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 | |
|---|---|---|---|---|---|---|
4751
Worthington Steel
WS
$1.94B
| $2.44M | ﹤0.01% |
70,569
-63,905
| -48% | -$2.1M |
|
4752
Personalis
PSNL
$1.54B
| $2.44M | ﹤0.01% |
306,568
+11,004
| +4% | +$96.2K |
|
|
ITRG
4753
Integra Resources
ITRG
$550M
| $2.44M | ﹤0.01% |
608,482
+462,205
| +316% | +$1.56M |
|
4754
Alarm.com
ALRM
$2.74B
| $2.44M | ﹤0.01% |
47,766
-52,317
| -52% | -$2.67M |
|
4755
CALL
ON Semiconductor
ON
$31.8B
| $2.44M | ﹤0.01% |
45,000
| – | – |
|
4756
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$254M
| $2.44M | ﹤0.01% |
57,883
-99,653
| -63% | -$4.23M |
|
|
BNT
4757
Brookfield Wealth Solutions
BNT
$12.3B
| $2.43M | ﹤0.01% |
52,943
-27,987
| -35% | -$1.28M |
|
4758
CALL
NXP Semiconductors
NXPI
$58.5B
| $2.43M | ﹤0.01% |
11,200
| – | – |
|
4759
PUT
iShares MSCI South Korea ETF
EWY
$27.6B
| $2.43M | ﹤0.01% |
25,000
-16,000
| -39% | -$1.46M |
|
4760
iShares Residential and Multisector Real Estate ETF
REZ
$861M
| $2.43M | ﹤0.01% |
29,402
-4,297
| -13% | -$360K |
|
4761
Amplify Cybersecurity ETF
HACK
$3.08B
| $2.43M | ﹤0.01% |
30,198
+12,654
| +72% | +$1.07M |
|
4762
Select Water Solutions
WTTR
$2.63B
| $2.43M | ﹤0.01% |
230,614
+72,613
| +46% | +$783K |
|
4763
Fresenius Medical Care
FMS
$12.6B
| $2.43M | ﹤0.01% |
101,827
-51,622
| -34% | -$1.28M |
|
4764
Capitol Federal Financial
CFFN
$1.09B
| $2.42M | ﹤0.01% |
355,326
-284,730
| -44% | -$1.85M |
|
|
VELO
4765
Velo3D Inc
VELO
$494M
| $2.42M | ﹤0.01% |
175,910
+108,042
| +159% | +$743K |
|
4766
PUT
DuPont de Nemours
DD
$19.5B
| $2.41M | ﹤0.01% |
20,000
-253,097
| -93% | -$28.5M |
|
|
SEG
4767
Seaport Entertainment Group
SEG
$366M
| $2.41M | ﹤0.01% |
121,931
-13,048
| -10% | -$292K |
|
4768
CALL
GDS Holdings
GDS
$6.97B
| $2.41M | ﹤0.01% |
69,000
+18,800
| +37% | +$650K |
|
|
SVC
4769
Service Properties Trust
SVC
$1.06B
| $2.41M | ﹤0.01% |
261,637
+190,304
| +267% | +$1.91M |
|
4770
Davis Select International ETF
DINT
$291M
| $2.41M | ﹤0.01% |
84,432
+5,037
| +6% | +$141K |
|
4771
PUT
Hershey
HSY
$37.4B
| $2.4M | ﹤0.01% |
13,200
| – | – |
|
4772
Liberty All-Star Equity Fund
USA
$1.87B
| $2.4M | ﹤0.01% |
382,415
-43,210
| -10% | -$269K |
|
4773
Maravai LifeSciences
MRVI
$861M
| $2.4M | ﹤0.01% |
738,927
-1,660,285
| -69% | -$5.59M |
|
4774
PUT
BioMarin Pharmaceuticals
BMRN
$13.3B
| $2.4M | ﹤0.01% |
40,400
+27,400
| +211% | +$1.49M |
|
|
HIVE
4775
HIVE Digital Technologies
HIVE
$706M
| $2.4M | ﹤0.01% |
929,390
+906,679
| +3,992% | +$3.83M |
|
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.