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 | |
|---|---|---|---|---|---|---|
2476
CALL
Bunge Global
BG
$22.8B
| $17.9M | ﹤0.01% |
223,000
-135,300
| -38% | -$10.6M |
|
|
SVM
2477
Silvercorp Metals
SVM
$2.08B
| $17.9M | ﹤0.01% |
4,236,199
+2,424,688
| +134% | +$9.39M |
|
2478
Genworth Financial
GNW
$3.85B
| $17.9M | ﹤0.01% |
2,295,889
+1,210,340
| +111% | +$8.46M |
|
2479
Autoliv
ALV
$9.09B
| $17.9M | ﹤0.01% |
159,566
-20,045
| -11% | -$1.96M |
|
2480
Patterson-UTI
PTEN
$3.48B
| $17.9M | ﹤0.01% |
3,010,926
+1,322,704
| +78% | +$7.96M |
|
2481
Perrigo
PRGO
$1.43B
| $17.8M | ﹤0.01% |
666,986
+162,421
| +32% | +$4.25M |
|
|
XYZ
2482
CALL
Block Inc
XYZ
$49.5B
| $17.8M | ﹤0.01% |
262,118
-1,785,438
| -87% | -$104M |
|
|
JKS
2483
JinkoSolar
JKS
$782M
| $17.8M | ﹤0.01% |
838,852
+189,361
| +29% | +$3.44M |
|
2484
Kayne Anderson Energy Infrastructure Fund
KYN
$2.43B
| $17.8M | ﹤0.01% |
1,398,889
-45,058
| -3% | -$543K |
|
2485
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.65B
| $17.8M | ﹤0.01% |
288,690
-27,359
| -9% | -$1.6M |
|
2486
PUT
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
| $17.8M | ﹤0.01% |
40,300
-80,500
| -67% | -$33.4M |
|
2487
TAL Education Group
TAL
$5.79B
| $17.7M | ﹤0.01% |
1,735,310
-4,080,042
| -70% | -$42.2M |
|
2488
Global X Silver Miners ETF NEW
SIL
$3.99B
| $17.7M | ﹤0.01% |
367,242
-136,258
| -27% | -$5.82M |
|
2489
World Kinect Corp
WKC
$2.06B
| $17.7M | ﹤0.01% |
623,271
+458,362
| +278% | +$12.2M |
|
2490
Acushnet Holdings
GOLF
$6.05B
| $17.6M | ﹤0.01% |
242,345
-60,133
| -20% | -$4.06M |
|
2491
Apple Hospitality REIT
APLE
$3.97B
| $17.6M | ﹤0.01% |
1,511,176
-1,266,764
| -46% | -$14.9M |
|
2492
Klaviyo
KVYO
$5.65B
| $17.6M | ﹤0.01% |
525,130
+324,523
| +162% | +$10.3M |
|
2493
CALL
Emerson Electric
EMR
$85B
| $17.6M | ﹤0.01% |
132,200
-101,300
| -43% | -$11.6M |
|
2494
Simpson Manufacturing
SSD
$8.16B
| $17.6M | ﹤0.01% |
113,414
-64,262
| -36% | -$9.95M |
|
2495
Howard Hughes
HHH
$4B
| $17.6M | ﹤0.01% |
260,937
+23,961
| +10% | +$1.64M |
|
2496
FlexShares International Quality Dividend Index Fund
IQDF
$1.13B
| $17.6M | ﹤0.01% |
649,850
+44,297
| +7% | +$1.14M |
|
2497
MDU Resources
MDU
$4.31B
| $17.6M | ﹤0.01% |
1,056,273
+38,443
| +4% | +$647K |
|
2498
CALL
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.42B
| $17.6M | ﹤0.01% |
139,900
-80,900
| -37% | -$9.7M |
|
2499
PUT
Williams Companies
WMB
$85.8B
| $17.6M | ﹤0.01% |
280,100
-542,600
| -66% | -$32M |
|
2500
Invesco S&P 500 Pure Growth ETF
RPG
$1.97B
| $17.6M | ﹤0.01% |
384,375
-32,996
| -8% | -$1.35M |
|
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 1,068 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.