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 | |
|---|---|---|---|---|---|---|
|
TRON
7026
Tron Inc
TRON
$721M
| $68.2K | ﹤0.01% |
55,029
+52,902
| +2,487% | +$119K |
|
|
VENU
7027
Venu Holding Corp
VENU
$117M
| $68K | ﹤0.01% |
8,081
+979
| +14% | +$10.9K |
|
7028
Arena Group
AREN
$54.8M
| $67.8K | ﹤0.01% |
16,962
+12,324
| +266% | +$55.3K |
|
7029
Gyre Therapeutics
GYRE
$708M
| $67.7K | ﹤0.01% |
9,584
-13,378
| -58% | -$103K |
|
|
IBAC
7030
IB Acquisition Corp
IBAC
$54.5M
| $67.1K | ﹤0.01% |
6,392
-6,501
| -50% | -$68K |
|
|
BGL
7031
Blue Gold Ltd
BGL
$8.98M
| $66.8K | ﹤0.01% |
34,780
+14,154
| +69% | +$82.1K |
|
7032
vTv Therapeutics
VTVT
$119M
| $66.7K | ﹤0.01% |
1,668
-1,302
| -44% | -$36.2K |
|
|
MSD
7033
Morgan Stanley Emerging Markets Debt Fund
MSD
$148M
| $66.7K | ﹤0.01% |
9,020
-264
| -3% | -$1.94K |
|
|
FCTE
7034
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$248M
| $66.3K | ﹤0.01% |
2,662
-2,395
| -47% | -$60.4K |
|
|
WSHP
7035
WeShop Holdings
WSHP
$56.5M
| $66.2K | ﹤0.01% |
+697
| New | +$79.9K |
|
|
REFI
7036
Chicago Atlantic Real Estate Finance
REFI
$260M
| $66.2K | ﹤0.01% |
5,398
-14,384
| -73% | -$184K |
|
7037
Westwood Holdings Group
WHG
$186M
| $66.1K | ﹤0.01% |
3,840
-1,330
| -26% | -$22.3K |
|
7038
BitFuFu
FUFU
$242M
| $65.9K | ﹤0.01% |
24,980
-18,873
| -43% | -$59.8K |
|
|
AHT
7039
Ashford Hospitality Trust
AHT
$20.8M
| $65.7K | ﹤0.01% |
15,421
+5,607
| +57% | +$24.6K |
|
|
OBTC
7040
Osprey Bitcoin Trust
OBTC
| $65.7K | ﹤0.01% |
+2,332
| New | +$65.7K |
|
|
SDM
7041
DELISTED
Smart Digital Group
SDM
| $65.3K | ﹤0.01% |
35,282
| – | – |
|
|
POM
7042
Pomdoctor Ltd
POM
$7.21M
| $65.3K | ﹤0.01% |
+12,292
| New | +$802K |
|
7043
Invesco Zacks Multi-Asset Income ETF
CVY
$125M
| $65.2K | ﹤0.01% |
2,432
+68
| +3% | +$1.81K |
|
|
SRG
7044
Seritage Growth Properties
SRG
$128M
| $65.2K | ﹤0.01% |
20,048
-21,034
| -51% | -$79.8K |
|
|
AMOD
7045
Alpha Modus Holdings
AMOD
$21.9M
| $64.9K | ﹤0.01% |
3,529
+2,618
| +287% | +$92.2K |
|
7046
Civeo
CVEO
$344M
| $64.9K | ﹤0.01% |
2,839
-158
| -5% | -$3.51K |
|
|
NIXX
7047
Nixxy Inc
NIXX
$19.5M
| $64.7K | ﹤0.01% |
67,314
+60,761
| +927% | +$81.3K |
|
7048
AN2 Therapeutics
ANTX
$226M
| $64.6K | ﹤0.01% |
56,668
-26
| -0% | -$30 |
|
|
CRT
7049
Cross Timbers Royalty Trust
CRT
$62.2M
| $64.6K | ﹤0.01% |
8,124
+1,319
| +19% | +$10.5K |
|
7050
Traeger
COOK
$164M
| $64.5K | ﹤0.01% |
1,195
+535
| +81% | +$26K |
|
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.