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 |
EA
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 | |
|---|---|---|---|---|---|---|
1251
Granite Construction
GVA
$5.32B
| $74.7M | 0.01% |
647,589
+469,079
| +263% | +$50.4M |
|
1252
Invesco
IVZ
$14B
| $74.7M | 0.01% |
2,841,830
-565,777
| -17% | -$13.8M |
|
1253
PUT
Twilio
TWLO
$29.3B
| $74.2M | 0.01% |
521,400
+8,000
| +2% | +$991K |
|
1254
Caesars Entertainment
CZR
$6.12B
| $74.1M | 0.01% |
3,168,322
+2,063,902
| +187% | +$46.4M |
|
|
EMBJ
1255
Embraer S.A. ADS
EMBJ
$12.8B
| $74M | 0.01% |
1,149,653
+376,075
| +49% | +$23.6M |
|
1256
Dimensional US High Profitability ETF
DUHP
$12.6B
| $73.9M | 0.01% |
1,942,217
+180,786
| +10% | +$6.85M |
|
1257
Aramark
ARMK
$14.8B
| $73.8M | 0.01% |
2,002,903
+644,731
| +47% | +$24.6M |
|
1258
Cleveland-Cliffs
CLF
$6.98B
| $73.7M | 0.01% |
5,552,998
+614,066
| +12% | +$7.75M |
|
1259
Wingstop
WING
$3.18B
| $73.6M | 0.01% |
308,571
+189,883
| +160% | +$47M |
|
1260
Apogee Therapeutics
APGE
$10.2B
| $73.6M | 0.01% |
974,826
+175,361
| +22% | +$11M |
|
1261
Zimmer Biomet
ZBH
$18.5B
| $73.5M | 0.01% |
817,246
-124,244
| -13% | -$11.8M |
|
|
SCHV
1262
Schwab US Large-Cap Value ETF
SCHV
$16B
| $73.3M | 0.01% |
2,476,800
-27,504
| -1% | -$804K |
|
1263
WIX.com
WIX
$2.55B
| $73.3M | 0.01% |
705,920
+219,937
| +45% | +$26.6M |
|
1264
Ferguson
FERG
$49.1B
| $73.3M | 0.01% |
329,272
-129,112
| -28% | -$30.8M |
|
|
TXNM
1265
TXNM Energy Inc
TXNM
$5.92B
| $73.3M | 0.01% |
1,244,976
+437,727
| +54% | +$25.3M |
|
1266
Elbit Systems
ESLT
$40.2B
| $73.3M | 0.01% |
126,864
+33,235
| +35% | +$16.7M |
|
1267
PTC Therapeutics
PTCT
$5.91B
| $73.3M | 0.01% |
964,658
+512,449
| +113% | +$37.2M |
|
1268
Liberty Broadband Class C
LBRDK
$5.32B
| $73.1M | 0.01% |
1,505,070
+1,130,044
| +301% | +$58.8M |
|
1269
Huron Consulting
HURN
$2.39B
| $73.1M | 0.01% |
422,719
+308,770
| +271% | +$50.5M |
|
1270
VF Corp
VFC
$5.8B
| $73M | 0.01% |
4,039,788
-1,727,156
| -30% | -$28M |
|
1271
ZIM Integrated Shipping Services
ZIM
$3.18B
| $72.9M | 0.01% |
3,432,147
-1,454,370
| -30% | -$24.4M |
|
1272
DuPont de Nemours
DD
$19.5B
| $72.8M | 0.01% |
603,410
-1,751,793
| -74% | -$197M |
|
1273
Tenable Holdings
TENB
$3.98B
| $72.8M | 0.01% |
3,092,577
+2,369,402
| +328% | +$64.7M |
|
1274
Yeti Holdings
YETI
$3.93B
| $72.7M | 0.01% |
1,646,768
+207,246
| +14% | +$7.97M |
|
1275
AngloGold Ashanti
AU
$44.3B
| $72.6M | 0.01% |
851,344
+395,046
| +87% | +$30.8M |
|
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.