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 | |
|---|---|---|---|---|---|---|
4651
BrightView Holdings
BV
$1.1B
| $2.69M | ﹤0.01% |
212,286
-37,331
| -15% | -$474K |
|
4652
State Street SPDR S&P Pharmaceuticals ETF
XPH
$512M
| $2.69M | ﹤0.01% |
47,961
+11,948
| +33% | +$619K |
|
4653
Better Home & Finance Holding
BETR
$21.6M
| $2.68M | ﹤0.01% |
82,409
+27,356
| +50% | +$1.48M |
|
4654
CALL
IonQ
IONQ
$18.7B
| $2.68M | ﹤0.01% |
59,822
+33,322
| +126% | +$1.87M |
|
4655
JPMorgan Active Bond ETF
JBND
$8.58B
| $2.68M | ﹤0.01% |
+49,564
| New | +$2.69M |
|
4656
MediWound
MDWD
$176M
| $2.68M | ﹤0.01% |
145,057
+68,756
| +90% | +$1.26M |
|
4657
United States Lime & Minerals
USLM
$3.41B
| $2.67M | ﹤0.01% |
22,330
-5,046
| -18% | -$626K |
|
4658
PUT
Bunge Global
BG
$21.6B
| $2.67M | ﹤0.01% |
30,000
| – | – |
|
4659
CALL
CRH
CRH
$65.5B
| $2.67M | ﹤0.01% |
21,400
+8,900
| +71% | +$1.06M |
|
4660
Malibu Boats
MBUU
$573M
| $2.67M | ﹤0.01% |
94,509
+37,003
| +64% | +$1.07M |
|
4661
Bakkt Inc
BKKT
$337M
| $2.66M | ﹤0.01% |
264,462
+228,653
| +639% | +$5.05M |
|
4662
IHS Holding
IHS
$2.82B
| $2.65M | ﹤0.01% |
355,575
+49,239
| +16% | +$339K |
|
4663
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$727M
| $2.65M | ﹤0.01% |
28,007
-4,657
| -14% | -$426K |
|
4664
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$379M
| $2.65M | ﹤0.01% |
39,217
+8,499
| +28% | +$577K |
|
|
ZEPP
4665
Zepp Health
ZEPP
$78.9M
| $2.65M | ﹤0.01% |
98,217
-83,085
| -46% | -$2.96M |
|
4666
CALL
PagerDuty
PD
$915M
| $2.64M | ﹤0.01% |
201,600
+121,600
| +152% | +$1.77M |
|
4667
CALL
Vanguard Information Technology ETF
VGT
$151B
| $2.64M | ﹤0.01% |
28,048
+16,000
| +133% | +$1.52M |
|
4668
Walker & Dunlop
WD
$1.46B
| $2.64M | ﹤0.01% |
43,916
-10,377
| -19% | -$737K |
|
4669
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$286M
| $2.64M | ﹤0.01% |
+185,229
| New | +$2.76M |
|
4670
Invesco Global Clean Energy ETF
PBD
$195M
| $2.63M | ﹤0.01% |
163,790
+127,175
| +347% | +$2.06M |
|
4671
CALL
Upstart Holdings
UPST
$2.97B
| $2.63M | ﹤0.01% |
60,200
+45,200
| +301% | +$2.08M |
|
|
BZAI
4672
Blaize Holdings
BZAI
$169M
| $2.62M | ﹤0.01% |
1,343,035
+813,121
| +153% | +$2.63M |
|
4673
The Honest Company
HNST
$544M
| $2.62M | ﹤0.01% |
1,014,939
+442,542
| +77% | +$1.36M |
|
|
PXED
4674
Phoenix Education Partners
PXED
$1.01B
| $2.62M | ﹤0.01% |
+86,390
| New | +$2.89M |
|
4675
JPMorgan US Quality Factor ETF
JQUA
$8.66B
| $2.61M | ﹤0.01% |
41,301
-3,155
| -7% | -$198K |
|
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.