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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
XHB icon
10951
CALL
State Street SPDR S&P Homebuilders ETF
XHB
$1.45B
– –
-312,500
Closed -$30.8M
XHLF icon
10952
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$2.03B
– –
-1,988
Closed -$100K
XIN
10953
DELISTED
Xinyuan Real Estate
XIN
– –
-27,544
Closed -$49.6K
XJUN icon
10954
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$140M
– –
-2,118
Closed -$87K
XNOV icon
10955
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$57.7M
– –
-2,557
Closed -$90.9K
XONE icon
10956
BondBloxx Bloomberg One Year Target Duration US Treasury ETF
XONE
$865M
– –
-164
Closed -$8.14K
XPEV icon
10957
PUT
XPeng
XPEV
$9.69B
– –
-150,000
Closed -$2.68M
XRLX icon
10958
FundX Conservative ETF
XRLX
$48.5M
– –
-1,149
Closed -$50.9K
XTJA icon
10959
Innovator US Equity Accelerated Plus ETF January
XTJA
$20.3M
– –
-455
Closed -$13.4K
XTJL icon
10960
Innovator US Equity Accelerated Plus ETF July
XTJL
$17.1M
– –
-214
Closed -$7.69K
XUSP icon
10961
Innovator Uncapped Accelerated US Equity ETF
XUSP
$53M
– –
-5,566
Closed -$234K
YCL icon
10962
ProShares Ultra Yen
YCL
$31.2M
– –
-14,242
Closed -$331K
YCS icon
10963
ProShares UltraShort Yen
YCS
$26.7M
– –
-1
Closed -$41
YEAR icon
10964
AB Ultra Short Income ETF
YEAR
$1.54B
– –
-6,718
Closed -$340K
YMAB
10965
DELISTED
Y-mAbs Therapeutics
YMAB
– –
-229,072
Closed -$1.03M
YXI icon
10966
ProShares Short FTSE China 50 of PROSHARES TRUST
YXI
$4.2M
– –
-9
Closed -$184
ZALT icon
10967
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$796M
– –
-880
Closed -$27.1K
ZBH icon
10968
CALL
Zimmer Biomet
ZBH
$17.4B
– –
-5,500
Closed -$502K
ZBH icon
10969
PUT
Zimmer Biomet
ZBH
$17.4B
– –
-13,800
Closed -$1.26M
ZBRA icon
10970
CALL
Zebra Technologies
ZBRA
$17.5B
– –
-13,100
Closed -$4.04M
ZBRA icon
10971
PUT
Zebra Technologies
ZBRA
$17.5B
– –
-178,200
Closed -$54.9M
GTM
10972
CALL
ZoomInfo Technologies
GTM
$1.09B
– –
-21,900
Closed -$222K
ZIM icon
10973
PUT
ZIM Integrated Shipping Services
ZIM
$3.52B
– –
-769,000
Closed -$12.4M
ZTEK
10974
DELISTED
Zentek
ZTEK
– –
-1,403
Closed -$1.53K
ZTO icon
10975
PUT
ZTO Express
ZTO
$14.7B
– –
-90,000
Closed -$1.6M
437 438
439
440 441

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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.