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 | |
|---|---|---|---|---|---|---|
2876
Lindsay Corp
LNN
$1.18B
| $14.9M | ﹤0.01% |
126,745
+38,386
| +43% | +$4.62M |
|
|
JOYY
2877
JOYY Inc
JOYY
$3.75B
| $14.9M | ﹤0.01% |
230,649
+147,993
| +179% | +$9.04M |
|
2878
Baytex Energy
BTE
$2.92B
| $14.9M | ﹤0.01% |
4,622,532
-506,543
| -10% | -$1.41M |
|
2879
CALL
Simon Property Group
SPG
$72.3B
| $14.9M | ﹤0.01% |
80,600
+9,800
| +14% | +$1.78M |
|
2880
PUT
Tyson Foods
TSN
$20.4B
| $14.9M | ﹤0.01% |
254,500
-2,500
| -1% | -$137K |
|
2881
Goldman Sachs BDC
GSBD
$1.1B
| $14.9M | ﹤0.01% |
1,607,176
+247,163
| +18% | +$2.42M |
|
2882
CALL
American International
AIG
$41.3B
| $14.9M | ﹤0.01% |
173,700
+5,800
| +3% | +$464K |
|
2883
InterDigital
IDCC
$8.89B
| $14.9M | ﹤0.01% |
46,650
-3,684
| -7% | -$1.3M |
|
2884
PUT
Wayfair
W
$14.6B
| $14.8M | ﹤0.01% |
147,500
+27,500
| +23% | +$2.64M |
|
2885
CALL
Pultegroup
PHM
$25.3B
| $14.8M | ﹤0.01% |
126,000
-14,800
| -11% | -$1.82M |
|
2886
RLJ Lodging Trust
RLJ
$1.69B
| $14.7M | ﹤0.01% |
1,979,788
-491,138
| -20% | -$3.57M |
|
2887
Janus Henderson B-BBB CLO ETF
JBBB
$1.42B
| $14.7M | ﹤0.01% |
309,049
-53,987
| -15% | -$2.59M |
|
2888
BOK Financial
BOKF
$8.74B
| $14.7M | ﹤0.01% |
124,240
+20,503
| +20% | +$2.3M |
|
2889
Terex
TEX
$7.74B
| $14.7M | ﹤0.01% |
275,189
-689,306
| -71% | -$34.8M |
|
2890
KT
KT
$8.81B
| $14.7M | ﹤0.01% |
773,132
-734,723
| -49% | -$13.7M |
|
2891
UWM Holdings
UWMC
$434M
| $14.7M | ﹤0.01% |
3,347,300
+1,620,808
| +94% | +$8.72M |
|
2892
Verra Mobility
VRRM
$744M
| $14.7M | ﹤0.01% |
654,113
+188,882
| +41% | +$4.31M |
|
2893
iShares International Equity Factor ETF
INTF
$3.75B
| $14.7M | ﹤0.01% |
388,268
-42,684
| -10% | -$1.57M |
|
|
HI
2894
DELISTED
Hillenbrand
HI
| $14.6M | ﹤0.01% |
461,846
+36,549
| +9% | +$1.13M |
|
2895
Cousins Properties
CUZ
$4.88B
| $14.6M | ﹤0.01% |
567,046
-268,920
| -32% | -$6.99M |
|
|
HTFL
2896
Heartflow Inc
HTFL
$2.49B
| $14.6M | ﹤0.01% |
501,165
+348,753
| +229% | +$11.2M |
|
2897
Liberty Energy
LBRT
$3.25B
| $14.6M | ﹤0.01% |
790,706
+133,167
| +20% | +$2.22M |
|
2898
Acushnet Holdings
GOLF
$5.45B
| $14.6M | ﹤0.01% |
182,692
-5,569
| -3% | -$452K |
|
2899
PUT
Aptiv
APTV
$10.3B
| $14.6M | ﹤0.01% |
191,400
+58,900
| +44% | +$4.73M |
|
2900
PUT
Logitech
LOGI
$15.2B
| $14.5M | ﹤0.01% |
145,000
-255,000
| -64% | -$28.7M |
|
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.