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 |
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 | |
|---|---|---|---|---|---|---|
701
Brown & Brown
BRO
$23.8B
| $157M | 0.03% |
1,972,258
+476,151
| +32% | +$39.7M |
|
702
HP
HPQ
$25.7B
| $157M | 0.03% |
7,030,862
+1,731,211
| +33% | +$44.1M |
|
703
Veralto
VLTO
$23.8B
| $156M | 0.03% |
1,567,990
+252,474
| +19% | +$25.5M |
|
704
MACOM Technology Solutions
MTSI
$22.3B
| $156M | 0.03% |
909,799
+219,849
| +32% | +$34.9M |
|
705
Eversource Energy
ES
$27B
| $156M | 0.03% |
2,311,084
-1,516,057
| -40% | -$106M |
|
706
Interactive Brokers
IBKR
$38.9B
| $155M | 0.03% |
2,413,111
+1,075,486
| +80% | +$72M |
|
707
State Street SPDR S&P Metals & Mining ETF
XME
$4.25B
| $155M | 0.03% |
1,496,807
+1,189,088
| +386% | +$118M |
|
708
Airbnb
ABNB
$89B
| $155M | 0.03% |
1,141,868
-565,126
| -33% | -$70.4M |
|
709
Vulcan Materials
VMC
$36.5B
| $155M | 0.03% |
542,968
-27,399
| -5% | -$8.04M |
|
710
iShares Core S&P Total US Stock Market ETF
ITOT
$97.1B
| $154M | 0.03% |
1,037,291
-23,115
| -2% | -$3.41M |
|
711
iShares Biotechnology ETF
IBB
$9.48B
| $154M | 0.03% |
913,035
-178,014
| -16% | -$28.9M |
|
712
Arch Capital
ACGL
$33.8B
| $154M | 0.02% |
1,602,412
-1,136,106
| -41% | -$104M |
|
713
Seagate
STX
$196B
| $153M | 0.02% |
557,333
-385,556
| -41% | -$100M |
|
714
GoDaddy
GDDY
$11.3B
| $153M | 0.02% |
1,235,188
-24,272
| -2% | -$3.14M |
|
715
LPL Financial
LPLA
$28.2B
| $153M | 0.02% |
428,755
+92,627
| +28% | +$32.8M |
|
716
Vanguard Russell 2000 ETF
VTWO
$17.8B
| $153M | 0.02% |
1,535,685
-63,147
| -4% | -$6.28M |
|
717
CALL
Baidu
BIDU
$36.9B
| $152M | 0.02% |
1,167,071
-733,120
| -39% | -$91M |
|
718
VeriSign
VRSN
$26.5B
| $152M | 0.02% |
626,570
+411,728
| +192% | +$103M |
|
719
Bilibili
BILI
$7.79B
| $152M | 0.02% |
6,180,399
-707,313
| -10% | -$19M |
|
720
Constellation Brands
STZ
$22.5B
| $152M | 0.02% |
1,100,979
-224,593
| -17% | -$30.8M |
|
721
iShares MSCI Japan ETF
EWJ
$22.6B
| $152M | 0.02% |
1,881,086
-64,379
| -3% | -$5.29M |
|
|
DFAI
722
Dimensional International Core Equity Market ETF
DFAI
$17.8B
| $152M | 0.02% |
3,984,535
+102,846
| +3% | +$3.81M |
|
723
AeroVironment
AVAV
$8.67B
| $151M | 0.02% |
623,966
+318,991
| +105% | +$100M |
|
724
CALL
Newmont
NEM
$111B
| $151M | 0.02% |
1,510,122
+96,250
| +7% | +$8.7M |
|
725
Nu Holdings
NU
$68.1B
| $151M | 0.02% |
8,999,483
-62,444
| -0.7% | -$1M |
|
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.