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 |
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 | |
|---|---|---|---|---|---|---|
651
First Trust Preferred Securities and Income ETF
FPE
$6.35B
| $174M | 0.03% |
9,566,867
-336,394
| -3% | -$6.15M |
|
652
Exelon
EXC
$47.1B
| $174M | 0.03% |
3,996,452
+561,368
| +16% | +$25.6M |
|
653
Cloudflare
NET
$104B
| $174M | 0.03% |
882,907
-19,281
| -2% | -$4.08M |
|
654
Public Storage
PSA
$61.1B
| $174M | 0.03% |
668,617
-89,806
| -12% | -$25.1M |
|
655
iShares Core MSCI Total International Stock ETF
IXUS
$59.7B
| $173M | 0.03% |
2,049,699
-25,228
| -1% | -$2.12M |
|
656
CALL
Berkshire Hathaway Class B
BRK.B
$1.12T
| $173M | 0.03% |
345,017
-53,254
| -13% | -$26.5M |
|
657
iShares MSCI ACWI ETF
ACWI
$33.4B
| $172M | 0.03% |
1,216,046
+432,985
| +55% | +$60.8M |
|
658
American International
AIG
$42.5B
| $172M | 0.03% |
2,010,817
+156,455
| +8% | +$12.5M |
|
659
PUT
Riot Platforms
RIOT
$8.13B
| $172M | 0.03% |
13,538,300
-1,305,900
| -9% | -$22.3M |
|
660
PUT
Freeport-McMoran
FCX
$99.8B
| $171M | 0.03% |
3,374,400
-5,600
| -0.2% | -$243K |
|
661
Amcor
AMCR
$22.1B
| $171M | 0.03% |
4,104,474
+1,557,673
| +61% | +$64.3M |
|
662
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
| $171M | 0.03% |
2,852,224
-303,881
| -10% | -$18.2M |
|
663
On Holding
ONON
$12.7B
| $171M | 0.03% |
3,670,094
-2,825,713
| -44% | -$122M |
|
|
RNAM
664
DELISTED
Avidity Biosciences
RNAM
| $170M | 0.03% |
2,356,812
+1,040,953
| +79% | +$67.2M |
|
665
PUT
Moderna
MRNA
$22.5B
| $170M | 0.03% |
5,760,300
+3,278,000
| +132% | +$89.1M |
|
666
iShares Russell 2000 Growth ETF
IWO
$14.9B
| $169M | 0.03% |
522,032
+48,892
| +10% | +$15.9M |
|
|
B
667
CALL
Barrick Mining
B
$68.8B
| $168M | 0.03% |
3,858,384
+1,125,100
| +41% | +$42.2M |
|
668
iShares Select Dividend ETF
DVY
$23.5B
| $168M | 0.03% |
1,189,865
+34,832
| +3% | +$4.92M |
|
669
PUT
Zoom
ZM
$29.5B
| $167M | 0.03% |
1,940,700
+231,000
| +14% | +$19.4M |
|
670
Otis Worldwide
OTIS
$27.8B
| $167M | 0.03% |
1,913,031
-73,873
| -4% | -$6.61M |
|
671
Carnival Corporation Ltd
CCL
$40.6B
| $167M | 0.03% |
5,457,477
-1,418,382
| -21% | -$39.5M |
|
672
AerCap
AER
$24.4B
| $167M | 0.03% |
1,158,903
+742,863
| +179% | +$98.4M |
|
|
673
CALL
Freeport-McMoran
FCX
$99.8B
| $166M | 0.03% |
3,262,700
+40,880
| +1% | +$1.77M |
|
674
PUT
Baidu
BIDU
$37.7B
| $166M | 0.03% |
1,267,038
-33,575
| -3% | -$4.17M |
|
675
iShares Core S&P US Value ETF
IUSV
$27.6B
| $165M | 0.03% |
1,612,088
+24,843
| +2% | +$2.52M |
|
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.