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 | |
|---|---|---|---|---|---|---|
726
Trip.com Group
TCOM
$29B
| $151M | 0.02% |
2,094,219
+69,092
| +3% | +$4.94M |
|
727
CALL
Marvell Technology
MRVL
$191B
| $151M | 0.02% |
1,771,095
+122,057
| +7% | +$10.7M |
|
|
FITB
728
Fifth Third Bancorp
FITB
$51.8B
| $150M | 0.02% |
3,207,956
+494,992
| +18% | +$21.8M |
|
729
Carlyle Group
CG
$17.4B
| $150M | 0.02% |
2,536,538
-1,500,719
| -37% | -$85.3M |
|
730
Capital Group International Focus Equity ETF
CGXU
$6.4B
| $150M | 0.02% |
5,061,926
+218,918
| +5% | +$6.59M |
|
731
Toast
TOST
$20.2B
| $150M | 0.02% |
4,210,504
-284,283
| -6% | -$10.2M |
|
732
First Citizens BancShares
FCNCA
$25.4B
| $149M | 0.02% |
69,551
+34,184
| +97% | +$64.4M |
|
733
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
| $149M | 0.02% |
1,053,146
-14,918
| -1% | -$2.11M |
|
734
MSCI
MSCI
$41.1B
| $149M | 0.02% |
259,025
-100,646
| -28% | -$56.4M |
|
735
CALL
DraftKings
DKNG
$10.7B
| $148M | 0.02% |
4,306,292
+5,020
| +0.1% | +$165K |
|
736
Humana
HUM
$43B
| $148M | 0.02% |
578,391
+307,002
| +113% | +$80.5M |
|
737
American Water Works
AWK
$26.7B
| $148M | 0.02% |
1,133,469
+150,441
| +15% | +$20.1M |
|
738
iShares Russell 3000 ETF
IWV
$20.2B
| $148M | 0.02% |
382,081
-14,683
| -4% | -$5.63M |
|
739
Deckers Outdoor
DECK
$13.4B
| $148M | 0.02% |
1,425,636
+765,638
| +116% | +$71.8M |
|
740
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
| $148M | 0.02% |
2,515,363
+167,017
| +7% | +$9.82M |
|
741
Hims & Hers Health
HIMS
$6.96B
| $148M | 0.02% |
4,549,084
+1,685,054
| +59% | +$72.2M |
|
742
Imperial Oil
IMO
$61.1B
| $148M | 0.02% |
1,709,910
+303,286
| +22% | +$27.6M |
|
743
PUT
KraneShares CSI China Internet ETF
KWEB
$5.61B
| $147M | 0.02% |
4,329,561
+31,782
| +0.7% | +$1.22M |
|
|
SCHW
744
PUT
Charles Schwab
SCHW
$187B
| $147M | 0.02% |
1,468,500
+92,500
| +7% | +$8.78M |
|
745
TechnipFMC
FTI
$27.5B
| $147M | 0.02% |
3,290,658
+555,441
| +20% | +$23.5M |
|
746
Mettler-Toledo International
MTD
$28.3B
| $147M | 0.02% |
105,135
-39,767
| -27% | -$55.5M |
|
747
CALL
Visa
V
$687B
| $146M | 0.02% |
416,994
-11,304
| -3% | -$3.85M |
|
748
Baker Hughes
BKR
$62.3B
| $146M | 0.02% |
3,208,642
+41,075
| +1% | +$1.95M |
|
749
iShares Russell 2000 Value ETF
IWN
$14.5B
| $146M | 0.02% |
805,863
-33,708
| -4% | -$6.06M |
|
750
Martin Marietta Materials
MLM
$32.5B
| $146M | 0.02% |
234,329
-98,565
| -30% | -$61.3M |
|
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.