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 | |
|---|---|---|---|---|---|---|
|
OLPX
6051
DELISTED
Olaplex Holdings
OLPX
| $494K | ﹤0.01% |
368,953
-834,354
| -69% | -$993K |
|
|
ABVE
6052
DELISTED
Above Food Ingredients Inc
ABVE
| $490K | ﹤0.01% |
+300,469
| New | +$898K |
|
6053
Tema ETF Trust Tema Heart & Health ETF
HRTS
$55.4M
| $489K | ﹤0.01% |
13,866
-22,909
| -62% | -$776K |
|
6054
CALL
Hertz
HTZ
$798M
| $489K | ﹤0.01% |
95,150
+57,750
| +154% | +$315K |
|
6055
Franklin FTSE Canada ETF
FLCA
$866M
| $486K | ﹤0.01% |
10,055
-1,748
| -15% | -$81.1K |
|
6056
Cartesian Therapeutics
RNAC
$267M
| $486K | ﹤0.01% |
67,341
+57,393
| +577% | +$464K |
|
6057
Betterware México
BWMX
$613M
| $485K | ﹤0.01% |
34,140
-3,928
| -10% | -$54.2K |
|
6058
CALL
VanEck Oil Services ETF
OIH
$2B
| $484K | ﹤0.01% |
1,700
-2,500
| -60% | -$701K |
|
|
FNUC
6059
Frontier Nuclear and Minerals Inc
FNUC
$47.9M
| $482K | ﹤0.01% |
160,759
+28,899
| +22% | +$109K |
|
6060
PUT
Harley-Davidson
HOG
$2.89B
| $479K | ﹤0.01% |
23,400
-36,600
| -61% | -$900K |
|
6061
Invesco Dow Jones Industrial Average Dividend ETF
DJD
$495M
| $477K | ﹤0.01% |
8,355
+1,257
| +18% | +$70.8K |
|
|
LAND
6062
Gladstone Land Corp
LAND
$358M
| $477K | ﹤0.01% |
52,138
-22,661
| -30% | -$207K |
|
6063
Custom Truck One Source
CTOS
$2.4B
| $477K | ﹤0.01% |
82,815
-59,904
| -42% | -$366K |
|
6064
Franklin Covey
FC
$229M
| $477K | ﹤0.01% |
28,418
+10,582
| +59% | +$177K |
|
6065
iShares Self-Driving EV and Tech ETF
IDRV
$139M
| $476K | ﹤0.01% |
12,560
-42,144
| -77% | -$1.6M |
|
6066
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$3.09B
| $475K | ﹤0.01% |
24,296
+17,384
| +252% | +$387K |
|
6067
Direxion Daily Junior Gold Miners Index Bull 2X ETF
JNUG
$534M
| $474K | ﹤0.01% |
2,295
-545
| -19% | -$93.5K |
|
6068
CALL
Hershey
HSY
$37B
| $473K | ﹤0.01% |
2,600
| – | – |
|
6069
Brown-Forman Class A
BF.A
$13.3B
| $473K | ﹤0.01% |
17,977
-42,075
| -70% | -$1.17M |
|
6070
Protalix BioTherapeutics
PLX
$179M
| $473K | ﹤0.01% |
262,520
+72,244
| +38% | +$148K |
|
6071
CapForce IBD 50 ETF
FFTY
$81.2M
| $472K | ﹤0.01% |
13,570
+10,056
| +286% | +$371K |
|
6072
Nathan's Famous
NATH
$397M
| $472K | ﹤0.01% |
5,046
-574
| -10% | -$57.7K |
|
6073
NETGEAR
NTGR
$656M
| $472K | ﹤0.01% |
19,235
-66,562
| -78% | -$1.91M |
|
6074
Lennar Class B
LEN.B
$20.6B
| $472K | ﹤0.01% |
4,958
-7,725
| -61% | -$876K |
|
6075
Biomea Fusion
BMEA
$95.7M
| $471K | ﹤0.01% |
379,464
+284,932
| +301% | +$399K |
|
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.