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 | |
|---|---|---|---|---|---|---|
1026
Icon
ICLR
$12.4B
| $98.2M | 0.02% |
538,637
+88,076
| +20% | +$15.7M |
|
1027
DigitalOcean
DOCN
$14.4B
| $98.1M | 0.02% |
2,038,174
+1,573,245
| +338% | +$69.3M |
|
1028
MasTec
MTZ
$20.8B
| $98M | 0.02% |
451,003
-56,507
| -11% | -$11.9M |
|
|
PPL
1029
PPL Corp
PPL
$26B
| $97.9M | 0.02% |
2,794,424
-652,805
| -19% | -$23.5M |
|
1030
CALL
Shopify
SHOP
$191B
| $97.8M | 0.02% |
607,598
-43,910
| -7% | -$7.05M |
|
1031
Canadian Natural Resources
CNQ
$94.8B
| $97.8M | 0.02% |
2,887,806
+264,848
| +10% | +$8.59M |
|
1032
CALL
Box
BOX
$4.41B
| $97.6M | 0.02% |
3,263,783
-4,583,745
| -58% | -$144M |
|
1033
PUT
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $97.4M | 0.02% |
798,800
+140,100
| +21% | +$16.1M |
|
1034
PUT
Deutsche Bank
DB
$70.7B
| $97.3M | 0.02% |
2,524,000
-1,988,600
| -44% | -$71.8M |
|
1035
Veeva Systems
VEEV
$35.4B
| $97.2M | 0.02% |
435,390
-122,328
| -22% | -$32.5M |
|
1036
Ameren
AEE
$30B
| $97.2M | 0.02% |
973,193
+43,821
| +5% | +$4.49M |
|
1037
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.78B
| $97.1M | 0.02% |
868,725
+1,547
| +0.2% | +$172K |
|
1038
Okta
OKTA
$24.9B
| $97.1M | 0.02% |
1,122,965
-43,051
| -4% | -$3.76M |
|
|
MICC
1039
The Magnum Ice Cream Company N.V.
MICC
$11.6B
| $97.1M | 0.02% |
+6,123,925
| New | +$96M |
|
1040
Kinross Gold
KGC
$30.4B
| $97M | 0.02% |
3,443,388
-832,284
| -19% | -$21.6M |
|
1041
iShares MSCI India ETF
INDA
$6.6B
| $97M | 0.02% |
1,793,725
-506,292
| -22% | -$27.3M |
|
1042
CALL
UnitedHealth
UNH
$367B
| $96.4M | 0.02% |
292,009
+10,540
| +4% | +$3.57M |
|
1043
Leidos
LDOS
$17B
| $96.3M | 0.02% |
533,824
-58,303
| -10% | -$11M |
|
1044
Trade Desk
TTD
$8.31B
| $96.2M | 0.02% |
2,535,123
-1,009,369
| -28% | -$44.7M |
|
1045
Invitation Homes
INVH
$18B
| $96.2M | 0.02% |
3,460,414
-1,516,255
| -30% | -$42.3M |
|
1046
Restaurant Brands International
QSR
$25.3B
| $96.1M | 0.02% |
1,408,839
+420,405
| +43% | +$29M |
|
|
QXO
1047
QXO Inc
QXO
$16.4B
| $96M | 0.02% |
4,978,172
+608,342
| +14% | +$11.7M |
|
1048
Fair Isaac
FICO
$22.3B
| $96M | 0.02% |
56,757
-4,420
| -7% | -$7.61M |
|
|
CRWV
1049
CALL
CoreWeave
CRWV
$46.6B
| $95.9M | 0.02% |
1,339,338
+888,838
| +197% | +$90.1M |
|
1050
CALL
Linde
LIN
$226B
| $95.8M | 0.02% |
224,792
+142,692
| +174% | +$61.1M |
|
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.