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 | |
|---|---|---|---|---|---|---|
1701
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
| $46.2M | 0.01% |
666,350
-4,393
| -0.7% | -$300K |
|
|
SF
1702
Stifel
SF
$12.6B
| $46.1M | 0.01% |
552,459
-292,670
| -35% | -$23.4M |
|
1703
iShares Core 1-5 Year USD Bond ETF
ISTB
$5.13B
| $46.1M | 0.01% |
945,042
+80,748
| +9% | +$3.94M |
|
1704
CALL
Booking.com
BKNG
$161B
| $46.1M | 0.01% |
215,000
-25,000
| -10% | -$5.14M |
|
1705
Rhythm Pharmaceuticals
RYTM
$7.96B
| $45.7M | 0.01% |
427,236
+6,900
| +2% | +$732K |
|
1706
NorthWestern Energy
NWE
$4.43B
| $45.7M | 0.01% |
707,822
+585,768
| +480% | +$37.1M |
|
1707
CALL
Vistra
VST
$47.4B
| $45.6M | 0.01% |
282,628
+195,442
| +224% | +$35.6M |
|
1708
Toro Company
TTC
$9.49B
| $45.6M | 0.01% |
578,736
-226,750
| -28% | -$16.8M |
|
1709
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
| $45.6M | 0.01% |
1,088,239
+49,286
| +5% | +$2.06M |
|
1710
Atour Lifestyle Holdings
ATAT
$4.8B
| $45.5M | 0.01% |
1,154,634
-223,369
| -16% | -$8.75M |
|
1711
Sunrun
RUN
$2.46B
| $45.4M | 0.01% |
2,465,344
+1,301,417
| +112% | +$25M |
|
1712
Angel Oak Income ETF
CARY
$1.39B
| $45.3M | 0.01% |
2,174,367
+673,805
| +45% | +$14.1M |
|
1713
iShares MSCI United Kingdom ETF
EWU
$4.16B
| $45.3M | 0.01% |
1,029,597
-88,622
| -8% | -$3.8M |
|
1714
Annaly Capital Management
NLY
$17.4B
| $45.3M | 0.01% |
2,024,689
-1,638,091
| -45% | -$35.7M |
|
1715
AES
AES
$10.5B
| $45.2M | 0.01% |
3,154,166
-1,413,046
| -31% | -$19.9M |
|
1716
Signet Jewelers
SIG
$3.76B
| $45.2M | 0.01% |
545,140
+348,608
| +177% | +$33.1M |
|
1717
Rapid7
RPD
$773M
| $45.1M | 0.01% |
2,968,835
-227,892
| -7% | -$3.75M |
|
1718
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
| $45.1M | 0.01% |
1,334,027
+15,970
| +1% | +$541K |
|
1719
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.05B
| $45.1M | 0.01% |
2,334,744
-81,451
| -3% | -$1.6M |
|
1720
Schwab Fundamental US Small Company Index ETF
FNDA
$9.38B
| $45M | 0.01% |
1,428,932
+76,901
| +6% | +$2.4M |
|
1721
Ambarella
AMBA
$3.81B
| $45M | 0.01% |
635,564
-186,183
| -23% | -$15M |
|
1722
Itaú Unibanco
ITUB
$87.5B
| $45M | 0.01% |
6,278,582
+2,044,306
| +48% | +$14.5M |
|
1723
PUT
Pinterest
PINS
$13.4B
| $44.9M | 0.01% |
1,735,100
+166,200
| +11% | +$4.78M |
|
1724
Lithia Motors
LAD
$8.26B
| $44.9M | 0.01% |
135,151
-23,504
| -15% | -$7.46M |
|
1725
CALL
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.2B
| $44.8M | 0.01% |
375,400
+305,400
| +436% | +$36.2M |
|
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.