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 | |
|---|---|---|---|---|---|---|---|
9001
American Century US Quality Value ETF
VALQ
$327M
| $3.67K | ﹤0.01% |
57
-782
| -93% | -$49.5K |
2021 Q2
17 quarters
|
|
|
QB
9002
ProShares Nasdaq-100 Dynamic Buffer ETF
QB
$3.45M
| $3.67K | ﹤0.01% |
+89
| New | +$3.62K |
2025 Q3
0 quarters
|
|
|
CXRN
9003
Teucrium 2x Daily Corn ETF
CXRN
$2.83M
| $3.66K | ﹤0.01% |
198
-102
| -34% | -$1.92K |
2025 Q1
2 quarters
|
|
|
FMTM
9004
MarketDesk Focused U.S. Momentum ETF
FMTM
$282M
| $3.65K | ﹤0.01% |
+122
| New | +$3.38K |
2025 Q3
0 quarters
|
|
|
RJMG
9005
DELISTED
FT Raymond James Multicap Growth Equity ETF
RJMG
| $3.64K | ﹤0.01% |
139
-221
| -61% | -$5.45K |
2025 Q1
2 quarters
|
|
|
XHYC
9006
DELISTED
BondBloxx USD High Yield Bond Consumer Cyclicals Sector ETF
XHYC
| $3.62K | ﹤0.01% |
96
-3
| -3% | -$112 |
2025 Q2
1 quarter
|
|
|
RANGR
9007
Range Capital Acquisition Corp Rights
RANGR
| $3.55K | ﹤0.01% |
11,082
| – | – |
2025 Q1
2 quarters
|
|
|
IMRN
9008
Immuron
IMRN
$8.8M
| $3.54K | ﹤0.01% |
1,866
-14,429
| -89% | -$25.8K |
2025 Q2
1 quarter
|
|
9009
ProShares UltraShort FTSE China 50 of ProShares Trust
FXP
$5.87M
| $3.54K | ﹤0.01% |
216
-56
| -21% | -$1.06K |
2024 Q4
3 quarters
|
|
|
ZJUN
9010
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$158M
| $3.52K | ﹤0.01% |
+133
| New | +$3.5K |
2025 Q3
0 quarters
|
|
9011
NextCure
NXTC
$23.3M
| $3.52K | ﹤0.01% |
601
-424
| -41% | -$2.22K |
2020 Q3
20 quarters
|
|
|
ASPSW
9012
Altisource Portfolio Solutions SA Net Settle Stakeholder Warrants
ASPSW
$8.46M
| $3.51K | ﹤0.01% |
5,011
+34
| +0.7% | +$26 |
2025 Q2
1 quarter
|
|
9013
Goldman Sachs Access Inflation Protected USD Bond ETF
GTIP
$287M
| $3.49K | ﹤0.01% |
70
+29
| +71% | +$1.44K |
2024 Q4
3 quarters
|
|
|
PSQA
9014
Palmer Square CLO Senior Debt ETF
PSQA
$218M
| $3.49K | ﹤0.01% |
172
+48
| +39% | +$979 |
2025 Q2
1 quarter
|
|
9015
Smith Micro Software
SMSI
$14.8M
| $3.49K | ﹤0.01% |
965
+649
| +205% | +$2.52K |
2017 Q4
31 quarters
|
|
9016
First Trust Bloomberg Emerging Market Democracies ETF
EMDM
$40.1M
| $3.48K | ﹤0.01% |
123
-178
| -59% | -$4.66K |
2024 Q2
5 quarters
|
|
9017
PolyPid
PYPD
$105M
| $3.48K | ﹤0.01% |
+1,043
| New | +$3.62K |
2025 Q3
0 quarters
|
|
|
INTJ
9018
Intelligent Group
INTJ
$4.4M
| $3.47K | ﹤0.01% |
351
+331
| +1,655% | +$5.81K |
2024 Q1
6 quarters
|
|
|
KPDD
9019
KraneShares 2x Long PDD Daily ETF
KPDD
$12.7M
| $3.46K | ﹤0.01% |
130
-4,839
| -97% | -$106K |
2025 Q2
1 quarter
|
|
|
LFAI
9020
LifeX 2050 Longevity Income ETF
LFAI
$4.14M
| $3.45K | ﹤0.01% |
+22
| New | +$3.61K |
2025 Q3
0 quarters
|
|
9021
Rafael Holdings
RFL
$80.1M
| $3.45K | ﹤0.01% |
2,537
| – | – |
2018 Q1
30 quarters
|
|
9022
VCI Global
VCIG
$1.74M
| $3.44K | ﹤0.01% |
1
-1
| -50% | -$23.3K |
2024 Q4
3 quarters
|
|
|
PMBS
9023
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$1.36B
| $3.43K | ﹤0.01% |
69
| – | – |
2024 Q3
4 quarters
|
|
9024
Shattuck Labs
STTK
$675M
| $3.42K | ﹤0.01% |
1,433
-266,938
| -99% | -$327K |
2024 Q1
6 quarters
|
|
|
PPBT
9025
Purple Biotech
PPBT
$2.46M
| $3.41K | ﹤0.01% |
595
-1,719
| -74% | -$30.8K |
2024 Q4
3 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.