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 | |
|---|---|---|---|---|---|---|
776
Emcor
EME
$35.8B
| $140M | 0.02% |
228,188
+55,071
| +32% | +$35.7M |
|
777
Neurocrine Biosciences
NBIX
$16.3B
| $139M | 0.02% |
983,528
+618,956
| +170% | +$89.7M |
|
778
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.64B
| $139M | 0.02% |
7,120,943
-309,359
| -4% | -$6.06M |
|
779
KeyCorp
KEY
$24.3B
| $139M | 0.02% |
6,740,847
+1,416,787
| +27% | +$26.4M |
|
780
Huntington Ingalls Industries
HII
$12.7B
| $139M | 0.02% |
408,984
-204,110
| -33% | -$63.3M |
|
781
Edwards Lifesciences
EW
$51.3B
| $139M | 0.02% |
1,630,760
-425,175
| -21% | -$34.9M |
|
782
PUT
Johnson & Johnson
JNJ
$618B
| $139M | 0.02% |
671,348
-104,296
| -13% | -$20.6M |
|
783
iShares Expanded Tech-Software Sector ETF
IGV
$14B
| $139M | 0.02% |
1,313,790
-393,273
| -23% | -$43.2M |
|
784
HDFC Bank
HDB
$122B
| $139M | 0.02% |
3,799,629
+11,679
| +0.3% | +$420K |
|
785
Autodesk
ADSK
$50.8B
| $139M | 0.02% |
468,333
-561,948
| -55% | -$170M |
|
786
FirstEnergy
FE
$27.3B
| $138M | 0.02% |
3,090,235
-140,009
| -4% | -$6.43M |
|
787
Western Midstream Partners
WES
$19.4B
| $138M | 0.02% |
3,501,784
+165,726
| +5% | +$6.42M |
|
788
iShares US Aerospace & Defense ETF
ITA
$14.7B
| $138M | 0.02% |
644,118
-83,959
| -12% | -$17.6M |
|
789
CALL
State Street Energy Select Sector SPDR ETF
XLE
$38.1B
| $138M | 0.02% |
3,087,070
-2,947,610
| -49% | -$131M |
|
790
Vanguard Communication Services ETF
VOX
$5.71B
| $138M | 0.02% |
712,378
+2,573
| +0.4% | +$483K |
|
791
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.7B
| $137M | 0.02% |
1,426,986
+274,684
| +24% | +$26.4M |
|
792
PUT
Nextpower Inc
NXT
$14.7B
| $137M | 0.02% |
+1,576,900
| New | +$143M |
|
793
PUT
Newmont
NEM
$111B
| $137M | 0.02% |
1,373,300
+320,600
| +30% | +$29M |
|
794
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
| $137M | 0.02% |
7,181,546
+97,573
| +1% | +$1.86M |
|
795
ATI
ATI
$30.5B
| $137M | 0.02% |
1,193,129
+702,656
| +143% | +$68.5M |
|
796
Albemarle
ALB
$14.9B
| $137M | 0.02% |
967,887
-1,142,190
| -54% | -$130M |
|
797
Genuine Parts
GPC
$18.2B
| $136M | 0.02% |
1,106,471
+36,807
| +3% | +$4.76M |
|
798
Graphic Packaging
GPK
$3.54B
| $136M | 0.02% |
9,026,134
+4,992,179
| +124% | +$82.1M |
|
799
Vanguard S&P 500 Value ETF
VOOV
$6.67B
| $136M | 0.02% |
663,567
+27,553
| +4% | +$5.58M |
|
800
Corteva
CTVA
$51.2B
| $136M | 0.02% |
2,025,140
-704,768
| -26% | -$45.6M |
|
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.