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 | |
|---|---|---|---|---|---|---|
1776
PUT
Corning
GLW
$143B
| $42.9M | 0.01% |
489,700
+116,400
| +31% | +$10M |
|
|
VG
1777
Venture Global Inc
VG
$32.9B
| $42.8M | 0.01% |
6,279,598
+5,268,053
| +521% | +$43.9M |
|
1778
CALL
Lowe's Companies
LOW
$125B
| $42.8M | 0.01% |
177,500
+100
| +0.1% | +$24K |
|
|
CCC
1779
CCC Intelligent Solutions
CCC
$4.08B
| $42.7M | 0.01% |
5,375,215
+978,958
| +22% | +$7.96M |
|
1780
Sharplink Inc
SBET
$1.35B
| $42.7M | 0.01% |
4,771,112
-1,398,234
| -23% | -$17.1M |
|
1781
Nuveen Quality Municipal Income Fund
NAD
$2.78B
| $42.6M | 0.01% |
3,543,310
-178,560
| -5% | -$2.13M |
|
1782
Fluor
FLR
$7.96B
| $42.5M | 0.01% |
1,073,124
-5,470,441
| -84% | -$242M |
|
1783
PUT
Zillow
Z
$7.56B
| $42.5M | 0.01% |
623,000
+6,300
| +1% | +$456K |
|
1784
Essential Utilities
WTRG
$11.4B
| $42.4M | 0.01% |
1,105,002
-237,477
| -18% | -$9.34M |
|
1785
Portland General Electric
POR
$5.77B
| $42.4M | 0.01% |
883,162
+739,404
| +514% | +$34.9M |
|
1786
Corebridge Financial
CRBG
$15B
| $42.3M | 0.01% |
1,403,099
-309,499
| -18% | -$9.52M |
|
1787
MGIC Investment
MTG
$6.25B
| $42.3M | 0.01% |
1,447,994
-263,459
| -15% | -$7.4M |
|
1788
Crinetics Pharmaceuticals
CRNX
$8.92B
| $42.3M | 0.01% |
908,192
+500,470
| +123% | +$22.3M |
|
1789
Boston Beer
SAM
$1.92B
| $42.3M | 0.01% |
216,634
-7,030
| -3% | -$1.45M |
|
1790
Chemours
CC
$2.37B
| $42.3M | 0.01% |
3,585,199
-1,169,293
| -25% | -$15M |
|
1791
UL Solutions
ULS
$15.8B
| $42.2M | 0.01% |
535,553
-18,896
| -3% | -$1.52M |
|
1792
Galicia Financial Group
GGAL
$7.42B
| $42.2M | 0.01% |
782,969
+465,639
| +147% | +$21.8M |
|
1793
Zions Bancorporation
ZION
$10.3B
| $42.2M | 0.01% |
721,430
+75,522
| +12% | +$4.11M |
|
1794
WisdomTree Japan Hedged Equity Fund
DXJ
$7.42B
| $42.2M | 0.01% |
292,904
-75,419
| -20% | -$10.3M |
|
1795
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$23.8B
| $42.2M | 0.01% |
1,003,937
-1,082,578
| -52% | -$45.2M |
|
1796
PUT
Carnival Corporation Ltd
CCL
$39.7B
| $42.2M | 0.01% |
1,381,300
+455,700
| +49% | +$12.7M |
|
1797
Rithm Capital
RITM
$5.69B
| $42.2M | 0.01% |
3,869,113
+150,291
| +4% | +$1.66M |
|
1798
CALL
First Solar
FSLR
$26.9B
| $42.1M | 0.01% |
161,265
-40,526
| -20% | -$10.2M |
|
1799
UFP Technologies
UFPT
$2.43B
| $42.1M | 0.01% |
189,403
+34,715
| +22% | +$7.44M |
|
|
VBIL
1800
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.37B
| $42M | 0.01% |
557,411
+75,490
| +16% | +$5.7M |
|
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.