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 | |
|---|---|---|---|---|---|---|
826
Bio-Techne
TECH
$11.2B
| $131M | 0.02% |
2,224,263
+714,827
| +47% | +$43.4M |
|
827
Clean Harbors
CLH
$16.2B
| $130M | 0.02% |
556,202
+363,715
| +189% | +$83.1M |
|
828
TFI International
TFII
$11.3B
| $130M | 0.02% |
1,261,744
+1,227,326
| +3,566% | +$114M |
|
829
Avantis US Small Cap Value ETF
AVUV
$30.7B
| $130M | 0.02% |
1,277,426
-57,867
| -4% | -$5.79M |
|
|
SOLS
830
Solstice Advanced Materials
SOLS
$9.88B
| $130M | 0.02% |
+2,681,543
| New | +$126M |
|
831
SBA Communications
SBAC
$19.4B
| $130M | 0.02% |
673,127
+73,180
| +12% | +$14.1M |
|
832
Verisk Analytics
VRSK
$24.7B
| $130M | 0.02% |
581,856
-405,155
| -41% | -$91.4M |
|
833
Hubbell
HUBB
$26.8B
| $130M | 0.02% |
292,730
+79,037
| +37% | +$34.6M |
|
834
Steris
STE
$22.6B
| $130M | 0.02% |
512,573
+125,521
| +32% | +$31.5M |
|
835
CALL
Mastercard
MA
$505B
| $129M | 0.02% |
225,474
-6,600
| -3% | -$3.69M |
|
836
McCormick & Company Non-Voting
MKC
$14.1B
| $129M | 0.02% |
1,888,624
-352,288
| -16% | -$23.4M |
|
837
DraftKings
DKNG
$11B
| $128M | 0.02% |
3,714,998
-124,729
| -3% | -$4.1M |
|
838
DexCom
DXCM
$31.3B
| $128M | 0.02% |
1,923,780
-1,032,342
| -35% | -$66.7M |
|
839
JD.com
JD
$44.3B
| $128M | 0.02% |
4,446,624
-903,946
| -17% | -$28.3M |
|
840
Affirm
AFRM
$25.6B
| $127M | 0.02% |
1,712,842
-68,049
| -4% | -$4.9M |
|
841
AvalonBay Communities
AVB
$26.6B
| $127M | 0.02% |
702,659
-30,155
| -4% | -$5.47M |
|
842
Knight Transportation
KNX
$11.3B
| $127M | 0.02% |
2,430,896
+745,787
| +44% | +$35M |
|
843
Enphase Energy
ENPH
$5.24B
| $127M | 0.02% |
3,963,206
+876,764
| +28% | +$28.4M |
|
844
Invesco S&P 500 Quality ETF
SPHQ
$19.7B
| $127M | 0.02% |
1,690,006
+17,113
| +1% | +$1.27M |
|
845
Futu Holdings
FUTU
$14.7B
| $127M | 0.02% |
772,149
+242,839
| +46% | +$41.7M |
|
846
VictoryShares Free Cash Flow ETF
VFLO
$9.15B
| $127M | 0.02% |
3,217,961
+144,450
| +5% | +$5.54M |
|
847
CALL
AbbVie
ABBV
$431B
| $127M | 0.02% |
554,300
-22,600
| -4% | -$5.15M |
|
848
Range Resources
RRC
$9.01B
| $127M | 0.02% |
3,588,540
+1,430,477
| +66% | +$53.3M |
|
849
Ciena
CIEN
$57.2B
| $126M | 0.02% |
540,578
-13,327
| -2% | -$2.59M |
|
850
State Street Blackstone Senior Loan ETF
SRLN
$5.33B
| $126M | 0.02% |
3,063,084
+256,827
| +9% | +$10.6M |
|
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.