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 | |
|---|---|---|---|---|---|---|
2751
Ramaco Resources Class A
METC
$649M
| $16.7M | ﹤0.01% |
927,230
+604,576
| +187% | +$15.9M |
|
2752
FMC
FMC
$1.33B
| $16.7M | ﹤0.01% |
1,202,478
-514,398
| -30% | -$9.81M |
|
2753
TripAdvisor
TRIP
$1.26B
| $16.6M | ﹤0.01% |
1,143,037
-396,970
| -26% | -$6.04M |
|
2754
Assured Guaranty
AGO
$3.34B
| $16.6M | ﹤0.01% |
185,125
-84,086
| -31% | -$7.25M |
|
2755
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.53B
| $16.6M | ﹤0.01% |
374,047
+18,572
| +5% | +$820K |
|
2756
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.65B
| $16.6M | ﹤0.01% |
448,751
-20,895
| -4% | -$755K |
|
|
HNGE
2757
Hinge Health
HNGE
$7.21B
| $16.6M | ﹤0.01% |
356,701
+223,980
| +169% | +$10.8M |
|
2758
Amprius Technologies
AMPX
$1.73B
| $16.6M | ﹤0.01% |
2,098,946
+550,938
| +36% | +$6.3M |
|
2759
Kayne Anderson Energy Infrastructure Fund
KYN
$2.4B
| $16.5M | ﹤0.01% |
1,336,232
-25,612
| -2% | -$305K |
|
2760
Vita Coco
COCO
$3.6B
| $16.5M | ﹤0.01% |
311,594
-172,308
| -36% | -$8.08M |
|
2761
Universal Corp
UVV
$1.27B
| $16.5M | ﹤0.01% |
312,787
+155,244
| +99% | +$8.25M |
|
2762
Chefs' Warehouse
CHEF
$4.5B
| $16.5M | ﹤0.01% |
264,640
+152,393
| +136% | +$9.16M |
|
|
BWIN
2763
Baldwin Insurance Group
BWIN
$2.86B
| $16.5M | ﹤0.01% |
686,318
+205,997
| +43% | +$5.25M |
|
2764
PUT
Sunrun
RUN
$2.46B
| $16.5M | ﹤0.01% |
896,300
+696,300
| +348% | +$13.4M |
|
2765
First Trust Emerging Markets AlphaDEX Fund
FEM
$773M
| $16.5M | ﹤0.01% |
602,469
-38,947
| -6% | -$1.05M |
|
2766
NexGen Energy
NXE
$6.99B
| $16.5M | ﹤0.01% |
1,788,199
-1,462,085
| -45% | -$12.9M |
|
|
TWO
2767
Two Harbors Investment
TWO
$1.27B
| $16.4M | ﹤0.01% |
1,564,418
+464,929
| +42% | +$4.65M |
|
2768
PUT
Mondelez International
MDLZ
$79.9B
| $16.4M | ﹤0.01% |
305,100
+72,200
| +31% | +$4.16M |
|
2769
PUT
American Electric Power
AEP
$68.4B
| $16.4M | ﹤0.01% |
142,400
+6,300
| +5% | +$744K |
|
2770
Greif
GEF
$5.04B
| $16.4M | ﹤0.01% |
241,999
+103,982
| +75% | +$6.51M |
|
2771
Franklin US Low Volatility High Dividend Index ETF
LVHD
$624M
| $16.4M | ﹤0.01% |
410,291
+7,653
| +2% | +$310K |
|
|
JPUS
2772
JPMorgan Diversified Return US Equity ETF
JPUS
$465M
| $16.4M | ﹤0.01% |
131,985
+545
| +0.4% | +$67.3K |
|
2773
Hingham Institution for Saving
HIFS
$663M
| $16.3M | ﹤0.01% |
57,489
-12,509
| -18% | -$3.57M |
|
2774
Weibo
WB
$1.95B
| $16.3M | ﹤0.01% |
1,596,371
+218,666
| +16% | +$2.35M |
|
2775
Sylvamo
SLVM
$1.63B
| $16.3M | ﹤0.01% |
338,414
+214,016
| +172% | +$9.74M |
|
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.