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 | |
|---|---|---|---|---|---|---|
|
IRS
6976
IRSA Inversiones y Representaciones
IRS
$1.24B
| $76.9K | ﹤0.01% |
4,652
+111
| +2% | +$1.59K |
|
|
CLDT
6977
Chatham Lodging
CLDT
$605M
| $76.6K | ﹤0.01% |
11,246
-7,150
| -39% | -$47.4K |
|
6978
Commercial Vehicle Group
CVGI
$132M
| $76.2K | ﹤0.01% |
52,887
-45,628
| -46% | -$72.6K |
|
6979
CB Financial Services
CBFV
$189M
| $76K | ﹤0.01% |
2,181
-5,293
| -71% | -$180K |
|
|
EM
6980
DELISTED
Smart Share Global Ltd
EM
| $75.8K | ﹤0.01% |
64,812
+64,225
| +10,941% | +$85.6K |
|
6981
AMES National
ATLO
$280M
| $75.8K | ﹤0.01% |
3,302
-1,847
| -36% | -$39.7K |
|
6982
First United
FUNC
$293M
| $75.5K | ﹤0.01% |
2,017
-2,176
| -52% | -$80.9K |
|
6983
HCM Defender 500 Index ETF
LGH
$605M
| $75.5K | ﹤0.01% |
1,218
+722
| +146% | +$44.4K |
|
|
WTF
6984
Waton Financial Ltd
WTF
$141M
| $75.4K | ﹤0.01% |
22,860
+19,877
| +666% | +$88.8K |
|
6985
Twin Disc
TWIN
$354M
| $75.4K | ﹤0.01% |
4,520
+827
| +22% | +$12.8K |
|
6986
Lifeway Foods
LWAY
$395M
| $75.4K | ﹤0.01% |
3,110
-1,540
| -33% | -$37.7K |
|
6987
Farmers & Merchants Bancorp
FMAO
$483M
| $75.1K | ﹤0.01% |
3,040
-3,375
| -53% | -$84.2K |
|
|
MRDN
6988
Meridian Holdings Inc
MRDN
$181M
| $74.9K | ﹤0.01% |
7,795
+7,182
| +1,172% | +$78.5K |
|
6989
Valens Semiconductor
VLN
$210M
| $74.8K | ﹤0.01% |
52,702
-60,737
| -54% | -$100K |
|
6990
First Trust Alerian Disruptive Technology Real Estate ETF
DTRE
$14.7M
| $74.6K | ﹤0.01% |
1,893
-2,435
| -56% | -$97.4K |
|
|
RADX
6991
Radiopharm Theranostics
RADX
$20.2M
| $74.5K | ﹤0.01% |
14,277
-3,914
| -22% | -$20.8K |
|
6992
Sera Prognostics
SERA
$76.8M
| $74.3K | ﹤0.01% |
25,195
+672
| +3% | +$2.17K |
|
6993
State Street SPDR S&P 500 ESG ETF
EFIV
$1.04B
| $74.3K | ﹤0.01% |
+1,123
| New | +$73K |
|
6994
ALPS O'Shares Global Internet Giants ETF
OGIG
$113M
| $73.7K | ﹤0.01% |
1,402
-4,116
| -75% | -$226K |
|
6995
Cytosorbents Corp
CTSO
$25.1M
| $73.7K | ﹤0.01% |
115,272
+69
| +0.1% | +$53 |
|
6996
Treasure Global
TGL
$5.86M
| $73.4K | ﹤0.01% |
+11,979
| New | +$171K |
|
|
YDKG
6997
Yueda Digital Holding
YDKG
$5.92M
| $73.4K | ﹤0.01% |
79,414
+78,635
| +10,094% | +$3.82M |
|
6998
AmpliTech
AMPG
$101M
| $72.8K | ﹤0.01% |
24,355
+12,528
| +106% | +$42.3K |
|
6999
Strive US Semiconductor ETF
SHOC
$245M
| $72.7K | ﹤0.01% |
1,060
+1,043
| +6,135% | +$70.1K |
|
|
SPE
7000
Special Opportunities Fund
SPE
$145M
| $72.5K | ﹤0.01% |
4,933
-1,801
| -27% | -$26.3K |
|
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.