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 |
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 | |
|---|---|---|---|---|---|---|
351
Welltower
WELL
$171B
| $327M | 0.05% |
1,762,436
-1,515,685
| -46% | -$283M |
|
352
Synopsys
SNPS
$76.7B
| $327M | 0.05% |
695,119
-395,229
| -36% | -$176M |
|
353
Jabil
JBL
$35.5B
| $326M | 0.05% |
1,431,674
-695,279
| -33% | -$148M |
|
354
Insmed
INSM
$21.5B
| $325M | 0.05% |
1,867,635
+221,396
| +13% | +$40.4M |
|
355
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
| $324M | 0.05% |
2,367,920
+52,544
| +2% | +$7.34M |
|
356
PUT
Pinduoduo
PDD
$129B
| $322M | 0.05% |
2,843,100
+298,400
| +12% | +$37M |
|
357
Cognizant
CTSH
$25.1B
| $322M | 0.05% |
3,882,976
+662,188
| +21% | +$49.5M |
|
358
iShares MSCI USA Min Vol Factor ETF
USMV
$24B
| $322M | 0.05% |
3,418,226
-127,752
| -4% | -$12M |
|
359
Stellantis
STLA
$21.2B
| $322M | 0.05% |
29,532,169
+2,776,017
| +10% | +$29.9M |
|
360
United Airlines
UAL
$43.1B
| $321M | 0.05% |
2,866,570
-1,069,855
| -27% | -$108M |
|
361
Howmet Aerospace
HWM
$117B
| $319M | 0.05% |
1,558,378
-746,075
| -32% | -$149M |
|
362
Motorola Solutions
MSI
$72.7B
| $319M | 0.05% |
833,464
+98,429
| +13% | +$39.6M |
|
363
Infosys
INFY
$50.5B
| $317M | 0.05% |
17,782,859
-2,611,079
| -13% | -$45.2M |
|
364
CALL
Cipher Digital
CIFR
$7.65B
| $317M | 0.05% |
21,459,358
+5,000,000
| +30% | +$88.3M |
|
365
CALL
Citigroup
C
$231B
| $316M | 0.05% |
2,711,311
+211,734
| +8% | +$22M |
|
366
L3Harris
LHX
$53.3B
| $316M | 0.05% |
1,076,714
+31,808
| +3% | +$9.19M |
|
367
iShares Core Dividend Growth ETF
DGRO
$43.4B
| $314M | 0.05% |
4,516,217
-213,714
| -5% | -$14.7M |
|
|
368
CALL
Pinduoduo
PDD
$129B
| $311M | 0.05% |
2,739,663
+115,017
| +4% | +$14.3M |
|
369
First Solar
FSLR
$25.4B
| $310M | 0.05% |
1,187,792
-757,362
| -39% | -$191M |
|
370
Equinix
EQIX
$104B
| $310M | 0.05% |
404,496
-113,632
| -22% | -$89.1M |
|
|
371
Southwest Airlines
LUV
$23.9B
| $309M | 0.05% |
7,465,069
-20,816,964
| -74% | -$727M |
|
372
GSK
GSK
$103B
| $308M | 0.05% |
6,280,883
+1,635,448
| +35% | +$76.3M |
|
373
eBay
EBAY
$49.4B
| $308M | 0.05% |
3,530,897
-1,753,604
| -33% | -$152M |
|
374
Targa Resources
TRGP
$55.8B
| $307M | 0.05% |
1,664,896
-695,415
| -29% | -$117M |
|
375
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.49B
| $307M | 0.05% |
2,431,845
+927,224
| +62% | +$120M |
|
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 1,185 positions and reducing 4,503 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 1,317 new positions and closed 1,185 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.