K | ﹤0.01% |
1,568
+1,022
| +187% | +$4.35K |
2021 Q4
15 quarters
|
|
|
YSXT
8707
YSX Tech Co Ltd
YSXT
$39.2M
| $7.34K | ﹤0.01% |
2,698
-53,944
| -95% | -$178K |
2025 Q1
2 quarters
|
|
8708
ProShares Ultra Health Care
RXL
$94.1M
| $7.31K | ﹤0.01% |
172
-188
| -52% | -$7.61K |
2025 Q2
1 quarter
|
|
|
OCTM
8709
FT Vest U.S. Equity Max Buffer ETF - October
OCTM
$31.7M
| $7.3K | ﹤0.01% |
227
-980
| -81% | -$31.2K |
2024 Q4
3 quarters
|
|
|
SSPX
8710
DELISTED
Janus Henderson US Sustainable EquityETF
SSPX
| $7.28K | ﹤0.01% |
233
+39
| +20% | +$1.19K |
2024 Q4
3 quarters
|
|
8711
Vision Marine Technologies
VMAR
$4.18M
| $7.26K | ﹤0.01% |
1
| – | – |
2021 Q1
18 quarters
|
|
|
RSBA
8712
Return Stacked Bonds & Merger Arbitrage ETF
RSBA
$50.7M
| $7.24K | ﹤0.01% |
339
-10,313
| -97% | -$218K |
2025 Q2
1 quarter
|
|
|
JEM
8713
707 Cayman Holdings
JEM
$2.52M
| $7.23K | ﹤0.01% |
75
+70
| +1,400% | +$50.5K |
2025 Q2
1 quarter
|
|
|
VLOSU
8714
Velos Acquisition I Corp Units
VLOSU
$278M
| $7.21K | ﹤0.01% |
644
+30
| +5% | +$369 |
2024 Q3
4 quarters
|
|
|
JUNS
8715
Jupiter Neurosciences
JUNS
$3.36M
| $7.2K | ﹤0.01% |
55
-664
| -92% | -$75.5K |
2024 Q4
3 quarters
|
|
|
CCIF
8716
Carlyle Credit Income Fund
CCIF
$52.3M
| $7.19K | ﹤0.01% |
1,236
-15,876
| -93% | -$92.6K |
2025 Q2
1 quarter
|
|
|
TBHC
8717
DELISTED
The Brand House Collective
TBHC
| $7.17K | ﹤0.01% |
4,400
-172,762
| -98% | -$262K |
2023 Q4
7 quarters
|
|
8718
Innovator Premium Income 20 Barrier ETF April
APRH
$24.8M
| $7.16K | ﹤0.01% |
+289
| New | +$7.21K |
2025 Q3
0 quarters
|
|
8719
Context Therapeutics
CNTX
$28.5M
| $7.15K | ﹤0.01% |
7,382
+7,012
| +1,895% | +$5.68K |
2024 Q3
4 quarters
|
|
|
EZRA
8720
Reliance Global Group
EZRA
$1.81M
| $7.14K | ﹤0.01% |
194
-234
| -55% | -$10.4K |
2023 Q3
8 quarters
|
|
8721
ActivePassive International Equity ETF
APIE
$1.14B
| $7.13K | ﹤0.01% |
201
-199
| -50% | -$6.77K |
2024 Q2
5 quarters
|
|
8722
JPMorgan International Bond Opportunities ETF
JPIB
$2.2B
| $7.11K | ﹤0.01% |
+145
| New | +$7.06K |
2025 Q3
0 quarters
|
|
|
DIPS
8723
YieldMax Short NVDA Option Income Strategy ETF
DIPS
$10.9M
| $7.1K | ﹤0.01% |
120
-918
| -88% | -$60.4K |
2024 Q4
3 quarters
|
|
|
DDFL
8724
Innovator Equity Dual Directional 15 Buffer ETF - July
DDFL
$154M
| $7.09K | ﹤0.01% |
+351
| New | +$6.99K |
2025 Q3
0 quarters
|
|
8725
ProShares UltraShort MSCI Brazil Capped
BZQ
$2.53M
| $7.08K | ﹤0.01% |
198
-1,876
| -90% | -$80.5K |
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.