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 | |
|---|---|---|---|---|---|---|
126
Analog Devices
ADI
$176B
| $903M | 0.15% |
3,329,183
+106,540
| +3% | +$26.8M |
|
127
UnitedHealth
UNH
$377B
| $899M | 0.15% |
2,723,663
-1,839,868
| -40% | -$624M |
|
128
Blackstone
BX
$108B
| $895M | 0.15% |
5,806,229
-775,561
| -12% | -$118M |
|
129
Applied Materials
AMAT
$411B
| $878M | 0.14% |
3,416,516
-601,716
| -15% | -$144M |
|
130
Nike
NKE
$63.3B
| $878M | 0.14% |
13,780,617
+6,018,512
| +78% | +$392M |
|
|
131
Strategy Inc
MSTR
$34.7B
| $875M | 0.14% |
5,760,243
+3,237,842
| +128% | +$745M |
|
132
SLB Ltd
SLB
$73.2B
| $864M | 0.14% |
22,510,216
-574,615
| -2% | -$20.8M |
|
133
Parker-Hannifin
PH
$126B
| $864M | 0.14% |
982,780
+25,968
| +3% | +$21.3M |
|
|
CYBR
134
DELISTED
CyberArk
CYBR
| $851M | 0.14% |
1,907,625
+689,842
| +57% | +$332M |
|
135
PUT
Marvell Technology
MRVL
$174B
| $838M | 0.14% |
9,859,950
+3,087,350
| +46% | +$270M |
|
136
Chubb
CB
$134B
| $830M | 0.13% |
2,658,300
+424,185
| +19% | +$124M |
|
137
Intel
INTC
$459B
| $827M | 0.13% |
22,424,393
-8,321,386
| -27% | -$314M |
|
138
Emerson Electric
EMR
$86.7B
| $799M | 0.13% |
6,023,818
+1,007,606
| +20% | +$134M |
|
139
CRH
CRH
$65.6B
| $792M | 0.13% |
6,343,892
+1,989,562
| +46% | +$237M |
|
140
State Street Financial Select Sector SPDR ETF
XLF
$58B
| $790M | 0.13% |
14,429,649
-739,925
| -5% | -$39.4M |
|
141
iShares MSCI Emerging Markets ETF
EEM
$28.9B
| $789M | 0.13% |
14,417,981
+3,778,187
| +36% | +$205M |
|
142
Western Digital
WDC
$182B
| $784M | 0.13% |
4,550,821
-2,779,175
| -38% | -$421M |
|
143
Trane Technologies
TT
$101B
| $771M | 0.13% |
1,981,948
+114,924
| +6% | +$47.5M |
|
144
VanEck Gold Miners ETF
GDX
$23.2B
| $767M | 0.12% |
8,942,429
-2,008,736
| -18% | -$159M |
|
145
S&P Global
SPGI
$123B
| $756M | 0.12% |
1,445,899
-197,957
| -12% | -$97.9M |
|
146
PUT
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $754M | 0.12% |
6,841,500
+6,641,500
| +3,321% | +$738M |
|
147
iShares S&P 500 Value ETF
IVE
$49.3B
| $750M | 0.12% |
3,534,890
-69,888
| -2% | -$14.6M |
|
148
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
| $749M | 0.12% |
8,197,313
+268,076
| +3% | +$24.5M |
|
149
PUT
JPMorgan Chase
JPM
$937B
| $745M | 0.12% |
2,311,400
+128,900
| +6% | +$39.9M |
|
150
iShares MSCI USA Quality Factor ETF
QUAL
$47B
| $738M | 0.12% |
3,718,062
-192,183
| -5% | -$37.8M |
|
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.