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 | |
|---|---|---|---|---|---|---|
|
SVCO
5326
Silvaco Group
SVCO
$250M
| $1.29M | ﹤0.01% |
319,200
+192,258
| +151% | +$955K |
|
5327
Soluna Holdings
SLNH
$205M
| $1.29M | ﹤0.01% |
1,103,185
+1,070,883
| +3,315% | +$2.44M |
|
5328
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.47B
| $1.29M | ﹤0.01% |
88,133
+77,787
| +752% | +$1.2M |
|
|
BFZ
5329
DELISTED
BlackRock CA Municipal Income Trust
BFZ
| $1.29M | ﹤0.01% |
119,820
-20,827
| -15% | -$227K |
|
5330
GrafTech
EAF
$201M
| $1.29M | ﹤0.01% |
82,926
+69,517
| +518% | +$1.06M |
|
5331
Ternium
TX
$10.8B
| $1.28M | ﹤0.01% |
33,639
-47,668
| -59% | -$1.75M |
|
5332
US Gold Corp
USAU
$252M
| $1.28M | ﹤0.01% |
66,163
+921
| +1% | +$15.7K |
|
5333
TAT Technologies
TATT
$508M
| $1.28M | ﹤0.01% |
28,755
+15,108
| +111% | +$618K |
|
5334
AdvisorShares Pure US Cannabis ETF
MSOS
$934M
| $1.28M | ﹤0.01% |
271,930
+271,915
| +1,812,767% | +$1.21M |
|
5335
Innovator S&P Investment Grade Preferred ETF
EPRF
$68.6M
| $1.28M | ﹤0.01% |
72,921
-9,629
| -12% | -$172K |
|
5336
iShares iBonds 2030 Term High Yield and Income ETF
IBHJ
$157M
| $1.28M | ﹤0.01% |
+48,095
| New | +$1.28M |
|
5337
KULR Technology Group
KULR
$137M
| $1.28M | ﹤0.01% |
431,806
+259,138
| +150% | +$951K |
|
5338
PubMatic
PUBM
$783M
| $1.28M | ﹤0.01% |
143,783
-278,847
| -66% | -$2.43M |
|
5339
Compañía de Cervecerías Unidas
CCU
$2.15B
| $1.27M | ﹤0.01% |
99,915
+21,793
| +28% | +$276K |
|
|
ATYR
5340
aTyr Pharma
ATYR
$54.2M
| $1.27M | ﹤0.01% |
1,625,297
-2,880,658
| -64% | -$2.36M |
|
|
STK
5341
Columbia Seligman Premium Technology Growth Fund
STK
$940M
| $1.27M | ﹤0.01% |
34,418
+2,050
| +6% | +$75.4K |
|
|
RYZ
5342
Ryerson Holding Corp
RYZ
$1.5B
| $1.27M | ﹤0.01% |
50,301
-72,805
| -59% | -$1.67M |
|
5343
SunCoke Energy
SXC
$801M
| $1.27M | ﹤0.01% |
175,758
-39,744
| -18% | -$292K |
|
5344
InterContinental Hotels
IHG
$23.9B
| $1.27M | ﹤0.01% |
8,983
+3,485
| +63% | +$453K |
|
|
SLN
5345
Silence Therapeutics
SLN
$660M
| $1.26M | ﹤0.01% |
207,513
-99,850
| -32% | -$639K |
|
|
NB
5346
NioCorp Developments
NB
$745M
| $1.26M | ﹤0.01% |
237,515
+200,042
| +534% | +$1.38M |
|
5347
Global X Cybersecurity ETF
BUG
$1.56B
| $1.26M | ﹤0.01% |
41,286
-101,195
| -71% | -$3.35M |
|
5348
iShares S&P GSCI Commodity-Indexed Trust
GSG
$932M
| $1.26M | ﹤0.01% |
54,461
-43
| -0.1% | -$991 |
|
5349
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$547M
| $1.26M | ﹤0.01% |
14,774
-2,587
| -15% | -$226K |
|
5350
Invesco Global Listed Private Equity ETF
PSP
$253M
| $1.26M | ﹤0.01% |
18,716
-23,947
| -56% | -$1.6M |
|
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.