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UBS Group

UBS Group AG

BAHNHOFSTRASSE 45, ZURICH, V8 CH-8001 • 41-44-234-1111

Q4 2025 · Filed 2026-01-29
Market Value
$500.3B
-1.4%
Holdings
8,975
+234
New Purchases
971
Added To
3,327
Closed
796
Reduced
3,777
Top 10 Concentration
17.9%
Turnover
19.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 1.48% 1.18% +0.30% $7.4B
UBS 1.30% 1.07% +0.23% $6.5B
GOOGL 1.39% 1.17% +0.22% $6.9B
GOOG 1.25% 1.05% +0.20% $6.2B
LLY 0.77% 0.60% +0.17% $3.8B
WMT 0.53% 0.37% +0.16% $2.6B
MU 0.48% 0.33% +0.15% $2.4B
EA 0.20% 0.05% +0.15% $1.0B
TOTB.DE 0.14% 0.00% +0.14% $714M
MRK 0.40% 0.28% +0.12% $2.0B
RSP 0.38% 0.26% +0.11% $1.9B
AVGO 1.64% 1.53% +0.11% $8.2B
CSCO 0.45% 0.35% +0.10% $2.3B
LITE 0.12% 0.01% +0.10% $583M
WBD 0.19% 0.09% +0.10% $961M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.71% 3.10% -0.39% $13.6B
NVDA 2.89% 3.22% -0.33% $14.5B
ORCL 0.44% 0.64% -0.20% $2.2B
IVV 0.44% 0.63% -0.18% $2.2B
UNH 0.18% 0.31% -0.13% $899M
MDT 0.08% 0.21% -0.13% $401M
K 0.00% 0.12% -0.12% $0
LUV 0.06% 0.18% -0.12% $309M
META 1.22% 1.33% -0.11% $6.1B
BE 0.05% 0.13% -0.09% $233M
PG 0.28% 0.36% -0.08% $1.4B
IWF 0.46% 0.54% -0.08% $2.3B
AAPL 2.42% 2.50% -0.08% $12.1B
ACN 0.14% 0.21% -0.07% $718M
SW 0.03% 0.09% -0.07% $140M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 38.3%
Technology 20.1%
Industrials 8.3%
Healthcare 7.4%
Consumer Cyclical 6.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 84 $188.0B 37.6%
Large Cap 1,117 $244.9B 49.0%
Mid Cap 1,556 $52.3B 10.4%
Small Cap 2,373 $13.2B 2.6%
Micro Cap 3,845 $1.8B 0.4%

Portfolio Analytics

Avg Market Cap
$13.2B
Median Market Cap
$473M
Avg P/E
33.5
Median P/E
19.8
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
5,501
# ETFs / Funds
3,475

Top Holdings (8,975 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 2.89% 77,489,454 $14.5B $186.50 -$1.9B -10,042,089 -11.5%
2 MSFT 2.71% 28,044,188 $13.6B $483.62 -$2.2B -2,320,211 -7.6%
3 AAPL 2.42% 44,547,157 $12.1B $271.86 -$573M -5,266,649 -10.6%
4 AVGO 1.64% 23,774,356 $8.2B $346.10 $453M +206,474 +0.9%
5 AMZN 1.60% 34,606,077 $8.0B $230.82 $25M -1,658,256 -4.6%
6 SPY 1.48% 10,847,487 $7.4B $681.92 $1.4B +1,857,909 +20.7%
7 GOOGL 1.39% 22,175,794 $6.9B $313.00 $1.0B -2,206,303 -9.1%
8 UBS 1.30% 140,490,368 $6.5B $46.31 $1.1B +8,011,819 +6.0%
9 GOOG 1.25% 19,853,918 $6.2B $313.80 $931M -1,904,841 -8.8%
10 META 1.22% 9,281,783 $6.1B $660.09 -$632M +78,637 +0.8%
11 JPM 1.22% 18,895,635 $6.1B $322.22 -$82M -665,611 -3.4%
12 V 0.81% 11,601,998 $4.1B $350.71 $174M +193,797 +1.7%
13 LLY 0.77% 3,563,920 $3.8B $1,074.68 $801M -406,325 -10.2%
14 QQQ 0.73% 5,962,070 $3.7B $614.31 -$40M -204,240 -3.3%
15 VUG 0.55% 5,614,562 $2.7B $487.86 -$45M -189,706 -3.3%
16 WMT 0.53% 23,718,176 $2.6B $111.41 $759M +5,446,079 +29.8%
17 VOO 0.51% 4,030,702 $2.5B $627.13 $21M -62,987 -1.5%
18 VTV 0.48% 12,641,987 $2.4B $190.99 -$122M -959,013 -7.0%
19 ABBV 0.48% 10,526,920 $2.4B $228.49 -$308M -1,191,316 -10.2%
20 MU 0.48% 8,394,167 $2.4B $285.41 $721M -1,616,019 -16.1%
21 HD 0.47% 6,885,216 $2.4B $344.10 -$174M +607,608 +9.7%
22 COST 0.47% 2,715,908 $2.3B $862.34 -$303M -141,654 -5.0%
23 IWF 0.46% 4,895,249 $2.3B $473.30 -$442M -994,986 -16.9%
24 BRK-B 0.46% 4,541,541 $2.3B $502.65 -$242M -480,901 -9.6%
25 CSCO 0.45% 29,456,358 $2.3B $77.03 $499M +3,587,083 +13.9%
26 GLD 0.45% 5,686,108 $2.3B $396.31 -$145M -1,061,891 -15.7%
27 MA 0.45% 3,927,382 $2.2B $570.88 -$74M -144,622 -3.5%
28 IVV 0.44% 3,248,974 $2.2B $684.94 -$969M -1,523,227 -31.9%
29 TSM 0.44% 7,288,087 $2.2B $303.89 -$196M -1,342,803 -15.6%
30 ORCL 0.44% 11,314,085 $2.2B $194.91 -$1.0B -220,415 -1.9%
31 GS 0.43% 2,446,152 $2.2B $879.00 $157M -56,949 -2.3%
32 JNJ 0.41% 9,984,291 $2.1B $206.95 $138M -416,000 -4.0%
33 MRK 0.40% 19,178,272 $2.0B $105.26 $600M +2,272,264 +13.4%
34 IEFA 0.38% 21,491,185 $1.9B $89.46 $65M +216,878 +1.0%
35 MS 0.38% 10,642,269 $1.9B $177.53 $247M +309,411 +3.0%
36 RSP 0.38% 9,824,792 $1.9B $191.56 $549M +2,795,631 +39.8%
37 NFLX 0.37% 20,002,585 $1.9B $93.76 -$324M +18,168,192 +990.4%
38 XONA.DE 0.36% 15,109,431 $1.8B $120.34 -$222M -2,983,042 -16.5%
39 TSLA 0.36% 4,019,633 $1.8B $449.72 -$298M -714,186 -15.1%
40 CVX 0.35% 11,555,593 $1.8B $152.41 $39M +463,172 +4.2%
41 VEA 0.34% 27,524,012 $1.7B $62.47 $48M -368,501 -1.3%
42 KO 0.34% 24,449,622 $1.7B $69.91 -$205M -4,413,984 -15.3%
43 BAC 0.33% 30,366,854 $1.7B $55.00 $159M +1,075,667 +3.7%
44 RTX 0.33% 9,026,670 $1.7B $183.40 $92M -319,186 -3.4%
45 PANW 0.33% 8,836,576 $1.6B $184.20 -$19M +751,795 +9.3%
46 VO 0.32% 5,568,409 $1.6B $290.22 -$10M +32,208 +0.6%
47 QCOM 0.31% 9,208,839 $1.6B $171.05 $2M -248,480 -2.6%
48 BABA 0.31% 10,709,880 $1.6B $146.58 $64M +2,282,305 +27.1%
49 IJH 0.30% 23,117,303 $1.5B $66.00 $19M +32,675 +0.1%
50 MCD 0.30% 4,962,062 $1.5B $305.63 -$96M -345,952 -6.5%
51 UBER 0.30% 18,138,960 $1.5B $81.71 -$150M +1,477,107 +8.9%
52 NEE 0.30% 18,429,083 $1.5B $80.28 $74M -194,182 -1.0%
53 ALD.DE 0.28% 7,290,861 $1.4B $195.09 -$154M -197,631 -2.6%
54 BSX 0.28% 14,872,126 $1.4B $95.35 $386M +4,304,984 +40.7%
55 TLT 0.28% 16,064,679 $1.4B $87.16 $50M +960,001 +6.4%
56 IWD 0.28% 6,611,520 $1.4B $210.34 -$173M -1,067,150 -13.9%
57 PG 0.28% 9,601,142 $1.4B $143.31 -$430M -2,153,698 -18.3%
58 VIG 0.27% 6,258,850 $1.4B $219.78 $9M -71,860 -1.1%
59 VTI 0.27% 4,065,748 $1.4B $335.27 $21M -24,198 -0.6%
60 TMO 0.27% 2,323,343 $1.3B $579.45 $222M +4,890 +0.2%
61 AMGN 0.27% 4,104,524 $1.3B $327.31 $149M -128,230 -3.0%
62 LRCX 0.27% 7,781,054 $1.3B $171.18 $338M +356,490 +4.8%
63 XLK 0.27% 9,232,033 $1.3B $143.97 -$108M +4,133,672 +81.1%
64 ABT 0.26% 10,480,069 $1.3B $125.29 -$2M +665,350 +6.8%
65 AMD 0.26% 6,074,104 $1.3B $214.16 $3M -1,948,011 -24.3%
66 CRM 0.26% 4,890,834 $1.3B $264.91 -$94M -973,288 -16.6%
67 GE 0.25% 4,138,431 $1.3B $308.03 $250M +733,389 +21.5%
68 ETN 0.25% 3,892,901 $1.2B $318.51 -$323M -283,932 -6.8%
69 APP 0.25% 1,825,838 $1.2B $673.82 $74M +217,223 +13.5%
70 DB 0.24% 31,268,175 $1.2B $38.56 $145M +1,313,151 +4.4%
71 TXN 0.24% 6,852,477 $1.2B $173.49 $11M +442,810 +6.9%
72 IWM 0.24% 4,824,892 $1.2B $246.16 $248M +939,417 +24.2%
73 AXP 0.24% 3,208,427 $1.2B $369.95 -$95M -652,011 -16.9%
74 PLTR 0.23% 6,603,921 $1.2B $177.75 -$218M -1,026,825 -13.5%
75 IJR 0.23% 9,577,268 $1.2B $120.18 -$83M -804,026 -7.7%
76 VGT 0.23% 1,524,284 $1.1B $753.78 -$133M -192,621 -11.2%
77 BA 0.23% 5,278,778 $1.1B $217.12 $170M +755,140 +16.7%
78 UNP 0.23% 4,952,716 $1.1B $231.32 $41M +281,132 +6.0%
79 EFA 0.23% 11,766,147 $1.1B $96.03 $10M -230,720 -1.9%
80 TJX 0.23% 7,341,712 $1.1B $153.61 $26M -278,291 -3.6%
81 IBM 0.22% 3,731,999 $1.1B $296.21 -$166M -775,836 -17.2%
82 IVW 0.21% 8,688,281 $1.1B $123.26 -$5M -223,001 -2.5%
83 VWO 0.21% 19,857,045 $1.1B $53.76 $14M +420,201 +2.2%
84 ISRG 0.21% 1,821,718 $1.0B $566.36 $209M -18,866 -1.0%
85 VB 0.20% 3,916,098 $1.0B $257.95 $31M +65,686 +1.7%
86 EA 0.20% 4,930,293 $1.0B $204.33 $737M +3,591,510 +268.3%
87 WFC 0.20% 10,766,512 $1.0B $93.20 $170M +818,633 +8.2%
88 BLK 0.20% 935,112 $1.0B $1,070.34 -$160M -60,231 -6.0%
89 PEP 0.20% 6,959,113 $999M $143.52 $166M +1,031,277 +17.4%
90 LIN 0.20% 2,342,121 $999M $426.39 -$112M +2,879 +0.1%
91 PWR 0.20% 2,334,528 $985M $422.06 $114M +231,314 +11.0%
92 GEV 0.20% 1,496,692 $978M $653.57 $114M +90,541 +6.4%
93 IEMG 0.19% 14,387,278 $967M $67.22 $68M +744,050 +5.5%
94 WBD 0.19% 33,339,744 $961M $28.82 $482M +8,842,626 +36.1%
95 AGG 0.19% 9,407,380 $940M $99.88 $323K +37,943 +0.4%
96 VZ 0.18% 22,293,329 $908M $40.73 -$265M -4,400,100 -16.5%
97 ADI 0.18% 3,329,183 $903M $271.20 $111M +106,540 +3.3%
98 UNH 0.18% 2,723,663 $899M $330.11 -$677M -1,839,868 -40.3%
99 BX 0.18% 5,806,229 $895M $154.14 -$230M -775,561 -11.8%
100 AMAT 0.18% 3,416,516 $878M $256.99 $55M -601,716 -15.0%

Options Breakdown

850 Calls $55.8B Call Value 690 Puts $55.8B Put Value 1.0 P/C Ratio

Top Calls

SymbolSharesValueStatus
MSFT 8,247,592 $4.0B
NVDA 12,933,860 $2.4B
TSLA 4,505,469 $2.0B
MP 33,925,880 $1.7B
SPY 2,359,612 $1.6B
AAPL 5,441,387 $1.5B
GLD 3,726,082 $1.5B
IWM 5,878,796 $1.4B
QQQ 1,968,084 $1.2B
RKLB 17,330,323 $1.2B

Top Puts

SymbolSharesValueStatus
SPY 4,890,300 $3.3B
NVDA 17,191,252 $3.2B
IWM 10,834,300 $2.7B
AAPL 9,794,100 $2.7B
QQQ 3,578,400 $2.2B
GLD 3,421,800 $1.4B
HYG 14,386,272 $1.2B
MSFT 2,341,745 $1.1B
TSLA 2,438,990 $1.1B
AMD 5,073,100 $1.1B

New Positions

SymbolValue% Port
TOTB.DE $714M 0.14%
SOLS $130M 0.03%
Q $120M 0.02%
MICC $97M 0.02%
UL $65M 0.01%
MDLN $55M 0.01%
AKRE $53M 0.01%
HEDG $52M 0.01%
SUNC $50M 0.01%
LXP $35M 0.01%
SQQQ $33M 0.01%
IFED $30M 0.01%
FRMI $21M —%
ALH $19M —%
LLYVK $15M —%

Sold Out Positions

SymbolValue% Port
GLIN — —%
GTEK — —%
CAIE — —%
BNDC — —%
FNOV — —%
LMUB — —%
EMDM — —%
RAVI — —%
XPAY — —%
BINV — —%
GRABW — —%
AMAX — —%
OAEM — —%
FSEP — —%
AFLG — —%
View SEC EDGAR Filings for UBS Group →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms