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 |
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 | |
|---|---|---|---|---|---|---|
526
Gartner
IT
$12.5B
| $221M | 0.04% |
875,457
+6,528
| +0.8% | +$1.57M |
|
527
Ares Management
ARES
$31.5B
| $221M | 0.04% |
1,365,290
+347,789
| +34% | +$54.2M |
|
528
Cheniere Energy
LNG
$53.4B
| $220M | 0.04% |
1,131,619
-441,120
| -28% | -$92.6M |
|
529
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
| $220M | 0.04% |
726,877
-41,568
| -5% | -$12.5M |
|
530
Wabtec
WAB
$50B
| $219M | 0.04% |
1,026,230
-7,074
| -0.7% | -$1.45M |
|
531
Toronto Dominion Bank
TD
$200B
| $219M | 0.04% |
2,323,156
-1,643,735
| -41% | -$139M |
|
532
ResMed
RMD
$32.5B
| $218M | 0.04% |
906,415
+32,885
| +4% | +$8.41M |
|
533
PUT
Salesforce
CRM
$158B
| $218M | 0.04% |
823,900
-11,200
| -1% | -$2.78M |
|
534
PUT
iShares MSCI Brazil ETF
EWZ
$9.14B
| $218M | 0.04% |
6,868,700
-4,274,900
| -38% | -$135M |
|
535
Vanguard Total World Stock ETF
VT
$79.2B
| $218M | 0.04% |
1,546,824
-43,454
| -3% | -$6.07M |
|
|
FISV
536
Fiserv Inc
FISV
$28.9B
| $218M | 0.04% |
3,246,834
-1,052,168
| -24% | -$88.1M |
|
|
CRWV
537
CoreWeave
CRWV
$49B
| $218M | 0.04% |
3,039,984
+1,439,174
| +90% | +$146M |
|
538
Dominion Energy
D
$60B
| $217M | 0.04% |
3,710,478
+5,909
| +0.2% | +$356K |
|
539
KKR & Co
KKR
$94.9B
| $217M | 0.04% |
1,704,719
-442,752
| -21% | -$55.1M |
|
540
MongoDB
MDB
$30.3B
| $217M | 0.04% |
517,742
+112,199
| +28% | +$40.8M |
|
541
Super Micro Computer
SMCI
$19.6B
| $217M | 0.04% |
7,410,629
+2,298,862
| +45% | +$94.6M |
|
542
M&T Bank
MTB
$36.5B
| $215M | 0.03% |
1,066,750
+31,854
| +3% | +$6.09M |
|
543
Invesco Senior Loan ETF
BKLN
$6.8B
| $215M | 0.03% |
10,219,040
+1,996,729
| +24% | +$41.8M |
|
544
Prudential Financial
PRU
$41.7B
| $214M | 0.03% |
1,896,224
+1,177
| +0.1% | +$126K |
|
545
Snap-on
SNA
$21.7B
| $213M | 0.03% |
617,620
+144,926
| +31% | +$49.6M |
|
546
CALL
Intuit
INTU
$89.7B
| $212M | 0.03% |
320,400
+87,600
| +38% | +$57.9M |
|
547
Moody's
MCO
$83.8B
| $212M | 0.03% |
414,028
-161,128
| -28% | -$78.6M |
|
548
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
| $211M | 0.03% |
2,179,822
+30,546
| +1% | +$2.94M |
|
549
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
| $211M | 0.03% |
3,909,329
+129,061
| +3% | +$6.98M |
|
550
iShares MSCI EAFE Value ETF
EFV
$29.2B
| $210M | 0.03% |
2,946,552
+1,797
| +0.1% | +$125K |
|
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.