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 | |
|---|---|---|---|---|---|---|
7051
FT Vest US Equity Deep Buffer ETF April
DAPR
$316M
| $64.5K | ﹤0.01% |
1,640
+1,607
| +4,870% | +$62.5K |
|
7052
Dominari Holdings
DOMH
$65.7M
| $64.5K | ﹤0.01% |
13,032
+12,113
| +1,318% | +$61.9K |
|
7053
VirTra
VTSI
$36.5M
| $64.3K | ﹤0.01% |
15,313
-1,737
| -10% | -$9.07K |
|
7054
PUT
Citizens Financial Group
CFG
$31.5B
| $64.3K | ﹤0.01% |
1,100
| – | – |
|
7055
Solidion Technology
STI
$66.9M
| $64.2K | ﹤0.01% |
9,050
+8,602
| +1,920% | +$87.5K |
|
7056
Citizens & Northern Corp
CZNC
$466M
| $64K | ﹤0.01% |
3,175
-9,024
| -74% | -$180K |
|
|
TAVIU
7057
Tavia Acquisition Corp Unit
TAVIU
| $63.9K | ﹤0.01% |
6,145
+258
| +4% | +$2.72K |
|
|
PFO
7058
Flaherty & Crumrine Preferred and Income Opportunity Fund
PFO
$120M
| $63.9K | ﹤0.01% |
6,759
-567
| -8% | -$5.43K |
|
|
NVNI
7059
Nvni Group
NVNI
$12.3M
| $63.5K | ﹤0.01% |
23,969
+11,605
| +94% | +$39.3K |
|
7060
Nexa Resources
NEXA
$1.88B
| $63.4K | ﹤0.01% |
7,162
+7,160
| +358,000% | +$46.6K |
|
7061
Nuvectis Pharma
NVCT
$618M
| $63.2K | ﹤0.01% |
8,375
-17,094
| -67% | -$111K |
|
7062
Veru
VERU
$46.5M
| $63.2K | ﹤0.01% |
29,533
-70,860
| -71% | -$211K |
|
7063
CF Bankshares
CFBK
$234M
| $63.1K | ﹤0.01% |
2,531
-1,235
| -33% | -$29.5K |
|
7064
Seres Therapeutics
MCRB
$45.6M
| $62.9K | ﹤0.01% |
4,226
-8,456
| -67% | -$147K |
|
|
MAYM
7065
FT Vest U.S. Equity Max Buffer ETF - May
MAYM
$39.1M
| $62.7K | ﹤0.01% |
+1,947
| New | +$62.2K |
|
7066
Aztlan Global Stock Selection DM SMID ETF
AZTD
$38.9M
| $62.6K | ﹤0.01% |
2,204
-1,408
| -39% | -$39.4K |
|
7067
PUT
BioCryst Pharmaceuticals
BCRX
$2.49B
| $62.4K | ﹤0.01% |
8,000
| – | – |
|
|
AMZE
7068
Amaze Holdings
AMZE
$1.8M
| $61.8K | ﹤0.01% |
20,321
+20,259
| +32,676% | +$136K |
|
|
TBLU
7069
Tortoise Global Water ETF
TBLU
$57.7M
| $61.6K | ﹤0.01% |
1,212
-9,700
| -89% | -$512K |
|
7070
SEACOR Marine Holdings
SMHI
$268M
| $61.4K | ﹤0.01% |
10,206
-8,273
| -45% | -$54.7K |
|
7071
BioXcel Therapeutics
BTAI
$36.7M
| $61.3K | ﹤0.01% |
38,340
-5,202
| -12% | -$10.7K |
|
7072
InfuSystem Holdings
INFU
$244M
| $61.3K | ﹤0.01% |
6,835
+787
| +13% | +$7.53K |
|
7073
Cumberland Pharmaceuticals
CPIX
$117M
| $61.2K | ﹤0.01% |
15,386
+14,559
| +1,760% | +$43.1K |
|
7074
HF Foods Group
HFFG
$99.2M
| $60.9K | ﹤0.01% |
28,312
+3,519
| +14% | +$8.47K |
|
|
QUCY
7075
Quantum Cyber N.V.
QUCY
$33.7M
| $60.7K | ﹤0.01% |
54,181
+47,182
| +674% | +$62.1K |
|
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.