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 | |
|---|---|---|---|---|---|---|
|
CXH
6926
DELISTED
MFS Investment Grade Municipal Trust
CXH
| $86K | ﹤0.01% |
10,815
-500
| -4% | -$3.98K |
|
|
NNNN
6927
Anbio Biotechnology
NNNN
$452M
| $85.7K | ﹤0.01% |
2,849
+1,889
| +197% | +$51.9K |
|
6928
Natural Health Trends
NHTC
$15.5M
| $85.6K | ﹤0.01% |
27,704
+23,580
| +572% | +$85.5K |
|
6929
Ampco-Pittsburgh
AP
$197M
| $85.4K | ﹤0.01% |
16,020
-71
| -0.4% | -$196 |
|
6930
Offerpad Solutions
OPAD
$22.1M
| $85.2K | ﹤0.01% |
7,044
+2,500
| +55% | +$55.3K |
|
6931
Vista Gold
VGZ
$340M
| $84.9K | ﹤0.01% |
43,110
-43,250
| -50% | -$83.4K |
|
|
POAS
6932
Phaos Technology Holdings (Cayman) Ltd
POAS
$2.57M
| $84.9K | ﹤0.01% |
+24,742
| New | +$92.4K |
|
6933
Invesco S&P Emerging Markets Momentum ETF
EEMO
$26.7M
| $84.7K | ﹤0.01% |
4,824
-4,306
| -47% | -$76.5K |
|
|
CHACU
6934
DELISTED
Crane Harbor Acquistion Corp Units
CHACU
| $84.6K | ﹤0.01% |
7,360
-2,699
| -27% | -$33.8K |
|
6935
Energous
WATT
$84.1M
| $84.6K | ﹤0.01% |
21,201
+21,199
| +1,059,950% | +$142K |
|
6936
Fortress Biotech
FBIO
$92M
| $84.6K | ﹤0.01% |
23,108
-7,182
| -24% | -$20.5K |
|
|
CBIO
6937
Crescent Biopharma
CBIO
$637M
| $84.5K | ﹤0.01% |
7,125
-5,536
| -44% | -$70.5K |
|
|
EDF
6938
Virtus Stone Harbor Emerging Markets Income Fund
EDF
$169M
| $84.4K | ﹤0.01% |
16,991
-3,729
| -18% | -$18.4K |
|
6939
Indaptus Therapeutics
INDP
$141M
| $84.4K | ﹤0.01% |
29,002
+28,500
| +5,677% | +$80.9K |
|
6940
Dimensional International Core Equity 2 ETF
DFIC
$15.3B
| $84.3K | ﹤0.01% |
2,447
-448
| -15% | -$15K |
|
|
DMAAU
6941
Drugs Made In America Acquisition Corp Units
DMAAU
| $84.3K | ﹤0.01% |
8,021
-10,364
| -56% | -$109K |
|
6942
Bally's
BALY
$674M
| $84.2K | ﹤0.01% |
5,096
-9,791
| -66% | -$160K |
|
|
AFJK
6943
Aimei Health Technology Co
AFJK
| $84.1K | ﹤0.01% |
1,314
-2,643
| -67% | -$57.6K |
|
6944
ESS Tech
GWH
$19.5M
| $84.1K | ﹤0.01% |
44,717
+29,864
| +201% | +$95K |
|
|
SABA
6945
Saba Capital Income & Opportunities Fund II
SABA
$221M
| $84K | ﹤0.01% |
10,182
-3,548
| -26% | -$31K |
|
6946
Global X Gold Explorers ETF NEW
GOEX
$130M
| $83.6K | ﹤0.01% |
1,037
-237
| -19% | -$17.4K |
|
6947
First Trust Nasdaq Food & Beverage ETF
FTXG
$18.5M
| $83.3K | ﹤0.01% |
3,978
-42,655
| -91% | -$910K |
|
6948
BARK
BARK
$93.4M
| $83.1K | ﹤0.01% |
6,893
+5,184
| +303% | +$77K |
|
6949
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$433M
| $83K | ﹤0.01% |
+1,299
| New | +$85.4K |
|
|
KYNB
6950
Kyntra Bio
KYNB
$29.5M
| $82.8K | ﹤0.01% |
9,432
+765
| +9% | +$7.48K |
|
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.