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 | |
|---|---|---|---|---|---|---|
3526
Sensient Technologies
SXT
$5.51B
| $7.97M | ﹤0.01% |
84,806
-9,830
| -10% | -$927K |
|
3527
CALL
US Bancorp
USB
$100B
| $7.97M | ﹤0.01% |
149,300
-122,100
| -45% | -$6.01M |
|
|
AXON
3528
PUT
Axon Enterprise
AXON
$48.4B
| $7.95M | ﹤0.01% |
14,000
+500
| +4% | +$310K |
|
3529
PUT
Insmed
INSM
$29.4B
| $7.94M | ﹤0.01% |
45,600
-2,600
| -5% | -$474K |
|
3530
First Trust Natural Gas ETF
FCG
$645M
| $7.92M | ﹤0.01% |
338,265
+149,095
| +79% | +$3.49M |
|
3531
CALL
Southern Company
SO
$105B
| $7.91M | ﹤0.01% |
90,700
-245,100
| -73% | -$22.4M |
|
3532
KB Financial Group
KB
$42.4B
| $7.91M | ﹤0.01% |
91,896
-6,875
| -7% | -$579K |
|
|
BELFB
3533
Bel Fuse Inc Class B
BELFB
$4.1B
| $7.9M | ﹤0.01% |
46,575
+31,820
| +216% | +$4.97M |
|
3534
First Trust Nasdaq Bank ETF
FTXO
$316M
| $7.89M | ﹤0.01% |
208,819
-24,892
| -11% | -$887K |
|
3535
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.07B
| $7.86M | ﹤0.01% |
138,834
-15,051
| -10% | -$842K |
|
|
RFMZ
3536
RiverNorth Flexible Municipal Income Fund II
RFMZ
$323M
| $7.86M | ﹤0.01% |
620,778
-71,198
| -10% | -$921K |
|
|
SLNO
3537
DELISTED
Soleno Therapeutics
SLNO
| $7.85M | ﹤0.01% |
169,506
+11,198
| +7% | +$614K |
|
3538
PUT
Equinix
EQIX
$103B
| $7.81M | ﹤0.01% |
10,200
-1,500
| -13% | -$1.18M |
|
3539
City Holding Co
CHCO
$2.04B
| $7.8M | ﹤0.01% |
65,478
-24,561
| -27% | -$2.99M |
|
3540
Sotera Health
SHC
$5.41B
| $7.79M | ﹤0.01% |
441,511
-67,754
| -13% | -$1.12M |
|
|
WCC
3541
CALL
WESCO International
WCC
$17.9B
| $7.78M | ﹤0.01% |
+31,800
| New | +$7.8M |
|
3542
iShares US Regional Banks ETF
IAT
$678M
| $7.77M | ﹤0.01% |
140,853
+4,717
| +3% | +$245K |
|
3543
Expro Ltd
XPRO
$2.01B
| $7.77M | ﹤0.01% |
581,760
+138,420
| +31% | +$1.87M |
|
3544
Davis Select Worldwide ETF
DWLD
$617M
| $7.75M | ﹤0.01% |
166,169
-967
| -0.6% | -$44K |
|
3545
FLEX LNG
FLNG
$1.64B
| $7.74M | ﹤0.01% |
310,189
-38,895
| -11% | -$992K |
|
3546
WisdomTree US Total Dividend Fund
DTD
$1.69B
| $7.74M | ﹤0.01% |
91,178
-1,174
| -1% | -$98.9K |
|
|
EMA
3547
Emera Inc
EMA
$15.6B
| $7.74M | ﹤0.01% |
157,151
-1,085,527
| -87% | -$52.4M |
|
3548
Radian Group
RDN
$4.87B
| $7.74M | ﹤0.01% |
214,998
-263,179
| -55% | -$9.19M |
|
|
UDMY
3549
DELISTED
Udemy
UDMY
| $7.73M | ﹤0.01% |
1,321,756
-464,615
| -26% | -$2.71M |
|
3550
Intellia Therapeutics
NTLA
$1.68B
| $7.73M | ﹤0.01% |
859,552
-248,634
| -22% | -$3.42M |
|
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.