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 | |
|---|---|---|---|---|---|---|
4876
Lakeland Financial Corp
LKFN
$1.56B
| $2.17M | ﹤0.01% |
38,085
-41,719
| -52% | -$2.48M |
|
4877
Neuberger Option Strategy ETF
NBOS
$528M
| $2.17M | ﹤0.01% |
79,507
-5,756
| -7% | -$156K |
|
4878
Invesco DB Agriculture Fund
DBA
$1.23B
| $2.16M | ﹤0.01% |
84,682
-10,534
| -11% | -$277K |
|
|
TEM
4879
CALL
Tempus AI
TEM
$9.8B
| $2.16M | ﹤0.01% |
36,550
-24,580
| -40% | -$1.92M |
|
4880
Esquire Financial Holdings
ESQ
$1.59B
| $2.15M | ﹤0.01% |
21,075
-10,411
| -33% | -$1.06M |
|
|
PLG
4881
Platinum Group Metals
PLG
$189M
| $2.15M | ﹤0.01% |
910,311
+171,734
| +23% | +$414K |
|
4882
PUT
Cigna
CI
$73.5B
| $2.15M | ﹤0.01% |
7,800
-19,300
| -71% | -$5.41M |
|
4883
PUT
Canadian Natural Resources
CNQ
$98.1B
| $2.15M | ﹤0.01% |
63,400
| – | – |
|
4884
SandRidge Energy
SD
$516M
| $2.15M | ﹤0.01% |
148,696
+71,357
| +92% | +$944K |
|
4885
CALL
Uranium Energy
UEC
$5.54B
| $2.15M | ﹤0.01% |
183,700
| – | – |
|
4886
Marcus Corp
MCS
$929M
| $2.15M | ﹤0.01% |
138,327
-67,003
| -33% | -$996K |
|
4887
Seneca Foods Class A
SENEA
$1.31B
| $2.14M | ﹤0.01% |
19,387
-3,797
| -16% | -$434K |
|
|
OTF
4888
Blue Owl Technology Finance Corp
OTF
$5.27B
| $2.14M | ﹤0.01% |
147,386
+82,134
| +126% | +$1.15M |
|
4889
Eton Pharmaceutcials
ETON
$1.12B
| $2.14M | ﹤0.01% |
126,674
-93,687
| -43% | -$1.65M |
|
4890
Supernus Pharmaceuticals
SUPN
$2.74B
| $2.14M | ﹤0.01% |
43,047
-497,076
| -92% | -$24.2M |
|
4891
CALL
Vulcan Materials
VMC
$36B
| $2.14M | ﹤0.01% |
+7,500
| New | +$2.2M |
|
4892
CALL
PVH
PVH
$3.77B
| $2.14M | ﹤0.01% |
31,900
+11,900
| +60% | +$931K |
|
|
ECO
4893
Okeanis Eco Tankers
ECO
$2.5B
| $2.13M | ﹤0.01% |
63,065
+59,391
| +1,617% | +$2.01M |
|
4894
First Trust California Municipal High income ETF
FCAL
$221M
| $2.13M | ﹤0.01% |
43,252
+3,344
| +8% | +$165K |
|
4895
YieldMax Ultra Option Income Strategy ETF
ULTY
$762M
| $2.13M | ﹤0.01% |
57,000
+54,939
| +2,666% | +$2.47M |
|
|
XRPI
4896
Volatility Shares Trust XRP ETF
XRPI
$81.9M
| $2.13M | ﹤0.01% |
+201,284
| New | +$2.72M |
|
4897
Extreme Networks
EXTR
$3.16B
| $2.13M | ﹤0.01% |
127,772
-67,441
| -35% | -$1.24M |
|
|
SLDE
4898
Slide Insurance Holdings
SLDE
$2.52B
| $2.12M | ﹤0.01% |
108,948
-37,809
| -26% | -$631K |
|
4899
PUT
ACM Research
ACMR
$5.65B
| $2.12M | ﹤0.01% |
53,700
+16,900
| +46% | +$630K |
|
|
GRW
4900
TCW ETF Trust TCW Durable Growth ETF
GRW
$66.7M
| $2.12M | ﹤0.01% |
68,036
-36,618
| -35% | -$1.15M |
|
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.