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 | |
|---|---|---|---|---|---|---|
2151
CALL
Verizon
VZ
$196B
| $30.7M | 0.01% |
753,900
+168,174
| +29% | +$6.82M |
|
2152
First Trust Financials AlphaDEX Fund
FXO
$1.14B
| $30.7M | 0.01% |
508,721
+13,915
| +3% | +$818K |
|
2153
Wintrust Financial
WTFC
$10.7B
| $30.7M | 0.01% |
219,533
-52,231
| -19% | -$6.95M |
|
2154
Liberty Global Class A
LBTYA
$3.6B
| $30.7M | 0.01% |
2,754,981
+844,265
| +44% | +$9.34M |
|
|
SKE
2155
Skeena Resources
SKE
$4.04B
| $30.6M | 0.01% |
1,290,071
+260,954
| +25% | +$5.15M |
|
|
PPLI
2156
People Inc
PPLI
$3.1B
| $30.5M | 0.01% |
781,195
+79,755
| +11% | +$2.79M |
|
2157
MDU Resources
MDU
$4.32B
| $30.5M | ﹤0.01% |
1,563,466
+587,826
| +60% | +$11.6M |
|
2158
SiriusXM
SIRI
$10.1B
| $30.5M | ﹤0.01% |
1,524,795
+408,463
| +37% | +$8.78M |
|
2159
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.09B
| $30.5M | ﹤0.01% |
581,013
+16,118
| +3% | +$846K |
|
2160
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $30.4M | ﹤0.01% |
710,154
-9,153
| -1% | -$393K |
|
2161
Clearway Energy Class C
CWEN
$6.7B
| $30.4M | ﹤0.01% |
914,755
-202,334
| -18% | -$6.73M |
|
2162
Boot Barn
BOOT
$4.95B
| $30.4M | ﹤0.01% |
172,380
+24,229
| +16% | +$4.52M |
|
|
CFLT
2163
CALL
DELISTED
Confluent
CFLT
| $30.4M | ﹤0.01% |
1,004,300
+623,100
| +163% | +$15.3M |
|
2164
Robert Half
RHI
$4.37B
| $30.3M | ﹤0.01% |
1,114,720
-661,601
| -37% | -$18.9M |
|
2165
FNB Corp
FNB
$6.75B
| $30.2M | ﹤0.01% |
1,768,939
+409,558
| +30% | +$6.69M |
|
2166
Gildan
GIL
$10.6B
| $30.2M | ﹤0.01% |
483,083
-44,097
| -8% | -$2.62M |
|
2167
Doximity
DOCS
$4.88B
| $30.1M | ﹤0.01% |
680,260
+142,408
| +26% | +$7.99M |
|
2168
CALL
NextEra Energy
NEE
$177B
| $30.1M | ﹤0.01% |
374,900
+51,400
| +16% | +$4.26M |
|
|
TE
2169
T1 Energy
TE
$1.63B
| $30M | ﹤0.01% |
4,498,317
+3,934,732
| +698% | +$17.4M |
|
2170
CALL
CME Group
CME
$94.8B
| $30M | ﹤0.01% |
110,000
+2,800
| +3% | +$761K |
|
2171
WillScot Mobile Mini Holdings
WSC
$4.41B
| $30M | ﹤0.01% |
1,592,913
+916,313
| +135% | +$18.5M |
|
|
JHG
2172
DELISTED
Janus Henderson
JHG
| $29.9M | ﹤0.01% |
629,584
-194,718
| -24% | -$8.61M |
|
2173
Fidelity Enhanced International ETF
FENI
$11.2B
| $29.9M | ﹤0.01% |
817,831
+662,121
| +425% | +$23.7M |
|
2174
iShares Russell 2500 ETF
SMMD
$3.71B
| $29.9M | ﹤0.01% |
399,099
+41,597
| +12% | +$3.1M |
|
2175
Life Time Group Holdings
LTH
$9.79B
| $29.9M | ﹤0.01% |
1,124,982
-529,485
| -32% | -$13.8M |
|
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.