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UBS Group

UBS Group Portfolio holdings

AUM $786B
1-Year Est. Return 40.34%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+10.84%
1 Year Est. Return
+40.34%
3 Year Est. Return
+112.81%
5 Year Est. Return
+128.34%
10 Year Est. Return
+415.77%
AUM
$638B
AUM Growth
+$60.7B
Cap. Flow
-$2.03B
Cap. Flow %
-0.32%
Top 10 Hldgs %
16.37%
Holding
11,340
New
1,170
Increased
4,187
Reduced
4,483
Closed
1,080

Top Buys

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.08B
2
UBS icon
UBS Group
UBS
+$643M
3
LUV icon
Southwest Airlines
LUV
+$588M
4
MDT icon
Medtronic
MDT
+$505M
5
WDAY icon
Workday
WDAY
+$497M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.51B
2
TSLA icon
Tesla
TSLA
+$1.13B
3
AAPL icon
Apple
AAPL
+$976M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$803M
5
CVX icon
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
WHR icon
10926
CALL
Whirlpool
WHR
$2.07B
– –
-3,300
Closed -$335K
WHR icon
10927
PUT
Whirlpool
WHR
$2.07B
– –
-7,400
Closed -$751K
WINC
10928
DELISTED
Western Asset Short Duration Income ETF
WINC
– –
-270
Closed -$6.56K
WINT
10929
DELISTED
Windtree Therapeutics
WINT
– –
-22
Closed -$11
WIX icon
10930
PUT
WIX.com
WIX
$3.09B
– –
-238,500
Closed -$37.8M
WLDR icon
10931
Simplify Affinity World Leaders Equity ETF
WLDR
$125M
– –
-1,474
Closed -$49K
WLGS
10932
DELISTED
Wang & Lee Group
WLGS
– –
-113,414
Closed -$4.31K
WLTG icon
10933
WealthTrust DBS Long Term Growth ETF
WLTG
$77.3M
– –
-28
Closed -$896
WNDY
10934
DELISTED
Global X Wind Energy ETF
WNDY
– –
-268
Closed -$3.21K
WOLF icon
10935
CALL
Wolfspeed
WOLF
$1.46B
– –
-4,135,160
Closed -$1.65M
WOLF icon
10936
PUT
Wolfspeed
WOLF
$1.46B
– –
-154,000
Closed -$61.4K
WTAI icon
10937
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$697M
– –
-6,229
Closed -$153K
WTIU icon
10938
MicroSectors Energy 3x Leveraged ETNs
WTIU
$33.3M
– –
-482
Closed -$4.42K
WTRE icon
10939
WisdomTree New Economy Real Estate Fund
WTRE
$14.9M
– –
-6,913
Closed -$135K
WTW icon
10940
CALL
Willis Towers Watson
WTW
$27.3B
– –
-181,300
Closed -$55.6M
WY icon
10941
CALL
Weyerhaeuser
WY
$14.4B
– –
-1,700
Closed -$43.7K
XBJL icon
10942
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$77.2M
– –
-109
Closed -$3.92K
XBJA icon
10943
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$93.8M
– –
-1,939
Closed -$58.4K
XBOC icon
10944
Innovator US Equity Accelerated 9 Buffer ETF October
XBOC
$63.7M
– –
-9,113
Closed -$290K
XCLR icon
10945
Global X S&P 500 Collar 95-110 ETF
XCLR
$4.21M
– –
-366
Closed -$10.3K
XCOR icon
10946
FundX ETF
XCOR
$188M
– –
-585
Closed -$42.8K
XDJL
10947
DELISTED
Innovator US Equity Accelerated ETF July
XDJL
– –
-3,018
Closed -$113K
XDQQ icon
10948
Innovator Growth Accelerated ETF Quarterly
XDQQ
$69.8M
– –
-9,888
Closed -$345K
XEL icon
10949
CALL
Xcel Energy
XEL
$43.6B
– –
-20,300
Closed -$1.38M
XELB icon
10950
Xcel Brands
XELB
$5.18M
– –
-4,702
Closed -$8.51K
436 437
438
439 440

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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 1,170 new, 4,187 increased, 4,483 reduced and 1,080 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 1,170 new positions and closed 1,080 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.