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 | |
|---|---|---|---|---|---|---|
2476
RadNet
RDNT
$5.69B
| $22.5M | ﹤0.01% |
315,438
-31,344
| -9% | -$2.42M |
|
2477
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$907M
| $22.5M | ﹤0.01% |
513,933
+28,461
| +6% | +$1.25M |
|
2478
Enviri
NVRI
$620M
| $22.4M | ﹤0.01% |
1,251,761
+718,537
| +135% | +$10.7M |
|
2479
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
| $22.4M | ﹤0.01% |
192,339
+15,323
| +9% | +$1.81M |
|
2480
Bain Capital Specialty
BCSF
$850M
| $22.4M | ﹤0.01% |
1,607,210
+114,883
| +8% | +$1.61M |
|
2481
Tetra Tech
TTEK
$9.07B
| $22.3M | ﹤0.01% |
665,738
-524,375
| -44% | -$17.7M |
|
2482
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
| $22.3M | ﹤0.01% |
942,551
+266,029
| +39% | +$6.31M |
|
2483
Voya Financial
VOYA
$9.19B
| $22.3M | ﹤0.01% |
299,382
-51,566
| -15% | -$3.76M |
|
2484
Spyre Therapeutics
SYRE
$9.25B
| $22.3M | ﹤0.01% |
680,566
+294,977
| +77% | +$7.71M |
|
2485
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.82B
| $22.3M | ﹤0.01% |
264,346
-101,203
| -28% | -$8.5M |
|
2486
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $22.3M | ﹤0.01% |
679,591
+9,496
| +1% | +$317K |
|
|
SNDK
2487
CALL
Sandisk
SNDK
$177B
| $22.3M | ﹤0.01% |
+93,750
| New | +$18.8M |
|
|
SNDK
2488
PUT
Sandisk
SNDK
$177B
| $22.2M | ﹤0.01% |
93,700
-229,800
| -71% | -$46M |
|
2489
Global X Defense Tech ETF
SHLD
$7.67B
| $22.2M | ﹤0.01% |
342,451
+9,603
| +3% | +$632K |
|
2490
Remitly
RELY
$5.14B
| $22.2M | ﹤0.01% |
1,606,421
-811,648
| -34% | -$11.8M |
|
2491
CALL
Marathon Petroleum
MPC
$83.7B
| $22.2M | ﹤0.01% |
136,300
+32,000
| +31% | +$5.98M |
|
2492
Iridium Communications
IRDM
$5.29B
| $22.1M | ﹤0.01% |
1,273,219
-95,308
| -7% | -$1.68M |
|
2493
Uranium Energy
UEC
$5.57B
| $22.1M | ﹤0.01% |
1,893,548
-1,067,044
| -36% | -$14M |
|
2494
Wolfspeed
WOLF
$1.71B
| $22.1M | ﹤0.01% |
1,269,548
+1,233,419
| +3,414% | +$28.3M |
|
2495
Melco Resorts & Entertainment
MLCO
$2.14B
| $22.1M | ﹤0.01% |
2,919,504
+795,448
| +37% | +$6.69M |
|
2496
Axos Financial
AX
$5.68B
| $22.1M | ﹤0.01% |
256,224
-11,088
| -4% | -$913K |
|
2497
Global X Copper Miners ETF NEW
COPX
$8.16B
| $22.1M | ﹤0.01% |
307,459
-64,410
| -17% | -$4.13M |
|
2498
Penske Automotive Group
PAG
$14.2B
| $22M | ﹤0.01% |
139,244
-6,924
| -5% | -$1.14M |
|
2499
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
$560M
| $22M | ﹤0.01% |
955,164
+124,678
| +15% | +$2.89M |
|
2500
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
| $22M | ﹤0.01% |
236,315
-38,924
| -14% | -$3.62M |
|
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.