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 | |
|---|---|---|---|---|---|---|
4676
iShares US Equity Factor ETF
LRGF
$3.74B
| $2.61M | ﹤0.01% |
37,539
+1,033
| +3% | +$71.6K |
|
4677
U-Haul Holding Co
UHAL
$14.5B
| $2.6M | ﹤0.01% |
51,538
+18,458
| +56% | +$982K |
|
4678
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
| $2.6M | ﹤0.01% |
40,421
+10,946
| +37% | +$741K |
|
4679
Invivyd
IVVD
$202M
| $2.6M | ﹤0.01% |
1,050,923
+916,842
| +684% | +$1.91M |
|
4680
PUT
Nokia
NOK
$59.5B
| $2.6M | ﹤0.01% |
401,100
| – | – |
|
4681
iShares Global Comm Services ETF
IXP
$566M
| $2.59M | ﹤0.01% |
21,407
-5,275
| -20% | -$645K |
|
4682
Titan International
TWI
$445M
| $2.59M | ﹤0.01% |
330,894
+69,785
| +27% | +$547K |
|
4683
Hagerty
HGTY
$1.32B
| $2.59M | ﹤0.01% |
192,631
-23,555
| -11% | -$294K |
|
|
BLLN
4684
BillionToOne Inc
BLLN
$4.5B
| $2.59M | ﹤0.01% |
+31,599
| New | +$3.2M |
|
|
OPLN
4685
Openlane
OPLN
$4.35B
| $2.58M | ﹤0.01% |
86,714
-175,395
| -67% | -$4.74M |
|
4686
CALL
Magnite
MGNI
$3.56B
| $2.58M | ﹤0.01% |
159,000
| – | – |
|
4687
Merchants Bancorp
MBIN
$2.54B
| $2.57M | ﹤0.01% |
75,592
+34,603
| +84% | +$1.14M |
|
4688
Rogers Corp
ROG
$2.47B
| $2.57M | ﹤0.01% |
28,111
-22,063
| -44% | -$1.89M |
|
|
AVR
4689
Anteris Technologies
AVR
$865M
| $2.57M | ﹤0.01% |
515,725
+294,695
| +133% | +$1.35M |
|
|
DMC
4690
Del Monte Corp
DMC
$1.46B
| $2.57M | ﹤0.01% |
72,147
-26,477
| -27% | -$945K |
|
4691
CALL
Lennar Class A
LEN
$21.1B
| $2.57M | ﹤0.01% |
+25,000
| New | +$3.02M |
|
4692
Invesco DB US Dollar Index Bearish Fund
UDN
$109M
| $2.57M | ﹤0.01% |
140,684
+32,376
| +30% | +$601K |
|
4693
Zevra Therapeutics
ZVRA
$666M
| $2.56M | ﹤0.01% |
285,488
+67,392
| +31% | +$637K |
|
4694
Amerant Bancorp
AMTB
$1.14B
| $2.55M | ﹤0.01% |
130,932
+33,935
| +35% | +$632K |
|
4695
TriMas Corp
TRS
$1.4B
| $2.55M | ﹤0.01% |
72,024
-216,442
| -75% | -$7.56M |
|
4696
Unusual Machines
UMAC
$1.38B
| $2.55M | ﹤0.01% |
200,329
+161,048
| +410% | +$1.89M |
|
4697
Corporacion America
CAAP
$6.44B
| $2.55M | ﹤0.01% |
98,036
+66,113
| +207% | +$1.48M |
|
4698
Perspective Therapeutics
CATX
$358M
| $2.55M | ﹤0.01% |
926,331
+285,188
| +44% | +$814K |
|
4699
CALL
GE HealthCare
GEHC
$33.2B
| $2.54M | ﹤0.01% |
31,000
-25,000
| -45% | -$1.95M |
|
4700
Virgin Galactic
SPCE
$474M
| $2.54M | ﹤0.01% |
791,933
+402,779
| +104% | +$1.52M |
|
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.