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 | |
|---|---|---|---|---|---|---|
2626
Woodside Energy
WDS
$42.6B
| $19.1M | ﹤0.01% |
1,222,912
+968,707
| +381% | +$15.4M |
|
2627
PUT
AB InBev
BUD
$165B
| $19.1M | ﹤0.01% |
297,700
-25,000
| -8% | -$1.55M |
|
2628
iShares Global Clean Energy ETF
ICLN
$2.4B
| $19.1M | ﹤0.01% |
1,159,935
-140,035
| -11% | -$2.33M |
|
2629
CALL
Automatic Data Processing
ADP
$108B
| $19M | ﹤0.01% |
74,000
+8,300
| +13% | +$2.21M |
|
2630
Calix
CALX
$2.39B
| $19M | ﹤0.01% |
359,100
-448,720
| -56% | -$26.1M |
|
2631
GATX Corp
GATX
$6.27B
| $19M | ﹤0.01% |
111,906
-8,717
| -7% | -$1.44M |
|
2632
VanEck High Yield Muni ETF
HYD
$4.45B
| $19M | ﹤0.01% |
370,908
+4,644
| +1% | +$237K |
|
2633
PUT
Norwegian Cruise Line
NCLH
$8.84B
| $18.9M | ﹤0.01% |
849,000
+100,000
| +13% | +$2.11M |
|
2634
Gold Fields
GFI
$36.5B
| $18.8M | ﹤0.01% |
431,069
+35,590
| +9% | +$1.49M |
|
|
BBT
2635
Beacon Financial Corp
BBT
$2.66B
| $18.8M | ﹤0.01% |
713,489
+143,732
| +25% | +$3.64M |
|
2636
First Majestic Silver
AG
$9.07B
| $18.8M | ﹤0.01% |
1,128,351
-386,686
| -26% | -$5.37M |
|
2637
Steven Madden
SHOO
$3.55B
| $18.8M | ﹤0.01% |
451,177
-172,825
| -28% | -$6.67M |
|
2638
Banco de Chile
BCH
$20.9B
| $18.8M | ﹤0.01% |
494,082
+258,844
| +110% | +$9.19M |
|
2639
PUT
AES
AES
$10.5B
| $18.7M | ﹤0.01% |
1,305,500
+134,000
| +11% | +$1.89M |
|
2640
Invesco Financial Preferred ETF
PGF
$674M
| $18.7M | ﹤0.01% |
1,321,542
-79,962
| -6% | -$1.15M |
|
2641
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$147M
| $18.6M | ﹤0.01% |
704,285
+697,085
| +9,682% | +$22.8M |
|
2642
Immunovant
IMVT
$8.25B
| $18.6M | ﹤0.01% |
732,386
+6,213
| +0.9% | +$139K |
|
2643
CALL
Las Vegas Sands
LVS
$29.6B
| $18.6M | ﹤0.01% |
286,004
-108,106
| -27% | -$6.62M |
|
2644
CALL
Globus Medical
GMED
$11.2B
| $18.6M | ﹤0.01% |
+213,100
| New | +$16.2M |
|
2645
Enovis
ENOV
$1.53B
| $18.6M | ﹤0.01% |
698,341
-7,331
| -1% | -$217K |
|
2646
FIVE9
FIVN
$2.54B
| $18.6M | ﹤0.01% |
926,360
-142,395
| -13% | -$3.02M |
|
2647
PUT
Applied Digital
APLD
$8.41B
| $18.6M | ﹤0.01% |
757,200
+378,700
| +100% | +$10.9M |
|
2648
National Grid
NGG
$81.3B
| $18.6M | ﹤0.01% |
240,020
+16,325
| +7% | +$1.23M |
|
2649
CALL
American Airlines Group
AAL
$10.6B
| $18.5M | ﹤0.01% |
1,208,369
-265,350
| -18% | -$3.58M |
|
2650
JFrog
FROG
$10.8B
| $18.5M | ﹤0.01% |
296,419
+221,155
| +294% | +$12.6M |
|
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.