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 | |
|---|---|---|---|---|---|---|
2776
CALL
Altria Group
MO
$126B
| $13.6M | ﹤0.01% |
232,200
+86,500
| +59% | +$5.08M |
|
2777
Urban Edge Properties
UE
$2.93B
| $13.6M | ﹤0.01% |
727,878
+41,943
| +6% | +$767K |
|
2778
Pilgrim's Pride
PPC
$7.1B
| $13.5M | ﹤0.01% |
301,211
+33,890
| +13% | +$1.66M |
|
2779
Tortoise North American Pipeline ETF
TPYP
$878M
| $13.5M | ﹤0.01% |
379,127
-13,933
| -4% | -$489K |
|
2780
Rezolute
RZLT
$456M
| $13.5M | ﹤0.01% |
3,037,168
+2,420,653
| +393% | +$8.99M |
|
2781
NexGen Energy
NXE
$5.92B
| $13.5M | ﹤0.01% |
1,951,170
+1,183,952
| +154% | +$6.68M |
|
2782
DXC Technology
DXC
$1.86B
| $13.5M | ﹤0.01% |
885,516
+340,514
| +62% | +$5.24M |
|
2783
CALL
Sysco
SYY
$40.9B
| $13.5M | ﹤0.01% |
178,700
-50,000
| -22% | -$3.63M |
|
2784
PUT
Lockheed Martin
LMT
$133B
| $13.5M | ﹤0.01% |
29,200
-45,600
| -61% | -$21.3M |
|
2785
TIM SA
TIMB
$9.29B
| $13.5M | ﹤0.01% |
672,306
-58,147
| -8% | -$995K |
|
2786
Global X Russell 2000 Covered Call ETF
RYLD
$1.36B
| $13.5M | ﹤0.01% |
906,629
-20,595
| -2% | -$300K |
|
2787
Columbia Research Enhanced Core ETF
RECS
$5.91B
| $13.5M | ﹤0.01% |
366,954
+225,803
| +160% | +$7.65M |
|
2788
Alphatec Holdings
ATEC
$1.45B
| $13.4M | ﹤0.01% |
1,211,388
+913,552
| +307% | +$10.5M |
|
2789
Syndax Pharmaceuticals
SNDX
$1.7B
| $13.4M | ﹤0.01% |
1,435,415
-280,363
| -16% | -$3.09M |
|
|
PONY
2790
Pony AI Inc
PONY
$3.31B
| $13.4M | ﹤0.01% |
1,016,741
+892,014
| +715% | +$10.8M |
|
2791
Krystal Biotech
KRYS
$10.7B
| $13.4M | ﹤0.01% |
97,240
+16,121
| +20% | +$2.37M |
|
2792
PUT
DaVita
DVA
$15.5B
| $13.3M | ﹤0.01% |
93,600
+40,800
| +77% | +$5.78M |
|
2793
Philips
PHG
$25.3B
| $13.3M | ﹤0.01% |
576,275
+14,834
| +3% | +$332K |
|
2794
Cedar Fair
FUN
$1.88B
| $13.3M | ﹤0.01% |
437,375
-418,292
| -49% | -$14M |
|
2795
Denali Therapeutics
DNLI
$3.79B
| $13.3M | ﹤0.01% |
950,764
+162,335
| +21% | +$2.28M |
|
2796
Quantum Computing Inc
QUBT
$1.67B
| $13.3M | ﹤0.01% |
693,018
-416,054
| -38% | -$4.59M |
|
|
MAGN
2797
Magnera Corp
MAGN
$490M
| $13.3M | ﹤0.01% |
1,099,602
+547,204
| +99% | +$7.53M |
|
|
2798
PUT
Suncor Energy
SU
$77.6B
| $13.3M | ﹤0.01% |
354,200
+25,000
| +8% | +$904K |
|
2799
Park National Corp
PRK
$3.81B
| $13.3M | ﹤0.01% |
79,273
-9,957
| -11% | -$1.57M |
|
2800
iShares US Small Cap Equity Factor ETF
SMLF
$4.06B
| $13.3M | ﹤0.01% |
195,096
+1,557
| +0.8% | +$98.6K |
|
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.