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 | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$377B
| $1.71B | 0.28% |
24,449,622
-4,413,984
| -15% | -$308M |
|
52
Bank of America
BAC
$435B
| $1.67B | 0.27% |
30,366,854
+1,075,667
| +4% | +$56.9M |
|
53
RTX Corp
RTX
$290B
| $1.66B | 0.27% |
9,026,670
-319,186
| -3% | -$55.4M |
|
54
Palo Alto Networks
PANW
$270B
| $1.63B | 0.26% |
8,836,576
+751,795
| +9% | +$152M |
|
55
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $1.62B | 0.26% |
22,273,636
+128,832
| +0.6% | +$9.37M |
|
|
56
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$795B
| $1.61B | 0.26% |
2,359,612
-652,553
| -22% | -$441M |
|
57
Qualcomm
QCOM
$155B
| $1.58B | 0.26% |
9,208,839
-248,480
| -3% | -$42.6M |
|
58
Alibaba
BABA
$293B
| $1.57B | 0.25% |
10,709,880
+2,282,305
| +27% | +$372M |
|
59
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.53B | 0.25% |
23,117,303
+32,675
| +0.1% | +$2.14M |
|
60
McDonald's
MCD
$192B
| $1.52B | 0.25% |
4,962,062
-345,952
| -7% | -$106M |
|
61
Uber
UBER
$143B
| $1.48B | 0.24% |
18,138,960
+1,477,107
| +9% | +$133M |
|
62
NextEra Energy
NEE
$181B
| $1.48B | 0.24% |
18,429,083
-194,182
| -1% | -$16.1M |
|
|
63
CALL
Apple
AAPL
$4.54T
| $1.48B | 0.24% |
5,441,387
+812,716
| +18% | +$218M |
|
64
CALL
SPDR Gold Trust
GLD
$131B
| $1.48B | 0.24% |
3,726,082
+884,916
| +31% | +$338M |
|
65
CALL
iShares Russell 2000 ETF
IWM
$80.2B
| $1.45B | 0.23% |
5,878,796
-1,872,300
| -24% | -$460M |
|
66
Honeywell
HON
$77B
| $1.42B | 0.23% |
7,290,861
-654,429
| -8% | -$128M |
|
67
Boston Scientific
BSX
$69.5B
| $1.42B | 0.23% |
14,872,126
+4,304,984
| +41% | +$422M |
|
68
iShares 20+ Year Treasury Bond ETF
TLT
$41.4B
| $1.4B | 0.23% |
16,064,679
+960,001
| +6% | +$85.8M |
|
69
iShares Russell 1000 Value ETF
IWD
$82.2B
| $1.39B | 0.23% |
6,611,520
-1,067,150
| -14% | -$220M |
|
70
Procter & Gamble
PG
$336B
| $1.38B | 0.22% |
9,601,142
-2,153,698
| -18% | -$318M |
|
71
Vanguard Dividend Appreciation ETF
VIG
$111B
| $1.38B | 0.22% |
6,258,850
-71,860
| -1% | -$15.7M |
|
72
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
| $1.36B | 0.22% |
4,065,748
-24,198
| -0.6% | -$8.05M |
|
|
73
PUT
SPDR Gold Trust
GLD
$131B
| $1.36B | 0.22% |
3,421,800
+1,368,400
| +67% | +$523M |
|
74
Thermo Fisher Scientific
TMO
$213B
| $1.35B | 0.22% |
2,323,343
+4,890
| +0.2% | +$2.77M |
|
75
Amgen
AMGN
$208B
| $1.34B | 0.22% |
4,104,524
-128,230
| -3% | -$40.7M |
|
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 1,185 positions and reducing 4,503 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 1,317 new positions and closed 1,185 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.