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 | |
|---|---|---|---|---|---|---|---|
8826
Aterian
ATER
$11.8M
| $5.6K | ﹤0.01% |
5,337
+1,316
| +33% | +$1.54K |
2021 Q1
18 quarters
|
|
|
JAPN
8827
Horizon Kinetics Japan Owner Operator ETF
JAPN
$25.6M
| $5.6K | ﹤0.01% |
+199
| New | +$5.58K |
2025 Q3
0 quarters
|
|
|
STHH
8828
STMicroelectronics NV ADRhedged
STHH
$2.34M
| $5.59K | ﹤0.01% |
+1,000
| New | +$5.53K |
2025 Q3
0 quarters
|
|
|
PQAP
8829
PGIM Nasdaq-100 Buffer 12 ETF - April
PQAP
$30.5M
| $5.59K | ﹤0.01% |
200
| – | – |
2025 Q2
1 quarter
|
|
|
ADAG
8830
Adagene
ADAG
$191M
| $5.58K | ﹤0.01% |
+2,806
| New | +$5.74K |
2025 Q3
0 quarters
|
|
|
KVACU
8831
DELISTED
Keen Vision Acquisition Corp Units
KVACU
| $5.58K | ﹤0.01% |
500
| – | – |
2024 Q4
3 quarters
|
|
|
INCE
8832
Franklin Income Equity Focus ETF
INCE
$316M
| $5.57K | ﹤0.01% |
+94
| New | +$5.52K |
2025 Q3
0 quarters
|
|
8833
Build Bond Innovation ETF
BFIX
$11.7M
| $5.56K | ﹤0.01% |
+220
| New | +$5.53K |
2025 Q3
0 quarters
|
|
8834
Eaton Vance Ultra-Short Income ETF
EVSB
$288M
| $5.55K | ﹤0.01% |
109
-656
| -86% | -$33.4K |
2025 Q2
1 quarter
|
|
8835
BioVie
BIVI
$12.7M
| $5.55K | ﹤0.01% |
2,920
-9,299
| -76% | -$37.7K |
2021 Q2
17 quarters
|
|
|
HERZ
8836
Herzfeld Credit Income Fund
HERZ
$30.8M
| $5.53K | ﹤0.01% |
+233
| New | +$5.69K |
2025 Q3
0 quarters
|
|
8837
ProShares S&P Global Core Battery Metals ETF
ION
$11.4M
| $5.53K | ﹤0.01% |
142
-212
| -60% | -$7.17K |
2025 Q2
1 quarter
|
|
|
BINI
8838
DELISTED
Bollinger Innovations
BINI
| $5.53K | ﹤0.01% |
1,837
+1,835
| +91,750% | +$5.33M |
2024 Q3
4 quarters
|
|
|
PACHU
8839
Pioneer Acquisition I Corp Units
PACHU
| $5.53K | ﹤0.01% |
550
-43,050
| -99% | -$432K |
2025 Q2
1 quarter
|
|
|
LXEH
8840
Lixiang Education Holding
LXEH
$3.01M
| $5.52K | ﹤0.01% |
178
+14
| +9% | +$267 |
2025 Q1
2 quarters
|
|
8841
Invesco BulletShares 2031 High Yield Corporate Bond ETF
BSJV
$123M
| $5.49K | ﹤0.01% |
+205
| New | +$5.46K |
2025 Q3
0 quarters
|
|
|
FLYE
8842
Fly-E Group
FLYE
$2.27M
| $5.48K | ﹤0.01% |
398
-242
| -38% | -$15.2K |
2024 Q2
5 quarters
|
|
|
TRUD
8843
VanEck Consumer Discretionary TruSector ETF
TRUD
$59.6M
| $5.47K | ﹤0.01% |
+210
| New | +$5.41K |
2025 Q3
0 quarters
|
|
|
CZAR
8844
DELISTED
Themes Natural Monopoly ETF
CZAR
| $5.46K | ﹤0.01% |
168
+19
| +13% | +$608 |
2025 Q1
2 quarters
|
|
8845
Inspire Capital Appreciation ETF
RISN
$68.2M
| $5.43K | ﹤0.01% |
182
-18
| -9% | -$513 |
2024 Q4
3 quarters
|
|
|
BKHAR
8846
Black Hawk Acquisition Corp Rights
BKHAR
| $5.41K | ﹤0.01% |
4,504
| – | – |
2025 Q1
2 quarters
|
|
|
AVUQ
8847
Avantis U.S. Quality ETF
AVUQ
$349M
| $5.4K | ﹤0.01% |
91
-294
| -76% | -$16.7K |
2025 Q2
1 quarter
|
|
|
LGPS
8848
LogProstyle Inc
LGPS
$17.7M
| $5.39K | ﹤0.01% |
4,944
+2,393
| +94% | +$2.58K |
2025 Q2
1 quarter
|
|
|
PCRB
8849
DELISTED
Putnam ESG Core Bond ETF
PCRB
| $5.38K | ﹤0.01% |
109
-56
| -34% | -$2.75K |
2024 Q3
4 quarters
|
|
|
SYZ
8850
Lazard US Systematic Small Cap Equity ETF
SYZ
$66M
| $5.38K | ﹤0.01% |
+215
| New | +$5.39K |
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.