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 | |
|---|---|---|---|---|---|---|---|
|
NVBU
8726
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$34.5M
| $7.05K | ﹤0.01% |
+249
| New | +$6.81K |
2025 Q3
0 quarters
|
|
|
ABOT
8727
Abacus FCF Innovation Leaders ETF
ABOT
$4.37M
| $7.05K | ﹤0.01% |
174
-520
| -75% | -$20.3K |
2023 Q4
7 quarters
|
|
|
FSCS
8728
First Trust SMID Capital Strength ETF
FSCS
$57.3M
| $7.04K | ﹤0.01% |
192
+128
| +200% | +$4.68K |
2024 Q4
3 quarters
|
|
|
PFAI
8729
Pinnacle Food Group
PFAI
$29.8M
| $7.02K | ﹤0.01% |
3,600
+777
| +28% | +$1.41K |
2025 Q2
1 quarter
|
|
|
KAPA
8730
Kairos Pharma
KAPA
$5.28M
| $7K | ﹤0.01% |
854
-497
| -37% | -$3.98K |
2024 Q4
3 quarters
|
|
|
PCGG
8731
DELISTED
Polen Capital Global Growth ETF
PCGG
| $6.98K | ﹤0.01% |
568
-14,850
| -96% | -$181K |
2024 Q1
6 quarters
|
|
8732
IZEA Worldwide
IZEA
$42.7M
| $6.97K | ﹤0.01% |
1,873
-3,824
| -67% | -$14K |
2023 Q4
7 quarters
|
|
|
WYHG
8733
Wing Yip Food Holdings
WYHG
$131M
| $6.96K | ﹤0.01% |
1,349
-12,947
| -91% | -$69.5K |
2024 Q4
3 quarters
|
|
|
BLUI
8734
Bluemonte Diversified Income ETF
BLUI
$109M
| $6.94K | ﹤0.01% |
+273
| New | +$6.92K |
2025 Q3
0 quarters
|
|
|
RYSE
8735
DELISTED
Vest 10 Year Interest Rate Hedge ETF
RYSE
| $6.91K | ﹤0.01% |
303
+45
| +17% | +$1.04K |
2025 Q2
1 quarter
|
|
8736
Mobix Labs
MOBX
$15.1M
| $6.91K | ﹤0.01% |
858
-20,234
| -96% | -$186K |
2024 Q3
4 quarters
|
|
8737
Coffee Holding Co
JVA
$22.7M
| $6.86K | ﹤0.01% |
1,502
-385
| -20% | -$1.69K |
2024 Q2
5 quarters
|
|
8738
Mind CTI
MNDO
$20.4M
| $6.82K | ﹤0.01% |
6,202
+4,263
| +220% | +$5.44K |
2025 Q2
1 quarter
|
|
|
FDIQ
8739
Invesco Bloomberg Financial Data Providers ETF
FDIQ
$38.3M
| $6.8K | ﹤0.01% |
112
-5,140
| -98% | -$312K |
2014 Q4
43 quarters
|
|
|
ACKY
8740
VistaShares Target 15 ACKtivist Distribution ETF
ACKY
$42.6M
| $6.79K | ﹤0.01% |
+340
| New | +$6.89K |
2025 Q3
0 quarters
|
|
8741
Haverty Furniture Companies Class A
HVT.A
| $6.76K | ﹤0.01% |
325
| – | – |
2024 Q3
4 quarters
|
|
8742
Lexaria Bioscience
LEXX
$6.07M
| $6.76K | ﹤0.01% |
473
+68
| +17% | +$987 |
2025 Q2
1 quarter
|
|
|
PBK
8743
PowerBank Corp
PBK
$13.9M
| $6.73K | ﹤0.01% |
4,400
-12,519
| -74% | -$21K |
2024 Q2
5 quarters
|
|
|
RUSC
8744
Russell Investments U.S. Small Cap Equity ETF
RUSC
$77.1M
| $6.72K | ﹤0.01% |
+221
| New | +$6.46K |
2025 Q3
0 quarters
|
|
|
HEQQ
8745
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$31.3M
| $6.69K | ﹤0.01% |
+117
| New | +$6.44K |
2025 Q3
0 quarters
|
|
8746
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$283M
| $6.68K | ﹤0.01% |
+131
| New | +$6.66K |
2025 Q3
0 quarters
|
|
|
SWP
8747
SWP Growth & Income ETF
SWP
$144M
| $6.67K | ﹤0.01% |
241
-4,184
| -95% | -$114K |
2024 Q4
3 quarters
|
|
|
RTACU
8748
Renatus Tactical Acquisition Corp I Unit
RTACU
| $6.65K | ﹤0.01% |
581
-5,605
| -91% | -$67.1K |
2025 Q2
1 quarter
|
|
|
ADIL
8749
Adial Pharmaceuticals
ADIL
$12.1M
| $6.62K | ﹤0.01% |
750
+254
| +51% | +$2.48K |
2023 Q3
8 quarters
|
|
8750
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$631M
| $6.62K | ﹤0.01% |
183
-333
| -65% | -$11.8K |
2021 Q3
16 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.