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 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.26B |
| 2 |
Strategy Inc
MSTR
|
+$745M |
| 3 |
Electronic Arts
EA
|
+$725M |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.87B |
| 2 |
Apple
AAPL
|
+$1.41B |
| 3 |
Microsoft
MSFT
|
+$1.16B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.52% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 6.68% |
| 4 | Industrials | 6.61% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
HCA Healthcare
HCA
$86.8B
| $516M | 0.08% |
1,105,776
-496,823
| -31% | -$231M |
|
227
Travelers Companies
TRV
$78.7B
| $515M | 0.08% |
1,774,756
+89,159
| +5% | +$25.1M |
|
228
CME Group
CME
$94.4B
| $514M | 0.08% |
1,881,816
-1,017,014
| -35% | -$276M |
|
229
CALL
Netflix
NFLX
$306B
| $512M | 0.08% |
5,456,615
+2,279,945
| +72% | +$246M |
|
230
DoorDash
DASH
$88.2B
| $510M | 0.08% |
2,250,118
+1,563,284
| +228% | +$367M |
|
231
Alcon
ALC
$34.6B
| $509M | 0.08% |
6,463,408
+229,922
| +4% | +$17.7M |
|
232
McKesson
MCK
$97.2B
| $509M | 0.08% |
620,628
+39,702
| +7% | +$32.4M |
|
233
Diamondback Energy
FANG
$53.9B
| $507M | 0.08% |
3,371,221
+553,073
| +20% | +$81.6M |
|
234
ServiceNow
NOW
$122B
| $506M | 0.08% |
3,303,038
-447,522
| -12% | -$76.8M |
|
235
VanEck Junior Gold Miners ETF
GDXJ
$7.33B
| $506M | 0.08% |
4,443,316
+1,301,864
| +41% | +$135M |
|
236
Ameriprise Financial
AMP
$48.9B
| $501M | 0.08% |
1,022,408
-31,451
| -3% | -$14.9M |
|
237
Kinder Morgan
KMI
$69.9B
| $499M | 0.08% |
18,162,049
-3,068,806
| -14% | -$82.9M |
|
238
PACCAR
PCAR
$71.5B
| $498M | 0.08% |
4,548,861
+1,940,260
| +74% | +$199M |
|
239
CALL
Alibaba
BABA
$309B
| $495M | 0.08% |
3,379,959
-624,427
| -16% | -$102M |
|
240
Vanguard FTSE All-World ex-US ETF
VEU
$68B
| $494M | 0.08% |
6,715,001
-108,284
| -2% | -$7.87M |
|
241
Workday
WDAY
$42.3B
| $493M | 0.08% |
2,294,399
-770,554
| -25% | -$175M |
|
242
CALL
Intel
INTC
$509B
| $491M | 0.08% |
13,318,498
+6,491,411
| +95% | +$245M |
|
243
Progressive
PGR
$122B
| $485M | 0.08% |
2,128,743
-224,204
| -10% | -$50.6M |
|
244
EOG Resources
EOG
$76.4B
| $482M | 0.08% |
4,586,357
+13,325
| +0.3% | +$1.43M |
|
245
Altria Group
MO
$114B
| $481M | 0.08% |
8,343,806
-1,997,893
| -19% | -$121M |
|
246
Ferrari
RACE
$70.8B
| $480M | 0.08% |
1,299,950
-95,130
| -7% | -$38.1M |
|
247
JPMorgan Ultra-Short Income ETF
JPST
$40.3B
| $479M | 0.08% |
9,469,398
+531,080
| +6% | +$26.9M |
|
248
PUT
State Street Financial Select Sector SPDR ETF
XLF
$58.5B
| $476M | 0.08% |
8,688,200
-2,569,200
| -23% | -$137M |
|
249
PUT
Palantir
PLTR
$390B
| $473M | 0.08% |
2,659,510
+281,410
| +12% | +$50.9M |
|
250
Pinduoduo
PDD
$130B
| $470M | 0.08% |
4,148,190
+1,682,746
| +68% | +$209M |
|
Similar funds
UBS Group's Q4 2025 Portfolio in Review
As of Q4 2025, UBS Group held 11,616 positions worth $617B, down 3.4% from $638B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
UBS Group withdrew a net $32.7B in Q4 2025, closing 1,185 positions and reducing 4,503 holdings. Its most notable exit was Kellanova, an estimated $617M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Healthcare.
Against the trend, UBS Group opened a new position in Solstice Advanced Materials worth $130M.
- UBS Group's largest Q4 2025 buy was Solstice Advanced Materials: 2,681,543 shares worth $130M.
- UBS Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $1.26B increase.
- UBS Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $1.87B.
- UBS Group fully exited Kellanova in Q4 2025, selling an estimated $617M.
- UBS Group's ten largest holdings make up 15% of its $617B portfolio in Q4 2025.
- UBS Group opened 1,317 new positions and closed 1,185 in Q4 2025.
- UBS Group's portfolio value fell 3.4% quarter-over-quarter to $617B.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.