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 | |
|---|---|---|---|---|---|---|
2751
Virtu Financial
VIRT
$5.11B
| $13.9M | ﹤0.01% |
311,354
-186,062
| -37% | -$7.5M |
|
2752
CALL
Coupang
CPNG
$27.7B
| $13.9M | ﹤0.01% |
465,200
+185,200
| +66% | +$4.74M |
|
2753
PUT
Invesco Solar ETF
TAN
$1.41B
| $13.9M | ﹤0.01% |
406,300
+236,300
| +139% | +$7.42M |
|
2754
PUT
Colgate-Palmolive
CL
$74.2B
| $13.9M | ﹤0.01% |
153,100
+143,100
| +1,431% | +$13.1M |
|
2755
PUT
Tyson Foods
TSN
$21.5B
| $13.9M | ﹤0.01% |
248,600
-36,300
| -13% | -$2.09M |
|
2756
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $13.9M | ﹤0.01% |
290,555
-139,865
| -32% | -$6.63M |
|
|
JKS
2757
CALL
JinkoSolar
JKS
$782M
| $13.9M | ﹤0.01% |
654,608
-989,442
| -60% | -$18M |
|
2758
Lazard
LAZ
$4.21B
| $13.9M | ﹤0.01% |
289,215
+49,251
| +21% | +$2.06M |
|
2759
Dimensional US Marketwide Value ETF
DFUV
$15.5B
| $13.9M | ﹤0.01% |
328,204
+46,059
| +16% | +$1.85M |
|
2760
Global X Copper Miners ETF NEW
COPX
$7.07B
| $13.8M | ﹤0.01% |
306,911
-302,195
| -50% | -$12M |
|
2761
PUT
Lam Research
LRCX
$337B
| $13.8M | ﹤0.01% |
141,800
-387,000
| -73% | -$30.7M |
|
2762
CALL
Vertex Pharmaceuticals
VRTX
$124B
| $13.8M | ﹤0.01% |
31,000
-24,500
| -44% | -$11.3M |
|
2763
Axcelis
ACLS
$3.69B
| $13.8M | ﹤0.01% |
198,017
-74,121
| -27% | -$4.23M |
|
2764
Hilltop Holdings
HTH
$2.28B
| $13.8M | ﹤0.01% |
454,564
+309,933
| +214% | +$9.19M |
|
2765
Bread Financial
BFH
$4.36B
| $13.8M | ﹤0.01% |
241,191
+54,129
| +29% | +$2.73M |
|
|
HIX
2766
Western Asset High Income Fund II
HIX
$349M
| $13.8M | ﹤0.01% |
3,209,541
-80,115
| -2% | -$331K |
|
2767
PUT
Stryker
SYK
$133B
| $13.8M | ﹤0.01% |
34,800
-1,600
| -4% | -$599K |
|
2768
PUT
Pfizer
PFE
$144B
| $13.8M | ﹤0.01% |
567,613
-1,325,100
| -70% | -$30.9M |
|
|
BWIN
2769
Baldwin Insurance Group
BWIN
$2.79B
| $13.7M | ﹤0.01% |
321,012
-36,212
| -10% | -$1.47M |
|
2770
Albany International
AIN
$2.16B
| $13.7M | ﹤0.01% |
195,556
+94,807
| +94% | +$6.29M |
|
2771
McEwen Inc
MUX
$1.03B
| $13.7M | ﹤0.01% |
1,426,895
+180,968
| +15% | +$1.47M |
|
2772
Highwoods Properties
HIW
$3.71B
| $13.7M | ﹤0.01% |
439,593
+72,053
| +20% | +$2.12M |
|
2773
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.38B
| $13.7M | ﹤0.01% |
80,710
+10,256
| +15% | +$1.51M |
|
2774
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.94B
| $13.6M | ﹤0.01% |
171,091
+21,306
| +14% | +$1.62M |
|
2775
Madison Square Garden
MSGS
$9.58B
| $13.6M | ﹤0.01% |
65,200
+7,449
| +13% | +$1.43M |
|
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.