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 | |
|---|---|---|---|---|---|---|
1626
Intuitive Machines
LUNR
$2.63B
| $50.2M | 0.01% |
3,095,383
+557,517
| +22% | +$6.46M |
|
1627
Plug Power
PLUG
$3.04B
| $50.2M | 0.01% |
25,474,861
+2,192,263
| +9% | +$5.72M |
|
1628
Box
BOX
$4.6B
| $50.2M | 0.01% |
1,676,885
-1,538,907
| -48% | -$48.3M |
|
1629
abrdn Physical Silver Shares ETF
SIVR
$4.42B
| $49.9M | 0.01% |
738,110
-69,644
| -9% | -$3.66M |
|
|
SUNC
1630
SunocoCorp LLC
SUNC
$3.64B
| $49.9M | 0.01% |
+1,012,743
| New | +$51M |
|
1631
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
| $49.8M | 0.01% |
260,200
-690,300
| -73% | -$131M |
|
1632
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
| $49.8M | 0.01% |
1,488,438
-141,584
| -9% | -$4.73M |
|
1633
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.49B
| $49.8M | 0.01% |
206,371
+2,450
| +1% | +$582K |
|
1634
Conagra Brands
CAG
$7.23B
| $49.7M | 0.01% |
2,871,531
-2,704,300
| -49% | -$48M |
|
1635
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.92B
| $49.7M | 0.01% |
2,638,426
+427,905
| +19% | +$8.06M |
|
1636
CALL
iShares US Real Estate ETF
IYR
$4.65B
| $49.6M | 0.01% |
528,500
+117,000
| +28% | +$11.2M |
|
|
BLSH
1637
Bullish
BLSH
$3.58B
| $49.6M | 0.01% |
1,309,248
+1,085,846
| +486% | +$52.9M |
|
1638
Amkor Technology
AMKR
$13.7B
| $49.5M | 0.01% |
1,254,658
+843,983
| +206% | +$30M |
|
1639
Silgan Holdings
SLGN
$4.41B
| $49.5M | 0.01% |
1,226,566
-402,510
| -25% | -$16.3M |
|
1640
iShares MSCI USA Value Factor ETF
VLUE
$9.44B
| $49.5M | 0.01% |
361,924
+8,804
| +2% | +$1.16M |
|
1641
EastGroup Properties
EGP
$10.9B
| $49.4M | 0.01% |
277,412
-1,757
| -0.6% | -$312K |
|
1642
PUT
Western Digital
WDC
$150B
| $49.4M | 0.01% |
286,800
-48,900
| -15% | -$7.41M |
|
1643
Global X Uranium ETF
URA
$6.22B
| $49.4M | 0.01% |
1,155,175
-509,976
| -31% | -$24.7M |
|
1644
Installed Building Products
IBP
$6.57B
| $49.2M | 0.01% |
189,582
-169,197
| -47% | -$43.7M |
|
1645
CALL
Core Scientific
CORZ
$6.75B
| $49.2M | 0.01% |
3,376,400
-672,036
| -17% | -$11.7M |
|
1646
Boston Properties
BXP
$11.1B
| $49.1M | 0.01% |
727,239
-236,751
| -25% | -$16.8M |
|
|
UPB
1647
Upstream Bio Inc
UPB
$395M
| $49M | 0.01% |
1,806,243
+1,533,972
| +563% | +$38.2M |
|
1648
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
| $48.9M | 0.01% |
725,373
+3,810
| +0.5% | +$257K |
|
1649
Rubrik
RBRK
$18.5B
| $48.8M | 0.01% |
638,679
-1,239,410
| -66% | -$95.1M |
|
1650
PUT
Analog Devices
ADI
$190B
| $48.8M | 0.01% |
180,000
-143,400
| -44% | -$36M |
|
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.