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 | |
|---|---|---|---|---|---|---|
|
HOUS
2576
DELISTED
Anywhere Real Estate
HOUS
| $20.3M | ﹤0.01% |
1,430,978
+826,343
| +137% | +$10.1M |
|
2577
Pacer Trendpilot 100 ETF
PTNQ
$1.26B
| $20.2M | ﹤0.01% |
256,991
+7,090
| +3% | +$562K |
|
2578
State Street SPDR S&P International Dividend ETF
DWX
$533M
| $20.2M | ﹤0.01% |
459,622
+45,186
| +11% | +$1.95M |
|
2579
Ameris Bancorp
ABCB
$5.89B
| $20.2M | ﹤0.01% |
271,568
+26,320
| +11% | +$1.96M |
|
2580
PUT
Sysco
SYY
$40.3B
| $20.2M | ﹤0.01% |
273,700
| – | – |
|
2581
Rush Street Interactive
RSI
$2.88B
| $20.2M | ﹤0.01% |
1,037,277
+40,232
| +4% | +$743K |
|
2582
ACM Research
ACMR
$5.79B
| $20.1M | ﹤0.01% |
510,315
-78,225
| -13% | -$2.91M |
|
2583
CALL
Aptiv
APTV
$10.3B
| $20.1M | ﹤0.01% |
264,500
+213,500
| +419% | +$17.1M |
|
2584
CALL
American Express
AXP
$230B
| $20.1M | ﹤0.01% |
54,400
+39,700
| +270% | +$14.2M |
|
2585
ProShares Short S&P500
SH
$897M
| $20.1M | ﹤0.01% |
558,352
-1,080,983
| -66% | -$39.6M |
|
2586
PUT
Applovin
APP
$116B
| $20.1M | ﹤0.01% |
29,800
-13,400
| -31% | -$8.44M |
|
2587
OneMain Financial
OMF
$7.47B
| $20M | ﹤0.01% |
296,569
-429,614
| -59% | -$26.1M |
|
2588
Customers Bancorp
CUBI
$2.77B
| $20M | ﹤0.01% |
273,933
+51,725
| +23% | +$3.55M |
|
2589
T. Rowe Price Small-Mid Cap ETF
TMSL
$2.86B
| $20M | ﹤0.01% |
555,902
+47,512
| +9% | +$1.69M |
|
2590
PUT
Akamai
AKAM
$15.9B
| $19.9M | ﹤0.01% |
228,400
+103,200
| +82% | +$8.49M |
|
|
PSKY
2591
CALL
Paramount Skydance Corp
PSKY
$10.3B
| $19.9M | ﹤0.01% |
1,486,100
+282,100
| +23% | +$4.4M |
|
2592
Equinox Gold
EQX
$13.5B
| $19.9M | ﹤0.01% |
1,416,222
-95,888
| -6% | -$1.21M |
|
2593
PUT
Lockheed Martin
LMT
$136B
| $19.9M | ﹤0.01% |
41,100
+9,900
| +32% | +$4.74M |
|
2594
Standex International
SXI
$4.12B
| $19.9M | ﹤0.01% |
91,443
+36,634
| +67% | +$8.49M |
|
2595
PUT
Cheniere Energy
LNG
$52.9B
| $19.8M | ﹤0.01% |
102,100
+17,000
| +20% | +$3.57M |
|
2596
Selective Insurance
SIGI
$5.73B
| $19.8M | ﹤0.01% |
237,076
+74,757
| +46% | +$6M |
|
2597
CALL
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
| $19.8M | ﹤0.01% |
127,600
-1,344,300
| -91% | -$207M |
|
2598
Descartes Systems
DSGX
$6.82B
| $19.8M | ﹤0.01% |
225,603
+144,233
| +177% | +$12.9M |
|
2599
Travel + Leisure Co
TNL
$4.7B
| $19.8M | ﹤0.01% |
280,291
+49,519
| +21% | +$3.24M |
|
2600
Millicom
TIGO
$16.3B
| $19.8M | ﹤0.01% |
356,286
-172,328
| -33% | -$8.68M |
|
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.