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 |
EA
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 | |
|---|---|---|---|---|---|---|
5276
CALL
Sable Offshore Corp
SOC
$783M
| $1.35M | ﹤0.01% |
150,000
-283,800
| -65% | -$2.68M |
|
5277
Upbound Group
UPBD
$1.14B
| $1.35M | ﹤0.01% |
76,998
-43,668
| -36% | -$844K |
|
5278
Mercantile Bank Corp
MBWM
$1.06B
| $1.35M | ﹤0.01% |
28,096
-6,438
| -19% | -$297K |
|
5279
WisdomTree International MidCap Dividend Fund
DIM
$170M
| $1.35M | ﹤0.01% |
16,772
+63
| +0.4% | +$4.93K |
|
|
ANGX
5280
Angel Studios
ANGX
$792M
| $1.35M | ﹤0.01% |
289,023
+289,022
| +28,902,200% | +$1.71M |
|
|
QUBX
5281
Tradr 2X Long QUBT Daily ETF
QUBX
$27.7M
| $1.35M | ﹤0.01% |
61,691
+61,553
| +44,604% | +$3.51M |
|
|
DENN
5282
DELISTED
Denny's
DENN
| $1.35M | ﹤0.01% |
216,667
-69,604
| -24% | -$395K |
|
5283
CALL
Methanex
MEOH
$4.33B
| $1.35M | ﹤0.01% |
+33,900
| New | +$1.26M |
|
5284
American Battery Technology Co
ABAT
$342M
| $1.35M | ﹤0.01% |
402,750
+288,637
| +253% | +$1.35M |
|
|
PSKY
5285
PUT
Paramount Skydance Corp
PSKY
$11.3B
| $1.34M | ﹤0.01% |
100,000
+38,400
| +62% | +$600K |
|
|
ACRE
5286
Ares Commercial Real Estate
ACRE
$264M
| $1.34M | ﹤0.01% |
280,251
+61,791
| +28% | +$300K |
|
|
TOUR
5287
Tuniu
TOUR
$54.3M
| $1.34M | ﹤0.01% |
216,056
+90,065
| +71% | +$709K |
|
5288
AB High Yield ETF
HYFI
$331M
| $1.33M | ﹤0.01% |
35,512
+6,099
| +21% | +$230K |
|
5289
PUT
Cummins
CMI
$87.2B
| $1.33M | ﹤0.01% |
2,613
+62
| +2% | +$29K |
|
5290
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$1.2B
| $1.33M | ﹤0.01% |
7,250
-2,488
| -26% | -$397K |
|
|
FISV
5291
CALL
Fiserv Inc
FISV
$28.9B
| $1.33M | ﹤0.01% |
19,800
+12,300
| +164% | +$1.03M |
|
|
RMI
5292
RiverNorth Opportunistic Municipal Income Fund
RMI
$99.7M
| $1.33M | ﹤0.01% |
92,881
-68,772
| -43% | -$1,000K |
|
5293
OneSpan
OSPN
$602M
| $1.33M | ﹤0.01% |
103,482
-84,656
| -45% | -$1.15M |
|
5294
VanEck Low Carbon Energy ETF
SMOG
$135M
| $1.33M | ﹤0.01% |
10,243
+1,107
| +12% | +$146K |
|
5295
Angel Oak Mortgage-Backed Securities ETF
MBS
$150M
| $1.33M | ﹤0.01% |
+151,665
| New | +$1.33M |
|
5296
VanEck Green Bond ETF
GRNB
$185M
| $1.33M | ﹤0.01% |
54,465
-22,843
| -30% | -$558K |
|
5297
Benitec Biopharma
BNTC
$424M
| $1.32M | ﹤0.01% |
98,347
-1,594
| -2% | -$22K |
|
5298
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
| $1.32M | ﹤0.01% |
29,425
+7,176
| +32% | +$326K |
|
5299
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$439M
| $1.32M | ﹤0.01% |
9,544
+202
| +2% | +$28.2K |
|
|
TWFG
5300
TWFG Inc
TWFG
$1.45B
| $1.32M | ﹤0.01% |
45,912
-260
| -0.6% | -$7.07K |
|
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 1,184 positions and reducing 4,502 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 1,319 new positions and closed 1,184 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.