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 | |
|---|---|---|---|---|---|---|
|
2651
PUT
Hewlett Packard
HPE
$60.4B
| $15.3M | ﹤0.01% |
750,000
-95,000
| -11% | -$1.59M |
|
2652
iShares Investment Grade Systematic Bond ETF
IGEB
$1.45B
| $15.3M | ﹤0.01% |
336,739
+45,301
| +16% | +$2.02M |
|
2653
Utz Brands
UTZ
$1.25B
| $15.3M | ﹤0.01% |
1,219,003
-123,705
| -9% | -$1.62M |
|
2654
PUT
NXP Semiconductors
NXPI
$65.4B
| $15.3M | ﹤0.01% |
69,900
-83,600
| -54% | -$16.3M |
|
|
LB
2655
LandBridge Co
LB
$2.09B
| $15.3M | ﹤0.01% |
225,925
-17,068
| -7% | -$1.23M |
|
2656
iShares US Transportation ETF
IYT
$2.31B
| $15.3M | ﹤0.01% |
222,726
-29,071
| -12% | -$1.85M |
|
2657
Invesco BuyBack Achievers ETF
PKW
$1.73B
| $15.2M | ﹤0.01% |
123,355
+15,307
| +14% | +$1.75M |
|
2658
PJT Partners
PJT
$4.47B
| $15.2M | ﹤0.01% |
92,291
+2,932
| +3% | +$426K |
|
2659
PUT
BioNTech
BNTX
$23.4B
| $15.2M | ﹤0.01% |
142,600
+14,300
| +11% | +$1.44M |
|
2660
CALL
Arista Networks
ANET
$214B
| $15.2M | ﹤0.01% |
148,240
-162,080
| -52% | -$14M |
|
2661
Black Hills Corp
BKH
$5.69B
| $15.2M | ﹤0.01% |
270,303
-138,325
| -34% | -$8.1M |
|
2662
First Trust Short Duration Managed Municipal ETF
FSMB
$619M
| $15.1M | ﹤0.01% |
760,580
+52,720
| +7% | +$1.04M |
|
2663
CALL
indie Semiconductor
INDI
$678M
| $15.1M | ﹤0.01% |
4,252,440
| – | – |
|
2664
ARS Pharmaceuticals
SPRY
$563M
| $15.1M | ﹤0.01% |
866,935
+275,753
| +47% | +$3.98M |
|
2665
STAG Industrial
STAG
$7.79B
| $15.1M | ﹤0.01% |
416,713
+5,766
| +1% | +$199K |
|
2666
iShares International Equity Factor ETF
INTF
$3.57B
| $15.1M | ﹤0.01% |
441,395
+8,276
| +2% | +$269K |
|
2667
Cullen/Frost Bankers
CFR
$10.5B
| $15.1M | ﹤0.01% |
117,524
-7,116
| -6% | -$870K |
|
2668
Acuity Brands
AYI
$10.3B
| $15.1M | ﹤0.01% |
50,464
-161,096
| -76% | -$41.7M |
|
|
ETOR
2669
eToro Group
ETOR
$3.02B
| $15M | ﹤0.01% |
+225,850
| New | +$14.5M |
|
2670
ICU Medical
ICUI
$4.14B
| $15M | ﹤0.01% |
113,773
+3,823
| +3% | +$518K |
|
2671
Hingham Institution for Saving
HIFS
$634M
| $15M | ﹤0.01% |
60,505
+3,469
| +6% | +$839K |
|
2672
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.25B
| $15M | ﹤0.01% |
218,467
-1,109
| -0.5% | -$69.7K |
|
2673
PUT
AB InBev
BUD
$161B
| $15M | ﹤0.01% |
218,300
+45,000
| +26% | +$3.02M |
|
|
CHX
2674
DELISTED
ChampionX
CHX
| $15M | ﹤0.01% |
602,783
-1,169,876
| -66% | -$29.5M |
|
2675
Pinnacle Financial Partners Inc
PNFP
$15.9B
| $15M | ﹤0.01% |
135,447
-94,740
| -41% | -$9.78M |
|
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.