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 | |
|---|---|---|---|---|---|---|
2926
Sumitomo Mitsui Financial
SMFG
$164B
| $14.1M | ﹤0.01% |
731,255
+359,394
| +97% | +$6.23M |
|
2927
Papa John's
PZZA
$806M
| $14.1M | ﹤0.01% |
367,142
-124,400
| -25% | -$5.49M |
|
2928
Structure Therapeutics
GPCR
$3.78B
| $14.1M | ﹤0.01% |
202,477
-5,615
| -3% | -$229K |
|
2929
VanEck Intermediate Muni ETF
ITM
$2.13B
| $14.1M | ﹤0.01% |
298,533
-1,676
| -0.6% | -$78.8K |
|
2930
CALL
SharkNinja
SN
$26.1B
| $14.1M | ﹤0.01% |
125,796
-87,800
| -41% | -$8.65M |
|
|
CMPS
2931
Compass Pathways
CMPS
$1.83B
| $14.1M | ﹤0.01% |
2,038,444
-105,966
| -5% | -$646K |
|
2932
10x Genomics
TXG
$6.61B
| $14M | ﹤0.01% |
861,000
+102,020
| +13% | +$1.54M |
|
2933
Vanguard Russell 3000 ETF
VTHR
$4.86B
| $14M | ﹤0.01% |
46,689
-11,749
| -20% | -$3.5M |
|
2934
Howard Hughes
HHH
$4.03B
| $14M | ﹤0.01% |
175,547
+10,301
| +6% | +$853K |
|
2935
Coastal Financial
CCB
$693M
| $14M | ﹤0.01% |
121,760
-44,425
| -27% | -$4.85M |
|
|
BULL
2936
Webull Corp
BULL
$3.89B
| $14M | ﹤0.01% |
1,795,676
+1,073,332
| +149% | +$10.8M |
|
2937
Interface
TILE
$2.22B
| $13.9M | ﹤0.01% |
499,035
+401,912
| +414% | +$11M |
|
2938
TAL Education Group
TAL
$6.87B
| $13.9M | ﹤0.01% |
1,277,007
-308,653
| -19% | -$3.5M |
|
|
AXIA
2939
DELISTED
AXIA Energia
AXIA
| $13.9M | ﹤0.01% |
1,519,878
-661,938
| -30% | -$5.72M |
|
2940
Saia
SAIA
$9.72B
| $13.9M | ﹤0.01% |
42,609
-62,344
| -59% | -$18.8M |
|
2941
First Trust Health Care AlphaDEX Fund
FXH
$1.11B
| $13.9M | ﹤0.01% |
122,169
-8,183
| -6% | -$927K |
|
2942
Rush Enterprises Class A
RUSHA
$6.22B
| $13.9M | ﹤0.01% |
256,906
-40,607
| -14% | -$2.11M |
|
2943
iShares US Healthcare Providers ETF
IHF
$1.27B
| $13.9M | ﹤0.01% |
288,968
+24,665
| +9% | +$1.21M |
|
2944
Dr. Reddy's Laboratories
RDY
$10.2B
| $13.9M | ﹤0.01% |
986,478
-245,802
| -20% | -$3.45M |
|
2945
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
| $13.8M | ﹤0.01% |
450,458
-24,971
| -5% | -$768K |
|
2946
CALL
MetLife
MET
$62.1B
| $13.8M | ﹤0.01% |
175,000
-7,700
| -4% | -$609K |
|
2947
WisdomTree
WT
$3.22B
| $13.8M | ﹤0.01% |
1,133,254
+983,070
| +655% | +$11.9M |
|
2948
CALL
Okta
OKTA
$25.8B
| $13.8M | ﹤0.01% |
159,655
+46,000
| +40% | +$4.01M |
|
2949
PUT
American Airlines Group
AAL
$10.6B
| $13.8M | ﹤0.01% |
900,000
-410,800
| -31% | -$5.54M |
|
2950
Cosan
CSAN
$2.84B
| $13.8M | ﹤0.01% |
3,492,792
+941,548
| +37% | +$4.29M |
|
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.