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 | |
|---|---|---|---|---|---|---|
451
PUT
Intel
INTC
$510B
| $259M | 0.04% |
7,025,371
+1,876,627
| +36% | +$70.9M |
|
452
American Electric Power
AEP
$68.8B
| $259M | 0.04% |
2,247,940
-812,039
| -27% | -$95.9M |
|
|
FYBR
453
DELISTED
Frontier Communications
FYBR
| $259M | 0.04% |
6,794,542
+3,279,897
| +93% | +$124M |
|
454
Astera Labs
ALAB
$54.6B
| $259M | 0.04% |
1,553,956
+727,180
| +88% | +$122M |
|
455
CALL
Alphabet (Google) Class C
GOOG
$4.4T
| $258M | 0.04% |
820,759
-93,619
| -10% | -$26.8M |
|
456
PUT
Apollo Global Management
APO
$74.8B
| $257M | 0.04% |
1,777,400
+206,000
| +13% | +$27.4M |
|
457
Simon Property Group
SPG
$72.9B
| $257M | 0.04% |
1,389,472
-961,095
| -41% | -$175M |
|
458
CALL
Eli Lilly
LLY
$1.04T
| $257M | 0.04% |
239,136
-46,384
| -16% | -$44.4M |
|
459
Teradyne
TER
$60.9B
| $255M | 0.04% |
1,314,987
-775,522
| -37% | -$133M |
|
460
Vanguard Morningstar Mega Cap Value ETF
MGV
$13.4B
| $254M | 0.04% |
1,799,402
+45,410
| +3% | +$6.31M |
|
461
Digital Realty Trust
DLR
$72.1B
| $254M | 0.04% |
1,640,347
-929,517
| -36% | -$153M |
|
462
CALL
Danaher
DHR
$140B
| $254M | 0.04% |
1,108,000
+3,500
| +0.3% | +$769K |
|
463
Sempra
SRE
$55.3B
| $253M | 0.04% |
2,869,978
-833,242
| -23% | -$75.9M |
|
464
Vertex Pharmaceuticals
VRTX
$123B
| $252M | 0.04% |
555,982
-217,066
| -28% | -$93.6M |
|
465
Valero Energy
VLO
$87.1B
| $251M | 0.04% |
1,542,013
-330,761
| -18% | -$56M |
|
466
Becton Dickinson
BDX
$47B
| $251M | 0.04% |
1,293,352
+156,679
| +14% | +$29.8M |
|
467
AST SpaceMobile
ASTS
$20.4B
| $251M | 0.04% |
3,449,711
-496,549
| -13% | -$35.4M |
|
468
Dover
DOV
$28.3B
| $250M | 0.04% |
1,281,349
+238,222
| +23% | +$43.4M |
|
|
NVO
469
Novo Nordisk
NVO
$197B
| $250M | 0.04% |
4,911,891
+1,221,675
| +33% | +$62.5M |
|
470
ARK Innovation ETF
ARKK
$6.05B
| $250M | 0.04% |
3,246,971
-1,341,620
| -29% | -$111M |
|
471
Flowserve
FLS
$10.1B
| $249M | 0.04% |
3,590,908
-556,009
| -13% | -$35.7M |
|
472
iShares S&P 100 ETF
OEF
$20.4B
| $249M | 0.04% |
726,018
+15,718
| +2% | +$5.34M |
|
473
CALL
State Street Financial Select Sector SPDR ETF
XLF
$58.6B
| $249M | 0.04% |
4,543,584
-3,281,766
| -42% | -$175M |
|
474
CALL
Lumentum
LITE
$64.3B
| $249M | 0.04% |
674,704
+1,004
| +0.1% | +$258K |
|
475
Archer Daniels Midland
ADM
$37.4B
| $248M | 0.04% |
4,319,176
-1,777,587
| -29% | -$106M |
|
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.