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 | |
|---|---|---|---|---|---|---|
|
BNY
301
Bank of New York Mellon
BNY
$106B
| $385M | 0.06% |
3,319,641
+59,783
| +2% | +$6.61M |
|
302
Paychex
PAYX
$42.2B
| $385M | 0.06% |
3,430,711
+789,132
| +30% | +$92.4M |
|
303
Duke Energy
DUK
$96.9B
| $384M | 0.06% |
3,277,206
+477,008
| +17% | +$58.2M |
|
304
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.2B
| $384M | 0.06% |
3,598,407
-649,748
| -15% | -$68.9M |
|
305
J.M. Smucker
SJM
$12.7B
| $384M | 0.06% |
3,924,282
+2,765,559
| +239% | +$286M |
|
306
Hewlett Packard
HPE
$69.4B
| $384M | 0.06% |
15,972,400
+1,025,517
| +7% | +$24.2M |
|
|
NBIS
307
Nebius Group N.V.
NBIS
$57.3B
| $384M | 0.06% |
4,581,803
+1,867,720
| +69% | +$194M |
|
308
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
| $383M | 0.06% |
8,965,893
-17,545
| -0.2% | -$777K |
|
309
Logitech
LOGI
$15.6B
| $382M | 0.06% |
3,813,924
+726,548
| +24% | +$81.7M |
|
310
Pinterest
PINS
$14.3B
| $382M | 0.06% |
14,737,206
+8,174,687
| +125% | +$235M |
|
311
Avis
CAR
$4.99B
| $380M | 0.06% |
2,964,807
+804,814
| +37% | +$112M |
|
312
Cencora
COR
$59.6B
| $379M | 0.06% |
1,122,710
+407,392
| +57% | +$139M |
|
313
Fortive
FTV
$18.3B
| $379M | 0.06% |
6,863,651
+638,459
| +10% | +$33.1M |
|
314
Ecolab
ECL
$79.7B
| $378M | 0.06% |
1,440,776
-4,746
| -0.3% | -$1.26M |
|
315
Teck Resources
TECK
$31.8B
| $378M | 0.06% |
7,889,173
+3,704,780
| +89% | +$160M |
|
316
Nasdaq
NDAQ
$52.3B
| $374M | 0.06% |
3,849,407
-319,375
| -8% | -$28.7M |
|
317
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.2B
| $373M | 0.06% |
8,396,055
-18,034
| -0.2% | -$788K |
|
318
KraneShares CSI China Internet ETF
KWEB
$5.72B
| $371M | 0.06% |
10,895,134
+3,138,058
| +40% | +$121M |
|
319
CALL
SoFi Technologies
SOFI
$24.1B
| $370M | 0.06% |
14,151,348
+964,848
| +7% | +$26.9M |
|
320
Mercado Libre
MELI
$95.7B
| $370M | 0.06% |
183,882
+14,006
| +8% | +$29.4M |
|
321
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $369M | 0.06% |
6,494,394
-777,969
| -11% | -$43.7M |
|
322
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
| $367M | 0.06% |
608,452
-28,466
| -4% | -$17M |
|
323
iShares US Technology ETF
IYW
$25.1B
| $364M | 0.06% |
1,822,677
-59,941
| -3% | -$12M |
|
324
CALL
iShares China Large-Cap ETF
FXI
$4.33B
| $363M | 0.06% |
9,488,200
+2,234,600
| +31% | +$88.7M |
|
325
State Street SPDR S&P Biotech ETF
XBI
$9.92B
| $363M | 0.06% |
2,977,121
+569,986
| +24% | +$65.4M |
|
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.