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 | |
|---|---|---|---|---|---|---|---|
8901
GEN Restaurant Group
GENK
$8.64M
| $4.8K | ﹤0.01% |
1,746
+112
| +7% | +$394 |
2024 Q4
3 quarters
|
|
8902
enGene Therapeutics Warrants
ENGNW
| $4.76K | ﹤0.01% |
6,706
-12,958
| -66% | -$9.82K |
2024 Q2
5 quarters
|
|
|
INLF
8903
INLIF Ltd
INLF
$3.87M
| $4.76K | ﹤0.01% |
2
-3
| -60% | -$9.97K |
2025 Q1
2 quarters
|
|
|
AXIA.PR
8904
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
| $4.75K | ﹤0.01% |
580
+106
| +22% | +$716 |
2024 Q3
4 quarters
|
|
8905
Strategy Shares Gold-Hedged Bond ETF
GOLY
$73.7M
| $4.75K | ﹤0.01% |
144
-650
| -82% | -$19.6K |
2024 Q4
3 quarters
|
|
|
MBCE
8906
Monarch Blue Chips Elite Index ETF
MBCE
$209M
| $4.75K | ﹤0.01% |
+129
| New | +$4.74K |
2025 Q3
0 quarters
|
|
|
OASC
8907
OneAscent Enhanced Small and Mid Cap ETF
OASC
$97.1M
| $4.74K | ﹤0.01% |
166
-1,434
| -90% | -$39.2K |
2024 Q3
4 quarters
|
|
8908
Amplify Video Game Tech ETF
GAMR
$41M
| $4.74K | ﹤0.01% |
+49
| New | +$4.44K |
2025 Q3
0 quarters
|
|
8909
Versus Systems
VS
$6.71M
| $4.72K | ﹤0.01% |
2,227
-143
| -6% | -$321 |
2025 Q2
1 quarter
|
|
|
RDTY
8910
YieldMax R2000 0DTE Covered Strategy ETF
RDTY
$17.5M
| $4.7K | ﹤0.01% |
+106
| New | +$4.79K |
2025 Q3
0 quarters
|
|
|
ELON
8911
DELISTED
BattleShares TSLA vs F ETF
ELON
| $4.65K | ﹤0.01% |
205
-139
| -40% | -$2.08K |
2025 Q2
1 quarter
|
|
|
IONL
8912
GraniteShares 2x Long IONQ Daily ETF
IONL
$82.5M
| $4.62K | ﹤0.01% |
+55
| New | +$3.05K |
2025 Q3
0 quarters
|
|
|
AFBI
8913
DELISTED
Affinity Bancshares
AFBI
| $4.61K | ﹤0.01% |
234
-630
| -73% | -$12.1K |
2024 Q1
6 quarters
|
|
|
KUST
8914
Kustom Entertainment Inc
KUST
$2.92M
| $4.6K | ﹤0.01% |
16
-3
| -16% | -$885 |
2025 Q2
1 quarter
|
|
8915
SIMPPLE Ltd
SPPL
$20.2M
| $4.59K | ﹤0.01% |
+789
| New | +$2.86K |
2025 Q3
0 quarters
|
|
|
USBC
8916
USBC Inc
USBC
$207M
| $4.56K | ﹤0.01% |
3,401
-70,796
| -95% | -$127K |
2024 Q1
6 quarters
|
|
8917
Harbor Ares Systematic High Yield ETF
SIHY
$155M
| $4.54K | ﹤0.01% |
+98
| New | +$4.5K |
2025 Q3
0 quarters
|
|
8918
Strategy Shares Newfound/ReSolve Robust Momentum ETF
ROMO
$26.4M
| $4.54K | ﹤0.01% |
+135
| New | +$4.4K |
2025 Q3
0 quarters
|
|
|
AIPO
8919
Defiance AI & Power Infrastructure ETF
AIPO
$895M
| $4.52K | ﹤0.01% |
+200
| New | +$4.17K |
2025 Q3
0 quarters
|
|
|
CGCV
8920
Capital Group Conservative Equity ETF
CGCV
$2.04B
| $4.52K | ﹤0.01% |
+150
| New | +$4.4K |
2025 Q3
0 quarters
|
|
|
INVN
8921
Alger Russell Innovation ETF
INVN
$10.2M
| $4.51K | ﹤0.01% |
+216
| New | +$4.35K |
2025 Q3
0 quarters
|
|
8922
Ostin Technology Group
OST
| $4.5K | ﹤0.01% |
2,656
+693
| +35% | +$1.64K |
2024 Q2
5 quarters
|
|
8923
Edesa Biotech
EDSA
$37.2M
| $4.49K | ﹤0.01% |
1,819
+1,136
| +166% | +$2.63K |
2017 Q4
31 quarters
|
|
8924
KLX Energy Services
KLXE
$29.5M
| $4.47K | ﹤0.01% |
2,327
-2,957
| -56% | -$5.51K |
2023 Q2
9 quarters
|
|
8925
Rareview Systematic Equity ETF
RSEE
$82.6M
| $4.47K | ﹤0.01% |
135
-489
| -78% | -$15.4K |
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.