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 | |
|---|---|---|---|---|---|---|
2276
Nuveen Municipal Credit Income Fund
NZF
$2.45B
| $27.3M | ﹤0.01% |
2,169,085
-231,538
| -10% | -$2.91M |
|
|
HSAI
2277
Hesai Group
HSAI
$3.02B
| $27.3M | ﹤0.01% |
1,218,110
+299,195
| +33% | +$6.55M |
|
2278
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $27.3M | ﹤0.01% |
1,119,017
+175,543
| +19% | +$4.28M |
|
2279
CALL
iShares MSCI India ETF
INDA
$6.63B
| $27.3M | ﹤0.01% |
504,512
+500,000
| +11,082% | +$26.9M |
|
2280
iShares Bitcoin Trust
IBIT
$47.8B
| $27.2M | ﹤0.01% |
548,614
+413,621
| +306% | +$23.5M |
|
2281
ProShares Russell 2000 Dividend Growers ETF
SMDV
$707M
| $27.2M | ﹤0.01% |
412,154
+59
| +0% | +$3.92K |
|
2282
iRhythm Holdings
IRTC
$4.2B
| $27.2M | ﹤0.01% |
153,218
+100,435
| +190% | +$17.8M |
|
2283
Kinetik
KNTK
$7.98B
| $27.2M | ﹤0.01% |
754,056
+287,738
| +62% | +$10.4M |
|
2284
HUB Group
HUBG
$2.92B
| $27.2M | ﹤0.01% |
637,401
-167,446
| -21% | -$6.37M |
|
2285
US Treasury 6 Month Bill ETF
XBIL
$742M
| $27.2M | ﹤0.01% |
542,420
-89,025
| -14% | -$4.46M |
|
2286
Littelfuse
LFUS
$11.6B
| $27.2M | ﹤0.01% |
107,381
-6,301
| -6% | -$1.6M |
|
2287
Golar LNG
GLNG
$5.13B
| $27.2M | ﹤0.01% |
729,649
-93,787
| -11% | -$3.59M |
|
2288
FirstService
FSV
$6.32B
| $27.1M | ﹤0.01% |
174,467
+50,263
| +40% | +$8.18M |
|
2289
Reinsurance Group of America
RGA
$16.1B
| $27.1M | ﹤0.01% |
133,247
-10,141
| -7% | -$1.96M |
|
2290
Ligand Pharmaceuticals
LGND
$6.36B
| $27M | ﹤0.01% |
143,067
+31,081
| +28% | +$5.97M |
|
2291
Beam Therapeutics
BEAM
$2.84B
| $27M | ﹤0.01% |
973,843
-163,790
| -14% | -$4.18M |
|
2292
Watts Water Technologies
WTS
$13.1B
| $27M | ﹤0.01% |
97,774
-104,476
| -52% | -$28.8M |
|
2293
PUT
NIO
NIO
$11.9B
| $26.9M | ﹤0.01% |
5,278,700
-3,706,900
| -41% | -$22.9M |
|
|
TPC
2294
Tutor Perini Cor
TPC
$5.21B
| $26.9M | ﹤0.01% |
401,621
-185,690
| -32% | -$12.2M |
|
2295
United Parks & Resorts
PRKS
$2.12B
| $26.9M | ﹤0.01% |
740,545
-137,280
| -16% | -$5.7M |
|
2296
Sanmina
SANM
$10.9B
| $26.8M | ﹤0.01% |
178,669
+63,980
| +56% | +$9.44M |
|
2297
PUT
General Dynamics
GD
$106B
| $26.8M | ﹤0.01% |
79,600
+11,500
| +17% | +$3.92M |
|
2298
PUT
Capital One
COF
$134B
| $26.8M | ﹤0.01% |
110,500
+24,000
| +28% | +$5.34M |
|
2299
CALL
CF Industries
CF
$17.3B
| $26.8M | ﹤0.01% |
346,100
-62,233
| -15% | -$5.11M |
|
2300
EPR Properties
EPR
$4.77B
| $26.8M | ﹤0.01% |
536,252
-265,103
| -33% | -$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.