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 |
EA
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 | |
|---|---|---|---|---|---|---|
1751
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.38B
| $43.6M | 0.01% |
367,255
-3,236
| -0.9% | -$387K |
|
1752
CALL
Cheniere Energy
LNG
$52.9B
| $43.6M | 0.01% |
224,100
+137,400
| +158% | +$28.9M |
|
1753
Century Aluminum
CENX
$5.07B
| $43.5M | 0.01% |
1,111,273
+636,796
| +134% | +$19.9M |
|
|
ECG
1754
Everus Construction Group
ECG
$6.99B
| $43.5M | 0.01% |
508,280
-52,541
| -9% | -$4.7M |
|
1755
CALL
Lam Research
LRCX
$390B
| $43.5M | 0.01% |
254,000
+112,600
| +80% | +$17.5M |
|
1756
monday.com
MNDY
$3.94B
| $43.5M | 0.01% |
294,532
-230,758
| -44% | -$38.9M |
|
1757
Suzano
SUZ
$10.1B
| $43.4M | 0.01% |
4,651,381
-340,631
| -7% | -$3.1M |
|
|
NVO
1758
CALL
Novo Nordisk
NVO
$209B
| $43.4M | 0.01% |
853,038
-30,748
| -3% | -$1.57M |
|
1759
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
| $43.4M | 0.01% |
817,709
-191,047
| -19% | -$9.91M |
|
1760
CALL
Arm
ARM
$302B
| $43.3M | 0.01% |
396,476
-84,016
| -17% | -$12.2M |
|
1761
Lumen
LUMN
$6.44B
| $43.3M | 0.01% |
5,576,078
+937,918
| +20% | +$7.72M |
|
1762
Tower Semiconductor
TSEM
$28.5B
| $43.3M | 0.01% |
368,654
-169,243
| -31% | -$16.3M |
|
1763
Haemonetics
HAE
$4B
| $43.3M | 0.01% |
539,677
-912,894
| -63% | -$61.3M |
|
1764
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.89B
| $43.2M | 0.01% |
435,532
+7,150
| +2% | +$710K |
|
1765
Cenovus Energy
CVE
$52.1B
| $43.2M | 0.01% |
2,552,055
-1,617,686
| -39% | -$28.1M |
|
1766
Fabrinet
FN
$20.1B
| $43.1M | 0.01% |
94,748
-8,254
| -8% | -$3.59M |
|
1767
Henry Schein
HSIC
$9.82B
| $43.1M | 0.01% |
570,499
+95,687
| +20% | +$6.73M |
|
1768
Park Hotels & Resorts
PK
$2.97B
| $43M | 0.01% |
4,113,842
-559,372
| -12% | -$5.99M |
|
1769
CALL
Hewlett Packard
HPE
$70.5B
| $43M | 0.01% |
1,791,328
-1,440,287
| -45% | -$33.9M |
|
1770
CALL
Applied Digital
APLD
$8.41B
| $43M | 0.01% |
1,753,500
+1,253,500
| +251% | +$36.1M |
|
1771
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.69B
| $43M | 0.01% |
481,658
+6,570
| +1% | +$597K |
|
1772
Rogers Communications
RCI
$18.6B
| $42.9M | 0.01% |
1,138,143
+539,277
| +90% | +$20.2M |
|
|
AXON
1773
CALL
Axon Enterprise
AXON
$46.4B
| $42.9M | 0.01% |
75,600
+9,900
| +15% | +$6.14M |
|
1774
PUT
iShares US Real Estate ETF
IYR
$4.65B
| $42.9M | 0.01% |
457,200
+249,100
| +120% | +$23.7M |
|
1775
Moelis & Co
MC
$4.94B
| $42.9M | 0.01% |
624,407
-57,261
| -8% | -$3.82M |
|
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.