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 | |
|---|---|---|---|---|---|---|
3426
Suburban Propane Partners
SPH
$1.18B
| $8.65M | ﹤0.01% |
466,798
+113,396
| +32% | +$2.13M |
|
3427
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.05B
| $8.64M | ﹤0.01% |
75,387
+22,655
| +43% | +$2.61M |
|
3428
Lightbridge
LTBR
$293M
| $8.62M | ﹤0.01% |
681,667
+102,656
| +18% | +$1.97M |
|
3429
ProShares Online Retail ETF
ONLN
$66.6M
| $8.6M | ﹤0.01% |
145,201
+3,376
| +2% | +$201K |
|
3430
BlackRock TCP Capital
TCPC
$327M
| $8.6M | ﹤0.01% |
1,571,451
+128,687
| +9% | +$741K |
|
3431
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.18B
| $8.59M | ﹤0.01% |
37,280
-2,362
| -6% | -$542K |
|
3432
PUT
Domino's
DPZ
$11.5B
| $8.59M | ﹤0.01% |
20,600
| – | – |
|
3433
Progress Software
PRGS
$1.78B
| $8.58M | ﹤0.01% |
199,624
-26,140
| -12% | -$1.14M |
|
3434
CALL
Biogen
BIIB
$30.7B
| $8.57M | ﹤0.01% |
48,700
+2,500
| +5% | +$408K |
|
3435
Tenaris
TS
$27.3B
| $8.56M | ﹤0.01% |
222,732
-46,790
| -17% | -$1.8M |
|
3436
Invesco Municipal Trust
VKQ
$547M
| $8.56M | ﹤0.01% |
887,414
-63,370
| -7% | -$612K |
|
3437
Zegna
ZGN
$3.92B
| $8.56M | ﹤0.01% |
835,467
+62,014
| +8% | +$633K |
|
3438
TRI-Continental Corp
TY
$1.9B
| $8.56M | ﹤0.01% |
262,197
-31,601
| -11% | -$1.07M |
|
3439
Upwork
UPWK
$1.2B
| $8.55M | ﹤0.01% |
431,536
-23,150
| -5% | -$425K |
|
3440
Franklin Electric
FELE
$4.77B
| $8.53M | ﹤0.01% |
89,313
-48,063
| -35% | -$4.59M |
|
3441
Global X E-commerce ETF
EBIZ
$29.4M
| $8.53M | ﹤0.01% |
262,598
-5,503
| -2% | -$183K |
|
3442
iShares Core 10+ Year USD Bond ETF
ILTB
$592M
| $8.52M | ﹤0.01% |
171,518
+51,786
| +43% | +$2.61M |
|
3443
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
| $8.51M | ﹤0.01% |
355,234
+61,912
| +21% | +$1.5M |
|
3444
Unifirst Corp
UNF
$5.22B
| $8.51M | ﹤0.01% |
44,107
+7,791
| +21% | +$1.31M |
|
3445
CALL
Energy Fuels
UUUU
$3.54B
| $8.51M | ﹤0.01% |
+585,100
| New | +$9.93M |
|
3446
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.13B
| $8.5M | ﹤0.01% |
227,856
+54,549
| +31% | +$2.21M |
|
3447
CALL
Take-Two Interactive
TTWO
$47.2B
| $8.5M | ﹤0.01% |
33,200
-15,500
| -32% | -$3.86M |
|
3448
Fidus Investment
FDUS
$750M
| $8.49M | ﹤0.01% |
439,945
+64,209
| +17% | +$1.28M |
|
|
RSPA
3449
Invesco S&P 500 Equal Weight Income Advantage ETF
RSPA
$1.06B
| $8.49M | ﹤0.01% |
166,576
+73,199
| +78% | +$3.73M |
|
3450
Fidelity Enhanced Mid Cap Core ETF
FMDE
$8.15B
| $8.48M | ﹤0.01% |
233,039
+188,990
| +429% | +$6.8M |
|
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.