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 | |
|---|---|---|---|---|---|---|
6601
WisdomTree US AI Enhanced Value Fund
AIVL
$440M
| $175K | ﹤0.01% |
1,525
-2,836
| -65% | -$323K |
|
|
GENVR
6602
Gen Digital Inc Contingent Value Rights
GENVR
| $175K | ﹤0.01% |
38,742
-7,403
| -16% | -$37.9K |
|
6603
Strawberry Fields REIT
STRW
$195M
| $175K | ﹤0.01% |
13,336
-690
| -5% | -$8.45K |
|
|
GLO
6604
Clough Global Opportunities Fund
GLO
$257M
| $175K | ﹤0.01% |
30,854
+14,577
| +90% | +$83.1K |
|
|
GUSE
6605
Goldman Sachs Enhanced U.S. Equity ETF
GUSE
$372M
| $174K | ﹤0.01% |
+4,312
| New | +$174K |
|
|
JHI
6606
John Hancock Investors Trust
JHI
$118M
| $173K | ﹤0.01% |
12,631
-13
| -0.1% | -$179 |
|
6607
SP Funds S&P 500 Sharia ETF
SPUS
$3.08B
| $171K | ﹤0.01% |
3,358
+2,654
| +377% | +$135K |
|
6608
IZEA Worldwide
IZEA
$53.8M
| $170K | ﹤0.01% |
38,862
+36,989
| +1,975% | +$180K |
|
6609
Neumora Therapeutics
NMRA
$296M
| $170K | ﹤0.01% |
94,906
-34,140
| -26% | -$74.8K |
|
6610
RE/MAX Holdings
RMAX
$268M
| $169K | ﹤0.01% |
22,327
+3,697
| +20% | +$30K |
|
|
BSIN
6611
Big Sky Industrial
BSIN
$75.1M
| $169K | ﹤0.01% |
183,068
+182,912
| +117,251% | +$197K |
|
6612
Innovator Growth Accelerated Plus ETF April
QTAP
$20.9M
| $169K | ﹤0.01% |
3,774
+3,707
| +5,533% | +$164K |
|
|
QDVO
6613
Amplify CWP Growth & Income ETF
QDVO
$751M
| $168K | ﹤0.01% |
+5,791
| New | +$170K |
|
|
BRCB
6614
Black Rock Coffee Bar Inc
BRCB
$182M
| $166K | ﹤0.01% |
7,481
-42,933
| -85% | -$996K |
|
6615
Alger AI Enablers & Adopters ETF
ALAI
$527M
| $166K | ﹤0.01% |
+4,605
| New | +$170K |
|
6616
Medallion Financial
MFIN
$264M
| $166K | ﹤0.01% |
16,131
-2,805
| -15% | -$28.1K |
|
6617
Movado Group
MOV
$803M
| $166K | ﹤0.01% |
8,045
-84,194
| -91% | -$1.64M |
|
6618
Hain Celestial
HAIN
$52.4M
| $166K | ﹤0.01% |
154,801
-102,756
| -40% | -$127K |
|
|
LITS
6619
Lite Strategy Inc
LITS
$30.2M
| $165K | ﹤0.01% |
125,048
-672,070
| -84% | -$1.27M |
|
|
ZEUS
6620
DELISTED
Olympic Steel
ZEUS
| $165K | ﹤0.01% |
3,856
-6,795
| -64% | -$242K |
|
6621
Bank7 Corp
BSVN
$498M
| $165K | ﹤0.01% |
4,016
-5,467
| -58% | -$234K |
|
|
VIVO
6622
VivoPower PLC
VIVO
$150M
| $164K | ﹤0.01% |
72,399
+4,710
| +7% | +$16.2K |
|
6623
iShares International Developed Real Estate ETF
IFGL
$82.2M
| $163K | ﹤0.01% |
7,060
-2,611
| -27% | -$59.9K |
|
6624
Galectin Therapeutics
GALT
$347M
| $163K | ﹤0.01% |
39,104
+7,590
| +24% | +$40K |
|
6625
The Joint Corp
JYNT
$120M
| $163K | ﹤0.01% |
18,645
+5,776
| +45% | +$49K |
|
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.