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 | |
|---|---|---|---|---|---|---|
2551
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.42B
| $20.9M | ﹤0.01% |
1,795,582
+20,694
| +1% | +$238K |
|
2552
Groupon
GRPN
$1.02B
| $20.9M | ﹤0.01% |
1,185,180
-86,587
| -7% | -$1.63M |
|
2553
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
| $20.9M | ﹤0.01% |
75,060
+29,074
| +63% | +$8.12M |
|
2554
PUT
Nike
NKE
$61.9B
| $20.8M | ﹤0.01% |
327,100
-192,800
| -37% | -$12.6M |
|
|
JMIA
2555
CALL
Jumia Technologies
JMIA
$767M
| $20.7M | ﹤0.01% |
+1,661,200
| New | +$19.2M |
|
2556
CALL
Atlassian
TEAM
$37.8B
| $20.7M | ﹤0.01% |
127,900
+27,600
| +28% | +$4.33M |
|
2557
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.49B
| $20.7M | ﹤0.01% |
726,889
-21,704
| -3% | -$605K |
|
2558
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.22B
| $20.7M | ﹤0.01% |
2,031,169
+72,869
| +4% | +$769K |
|
2559
Ryanair
RYAAY
$31.3B
| $20.7M | ﹤0.01% |
286,248
-69,560
| -20% | -$4.52M |
|
|
ACLX
2560
DELISTED
Arcellx
ACLX
| $20.6M | ﹤0.01% |
316,612
+127,236
| +67% | +$10.2M |
|
2561
Denison Mines
DNN
$2.91B
| $20.6M | ﹤0.01% |
7,751,985
-3,004,667
| -28% | -$8.17M |
|
2562
State Street SPDR ICE Preferred Securities ETF
PSK
$685M
| $20.6M | ﹤0.01% |
650,656
+382,777
| +143% | +$12.4M |
|
|
BLTE
2563
Belite Bio
BLTE
$6.54B
| $20.6M | ﹤0.01% |
128,752
+117,418
| +1,036% | +$13.9M |
|
2564
CALL
Comcast
CMCSA
$90B
| $20.6M | ﹤0.01% |
689,000
+472,239
| +218% | +$13.5M |
|
2565
CALL
Vertex Pharmaceuticals
VRTX
$126B
| $20.6M | ﹤0.01% |
45,400
+6,300
| +16% | +$2.72M |
|
2566
Acadia Pharmaceuticals
ACAD
$5.03B
| $20.6M | ﹤0.01% |
769,392
+104,546
| +16% | +$2.5M |
|
2567
Natural Resource Partners
NRP
$1.42B
| $20.5M | ﹤0.01% |
196,055
-18,716
| -9% | -$1.95M |
|
2568
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.77B
| $20.5M | ﹤0.01% |
1,225,817
+71,426
| +6% | +$1.19M |
|
2569
National Fuel Gas
NFG
$7.65B
| $20.5M | ﹤0.01% |
255,510
+22,569
| +10% | +$1.86M |
|
2570
Atlas Energy Solutions
AESI
$1.41B
| $20.4M | ﹤0.01% |
2,170,655
+1,264,530
| +140% | +$12.8M |
|
|
ARR
2571
Armour Residential REIT
ARR
$2.36B
| $20.4M | ﹤0.01% |
1,154,875
+45,023
| +4% | +$747K |
|
2572
Credit Acceptance
CACC
$6.08B
| $20.4M | ﹤0.01% |
46,030
-15,787
| -26% | -$7.32M |
|
2573
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.81B
| $20.4M | ﹤0.01% |
564,918
+12,663
| +2% | +$462K |
|
2574
Phillips Edison & Co
PECO
$5.24B
| $20.3M | ﹤0.01% |
570,836
+20,560
| +4% | +$714K |
|
2575
CALL
KLA
KLAC
$259B
| $20.3M | ﹤0.01% |
167,000
+5,000
| +3% | +$586K |
|
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.