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UBS Group

UBS Group Portfolio holdings

AUM $786B
1-Year Est. Return 40.34%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+3.75%
1 Year Est. Return
+40.34%
3 Year Est. Return
+112.81%
5 Year Est. Return
+128.34%
10 Year Est. Return
+415.77%
AUM
$617B
AUM Growth
-$21.7B
Cap. Flow
-$15.6B
Cap. Flow %
-2.53%
Top 10 Hldgs %
14.52%
Holding
11,616
New
1,322
Increased
4,141
Reduced
4,502
Closed
1,184

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.26B
2
MSTR icon
Strategy Inc
MSTR
+$745M
3
EA
Electronic Arts
EA
+$725M
4
TTE icon
TotalEnergies
TTE
+$639M
5
WMT icon
Walmart Inc
WMT
+$585M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.87B
2
AAPL icon
Apple
AAPL
+$1.41B
3
MSFT icon
Microsoft
MSFT
+$1.16B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.03B
5
LUV icon
Southwest Airlines
LUV
+$727M

Sector Composition

Rank Sector Weight
1 Miscellaneous 37.7%
2 Technology 17.52%
3 Financials 9.54%
4 Healthcare 6.68%
5 Industrials 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHRT icon
10726
PUT
iHeartMedia
IHRT
$376M
– –
-1,346,800
Closed -$3.87M
IJAN icon
10727
Innovator International Developed Power Buffer ETF January
IJAN
$236M
– –
-888
Closed -$31.2K
IJR icon
10728
CALL
iShares Core S&P Small-Cap ETF
IJR
$108B
– –
-8,000
Closed -$951K
IMTE icon
10729
Integrated Media Technology
IMTE
$1.71M
– –
-19,650
Closed -$19.6K
INCR
10730
Intercure
INCR
$79.8M
– –
-118
Closed -$969
INFA
10731
DELISTED
Informatica
INFA
– –
-1,421,099
Closed -$35.3M
INMU icon
10732
BlackRock Intermediate Muni Income Bond ETF
INMU
$539M
– –
-46
Closed -$1.1K
INTU icon
10733
PUT
Intuit
INTU
$81.9B
– –
-26,900
Closed -$18.4M
ION icon
10734
ProShares S&P Global Core Battery Metals ETF
ION
$12.2M
– –
-142
Closed -$5.53K
IP icon
10735
PUT
International Paper
IP
$19B
– –
-2,000
Closed -$92.8K
IPAY icon
10736
Amplify Mobile Payments ETF
IPAY
$163M
– –
-541
Closed -$30.9K
IPG
10737
DELISTED
Interpublic Group of Companies
IPG
– –
-9,262,642
Closed -$259M
IQSI icon
10738
NYLIM Candriam International Equity ETF
IQSI
$271M
– –
-440
Closed -$15K
IQSM icon
10739
NYLIM Candriam U.S. Mid Cap Equity ETF
IQSM
$364M
– –
-13
Closed -$441
IRBT
10740
DELISTED
iRobot
IRBT
– –
-440,280
Closed -$1.58M
ISCF icon
10741
iShares International Small Cap Equity Factor ETF
ISCF
$681M
– –
-1
Closed -$41
ISRL
10742
DELISTED
Israel Acquisitions Corp
ISRL
– –
-12,277
Closed -$154K
ISRLU
10743
DELISTED
Israel Acquisitions Corp Unit
ISRLU
– –
-1,019
Closed -$11.7K
ITDC icon
10744
iShares LifePath Target Date 2035 ETF
ITDC
$118M
– –
-836
Closed -$28.4K
ITEQ icon
10745
Amplify BlueStar Israel Technology ETF
ITEQ
$110M
– –
-293
Closed -$17.2K
ITW icon
10746
PUT
Illinois Tool Works
ITW
$76.7B
– –
-300
Closed -$78.2K
IVDA icon
10747
Iveda Solutions
IVDA
$4.07M
– –
-21
Closed -$28
IVOL icon
10748
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$240M
– –
-138,798
Closed -$2.68M
IVVB icon
10749
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$133M
– –
-12
Closed -$393
IWFG icon
10750
NYLIM Winslow Focused Large Cap Growth ETF
IWFG
$61.3M
– –
-770
Closed -$41.1K
428 429
430
431 432

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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's Q4 2025 filing shows 1,322 new, 4,141 increased, 4,502 reduced and 1,184 closed positions. Its largest new stake was Solstice Advanced Materials: 2,681,543 shares worth $130M. The largest sale was NVIDIA, an estimated $1.87B.

By sector, the portfolio is most concentrated in Miscellaneous at 38% of assets, down from 38% a quarter earlier, followed by Technology and Financials.

  • 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 1,322 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.