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 | |
|---|---|---|---|---|---|---|
876
PUT
Stellantis
STLA
$21.1B
| $122M | 0.02% |
11,228,839
-3,279,500
| -23% | -$35.3M |
|
877
CALL
Apollo Global Management
APO
$73.5B
| $122M | 0.02% |
844,550
+61,120
| +8% | +$8.12M |
|
878
BILL Holdings
BILL
$4.7B
| $122M | 0.02% |
2,240,083
-3,730,873
| -62% | -$192M |
|
879
iShares US Treasury Bond ETF
GOVT
$43.5B
| $122M | 0.02% |
5,302,964
-219,570
| -4% | -$5.08M |
|
880
PUT
Qualcomm
QCOM
$168B
| $122M | 0.02% |
712,700
+60,800
| +9% | +$10.4M |
|
881
Capital Group US Multi-Sector Income ETF
CGMS
$5.33B
| $122M | 0.02% |
4,413,157
+888,212
| +25% | +$24.6M |
|
882
Agilent Technologies
A
$39.5B
| $122M | 0.02% |
895,275
+90,232
| +11% | +$13M |
|
883
SolarEdge
SEDG
$1.98B
| $121M | 0.02% |
4,210,429
+655,925
| +18% | +$22.9M |
|
884
CALL
Boeing
BA
$184B
| $121M | 0.02% |
559,265
+248,016
| +80% | +$51M |
|
885
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.51B
| $121M | 0.02% |
1,884,268
-245,478
| -12% | -$15.5M |
|
886
CALL
Petrobras
PBR
$120B
| $121M | 0.02% |
10,211,190
+760,460
| +8% | +$9.28M |
|
887
Zebra Technologies
ZBRA
$17.4B
| $121M | 0.02% |
498,207
+17,038
| +4% | +$4.56M |
|
888
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
| $121M | 0.02% |
480,366
-13,453
| -3% | -$3.34M |
|
889
Surgery Partners
SGRY
$1.95B
| $121M | 0.02% |
7,803,974
+4,113,052
| +111% | +$75.6M |
|
890
Moderna
MRNA
$21.7B
| $121M | 0.02% |
4,086,766
-714,781
| -15% | -$19.4M |
|
|
Q
891
Qnity Electronics Inc
Q
$28.2B
| $120M | 0.02% |
+1,474,764
| New | +$125M |
|
|
GLIBK
892
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$951M
| $120M | 0.02% |
3,233,608
+1,162,370
| +56% | +$40.8M |
|
893
PPG Industries
PPG
$26.3B
| $120M | 0.02% |
1,172,231
+152,779
| +15% | +$15.3M |
|
894
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
| $120M | 0.02% |
1,651,123
-88,311
| -5% | -$6.26M |
|
895
iShares S&P Small-Cap 600 Value ETF
IJS
$8.29B
| $120M | 0.02% |
1,053,751
-67,451
| -6% | -$7.56M |
|
896
CALL
Euronet Worldwide
EEFT
$2.75B
| $120M | 0.02% |
1,574,400
| – | – |
|
897
Iris Energy
IREN
$13.9B
| $120M | 0.02% |
3,170,287
+402,835
| +15% | +$20.8M |
|
898
WisdomTree US LargeCap Dividend Fund
DLN
$6.36B
| $120M | 0.02% |
1,359,443
-173
| -0% | -$15.1K |
|
899
Evercore
EVR
$12.1B
| $120M | 0.02% |
351,784
-50,908
| -13% | -$16.4M |
|
900
JPMorgan Active Growth ETF
JGRO
$9.93B
| $120M | 0.02% |
1,288,539
-41,700
| -3% | -$3.91M |
|
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.