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 | |
|---|---|---|---|---|---|---|---|
|
ALDFU
8851
Aldel Financial II Inc Units
ALDFU
| $5.37K | ﹤0.01% |
+509
| New | +$5.41K |
2025 Q3
0 quarters
|
|
8852
BT Brands
BTBD
$11.6M
| $5.35K | ﹤0.01% |
2,702
-12,139
| -82% | -$20.4K |
2024 Q2
5 quarters
|
|
8853
Goldman Sachs MarketBeta Total International Equity ETF
GXUS
$635M
| $5.34K | ﹤0.01% |
100
+98
| +4,900% | +$5.12K |
2024 Q4
3 quarters
|
|
8854
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$128M
| $5.34K | ﹤0.01% |
+141
| New | +$5.26K |
2025 Q3
0 quarters
|
|
|
GBLD
8855
DELISTED
Invesco MSCI Green Building ETF
GBLD
| $5.32K | ﹤0.01% |
287
+121
| +73% | +$2.18K |
2024 Q4
3 quarters
|
|
8856
Grove Collaborative
GROV
$44.4M
| $5.31K | ﹤0.01% |
3,538
-2,169
| -38% | -$3.16K |
2023 Q1
10 quarters
|
|
8857
BrandywineGLOBAL US Fixed Income ETF
USFI
$9.44M
| $5.3K | ﹤0.01% |
213
| – | – |
2024 Q4
3 quarters
|
|
|
RDTE
8858
Roundhill Russell 2000 0DTE Covered Call Strategy ETF
RDTE
$179M
| $5.29K | ﹤0.01% |
158
+106
| +204% | +$3.58K |
2025 Q2
1 quarter
|
|
|
RJET
8859
Republic Airways Holdings
RJET
$826M
| $5.28K | ﹤0.01% |
+271
| New | +$4.79K |
2025 Q3
0 quarters
|
|
8860
TrueShares Structured Outcome April ETF
APRZ
$33.3M
| $5.28K | ﹤0.01% |
139
-147
| -51% | -$5.39K |
2024 Q3
4 quarters
|
|
|
BOEG
8861
Leverage Shares 2X Long BA Daily ETF
BOEG
$5.09M
| $5.22K | ﹤0.01% |
+329
| New | +$5.85K |
2025 Q3
0 quarters
|
|
|
DBGI
8862
Digital Brands Group
DBGI
$2.8M
| $5.21K | ﹤0.01% |
+16
| New | +$5.78K |
2025 Q3
0 quarters
|
|
|
RAUS
8863
RACWI US ETF
RAUS
$56.9M
| $5.21K | ﹤0.01% |
+203
| New | +$5.17K |
2025 Q3
0 quarters
|
|
|
RIBBU
8864
Ribbon Acquisition Corp Unit
RIBBU
$78.6M
| $5.2K | ﹤0.01% |
500
| – | – |
2025 Q1
2 quarters
|
|
8865
CastleArk Large Growth ETF
CARK
$349M
| $5.19K | ﹤0.01% |
+119
| New | +$5.02K |
2025 Q3
0 quarters
|
|
8866
ProShares S&P 500 ex-Financials ETF
SPXN
$80.1M
| $5.18K | ﹤0.01% |
72
-1,030
| -93% | -$71.1K |
2024 Q4
3 quarters
|
|
8867
Northern Trust Morningstar Emerging Markets Factor Tilt ETF
TLTE
$355M
| $5.17K | ﹤0.01% |
82
-3,091
| -97% | -$188K |
2016 Q3
36 quarters
|
|
8868
Marker Therapeutics
MRKR
$17.5M
| $5.17K | ﹤0.01% |
5,794
+4,194
| +262% | +$5.18K |
2025 Q1
2 quarters
|
|
|
NBCR
8869
Neuberger Core Equity ETF
NBCR
$841M
| $5.17K | ﹤0.01% |
167
-340
| -67% | -$10.1K |
2024 Q3
4 quarters
|
|
|
AGRH
8870
DELISTED
iShares Interest Rate Hedged US Aggregate Bond ETF
AGRH
| $5.17K | ﹤0.01% |
198
+151
| +321% | +$3.92K |
2025 Q2
1 quarter
|
|
|
LOAN
8871
Manhattan Bridge Capital
LOAN
$43.1M
| $5.14K | ﹤0.01% |
937
| – | – |
2023 Q4
7 quarters
|
|
|
RAC
8872
Rithm Acquisition Corp
RAC
$310M
| $5.12K | ﹤0.01% |
+499
| New | +$5.11K |
2025 Q3
0 quarters
|
|
8873
Global X India Active ETF
NDIA
$48M
| $5.1K | ﹤0.01% |
+178
| New | +$5.26K |
2025 Q3
0 quarters
|
|
8874
Cingulate
CING
$69.2M
| $5.09K | ﹤0.01% |
1,298
-11,347
| -90% | -$49.1K |
2024 Q3
4 quarters
|
|
|
PCEM
8875
DELISTED
Polen Capital Emerging Markets ex-China Growth ETF
PCEM
| $5.09K | ﹤0.01% |
457
-10
| -2% | -$110 |
2025 Q1
2 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.