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 | |
|---|---|---|---|---|---|---|
176
Citigroup
C
$224B
| $659M | 0.11% |
5,650,015
-710,377
| -11% | -$73.8M |
|
177
CALL
Advanced Micro Devices
AMD
$790B
| $658M | 0.11% |
3,071,189
+215,639
| +8% | +$48.4M |
|
178
Sea Limited
SE
$68.1B
| $657M | 0.11% |
5,153,194
+1,762,303
| +52% | +$261M |
|
179
Lowe's Companies
LOW
$119B
| $657M | 0.11% |
2,723,694
-266,692
| -9% | -$64M |
|
180
American Tower
AMT
$80.6B
| $656M | 0.11% |
3,734,921
+58,808
| +2% | +$10.7M |
|
181
KLA
KLAC
$239B
| $654M | 0.11% |
5,382,810
-355,360
| -6% | -$41.7M |
|
182
iShares Silver Trust
SLV
$28B
| $653M | 0.11% |
10,129,450
+2,712,260
| +37% | +$136M |
|
183
Danaher
DHR
$139B
| $648M | 0.11% |
2,832,765
+115,641
| +4% | +$25.4M |
|
184
PUT
Broadcom
AVGO
$1.87T
| $648M | 0.11% |
1,872,100
+313,400
| +20% | +$112M |
|
185
Capital One
COF
$134B
| $648M | 0.11% |
2,671,950
-147,342
| -5% | -$32.8M |
|
186
Oneok
OKE
$55.6B
| $646M | 0.1% |
8,791,089
+2,438,063
| +38% | +$173M |
|
187
Prologis
PLD
$135B
| $646M | 0.1% |
5,059,057
-1,072,305
| -17% | -$134M |
|
188
Intuit
INTU
$87.1B
| $637M | 0.1% |
961,699
-62,430
| -6% | -$41.3M |
|
189
PUT
Meta Platforms (Facebook)
META
$1.5T
| $636M | 0.1% |
962,870
-388,990
| -29% | -$260M |
|
190
Rockwell Automation
ROK
$53.5B
| $633M | 0.1% |
1,626,661
-345,384
| -18% | -$130M |
|
191
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
| $628M | 0.1% |
5,701,017
+1,336,716
| +31% | +$149M |
|
192
Arista Networks
ANET
$233B
| $625M | 0.1% |
4,770,154
-1,223,229
| -20% | -$168M |
|
193
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
| $624M | 0.1% |
13,959,683
-2,196,989
| -14% | -$97.8M |
|
|
194
CALL
Meta Platforms (Facebook)
META
$1.5T
| $623M | 0.1% |
944,430
-106,033
| -10% | -$70.8M |
|
195
Amphenol
APH
$201B
| $619M | 0.1% |
4,578,990
+768,827
| +20% | +$103M |
|
196
TransDigm Group
TDG
$71.9B
| $618M | 0.1% |
464,509
+2,172
| +0.5% | +$2.85M |
|
197
Automatic Data Processing
ADP
$107B
| $610M | 0.1% |
2,372,263
-247,083
| -9% | -$65.8M |
|
198
Philip Morris
PM
$292B
| $604M | 0.1% |
3,764,199
-907,953
| -19% | -$141M |
|
199
Intercontinental Exchange
ICE
$85.2B
| $602M | 0.1% |
3,717,548
-188,463
| -5% | -$29.5M |
|
200
T-Mobile US
TMUS
$190B
| $600M | 0.1% |
2,954,563
+655,691
| +29% | +$139M |
|
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.