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 | |
|---|---|---|---|---|---|---|
101
CALL
Alphabet (Google) Class A
GOOGL
$4.57T
| $1.1B | 0.18% |
3,528,186
+122,529
| +4% | +$35M |
|
102
PUT
Tesla
TSLA
$1.27T
| $1.1B | 0.18% |
2,438,990
-379,890
| -13% | -$168M |
|
103
PUT
Advanced Micro Devices
AMD
$790B
| $1.09B | 0.18% |
5,073,100
+922,500
| +22% | +$207M |
|
104
PUT
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| $1.08B | 0.18% |
11,268,100
+10,139,300
| +898% | +$981M |
|
105
iShares S&P 500 Growth ETF
IVW
$75.5B
| $1.07B | 0.17% |
8,688,281
-223,001
| -3% | -$27.3M |
|
106
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $1.07B | 0.17% |
19,857,045
+420,201
| +2% | +$22.8M |
|
107
PUT
TSMC
TSM
$2.11T
| $1.06B | 0.17% |
3,485,742
-178,968
| -5% | -$52.5M |
|
108
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $1.06B | 0.17% |
19,341,600
-4,543,600
| -19% | -$247M |
|
109
Intuitive Surgical
ISRG
$135B
| $1.03B | 0.17% |
1,821,718
-18,866
| -1% | -$10M |
|
110
PUT
Amazon
AMZN
$3.06T
| $1.03B | 0.17% |
4,446,550
+658,021
| +17% | +$151M |
|
|
111
PUT
Alphabet (Google) Class A
GOOGL
$4.57T
| $1.01B | 0.16% |
3,234,208
-1,314,403
| -29% | -$376M |
|
112
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
| $1.01B | 0.16% |
3,916,098
+65,686
| +2% | +$16.8M |
|
|
113
Electronic Arts
EA
$53B
| $1.01B | 0.16% |
4,930,293
+3,591,510
| +268% | +$725M |
|
114
Wells Fargo
WFC
$266B
| $1B | 0.16% |
10,766,512
+818,633
| +8% | +$71.1M |
|
115
Blackrock
BLK
$175B
| $1B | 0.16% |
935,112
-60,231
| -6% | -$65.8M |
|
116
PepsiCo
PEP
$191B
| $999M | 0.16% |
6,959,113
+1,031,277
| +17% | +$152M |
|
117
Linde
LIN
$222B
| $999M | 0.16% |
2,342,121
+2,879
| +0.1% | +$1.23M |
|
118
Quanta Services
PWR
$102B
| $985M | 0.16% |
2,334,528
+231,314
| +11% | +$102M |
|
119
GE Vernova
GEV
$268B
| $978M | 0.16% |
1,496,692
+90,541
| +6% | +$55.1M |
|
120
CALL
Alcon
ALC
$34.2B
| $977M | 0.16% |
12,402,930
-468,172
| -4% | -$36M |
|
121
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $967M | 0.16% |
14,387,278
+744,050
| +5% | +$49.9M |
|
122
Warner Bros
WBD
$65.4B
| $961M | 0.16% |
33,339,744
+8,842,626
| +36% | +$207M |
|
123
iShares Core US Aggregate Bond ETF
AGG
$137B
| $940M | 0.15% |
9,407,380
+37,943
| +0.4% | +$3.81M |
|
124
PUT
Bank of America
BAC
$438B
| $926M | 0.15% |
16,829,500
+1,201,700
| +8% | +$63.5M |
|
125
Verizon
VZ
$198B
| $908M | 0.15% |
22,293,329
-4,400,100
| -16% | -$178M |
|
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.