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 | |
|---|---|---|---|---|---|---|
6551
MaxCyte
MXCT
$141M
| $193K | ﹤0.01% |
124,591
-349,896
| -74% | -$559K |
|
6552
India Internet & Ecommerce ETF
INQQ
$45M
| $193K | ﹤0.01% |
13,116
+2,524
| +24% | +$39.5K |
|
|
KDEF
6553
PLUS Korea Defense Industry Index ETF
KDEF
$119M
| $193K | ﹤0.01% |
+4,399
| New | +$197K |
|
6554
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
| $193K | ﹤0.01% |
+5,629
| New | +$190K |
|
6555
MacroGenics
MGNX
$268M
| $192K | ﹤0.01% |
119,447
+71,661
| +150% | +$113K |
|
6556
Virtus Biotech Clinical Trials ETF
BBC
$50.2M
| $192K | ﹤0.01% |
4,976
+4,853
| +3,946% | +$165K |
|
|
ISBA
6557
Isabella Bank
ISBA
$317M
| $191K | ﹤0.01% |
3,825
+3,824
| +382,400% | +$162K |
|
6558
FTC Solar
FTCI
$38.7M
| $191K | ﹤0.01% |
17,516
+8,703
| +99% | +$79.4K |
|
6559
Navios Maritime Partners
NMM
$2.33B
| $191K | ﹤0.01% |
3,644
-5,036
| -58% | -$250K |
|
6560
Plumas Bancorp
PLBC
$439M
| $191K | ﹤0.01% |
4,274
-5,283
| -55% | -$227K |
|
6561
PUT
TG Therapeutics
TGTX
$7.46B
| $191K | ﹤0.01% |
6,400
-1,600
| -20% | -$52.3K |
|
6562
Cyngn
CYN
$16M
| $190K | ﹤0.01% |
79,838
-1,789
| -2% | -$7.39K |
|
|
POWR
6563
iShares U.S. Power Infrastructure ETF
POWR
$468M
| $190K | ﹤0.01% |
8,071
+7,590
| +1,578% | +$190K |
|
|
SDEV
6564
Stablecoin Development Corp
SDEV
$52.1M
| $189K | ﹤0.01% |
+6,720
| New | +$62.2K |
|
6565
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.31B
| $188K | ﹤0.01% |
4,663
+1,163
| +33% | +$46.4K |
|
6566
Electromed
ELMD
$341M
| $187K | ﹤0.01% |
6,427
-3,765
| -37% | -$98.7K |
|
|
XYF
6567
X Financial
XYF
$209M
| $187K | ﹤0.01% |
33,311
-2,878
| -8% | -$29.1K |
|
6568
Alector
ALEC
$219M
| $186K | ﹤0.01% |
119,411
-111,088
| -48% | -$197K |
|
6569
AdvisorShares Ranger Equity Bear ETF
HDGE
$52.6M
| $185K | ﹤0.01% |
11,568
-166,535
| -94% | -$2.77M |
|
|
XZO
6570
Exzeo Group
XZO
$1.37B
| $185K | ﹤0.01% |
+7,631
| New | +$145K |
|
|
LNKB
6571
DELISTED
LINKBANCORP
LNKB
| $185K | ﹤0.01% |
22,403
+13,095
| +141% | +$98.4K |
|
|
RGTU
6572
Tradr 2X Long RGTI Daily ETF
RGTU
$12.7M
| $184K | ﹤0.01% |
4,085
+4,081
| +102,025% | +$613K |
|
6573
TriplePoint Venture Growth BDC
TPVG
$221M
| $184K | ﹤0.01% |
28,123
+16,306
| +138% | +$97.7K |
|
6574
SELLAS Life Sciences
SLS
$2.58B
| $184K | ﹤0.01% |
48,727
-36,262
| -43% | -$70.5K |
|
6575
QuickLogic
QUIK
$234M
| $183K | ﹤0.01% |
30,513
+14,806
| +94% | +$95.9K |
|
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.