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 | |
|---|---|---|---|---|---|---|
|
BBOT
5401
BridgeBio Oncology
BBOT
$731M
| $1.17M | ﹤0.01% |
93,369
+41,143
| +79% | +$499K |
|
5402
Fulcrum Therapeutics
FULC
$283M
| $1.16M | ﹤0.01% |
102,967
-198,190
| -66% | -$2.02M |
|
5403
Covenant Logistics
CVLG
$888M
| $1.16M | ﹤0.01% |
52,610
+8,672
| +20% | +$182K |
|
|
ESPR
5404
DELISTED
Esperion Therapeutics
ESPR
| $1.16M | ﹤0.01% |
313,353
-932,957
| -75% | -$3.01M |
|
5405
Palladyne AI
PDYN
$324M
| $1.16M | ﹤0.01% |
271,942
-42,341
| -13% | -$285K |
|
|
NXJ
5406
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
| $1.15M | ﹤0.01% |
91,356
-3,308
| -3% | -$41.9K |
|
5407
Pearson
PSO
$9.73B
| $1.15M | ﹤0.01% |
82,110
+69,033
| +528% | +$955K |
|
5408
iShares Core Conservative Allocation ETF
AOK
$794M
| $1.15M | ﹤0.01% |
28,707
+93
| +0.3% | +$3.75K |
|
5409
PUT
Hecla Mining
HL
$12.4B
| $1.15M | ﹤0.01% |
+60,000
| New | +$917K |
|
5410
PUT
Rogers Communications
RCI
$19.7B
| $1.15M | ﹤0.01% |
30,515
+6,284
| +26% | +$236K |
|
5411
Virtus Investment Partners
VRTS
$1.13B
| $1.15M | ﹤0.01% |
7,052
-22,491
| -76% | -$3.8M |
|
|
TUYA
5412
Tuya Inc
TUYA
$1.1B
| $1.15M | ﹤0.01% |
543,542
-334,434
| -38% | -$762K |
|
|
KLC
5413
KinderCare Learning Companies
KLC
$313M
| $1.15M | ﹤0.01% |
265,339
-234,025
| -47% | -$1.18M |
|
5414
PUT
Crocs
CROX
$6.32B
| $1.15M | ﹤0.01% |
13,400
| – | – |
|
|
GBUG
5415
Sprott Active Gold & Silver Miners ETF
GBUG
$172M
| $1.14M | ﹤0.01% |
26,071
+14,252
| +121% | +$563K |
|
|
EDD
5416
Morgan Stanley Emerging Markets Domestic Debt Fund
EDD
$371M
| $1.14M | ﹤0.01% |
209,765
-4,715
| -2% | -$25.5K |
|
5417
iShares Global Consumer Discretionary ETF
RXI
$274M
| $1.14M | ﹤0.01% |
5,549
+189
| +4% | +$38.9K |
|
5418
CuriosityStream
CURI
$218M
| $1.14M | ﹤0.01% |
299,332
-206,838
| -41% | -$921K |
|
|
MFA
5419
MFA Financial
MFA
$928M
| $1.14M | ﹤0.01% |
122,030
-123,272
| -50% | -$1.15M |
|
5420
Global X SuperDividend ETF
SDIV
$1.21B
| $1.13M | ﹤0.01% |
47,132
+33
| +0.1% | +$788 |
|
|
DCBO
5421
Docebo
DCBO
$589M
| $1.13M | ﹤0.01% |
50,999
+6,513
| +15% | +$156K |
|
5422
Lands' End
LE
$380M
| $1.13M | ﹤0.01% |
77,944
-54,666
| -41% | -$844K |
|
5423
CALL
Thor Industries
THO
$4.13B
| $1.13M | ﹤0.01% |
11,000
-41,000
| -79% | -$4.26M |
|
|
LBRX
5424
LB Pharmaceuticals
LBRX
$1.52B
| $1.13M | ﹤0.01% |
50,713
+49,658
| +4,707% | +$867K |
|
5425
Midland States Bancorp
MSBI
$692M
| $1.13M | ﹤0.01% |
53,270
+6,490
| +14% | +$115K |
|
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.