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 | |
|---|---|---|---|---|---|---|
2301
PUT
Kinder Morgan
KMI
$68.7B
| $26.8M | ﹤0.01% |
973,400
| – | – |
|
2302
Camtek
CAMT
$7.25B
| $26.7M | ﹤0.01% |
251,350
-130,501
| -34% | -$14.7M |
|
2303
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
| $26.6M | ﹤0.01% |
259,996
-7,253
| -3% | -$747K |
|
2304
Yelp
YELP
$1.41B
| $26.6M | ﹤0.01% |
875,826
+151,641
| +21% | +$4.68M |
|
2305
Spectrum Brands
SPB
$2.07B
| $26.6M | ﹤0.01% |
450,258
-54,954
| -11% | -$3.09M |
|
2306
iShares CMBS ETF
CMBS
$472M
| $26.6M | ﹤0.01% |
541,908
+103,731
| +24% | +$5.1M |
|
2307
CALL
State Street SPDR S&P Bank ETF
KBE
$1.66B
| $26.6M | ﹤0.01% |
438,140
+63,840
| +17% | +$3.76M |
|
2308
Global E Online
GLBE
$7.11B
| $26.5M | ﹤0.01% |
673,918
+256,105
| +61% | +$9.5M |
|
2309
Fortuna Silver Mines
FSM
$3.07B
| $26.4M | ﹤0.01% |
2,695,663
+695,869
| +35% | +$6.26M |
|
2310
Outfront Media
OUT
$5.5B
| $26.4M | ﹤0.01% |
1,096,657
-752,136
| -41% | -$15.7M |
|
2311
Lantheus
LNTH
$6.59B
| $26.4M | ﹤0.01% |
396,455
+75,313
| +23% | +$4.38M |
|
2312
PUT
TeraWulf
WULF
$8.52B
| $26.4M | ﹤0.01% |
2,295,600
+552,600
| +32% | +$7.41M |
|
2313
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.27B
| $26.3M | ﹤0.01% |
549,089
+32,275
| +6% | +$1.55M |
|
2314
PUT
TJX Companies
TJX
$178B
| $26.3M | ﹤0.01% |
171,400
+25,000
| +17% | +$3.7M |
|
2315
Praxis Precision Medicines
PRAX
$10.1B
| $26.3M | ﹤0.01% |
89,200
-7,612
| -8% | -$1.42M |
|
2316
CALL
ZTO Express
ZTO
$17.9B
| $26.3M | ﹤0.01% |
1,258,380
| – | – |
|
2317
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
| $26.3M | ﹤0.01% |
726,102
+74,718
| +11% | +$2.48M |
|
2318
Dimensional US Targeted Value ETF
DFAT
$14.7B
| $26.2M | ﹤0.01% |
440,865
-26,755
| -6% | -$1.56M |
|
2319
PUT
Affirm
AFRM
$25.2B
| $26.2M | ﹤0.01% |
352,600
-55,000
| -13% | -$3.96M |
|
2320
Prestige Consumer Healthcare
PBH
$2.6B
| $26.2M | ﹤0.01% |
424,230
+3,765
| +0.9% | +$230K |
|
2321
CALL
iShares MSCI South Korea ETF
EWY
$24.1B
| $26.2M | ﹤0.01% |
269,000
-342,800
| -56% | -$31.3M |
|
2322
CALL
Elevance Health
ELV
$85.5B
| $26.2M | ﹤0.01% |
74,600
-3,000
| -4% | -$1.01M |
|
2323
Buckle
BKE
$2.37B
| $26.1M | ﹤0.01% |
489,306
+120,215
| +33% | +$6.7M |
|
2324
PUT
Cleveland-Cliffs
CLF
$6.99B
| $26.1M | ﹤0.01% |
1,964,270
+122,900
| +7% | +$1.55M |
|
2325
BlackRock Science and Technology Term Trust
BSTZ
$2.07B
| $26.1M | ﹤0.01% |
1,153,445
-31,428
| -3% | -$701K |
|
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.