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 | |
|---|---|---|---|---|---|---|
3551
Otter Tail
OTTR
$3.88B
| $7.72M | ﹤0.01% |
95,588
-52,559
| -35% | -$4.26M |
|
3552
CALL
James Hardie Industries
JHX
$17.7B
| $7.72M | ﹤0.01% |
372,000
-880,200
| -70% | -$17.7M |
|
3553
Banco Macro
BMA
$5.38B
| $7.71M | ﹤0.01% |
85,556
+32,063
| +60% | +$2.42M |
|
3554
PUT
SentinelOne
S
$7.62B
| $7.7M | ﹤0.01% |
513,600
+338,300
| +193% | +$5.54M |
|
3555
OneSpaWorld
OSW
$2.62B
| $7.69M | ﹤0.01% |
370,839
-115,629
| -24% | -$2.42M |
|
3556
Teekay Tankers
TNK
$2.64B
| $7.69M | ﹤0.01% |
143,975
-30,635
| -18% | -$1.72M |
|
3557
AMC Global Media
AMCX
$489M
| $7.68M | ﹤0.01% |
806,878
-363,586
| -31% | -$3.06M |
|
3558
PUT
XPO
XPO
$23.5B
| $7.68M | ﹤0.01% |
56,500
+53,400
| +1,723% | +$7.27M |
|
3559
PUT
Polaris
PII
$3.97B
| $7.67M | ﹤0.01% |
121,300
+18,500
| +18% | +$1.22M |
|
3560
Bausch + Lomb
BLCO
$6.01B
| $7.67M | ﹤0.01% |
448,909
-90,129
| -17% | -$1.43M |
|
|
KDK
3561
Kodiak AI
KDK
$848M
| $7.67M | ﹤0.01% |
702,058
+547,192
| +353% | +$4.38M |
|
3562
1st Source
SRCE
$2.1B
| $7.66M | ﹤0.01% |
122,650
-120,980
| -50% | -$7.48M |
|
|
BBNX
3563
Beta Bionics
BBNX
$738M
| $7.66M | ﹤0.01% |
251,438
+123,533
| +97% | +$3.3M |
|
3564
Global X Lithium & Battery Tech ETF
LIT
$1.6B
| $7.66M | ﹤0.01% |
118,094
-39,845
| -25% | -$2.46M |
|
3565
LendingTree
TREE
$453M
| $7.64M | ﹤0.01% |
143,924
+113,574
| +374% | +$6.37M |
|
3566
World Acceptance Corp
WRLD
$871M
| $7.63M | ﹤0.01% |
54,351
+2,205
| +4% | +$332K |
|
3567
Triple Flag Precious Metals
TFPM
$6.59B
| $7.63M | ﹤0.01% |
229,635
+8,671
| +4% | +$271K |
|
3568
iShares US Telecommunications ETF
IYZ
$1.22B
| $7.63M | ﹤0.01% |
224,982
+79,153
| +54% | +$2.59M |
|
3569
iShares MSCI Israel ETF
EIS
$888M
| $7.62M | ﹤0.01% |
69,281
+25,954
| +60% | +$2.71M |
|
3570
iShares MSCI China A ETF
CNYA
$208M
| $7.62M | ﹤0.01% |
220,262
+53,466
| +32% | +$1.82M |
|
3571
A10 Networks
ATEN
$2.06B
| $7.61M | ﹤0.01% |
430,199
-175,957
| -29% | -$3.12M |
|
3572
AMN Healthcare
AMN
$1.42B
| $7.61M | ﹤0.01% |
482,619
+116,568
| +32% | +$2.08M |
|
3573
Avnet
AVT
$7.99B
| $7.61M | ﹤0.01% |
158,177
-210,150
| -57% | -$10.3M |
|
3574
PUT
UiPath
PATH
$8.08B
| $7.6M | ﹤0.01% |
464,000
+384,000
| +480% | +$5.98M |
|
|
EVV
3575
Eaton Vance Limited Duration Income Fund
EVV
$1.07B
| $7.6M | ﹤0.01% |
766,564
+5
| +0% | +$50 |
|
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.