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 | |
|---|---|---|---|---|---|---|
|
MSB
5651
Mesabi Trust
MSB
$305M
| $876K | ﹤0.01% |
22,739
+7,350
| +48% | +$249K |
|
5652
Nuveen Core Equity Alpha Fund
JCE
$292M
| $875K | ﹤0.01% |
54,921
-47
| -0.1% | -$741 |
|
5653
Shutterstock
SSTK
$211M
| $874K | ﹤0.01% |
45,752
-501,489
| -92% | -$10.7M |
|
5654
Talkspace
TALK
$871M
| $872K | ﹤0.01% |
240,088
+38,035
| +19% | +$121K |
|
5655
BTCS Inc
BTCS
$56.2M
| $870K | ﹤0.01% |
329,695
+289,003
| +710% | +$1.04M |
|
5656
Zumiez
ZUMZ
$315M
| $870K | ﹤0.01% |
33,406
-57,814
| -63% | -$1.39M |
|
5657
Coherus Oncology
CHRS
$181M
| $867K | ﹤0.01% |
610,803
-185,138
| -23% | -$270K |
|
|
SUPX
5658
SuperX AI Technology Ltd
SUPX
$306M
| $866K | ﹤0.01% |
55,255
+50,386
| +1,035% | +$2.11M |
|
5659
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.3M
| $865K | ﹤0.01% |
8,616
-4,657
| -35% | -$483K |
|
5660
Carriage Services
CSV
$577M
| $864K | ﹤0.01% |
20,426
-33,577
| -62% | -$1.46M |
|
|
XRN
5661
Chiron Real Estate Inc
XRN
$495M
| $862K | ﹤0.01% |
25,549
-82,002
| -76% | -$2.67M |
|
5662
Quanex
NX
$960M
| $861K | ﹤0.01% |
56,003
-37,303
| -40% | -$527K |
|
5663
Johnson Outdoors
JOUT
$504M
| $861K | ﹤0.01% |
20,288
+10,784
| +113% | +$446K |
|
5664
CALL
Goodyear
GT
$1.76B
| $861K | ﹤0.01% |
98,300
+48,300
| +97% | +$381K |
|
5665
Finance of America Companies
FOA
$207M
| $861K | ﹤0.01% |
35,556
+448
| +1% | +$10.2K |
|
|
GGN
5666
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$833M
| $859K | ﹤0.01% |
166,478
-3,494
| -2% | -$17.6K |
|
5667
PUT
Albertsons Companies
ACI
$6.06B
| $859K | ﹤0.01% |
+50,000
| New | +$892K |
|
5668
Amplify Energy
AMPY
$195M
| $855K | ﹤0.01% |
187,130
+67,638
| +57% | +$337K |
|
5669
PUT
SLM Corp
SLM
$5.23B
| $855K | ﹤0.01% |
+31,600
| New | +$867K |
|
|
CCRN
5670
DELISTED
Cross Country Healthcare
CCRN
| $854K | ﹤0.01% |
105,459
-9,438
| -8% | -$103K |
|
5671
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$597M
| $852K | ﹤0.01% |
16,955
+11,875
| +234% | +$601K |
|
5672
Braskem
BAK
$777M
| $850K | ﹤0.01% |
288,093
-495,352
| -63% | -$1.36M |
|
5673
CALL
Joby Aviation
JOBY
$7.87B
| $849K | ﹤0.01% |
+64,300
| New | +$987K |
|
5674
PUT
Ralph Lauren
RL
$23.2B
| $849K | ﹤0.01% |
2,400
| – | – |
|
5675
CALL
iShares Biotechnology ETF
IBB
$9.7B
| $846K | ﹤0.01% |
5,014
+2,764
| +123% | +$449K |
|
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.