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 | |
|---|---|---|---|---|---|---|
2976
United Bankshares
UBSI
$6.62B
| $13.4M | ﹤0.01% |
349,835
-95,208
| -21% | -$3.55M |
|
2977
CALL
Cleveland-Cliffs
CLF
$6.99B
| $13.4M | ﹤0.01% |
1,010,900
-77,100
| -7% | -$974K |
|
2978
Victory Capital Holdings
VCTR
$6.65B
| $13.4M | ﹤0.01% |
212,767
-180,713
| -46% | -$11.5M |
|
2979
Comstock Resources
CRK
$3.94B
| $13.4M | ﹤0.01% |
578,969
-94,795
| -14% | -$2.09M |
|
2980
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.84B
| $13.4M | ﹤0.01% |
591,938
+128,823
| +28% | +$3.01M |
|
2981
Biohaven
BHVN
$2.21B
| $13.4M | ﹤0.01% |
1,188,358
+68,693
| +6% | +$851K |
|
|
NBXG
2982
Neuberger Next Generation Connectivity Fund Inc
NBXG
$1.2B
| $13.4M | ﹤0.01% |
928,197
-51,204
| -5% | -$756K |
|
2983
Invesco Taxable Municipal Bond ETF
BAB
$1.01B
| $13.4M | ﹤0.01% |
492,204
-18,969
| -4% | -$519K |
|
2984
IQ MacKay Municipal Insured ETF
MMIN
$478M
| $13.4M | ﹤0.01% |
558,484
-119,904
| -18% | -$2.88M |
|
2985
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$5.37B
| $13.4M | ﹤0.01% |
252,761
+191,196
| +311% | +$10.1M |
|
2986
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.02B
| $13.4M | ﹤0.01% |
398,561
-29,456
| -7% | -$995K |
|
2987
Reynolds Consumer Products
REYN
$5.59B
| $13.4M | ﹤0.01% |
582,705
-73,997
| -11% | -$1.78M |
|
2988
Hayward Holdings
HAYW
$3.36B
| $13.3M | ﹤0.01% |
863,967
-317,468
| -27% | -$5.02M |
|
2989
Algonquin Power & Utilities
AQN
$4.42B
| $13.3M | ﹤0.01% |
2,168,586
-792,734
| -27% | -$4.71M |
|
2990
PENN Entertainment
PENN
$2.71B
| $13.3M | ﹤0.01% |
903,209
-37,998
| -4% | -$593K |
|
2991
Global X US Preferred ETF
PFFD
$2.16B
| $13.3M | ﹤0.01% |
703,670
-185,538
| -21% | -$3.55M |
|
2992
PagSeguro Digital
PAGS
$2.55B
| $13.3M | ﹤0.01% |
1,379,312
+632,590
| +85% | +$6.07M |
|
2993
Autohome
ATHM
$2.62B
| $13.3M | ﹤0.01% |
595,970
+148,865
| +33% | +$3.72M |
|
2994
Sonoco
SON
$5.74B
| $13.3M | ﹤0.01% |
303,784
-51,305
| -14% | -$2.12M |
|
2995
BlackRock Taxable Municipal Bond Trust
BBN
$986M
| $13.3M | ﹤0.01% |
812,297
+4,953
| +0.6% | +$83.6K |
|
2996
Asana
ASAN
$2.13B
| $13.3M | ﹤0.01% |
966,537
+126,533
| +15% | +$1.74M |
|
2997
HNI Corp
HNI
$3.59B
| $13.2M | ﹤0.01% |
313,501
-154,673
| -33% | -$6.53M |
|
2998
CALL
Warner Bros
WBD
$67.1B
| $13.2M | ﹤0.01% |
457,000
+7,400
| +2% | +$173K |
|
|
TERN
2999
DELISTED
Terns Pharmaceuticals
TERN
| $13.2M | ﹤0.01% |
325,968
-646,804
| -66% | -$14.9M |
|
|
BRSL
3000
Brightstar Lottery PLC
BRSL
$2.03B
| $13.2M | ﹤0.01% |
850,421
+595,685
| +234% | +$9.71M |
|
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.