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 | |
|---|---|---|---|---|---|---|
|
KYIV
3301
Kyivstar Group
KYIV
$3.09B
| $9.75M | ﹤0.01% |
751,322
+164,113
| +28% | +$2.16M |
|
3302
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.35B
| $9.75M | ﹤0.01% |
77,103
-7,340
| -9% | -$920K |
|
3303
M/I Homes
MHO
$3.84B
| $9.74M | ﹤0.01% |
76,112
-37,719
| -33% | -$4.99M |
|
3304
PUT
On Holding
ONON
$12.5B
| $9.72M | ﹤0.01% |
209,200
-266,500
| -56% | -$11.5M |
|
3305
Eos Energy Enterprises
EOSE
$1.51B
| $9.72M | ﹤0.01% |
847,826
-2,430,247
| -74% | -$34.9M |
|
3306
Adaptive Alpha Opportunities ETF
AGOX
$391M
| $9.72M | ﹤0.01% |
340,191
-16,424
| -5% | -$496K |
|
3307
PUT
VanEck Oil Services ETF
OIH
$1.84B
| $9.71M | ﹤0.01% |
34,100
+15,000
| +79% | +$4.2M |
|
3308
iShares Agency Bond ETF
AGZ
$565M
| $9.7M | ﹤0.01% |
87,961
-1,451
| -2% | -$160K |
|
3309
CALL
Ferrovial N.V. Ordinary Shares
FER
$47.9B
| $9.69M | ﹤0.01% |
+151,448
| New | +$9.58M |
|
3310
Utz Brands
UTZ
$1.25B
| $9.69M | ﹤0.01% |
933,199
-769,442
| -45% | -$8.3M |
|
3311
CALL
Crown Castle
CCI
$32.2B
| $9.68M | ﹤0.01% |
108,900
+108,700
| +54,350% | +$10M |
|
3312
PUT
Las Vegas Sands
LVS
$29.6B
| $9.67M | ﹤0.01% |
148,600
-77,100
| -34% | -$4.72M |
|
3313
Kirby Corp
KEX
$6.93B
| $9.66M | ﹤0.01% |
87,667
-177,334
| -67% | -$18M |
|
3314
Vanguard Long-Term Bond ETF
BLV
$5.74B
| $9.63M | ﹤0.01% |
138,466
+4,409
| +3% | +$312K |
|
3315
Ubiquiti
UI
$34.3B
| $9.62M | ﹤0.01% |
17,379
-16,476
| -49% | -$10.4M |
|
3316
CALL
Best Buy
BBY
$17.3B
| $9.61M | ﹤0.01% |
143,600
+40,000
| +39% | +$3.05M |
|
3317
BlackRock Limited Duration Income Trust
BLW
$493M
| $9.58M | ﹤0.01% |
697,442
+48,276
| +7% | +$668K |
|
3318
The Greenbrier Companies
GBX
$1.46B
| $9.57M | ﹤0.01% |
204,770
-30,215
| -13% | -$1.35M |
|
3319
PUT
Globus Medical
GMED
$11.2B
| $9.56M | ﹤0.01% |
+109,500
| New | +$8.31M |
|
|
SFBS
3320
ServisFirst Bancshares
SFBS
$4.86B
| $9.56M | ﹤0.01% |
133,136
+29,698
| +29% | +$2.18M |
|
3321
NOV
NOV
$7B
| $9.55M | ﹤0.01% |
611,125
-1,311,204
| -68% | -$19.5M |
|
3322
RBC Bearings
RBC
$18B
| $9.53M | ﹤0.01% |
21,250
-30,959
| -59% | -$13.1M |
|
3323
BlackRock MuniYield Quality Fund
MQY
$817M
| $9.52M | ﹤0.01% |
842,244
-56,757
| -6% | -$652K |
|
|
FINS
3324
Angel Oak Financial Strategies Income Term Trust
FINS
$421M
| $9.51M | ﹤0.01% |
720,275
-72,602
| -9% | -$951K |
|
3325
Franklin Short Duration US Government ETF
FTSD
$308M
| $9.51M | ﹤0.01% |
104,512
+40,396
| +63% | +$3.67M |
|
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.