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 | |
|---|---|---|---|---|---|---|
5751
Blue Ridge Bankshares
BRBS
$333M
| $777K | ﹤0.01% |
181,896
+144,841
| +391% | +$628K |
|
|
QVMT
5752
Invesco S&P 500 Concentrated QVM ETF
QVMT
$139M
| $777K | ﹤0.01% |
13,603
+63
| +0.5% | +$3.49K |
|
5753
PUT
Independence Realty Trust
IRT
$4B
| $774K | ﹤0.01% |
44,300
-198,600
| -82% | -$3.29M |
|
|
ABTC
5754
American Bitcoin Corp
ABTC
$533M
| $774K | ﹤0.01% |
30,352
+27,607
| +1,006% | +$1.73M |
|
5755
MediaAlpha
MAX
$819M
| $773K | ﹤0.01% |
59,689
-78,497
| -57% | -$959K |
|
5756
Invesco WilderHill Clean Energy ETF
PBW
$462M
| $771K | ﹤0.01% |
25,254
-9,890
| -28% | -$315K |
|
|
ADUR
5757
Aduro Clean Technologies
ADUR
$579M
| $767K | ﹤0.01% |
74,038
+3,444
| +5% | +$45.4K |
|
5758
Lakeland Industries
LAKE
$117M
| $766K | ﹤0.01% |
86,659
+24,064
| +38% | +$338K |
|
5759
CALL
Amer Sports
AS
$19.2B
| $764K | ﹤0.01% |
20,460
-161,100
| -89% | -$5.53M |
|
5760
Invesco New York AMT-Free Municipal Bond ETF
PZT
$139M
| $763K | ﹤0.01% |
34,181
+1,974
| +6% | +$44.3K |
|
5761
PUT
Xylem
XYL
$27.9B
| $763K | ﹤0.01% |
5,600
| – | – |
|
5762
VanEck Social Sentiment ETF
BUZZ
$103M
| $760K | ﹤0.01% |
23,392
+7,392
| +46% | +$260K |
|
5763
ADC Therapeutics
ADCT
$130M
| $760K | ﹤0.01% |
215,212
-47,049
| -18% | -$191K |
|
|
IFLN
5764
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$307M
| $759K | ﹤0.01% |
40,823
-3,677
| -8% | -$68.3K |
|
5765
Navigator Holdings
NVGS
$1.29B
| $758K | ﹤0.01% |
43,775
-8,054
| -16% | -$135K |
|
5766
Ardmore Shipping
ASC
$720M
| $758K | ﹤0.01% |
71,581
+15,697
| +28% | +$187K |
|
5767
Puma Biotechnology
PBYI
$450M
| $758K | ﹤0.01% |
127,312
-248,779
| -66% | -$1.32M |
|
5768
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.66B
| $757K | ﹤0.01% |
17,797
+17,795
| +889,750% | +$729K |
|
5769
CALL
Nutanix
NTNX
$18.1B
| $755K | ﹤0.01% |
14,600
-240,900
| -94% | -$14.7M |
|
5770
iPath Select MLP ETN
ATMP
$647M
| $754K | ﹤0.01% |
26,217
+76
| +0.3% | +$2.16K |
|
5771
Barron's 400 ETF
BFOR
$239M
| $753K | ﹤0.01% |
36,580
-4,836
| -12% | -$98.2K |
|
5772
Spok Holdings
SPOK
$230M
| $751K | ﹤0.01% |
56,955
-9,849
| -15% | -$139K |
|
5773
Spire Global
SPIR
$537M
| $751K | ﹤0.01% |
100,098
+54,701
| +120% | +$535K |
|
5774
Skillsoft
SKIL
$75.9M
| $747K | ﹤0.01% |
80,355
-5,094
| -6% | -$56.8K |
|
5775
Invesco BulletShares 2033 Municipal Bond ETF
BSSX
$135M
| $747K | ﹤0.01% |
28,903
+3,578
| +14% | +$92.3K |
|
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.