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 |
AMRZ
Amrize Ltd
AMRZ
|
+$780M |
| 2 |
Suncor Energy
SU
|
+$451M |
| 3 |
Tesla
TSLA
|
+$445M |
| 4 |
Accenture
ACN
|
+$420M |
| 5 |
Kenvue
KVUE
|
+$419M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.44B |
| 2 |
Apple
AAPL
|
+$1.33B |
| 3 |
UBS Group
UBS
|
+$970M |
| 4 |
NVIDIA
NVDA
|
+$659M |
| 5 |
Hewlett Packard
HPE
|
+$591M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.3% |
| 2 | Financials | 9.6% |
| 3 | Industrials | 6.81% |
| 4 | Consumer Discretionary | 6.77% |
| 5 | Healthcare | 6.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4201
Critical Metals Corp
CRML
$994M
| $3.52M | ﹤0.01% |
984,497
+882,800
| +868% | +$1.61M |
|
4202
GeoPark
GPRK
$604M
| $3.52M | ﹤0.01% |
540,425
-235,476
| -30% | -$1.61M |
|
4203
PUT
Grab
GRAB
$15.3B
| $3.52M | ﹤0.01% |
700,000
| – | – |
|
4204
Neuberger Option Strategy ETF
NBOS
$525M
| $3.51M | ﹤0.01% |
134,886
+8,075
| +6% | +$204K |
|
4205
Ginkgo Bioworks
DNA
$506M
| $3.51M | ﹤0.01% |
311,956
+29,340
| +10% | +$227K |
|
4206
CALL
American Express
AXP
$230B
| $3.51M | ﹤0.01% |
11,000
-24,500
| -69% | -$6.9M |
|
4207
United States Lime & Minerals
USLM
$3.46B
| $3.49M | ﹤0.01% |
35,012
+21,076
| +151% | +$2.06M |
|
4208
iShares GNMA Bond ETF
GNMA
$431M
| $3.49M | ﹤0.01% |
79,335
+2,719
| +4% | +$118K |
|
4209
iShares MSCI USA Equal Weighted ETF
EUSA
$1.94B
| $3.49M | ﹤0.01% |
35,165
-1,134
| -3% | -$106K |
|
4210
Ardelyx
ARDX
$982M
| $3.48M | ﹤0.01% |
887,928
+66,737
| +8% | +$275K |
|
4211
CALL
Aptiv
APTV
$10.3B
| $3.48M | ﹤0.01% |
51,000
-24,000
| -32% | -$1.49M |
|
4212
PUT
DoorDash
DASH
$91.9B
| $3.48M | ﹤0.01% |
14,100
| – | – |
|
4213
iShares MSCI Turkey ETF
TUR
$215M
| $3.47M | ﹤0.01% |
107,454
+815
| +0.8% | +$25.6K |
|
4214
State Street SPDR S&P Telecom ETF
XTL
$547M
| $3.46M | ﹤0.01% |
29,498
+16,276
| +123% | +$1.65M |
|
4215
CALL
Paychex
PAYX
$43.1B
| $3.46M | ﹤0.01% |
23,771
| – | – |
|
|
AXINU
4216
Axiom Intelligence Acquisition Corp 1 Units
AXINU
| $3.46M | ﹤0.01% |
+342,466
| New | +$3.45M |
|
4217
CALL
Toast
TOST
$20.2B
| $3.45M | ﹤0.01% |
78,000
+67,600
| +650% | +$2.66M |
|
4218
Beyond Meat
BYND
$215M
| $3.45M | ﹤0.01% |
989,519
-154,071
| -13% | -$446K |
|
4219
Nabors Industries
NBR
$1.3B
| $3.45M | ﹤0.01% |
123,225
+20,450
| +20% | +$609K |
|
4220
PUT
Polaris
PII
$3.99B
| $3.45M | ﹤0.01% |
+84,900
| New | +$3.2M |
|
4221
Principal Exchange-Traded Funds Principal US Mega-Cap ETF
USMC
$3.67B
| $3.45M | ﹤0.01% |
55,109
+31,825
| +137% | +$1.85M |
|
4222
Trupanion
TRUP
$1.34B
| $3.45M | ﹤0.01% |
62,268
-86,689
| -58% | -$3.84M |
|
|
CIM
4223
Chimera Investment
CIM
$996M
| $3.44M | ﹤0.01% |
248,354
-104,618
| -30% | -$1.34M |
|
|
BRSL
4224
PUT
Brightstar Lottery PLC
BRSL
$2.07B
| $3.44M | ﹤0.01% |
217,700
+98,900
| +83% | +$1.55M |
|
4225
Gotham 1000 Value ETF
GVLU
$295M
| $3.44M | ﹤0.01% |
142,862
+6,463
| +5% | +$148K |
|
Similar funds
UBS Group's Q2 2025 Portfolio in Review
As of Q2 2025, UBS Group held 11,235 positions worth $578B, up 6.2% from $544B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
UBS Group withdrew a net $20.5B in Q2 2025, closing 1,038 positions and reducing 4,310 holdings. Its most notable exit was Discover Financial Services, an estimated $412M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Industrials.
Against the trend, UBS Group opened a new position in Amrize Ltd worth $766M.
- UBS Group's largest Q2 2025 buy was Amrize Ltd: 15,454,489 shares worth $766M.
- UBS Group added most to Suncor Energy in Q2 2025, an estimated $451M increase.
- UBS Group's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $1.44B.
- UBS Group fully exited Discover Financial Services in Q2 2025, selling an estimated $412M.
- UBS Group's ten largest holdings make up 15% of its $578B portfolio in Q2 2025.
- UBS Group opened 1,069 new positions and closed 1,038 in Q2 2025.
- UBS Group's portfolio value rose 6.2% quarter-over-quarter to $578B.
Based on UBS Group's 13F filing for Q2 2025, filed 14 Aug 2025.