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 | |
|---|---|---|---|---|---|---|
3826
Hovnanian Enterprises
HOV
$772M
| $5.96M | ﹤0.01% |
61,136
-16,934
| -22% | -$2M |
|
3827
CALL
FuboTV Inc
FUBO
$283M
| $5.95M | ﹤0.01% |
196,783
-159
| -0.1% | -$6.34K |
|
3828
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$799M
| $5.94M | ﹤0.01% |
123,816
+2,337
| +2% | +$111K |
|
|
MAGN
3829
Magnera Corp
MAGN
$466M
| $5.94M | ﹤0.01% |
392,370
-297,111
| -43% | -$3.44M |
|
|
GREK
3830
Global X MSCI Greece ETF
GREK
$330M
| $5.94M | ﹤0.01% |
90,113
-63,367
| -41% | -$4.13M |
|
3831
Southside Bancshares
SBSI
$953M
| $5.94M | ﹤0.01% |
195,369
-192,156
| -50% | -$5.63M |
|
3832
Pacific Biosciences
PACB
$357M
| $5.93M | ﹤0.01% |
3,171,546
+1,674,320
| +112% | +$3.22M |
|
3833
Fiverr
FVRR
$327M
| $5.93M | ﹤0.01% |
300,081
-66,060
| -18% | -$1.42M |
|
3834
CALL
Advance Auto Parts
AAP
$3.36B
| $5.92M | ﹤0.01% |
150,600
+600
| +0.4% | +$30.1K |
|
3835
Immatics
IMTX
$1.33B
| $5.92M | ﹤0.01% |
563,463
+214,084
| +61% | +$2.16M |
|
3836
Franklin FTSE India ETF
FLIN
$2.68B
| $5.91M | ﹤0.01% |
153,197
-22,474
| -13% | -$867K |
|
3837
PUT
Alcon
ALC
$35.9B
| $5.91M | ﹤0.01% |
75,000
-35,000
| -32% | -$2.69M |
|
3838
V2X
VVX
$2.6B
| $5.91M | ﹤0.01% |
108,343
+58,682
| +118% | +$3.3M |
|
3839
Vestis
VSTS
$1.83B
| $5.91M | ﹤0.01% |
885,984
+485,396
| +121% | +$2.83M |
|
3840
Grindr
GRND
$2.84B
| $5.91M | ﹤0.01% |
436,245
-138,299
| -24% | -$1.88M |
|
3841
Invesco Trust Investment Grade Municipals
VGM
$564M
| $5.9M | ﹤0.01% |
568,689
+15,267
| +3% | +$156K |
|
3842
Compañía de Minas Buenaventura
BVN
$8.78B
| $5.89M | ﹤0.01% |
211,698
+56,252
| +36% | +$1.4M |
|
3843
Eagle Bancorp
EGBN
$843M
| $5.89M | ﹤0.01% |
274,950
+46,777
| +21% | +$901K |
|
|
UCTT
3844
Ultra Clean Holdings
UCTT
$3.72B
| $5.89M | ﹤0.01% |
232,445
-30,082
| -11% | -$800K |
|
3845
BioLife Solutions
BLFS
$1.69B
| $5.88M | ﹤0.01% |
243,305
-49,601
| -17% | -$1.3M |
|
3846
Cimpress
CMPR
$2.3B
| $5.88M | ﹤0.01% |
88,301
-20,621
| -19% | -$1.4M |
|
3847
Avient
AVNT
$4.19B
| $5.88M | ﹤0.01% |
188,065
-12,180
| -6% | -$377K |
|
3848
Replimune Group
REPL
$1.15B
| $5.87M | ﹤0.01% |
604,313
-297,317
| -33% | -$2.53M |
|
3849
Evolus
EOLS
$500M
| $5.86M | ﹤0.01% |
881,369
-148,747
| -14% | -$1.01M |
|
3850
LCI Industries
LCII
$2.55B
| $5.85M | ﹤0.01% |
48,246
-52,228
| -52% | -$5.56M |
|
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.