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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.01T
| $14.5B | 2.34% |
77,489,454
-10,042,089
| -11% | -$1.87B |
|
|
2
Microsoft
MSFT
$2.84T
| $13.6B | 2.2% |
28,044,188
-2,320,211
| -8% | -$1.16B |
|
|
3
Apple
AAPL
$4.89T
| $12.1B | 1.96% |
44,547,157
-5,266,649
| -11% | -$1.41B |
|
4
Broadcom
AVGO
$1.82T
| $8.23B | 1.33% |
23,774,356
+206,474
| +0.9% | +$73.8M |
|
5
Amazon
AMZN
$2.5T
| $7.99B | 1.3% |
34,606,077
-1,658,256
| -5% | -$379M |
|
|
6
State Street SPDR S&P 500 ETF Trust
SPY
$778B
| $7.4B | 1.2% |
10,847,487
+1,857,909
| +21% | +$1.26B |
|
7
Alphabet (Google) Class A
GOOGL
$3.91T
| $6.94B | 1.13% |
22,175,794
-2,206,303
| -9% | -$630M |
|
8
UBS Group
UBS
$170B
| $6.51B | 1.06% |
140,490,368
+8,011,819
| +6% | +$324M |
|
|
9
Alphabet (Google) Class C
GOOG
$3.9T
| $6.23B | 1.01% |
19,853,918
-1,904,841
| -9% | -$546M |
|
10
Meta Platforms (Facebook)
META
$1.51T
| $6.13B | 0.99% |
9,281,783
+78,637
| +0.9% | +$52.5M |
|
11
JPMorgan Chase
JPM
$939B
| $6.09B | 0.99% |
18,895,635
-665,611
| -3% | -$206M |
|
12
Visa
V
$677B
| $4.07B | 0.66% |
11,601,998
+193,797
| +2% | +$66M |
|
|
13
CALL
Microsoft
MSFT
$2.84T
| $3.99B | 0.65% |
8,247,592
+6,421,526
| +352% | +$3.22B |
|
14
Eli Lilly
LLY
$1.07T
| $3.83B | 0.62% |
3,563,920
-406,325
| -10% | -$389M |
|
15
Invesco QQQ Trust
QQQ
$455B
| $3.66B | 0.59% |
5,962,070
-204,240
| -3% | -$125M |
|
|
16
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$778B
| $3.33B | 0.54% |
4,890,300
-23,592,690
| -83% | -$15.9B |
|
|
17
PUT
NVIDIA
NVDA
$5.01T
| $3.21B | 0.52% |
17,191,252
+613,739
| +4% | +$114M |
|
18
Vanguard Growth ETF
VUG
$216B
| $2.74B | 0.44% |
33,687,372
-1,138,236
| -3% | -$92.4M |
|
19
PUT
iShares Russell 2000 ETF
IWM
$80.9B
| $2.67B | 0.43% |
10,834,300
+2,698,200
| +33% | +$663M |
|
|
20
PUT
Apple
AAPL
$4.89T
| $2.66B | 0.43% |
9,794,100
+898,000
| +10% | +$241M |
|
|
21
Walmart Inc
WMT
$871B
| $2.64B | 0.43% |
23,718,176
+5,446,079
| +30% | +$585M |
|
22
Vanguard S&P 500 ETF
VOO
$968B
| $2.53B | 0.41% |
4,030,702
-62,987
| -2% | -$39.1M |
|
23
Vanguard Value ETF
VTV
$189B
| $2.41B | 0.39% |
12,641,987
-959,013
| -7% | -$180M |
|
|
24
CALL
NVIDIA
NVDA
$5.01T
| $2.41B | 0.39% |
12,933,860
-2,411,044
| -16% | -$449M |
|
25
AbbVie
ABBV
$458B
| $2.41B | 0.39% |
10,526,920
-1,191,316
| -10% | -$271M |
|
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.