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 | |
|---|---|---|---|---|---|---|
|
CYBR
326
CALL
DELISTED
CyberArk
CYBR
| $362M | 0.06% |
811,064
| – | – |
|
327
NXP Semiconductors
NXPI
$59.9B
| $360M | 0.06% |
1,659,891
+406,923
| +32% | +$87.2M |
|
328
CALL
Oracle
ORCL
$420B
| $360M | 0.06% |
1,844,946
+989,946
| +116% | +$236M |
|
329
Colgate-Palmolive
CL
$73.8B
| $360M | 0.06% |
4,550,692
-1,338,323
| -23% | -$105M |
|
330
CALL
Bank of America
BAC
$440B
| $360M | 0.06% |
6,536,924
-432,956
| -6% | -$22.9M |
|
331
Berkshire Hathaway Class A
BRK.A
$1.11T
| $359M | 0.06% |
476
-103
| -18% | -$76.9M |
|
332
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
| $359M | 0.06% |
3,002,896
-1,199,492
| -29% | -$142M |
|
333
PUT
Eli Lilly
LLY
$995B
| $358M | 0.06% |
332,784
-61,610
| -16% | -$58.9M |
|
334
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
| $356M | 0.06% |
4,419,832
+1,897,185
| +75% | +$153M |
|
335
Zoetis
ZTS
$31.9B
| $356M | 0.06% |
2,827,318
+17,687
| +0.6% | +$2.31M |
|
336
Microchip Technology
MCHP
$43.8B
| $349M | 0.06% |
5,473,665
-693,955
| -11% | -$42.8M |
|
337
PUT
iShares China Large-Cap ETF
FXI
$4.33B
| $346M | 0.06% |
9,049,100
+1,228,000
| +16% | +$48.7M |
|
338
General Dynamics
GD
$104B
| $346M | 0.06% |
1,029,188
-109,159
| -10% | -$37.2M |
|
339
Corning
GLW
$137B
| $344M | 0.06% |
3,924,941
+206,863
| +6% | +$17.8M |
|
340
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
| $342M | 0.06% |
4,080,035
+254,248
| +7% | +$21.4M |
|
341
iShares Russell 1000 ETF
IWB
$49.9B
| $340M | 0.06% |
909,631
-35,580
| -4% | -$13.2M |
|
342
FedEx
FDX
$74.1B
| $337M | 0.05% |
1,167,167
-382,467
| -25% | -$100M |
|
343
Realty Income
O
$58.7B
| $337M | 0.05% |
5,973,949
+1,736,928
| +41% | +$101M |
|
344
CALL
iShares MSCI Brazil ETF
EWZ
$9.14B
| $336M | 0.05% |
10,574,000
-3,963,400
| -27% | -$125M |
|
|
345
iShares MSCI Brazil ETF
EWZ
$9.14B
| $335M | 0.05% |
10,558,915
+2,401,276
| +29% | +$75.9M |
|
346
Kraft Heinz
KHC
$31.6B
| $334M | 0.05% |
13,754,588
+4,528,433
| +49% | +$113M |
|
347
Janus Henderson AAA CLO ETF
JAAA
$29.2B
| $332M | 0.05% |
6,560,250
+80,567
| +1% | +$4.08M |
|
348
Bristol-Myers Squibb
BMY
$135B
| $332M | 0.05% |
6,151,112
-4,505,646
| -42% | -$217M |
|
349
Alnylam Pharmaceuticals
ALNY
$29.3B
| $328M | 0.05% |
825,840
+337,636
| +69% | +$149M |
|
350
Cummins
CMI
$87.8B
| $327M | 0.05% |
641,219
+48,402
| +8% | +$22.6M |
|
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.