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 | |
|---|---|---|---|---|---|---|
6526
Coya Therapeutics
COYA
$112M
| $203K | ﹤0.01% |
35,035
+21,737
| +163% | +$132K |
|
|
GRMN
6527
PUT
Garmin
GRMN
$59.8B
| $203K | ﹤0.01% |
+1,000
| New | +$217K |
|
|
MAMK
6528
DELISTED
MaxsMaking Inc
MAMK
| $202K | ﹤0.01% |
15,568
+15,134
| +3,487% | +$80.2K |
|
|
IMMP
6529
Immutep
IMMP
$56M
| $201K | ﹤0.01% |
70,418
+45,324
| +181% | +$95.4K |
|
6530
Woori Financial
WF
$17.3B
| $201K | ﹤0.01% |
3,421
-16,779
| -83% | -$935K |
|
6531
CALL
GameStop
GME
$8.37B
| $201K | ﹤0.01% |
10,000
-46,500
| -82% | -$1.04M |
|
6532
Relmada Therapeutics
RLMD
$512M
| $200K | ﹤0.01% |
41,468
-18,317
| -31% | -$61.4K |
|
6533
NeoVolta
NEOV
$214M
| $200K | ﹤0.01% |
65,860
-116,599
| -64% | -$492K |
|
6534
Concrete Pumping Holdings
BBCP
$484M
| $199K | ﹤0.01% |
29,718
+14,248
| +92% | +$93.7K |
|
6535
Greystone Housing Impact Investors LP
GHI
$141M
| $199K | ﹤0.01% |
28,934
-868
| -3% | -$6.77K |
|
6536
CALL
Under Armour
UAA
$2.3B
| $199K | ﹤0.01% |
40,000
| – | – |
|
|
CWBC
6537
Community West Bancshares
CWBC
$708M
| $198K | ﹤0.01% |
8,807
-6,759
| -43% | -$148K |
|
6538
Natixis Vaughan Nelson Select ETF
VNSE
$14.6M
| $198K | ﹤0.01% |
5,149
-97
| -2% | -$3.74K |
|
|
IHD
6539
Voya Emerging Markets High Income Dividend Equity Fund
IHD
$136M
| $198K | ﹤0.01% |
31,523
-38,198
| -55% | -$239K |
|
6540
PUT
Park Hotels & Resorts
PK
$3.05B
| $197K | ﹤0.01% |
+18,800
| New | +$201K |
|
|
KFII
6541
K&F Growth Acquisition Corp II
KFII
$417M
| $196K | ﹤0.01% |
18,970
+10,159
| +115% | +$104K |
|
6542
Entrada Therapeutics
TRDA
$290M
| $196K | ﹤0.01% |
19,036
+126
| +0.7% | +$1.06K |
|
6543
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$139M
| $196K | ﹤0.01% |
3,596
-8,783
| -71% | -$478K |
|
6544
VanEck Long Muni ETF
MLN
$681M
| $195K | ﹤0.01% |
11,103
-385
| -3% | -$6.78K |
|
6545
Clarus
CLAR
$140M
| $194K | ﹤0.01% |
57,925
-2,321
| -4% | -$7.9K |
|
6546
Inhibikase Therapeutics
IKT
$378M
| $194K | ﹤0.01% |
94,545
-41,735
| -31% | -$66.4K |
|
6547
PDS Biotechnology
PDSB
$12.9M
| $194K | ﹤0.01% |
251,705
+51,469
| +26% | +$46.4K |
|
|
NA
6548
Nano Labs
NA
$43.4M
| $194K | ﹤0.01% |
61,464
+48,906
| +389% | +$210K |
|
6549
Northern Technologies International Corp
NTIC
$75.9M
| $194K | ﹤0.01% |
24,713
+22,744
| +1,155% | +$175K |
|
6550
CALL
Global Payments
GPN
$24.6B
| $194K | ﹤0.01% |
2,500
-2,794
| -53% | -$225K |
|
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.