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 | |
|---|---|---|---|---|---|---|
76
Lam Research
LRCX
$369B
| $1.33B | 0.22% |
7,781,054
+356,490
| +5% | +$55.4M |
|
77
State Street Technology Select Sector SPDR ETF
XLK
$117B
| $1.33B | 0.22% |
9,232,033
-964,689
| -9% | -$139M |
|
78
Abbott
ABT
$185B
| $1.31B | 0.21% |
10,480,069
+665,350
| +7% | +$84.8M |
|
79
Advanced Micro Devices
AMD
$790B
| $1.3B | 0.21% |
6,074,104
-1,948,011
| -24% | -$438M |
|
80
Salesforce
CRM
$152B
| $1.3B | 0.21% |
4,890,834
-973,288
| -17% | -$242M |
|
81
GE Aerospace
GE
$383B
| $1.27B | 0.21% |
4,138,431
+733,389
| +22% | +$221M |
|
82
Eaton
ETN
$170B
| $1.24B | 0.2% |
3,892,901
-283,932
| -7% | -$101M |
|
83
Applovin
APP
$136B
| $1.23B | 0.2% |
1,825,838
+217,223
| +14% | +$137M |
|
84
CALL
Invesco QQQ Trust
QQQ
$469B
| $1.21B | 0.2% |
1,968,084
-809,772
| -29% | -$497M |
|
85
CALL
Rocket Lab Corp
RKLB
$44B
| $1.21B | 0.2% |
17,330,323
-32,000
| -0.2% | -$1.83M |
|
86
Deutsche Bank
DB
$69.8B
| $1.21B | 0.2% |
31,268,175
+1,313,151
| +4% | +$47.4M |
|
87
Texas Instruments
TXN
$246B
| $1.19B | 0.19% |
6,852,477
+442,810
| +7% | +$75.8M |
|
88
iShares Russell 2000 ETF
IWM
$81.5B
| $1.19B | 0.19% |
4,824,892
+939,417
| +24% | +$231M |
|
89
American Express
AXP
$233B
| $1.19B | 0.19% |
3,208,427
-652,011
| -17% | -$233M |
|
90
CALL
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $1.18B | 0.19% |
21,592,600
-24,425,000
| -53% | -$1.33B |
|
91
Palantir
PLTR
$301B
| $1.17B | 0.19% |
6,603,921
-1,026,825
| -13% | -$186M |
|
92
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
| $1.16B | 0.19% |
14,386,272
-24,944,028
| -63% | -$2.01B |
|
93
iShares Core S&P Small-Cap ETF
IJR
$111B
| $1.15B | 0.19% |
9,577,268
-804,026
| -8% | -$96.2M |
|
94
Vanguard Information Technology ETF
VGT
$141B
| $1.15B | 0.19% |
12,194,272
-1,540,968
| -11% | -$146M |
|
95
Boeing
BA
$185B
| $1.15B | 0.19% |
5,278,778
+755,140
| +17% | +$155M |
|
96
Union Pacific
UNP
$173B
| $1.15B | 0.19% |
4,952,716
+281,132
| +6% | +$64.2M |
|
|
97
PUT
Microsoft
MSFT
$3.62T
| $1.13B | 0.18% |
2,341,745
+525,350
| +29% | +$263M |
|
98
iShares MSCI EAFE ETF
EFA
$78.4B
| $1.13B | 0.18% |
11,766,147
-230,720
| -2% | -$21.9M |
|
99
TJX Companies
TJX
$174B
| $1.13B | 0.18% |
7,341,712
-278,291
| -4% | -$41.2M |
|
100
IBM
IBM
$213B
| $1.11B | 0.18% |
3,731,999
-775,836
| -17% | -$232M |
|
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.