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 | |
|---|---|---|---|---|---|---|
|
ARTY
2776
iShares Future AI & Tech ETF
ARTY
$3.81B
| $16.3M | ﹤0.01% |
338,041
+4,619
| +1% | +$223K |
|
|
HIX
2777
Western Asset High Income Fund II
HIX
$355M
| $16.3M | ﹤0.01% |
3,906,673
+276,280
| +8% | +$1.16M |
|
2778
iQIYI
IQ
$1.28B
| $16.2M | ﹤0.01% |
8,442,807
-156,817
| -2% | -$336K |
|
2779
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
| $16.2M | ﹤0.01% |
693,413
-63,831
| -8% | -$1.33M |
|
2780
Travere Therapeutics
TVTX
$5.78B
| $16.1M | ﹤0.01% |
422,619
-70,454
| -14% | -$2.29M |
|
2781
B2Gold
BTG
$6.64B
| $16.1M | ﹤0.01% |
3,578,411
+2,684,504
| +300% | +$12.5M |
|
2782
Lazard
LAZ
$4.31B
| $16.1M | ﹤0.01% |
332,333
+126,768
| +62% | +$6.33M |
|
2783
Gulfport Energy Corp
GPOR
$2.88B
| $16.1M | ﹤0.01% |
77,578
-57,830
| -43% | -$11.5M |
|
2784
PUT
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
| $16.1M | ﹤0.01% |
250,000
-150,000
| -38% | -$9.47M |
|
|
AGNT
2785
AGNT Inc
AGNT
$734M
| $16.1M | ﹤0.01% |
1,778,193
+799,587
| +82% | +$8.45M |
|
2786
iShares MSCI Malaysia ETF
EWM
$332M
| $16.1M | ﹤0.01% |
587,662
-119,838
| -17% | -$3.16M |
|
2787
Warby Parker
WRBY
$3.27B
| $16M | ﹤0.01% |
736,461
-135,859
| -16% | -$2.96M |
|
2788
Nuveen California Municipal Value Fund
NCA
$302M
| $16M | ﹤0.01% |
1,792,954
+501,505
| +39% | +$4.5M |
|
2789
Vanguard ESG International Stock ETF
VSGX
$6.76B
| $16M | ﹤0.01% |
223,523
-4,498
| -2% | -$317K |
|
2790
TG Therapeutics
TGTX
$7.62B
| $16M | ﹤0.01% |
537,019
-81,209
| -13% | -$2.65M |
|
2791
BlackRock Municipal 2030 Target Term Trust
BTT
$1.44B
| $16M | ﹤0.01% |
701,209
-33,923
| -5% | -$764K |
|
2792
Ceco Environmental
CECO
$4.14B
| $16M | ﹤0.01% |
267,288
+218,599
| +449% | +$11.7M |
|
2793
ARK Blockchain & Fintech Innovation ETF
ARKF
$761M
| $16M | ﹤0.01% |
335,261
+14,896
| +5% | +$777K |
|
2794
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.74B
| $16M | ﹤0.01% |
245,582
-10,846
| -4% | -$704K |
|
2795
Direxion Daily AMZN Bull 2X ETF
AMZU
$338M
| $15.9M | ﹤0.01% |
456,078
+451,523
| +9,913% | +$16.4M |
|
2796
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.16B
| $15.9M | ﹤0.01% |
193,463
+5,726
| +3% | +$463K |
|
2797
Madison Square Garden
MSGE
$3.62B
| $15.9M | ﹤0.01% |
294,984
+66,070
| +29% | +$3.18M |
|
2798
Hudbay
HBM
$12.3B
| $15.9M | ﹤0.01% |
799,864
+164,770
| +26% | +$2.79M |
|
|
PAXS
2799
PIMCO Access Income Fund
PAXS
$674M
| $15.8M | ﹤0.01% |
1,034,554
-345,803
| -25% | -$5.47M |
|
2800
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.98B
| $15.8M | ﹤0.01% |
330,380
-871
| -0.3% | -$41.9K |
|
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.