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 | |
|---|---|---|---|---|---|---|
151
Marvell Technology
MRVL
$174B
| $738M | 0.12% |
8,681,255
-542,966
| -6% | -$47.5M |
|
|
SCHW
152
Charles Schwab
SCHW
$184B
| $736M | 0.12% |
7,365,471
+2,289,776
| +45% | +$217M |
|
153
iShares China Large-Cap ETF
FXI
$4.35B
| $736M | 0.12% |
19,214,718
-4,049,885
| -17% | -$161M |
|
154
Caterpillar
CAT
$382B
| $733M | 0.12% |
1,280,001
-366,017
| -22% | -$203M |
|
155
Mondelez International
MDLZ
$78.8B
| $733M | 0.12% |
13,611,120
+410,994
| +3% | +$23.7M |
|
156
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
| $731M | 0.12% |
4,721,744
+977,786
| +26% | +$146M |
|
|
AMRZ
157
Amrize Ltd
AMRZ
$28.3B
| $728M | 0.12% |
13,465,806
-2,981,971
| -18% | -$152M |
|
158
iShares Gold Trust
IAU
$62.9B
| $727M | 0.12% |
8,957,847
-190,208
| -2% | -$14.9M |
|
159
Deere & Co
DE
$163B
| $726M | 0.12% |
1,559,625
-321,565
| -17% | -$151M |
|
160
Kenvue
KVUE
$36.5B
| $720M | 0.12% |
41,751,972
+17,598,457
| +73% | +$288M |
|
161
Accenture
ACN
$101B
| $718M | 0.12% |
2,677,107
-1,689,536
| -39% | -$429M |
|
162
CrowdStrike
CRWD
$206B
| $715M | 0.12% |
6,102,096
-86,172
| -1% | -$11M |
|
|
163
TotalEnergies
TTE
$194B
| $714M | 0.12% |
10,909,018
+10,108,634
| +1,263% | +$639M |
|
164
United Parcel Service
UPS
$90.8B
| $711M | 0.12% |
7,163,038
-351,762
| -5% | -$32.9M |
|
|
MRSH
165
Marsh
MRSH
$92B
| $703M | 0.11% |
3,787,465
-467,905
| -11% | -$87.5M |
|
166
Vanguard Morningstar Large-Cap ETF
VV
$53.2B
| $694M | 0.11% |
2,206,100
-51,183
| -2% | -$16M |
|
167
Walt Disney
DIS
$170B
| $687M | 0.11% |
6,038,312
-790,088
| -12% | -$87M |
|
168
Freeport-McMoran
FCX
$91.5B
| $680M | 0.11% |
13,388,543
-2,674,073
| -17% | -$116M |
|
169
Starbucks
SBUX
$118B
| $678M | 0.11% |
8,056,871
-2,427,630
| -23% | -$205M |
|
170
CALL
Palantir
PLTR
$301B
| $677M | 0.11% |
3,809,102
+797,561
| +26% | +$144M |
|
171
Constellation Energy
CEG
$97.7B
| $674M | 0.11% |
1,909,225
-383,596
| -17% | -$139M |
|
172
PUT
Alphabet (Google) Class C
GOOG
$4.56T
| $672M | 0.11% |
2,142,500
+50,900
| +2% | +$14.6M |
|
173
CALL
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $672M | 0.11% |
6,100,500
+5,900,500
| +2,950% | +$656M |
|
174
Snowflake
SNOW
$107B
| $671M | 0.11% |
3,056,974
+1,091,371
| +56% | +$266M |
|
175
Air Products & Chemicals
APD
$65.2B
| $662M | 0.11% |
2,681,485
+233,888
| +10% | +$59.3M |
|
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.