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 | |
|---|---|---|---|---|---|---|
1401
CALL
SLB Ltd
SLB
$76.1B
| $62.8M | 0.01% |
1,637,476
+148,576
| +10% | +$5.39M |
|
1402
Rigetti Computing
RGTI
$5.67B
| $62.8M | 0.01% |
2,836,259
-244,915
| -8% | -$7.98M |
|
1403
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.81B
| $62.6M | 0.01% |
272,008
+13,285
| +5% | +$3.1M |
|
1404
CALL
Ulta Beauty
ULTA
$23.8B
| $62.6M | 0.01% |
103,500
+4,000
| +4% | +$2.2M |
|
1405
PUT
UnitedHealth
UNH
$370B
| $62.5M | 0.01% |
189,300
-110,500
| -37% | -$37.4M |
|
|
FIG
1406
Figma
FIG
$12.6B
| $62.5M | 0.01% |
1,671,655
+1,069,200
| +177% | +$48.3M |
|
1407
Invesco S&P 500 Revenue ETF
RWL
$9.85B
| $62M | 0.01% |
541,369
+54,719
| +11% | +$6.16M |
|
1408
LyondellBasell Industries
LYB
$19.6B
| $62M | 0.01% |
1,431,498
-606,150
| -30% | -$27.5M |
|
1409
CALL
lululemon athletica
LULU
$14.3B
| $61.5M | 0.01% |
296,146
-38,454
| -11% | -$6.97M |
|
1410
Jefferies Financial Group
JEF
$13B
| $61.5M | 0.01% |
991,817
-69,891
| -7% | -$4.01M |
|
|
NIQ
1411
NIQ Global Intelligence PLC
NIQ
$3.45B
| $61.4M | 0.01% |
3,725,386
+1,622,238
| +77% | +$23.7M |
|
1412
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.99B
| $61.4M | 0.01% |
2,092,251
-43,386
| -2% | -$1.31M |
|
1413
Crane Co
CR
$12.7B
| $61.3M | 0.01% |
332,543
-235,733
| -41% | -$43.7M |
|
1414
Post Holdings
POST
$3.59B
| $61.3M | 0.01% |
618,394
+73,116
| +13% | +$7.57M |
|
1415
PUT
Union Pacific
UNP
$176B
| $61.1M | 0.01% |
264,200
+5,900
| +2% | +$1.35M |
|
1416
SoundHound AI
SOUN
$3.36B
| $61.1M | 0.01% |
6,124,283
+2,676,707
| +78% | +$38.5M |
|
1417
PUT
Abbott
ABT
$186B
| $61M | 0.01% |
487,100
-73,600
| -13% | -$9.38M |
|
1418
Visteon
VC
$2.82B
| $61M | 0.01% |
641,564
-65,314
| -9% | -$6.92M |
|
1419
Hexcel
HXL
$7.76B
| $60.9M | 0.01% |
824,502
-131,493
| -14% | -$9.3M |
|
1420
Allegion
ALLE
$14.4B
| $60.9M | 0.01% |
382,647
-41,888
| -10% | -$6.98M |
|
1421
CALL
Blackrock
BLK
$175B
| $60.9M | 0.01% |
56,900
| – | – |
|
1422
Avery Dennison
AVY
$13.3B
| $60.8M | 0.01% |
334,262
+99,669
| +42% | +$17.2M |
|
1423
PUT
SoFi Technologies
SOFI
$23.3B
| $60.7M | 0.01% |
2,318,400
-1,720,888
| -43% | -$48M |
|
1424
Essex Property Trust
ESS
$18.5B
| $60.7M | 0.01% |
231,902
-43,788
| -16% | -$11.3M |
|
1425
PUT
American Express
AXP
$229B
| $60.6M | 0.01% |
163,800
+83,800
| +105% | +$30M |
|
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.