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 | |
|---|---|---|---|---|---|---|---|
8776
ProShares Ultra Nasdaq Cloud Computing ETF
SKYU
$6.27M
| $6.17K | ﹤0.01% |
153
+99
| +183% | +$3.56K |
2025 Q2
1 quarter
|
|
|
BBB
8777
Cyber Hornet S&P 500 & Bitcoin 75/25 Strategy ETF
BBB
$8.09M
| $6.17K | ﹤0.01% |
+200
| New | +$5.99K |
2025 Q3
0 quarters
|
|
|
TXSS
8778
DELISTED
Texas Capital Texas Small Cap Equity Index ETF
TXSS
| $6.16K | ﹤0.01% |
220
+191
| +659% | +$5.23K |
2025 Q1
2 quarters
|
|
|
SSM
8779
Sono Group N.V.
SSM
$3.85M
| $6.13K | ﹤0.01% |
+766
| New | +$7.17K |
2025 Q3
0 quarters
|
|
|
IBTQ
8780
iShares iBonds Dec 2035 Term Treasury ETF
IBTQ
$252M
| $6.13K | ﹤0.01% |
+240
| New | +$6.06K |
2025 Q3
0 quarters
|
|
|
GIFT
8781
Giftify Inc
GIFT
$19.5M
| $6.12K | ﹤0.01% |
5,769
-3,359
| -37% | -$3.63K |
2025 Q1
2 quarters
|
|
8782
Pacer BlueStar Engineering the Future ETF
BULD
$15M
| $6.11K | ﹤0.01% |
233
+226
| +3,229% | +$5.37K |
2024 Q3
4 quarters
|
|
8783
Main International ETF
INTL
$244M
| $6.09K | ﹤0.01% |
219
-4,367
| -95% | -$116K |
2024 Q4
3 quarters
|
|
8784
Barnwell Industries
BRN
$14.2M
| $6.09K | ﹤0.01% |
+4,682
| New | +$5.47K |
2025 Q3
0 quarters
|
|
|
GSKH
8785
GSK PLC ADRhedged
GSKH
$670K
| $6.08K | ﹤0.01% |
100
-33
| -25% | -$1.81K |
2025 Q1
2 quarters
|
|
|
DDTS
8786
Innovator Equity Dual Directional 10 Buffer ETF - September
DDTS
$41.5M
| $6.05K | ﹤0.01% |
+289
| New | +$6K |
2025 Q3
0 quarters
|
|
8787
Prelude Therapeutics
PRLD
$293M
| $6.01K | ﹤0.01% |
4,171
-100,033
| -96% | -$100K |
2020 Q3
20 quarters
|
|
|
SAWS
8788
AAM Sawgrass US Small Cap Quality Growth ETF
SAWS
$7.67M
| $6K | ﹤0.01% |
283
+59
| +26% | +$1.2K |
2025 Q1
2 quarters
|
|
8789
Flux Power
FLUX
$13.8M
| $5.97K | ﹤0.01% |
1,596
-14,404
| -90% | -$29.2K |
2024 Q3
4 quarters
|
|
|
RDGT
8790
Ridgetech Inc
RDGT
$3.17M
| $5.96K | ﹤0.01% |
32
-56
| -64% | -$10.6K |
2024 Q3
4 quarters
|
|
8791
Tradr 1.25X NVDA Bear Daily ETF
NVDS
$10.2M
| $5.96K | ﹤0.01% |
179
-155
| -46% | -$5.78K |
2025 Q2
1 quarter
|
|
8792
Franklin Systematic Style Premia ETF
FLSP
$1.12B
| $5.94K | ﹤0.01% |
224
-1,044
| -82% | -$26.2K |
2025 Q2
1 quarter
|
|
|
YHNAR
8793
YHN Acquisition I Ltd Right
YHNAR
| $5.94K | ﹤0.01% |
42,404
-50
| -0.1% | -$8 |
2025 Q1
2 quarters
|
|
8794
SeaStar Medical
ICU
$20.7M
| $5.92K | ﹤0.01% |
1,039
-8,110
| -89% | -$62.5K |
2025 Q2
1 quarter
|
|
8795
Corvex Inc
MOVE
$368M
| $5.92K | ﹤0.01% |
+1,401
| New | +$7.08K |
2025 Q3
0 quarters
|
|
|
DRDB
8796
Roman DBDR Acquisition Corp II
DRDB
$329M
| $5.9K | ﹤0.01% |
572
-470
| -45% | -$4.83K |
2025 Q2
1 quarter
|
|
8797
AYTU BioPharma
AYTU
$22.5M
| $5.89K | ﹤0.01% |
3,135
+88
| +3% | +$203 |
2022 Q2
13 quarters
|
|
|
AGMI
8798
Themes Silver Miners ETF
AGMI
$11.8M
| $5.88K | ﹤0.01% |
+109
| New | +$4.56K |
2025 Q3
0 quarters
|
|
8799
Regencell Bioscience
RGC
$3.37B
| $5.87K | ﹤0.01% |
380
-37,147
| -99% | -$533K |
2025 Q2
1 quarter
|
|
|
RBUF
8800
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$98M
| $5.85K | ﹤0.01% |
+204
| New | +$5.72K |
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.