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 | |
|---|---|---|---|---|---|---|
26
Micron Technology
MU
$930B
| $2.4B | 0.39% |
8,394,167
-1,616,019
| -16% | -$371M |
|
27
Home Depot
HD
$331B
| $2.37B | 0.38% |
6,885,216
+607,608
| +10% | +$223M |
|
28
Costco
COST
$422B
| $2.34B | 0.38% |
2,715,908
-141,654
| -5% | -$128M |
|
29
iShares Russell 1000 Growth ETF
IWF
$121B
| $2.32B | 0.38% |
19,580,996
-3,979,944
| -17% | -$471M |
|
30
Berkshire Hathaway Class B
BRK.B
$1.1T
| $2.28B | 0.37% |
4,541,541
-480,901
| -10% | -$239M |
|
31
Cisco
CSCO
$457B
| $2.27B | 0.37% |
29,456,358
+3,587,083
| +14% | +$266M |
|
32
SPDR Gold Trust
GLD
$131B
| $2.25B | 0.37% |
5,686,108
-1,061,891
| -16% | -$406M |
|
33
Mastercard
MA
$502B
| $2.24B | 0.36% |
3,927,382
-144,622
| -4% | -$80.8M |
|
|
34
iShares Core S&P 500 ETF
IVV
$878B
| $2.23B | 0.36% |
3,248,974
-1,523,227
| -32% | -$1.03B |
|
35
TSMC
TSM
$2.1T
| $2.21B | 0.36% |
7,288,087
-1,342,803
| -16% | -$394M |
|
36
Oracle
ORCL
$374B
| $2.21B | 0.36% |
11,314,085
-220,415
| -2% | -$52.5M |
|
37
PUT
Invesco QQQ Trust
QQQ
$453B
| $2.2B | 0.36% |
3,578,400
-6,624,874
| -65% | -$4.07B |
|
38
Goldman Sachs
GS
$300B
| $2.15B | 0.35% |
2,446,152
-56,949
| -2% | -$46.5M |
|
39
Johnson & Johnson
JNJ
$618B
| $2.07B | 0.34% |
9,984,291
-416,000
| -4% | -$82.3M |
|
40
CALL
Tesla
TSLA
$1.23T
| $2.03B | 0.33% |
4,505,469
+994,626
| +28% | +$441M |
|
41
Merck
MRK
$322B
| $2.02B | 0.33% |
19,178,272
+2,272,264
| +13% | +$213M |
|
42
iShares Core MSCI EAFE ETF
IEFA
$190B
| $1.92B | 0.31% |
21,491,185
+216,878
| +1% | +$19.2M |
|
43
Morgan Stanley
MS
$331B
| $1.89B | 0.31% |
10,642,269
+309,411
| +3% | +$51.6M |
|
44
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $1.88B | 0.31% |
9,824,792
+2,795,631
| +40% | +$531M |
|
45
Netflix
NFLX
$299B
| $1.88B | 0.3% |
20,002,585
+1,658,655
| +9% | +$179M |
|
46
ExxonMobil
XOM
$644B
| $1.82B | 0.29% |
15,109,431
-2,983,042
| -16% | -$346M |
|
|
47
Tesla
TSLA
$1.23T
| $1.81B | 0.29% |
4,019,633
-714,186
| -15% | -$317M |
|
48
Chevron
CVX
$392B
| $1.76B | 0.29% |
11,555,593
+463,172
| +4% | +$70.5M |
|
49
Vanguard FTSE Developed Markets ETF
VEA
$229B
| $1.72B | 0.28% |
27,524,012
-368,501
| -1% | -$22.6M |
|
50
CALL
MP Materials
MP
$7.36B
| $1.71B | 0.28% |
33,925,880
+26,981,210
| +389% | +$1.71B |
|
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.