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 | |
|---|---|---|---|---|---|---|
1001
CALL
Zoom
ZM
$29.7B
| $102M | 0.02% |
1,183,492
+392,092
| +50% | +$33M |
|
1002
Tyler Technologies
TYL
$12.5B
| $102M | 0.02% |
224,644
+12,673
| +6% | +$6.04M |
|
1003
CALL
McDonald's
MCD
$196B
| $102M | 0.02% |
333,197
-4,943
| -1% | -$1.51M |
|
1004
Tradeweb Markets
TW
$21.8B
| $102M | 0.02% |
945,414
+488,843
| +107% | +$52.5M |
|
1005
Domino's
DPZ
$11.9B
| $101M | 0.02% |
243,508
+47,986
| +25% | +$20M |
|
1006
Kimco Realty
KIM
$16.4B
| $101M | 0.02% |
4,986,126
+1,154,419
| +30% | +$24M |
|
1007
Willis Towers Watson
WTW
$31.6B
| $101M | 0.02% |
307,517
+14,693
| +5% | +$4.81M |
|
1008
Full Truck Alliance
YMM
$9.89B
| $101M | 0.02% |
9,411,834
+8,221,287
| +691% | +$98.6M |
|
1009
Etsy
ETSY
$7.81B
| $101M | 0.02% |
1,818,732
-428,603
| -19% | -$26.2M |
|
1010
Joby Aviation
JOBY
$8.1B
| $101M | 0.02% |
7,624,646
-6,708,413
| -47% | -$103M |
|
1011
Natera
NTRA
$38B
| $101M | 0.02% |
438,857
+71,355
| +19% | +$14.9M |
|
1012
Global X US Infrastructure Development ETF
PAVE
$15.1B
| $100M | 0.02% |
2,100,906
-141,387
| -6% | -$6.78M |
|
1013
CALL
Reddit
RDDT
$29B
| $99.9M | 0.02% |
434,714
+50,100
| +13% | +$10.5M |
|
1014
PUT
GE Aerospace
GE
$389B
| $99.7M | 0.02% |
323,700
-28,700
| -8% | -$8.64M |
|
1015
Direxion Daily TSLA Bull 2X ETF
TSLL
$3.28B
| $99.6M | 0.02% |
5,210,941
-2,722,393
| -34% | -$54.1M |
|
1016
Kratos Defense & Security Solutions
KTOS
$10.8B
| $99.5M | 0.02% |
1,311,083
-135,114
| -9% | -$11.1M |
|
1017
Snap
SNAP
$8.83B
| $99.4M | 0.02% |
12,312,458
+6,275,363
| +104% | +$49.6M |
|
1018
Nexstar Media Group
NXST
$5.74B
| $99.3M | 0.02% |
489,149
-73,482
| -13% | -$14.3M |
|
1019
Glaukos
GKOS
$10.1B
| $98.7M | 0.02% |
873,942
+663,849
| +316% | +$63.4M |
|
1020
iShares MSCI EAFE Growth ETF
EFG
$17B
| $98.6M | 0.02% |
865,462
-138,456
| -14% | -$15.9M |
|
1021
PUT
Linde
LIN
$226B
| $98.5M | 0.02% |
231,100
+114,800
| +99% | +$49.2M |
|
1022
PUT
Coca-Cola
KO
$374B
| $98.5M | 0.02% |
1,408,900
+18,800
| +1% | +$1.31M |
|
1023
Atmos Energy
ATO
$28.7B
| $98.5M | 0.02% |
587,461
-282,015
| -32% | -$48.8M |
|
1024
Warner Music
WMG
$13.8B
| $98.4M | 0.02% |
3,208,063
+981,912
| +44% | +$30M |
|
1025
Stanley Black & Decker
SWK
$15.3B
| $98.3M | 0.02% |
1,323,986
-273,062
| -17% | -$19.2M |
|
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.