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 | |
|---|---|---|---|---|---|---|
2826
PUT
Elevance Health
ELV
$82.7B
| $12.8M | ﹤0.01% |
32,800
-61,300
| -65% | -$24.7M |
|
|
MRP
2827
Millrose Properties Inc
MRP
$4.72B
| $12.8M | ﹤0.01% |
447,447
+308,450
| +222% | +$8.15M |
|
2828
Astronics
ATRO
$3.21B
| $12.8M | ﹤0.01% |
457,222
+344,454
| +305% | +$8.05M |
|
2829
PUT
Valero Energy
VLO
$90B
| $12.8M | ﹤0.01% |
94,900
-65,800
| -41% | -$8.2M |
|
2830
CALL
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.5B
| $12.7M | ﹤0.01% |
22,500
| – | – |
|
2831
Hanover Insurance
THG
$8.13B
| $12.7M | ﹤0.01% |
74,996
+1,280
| +2% | +$214K |
|
2832
Kite Realty
KRG
$5.87B
| $12.7M | ﹤0.01% |
562,243
-20,996
| -4% | -$462K |
|
2833
LXP Industrial Trust
LXP
$3.53B
| $12.7M | ﹤0.01% |
308,190
+192,989
| +168% | +$7.94M |
|
2834
CALL
Teck Resources
TECK
$28.1B
| $12.7M | ﹤0.01% |
313,600
+122,482
| +64% | +$4.42M |
|
2835
CALL
Best Buy
BBY
$19B
| $12.7M | ﹤0.01% |
188,600
+89,500
| +90% | +$6.08M |
|
2836
CALL
Cloudflare
NET
$94.2B
| $12.6M | ﹤0.01% |
64,400
+26,458
| +70% | +$3.84M |
|
2837
PUT
Universal Health Services
UHS
$10B
| $12.6M | ﹤0.01% |
+69,600
| New | +$12.6M |
|
2838
CALL
Ferrari
RACE
$67.8B
| $12.6M | ﹤0.01% |
25,656
-27,044
| -51% | -$12.6M |
|
2839
Ezcorp Inc
EZPW
$1.8B
| $12.6M | ﹤0.01% |
905,960
+162,246
| +22% | +$2.35M |
|
2840
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$693M
| $12.6M | ﹤0.01% |
273,473
-2,798
| -1% | -$118K |
|
|
SRDX
2841
DELISTED
Surmodics
SRDX
| $12.6M | ﹤0.01% |
422,724
+356,982
| +543% | +$10.3M |
|
2842
Eldorado Gold
EGO
$8.11B
| $12.5M | ﹤0.01% |
614,485
-3,938,365
| -87% | -$76.6M |
|
2843
America Movil
AMX
$75B
| $12.5M | ﹤0.01% |
695,480
+262,020
| +60% | +$4.35M |
|
|
DSL
2844
DoubleLine Income Solutions Fund
DSL
$1.22B
| $12.5M | ﹤0.01% |
1,019,319
+21,256
| +2% | +$256K |
|
2845
CALL
SharkNinja
SN
$22.5B
| $12.5M | ﹤0.01% |
125,796
+90,796
| +259% | +$7.85M |
|
2846
Jackson Financial
JXN
$8.5B
| $12.4M | ﹤0.01% |
140,169
-464,324
| -77% | -$37.6M |
|
2847
Sociedad Química y Minera de Chile
SQM
$19.2B
| $12.4M | ﹤0.01% |
351,699
-130,827
| -27% | -$4.47M |
|
2848
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$570M
| $12.4M | ﹤0.01% |
150,344
-36,980
| -20% | -$2.84M |
|
2849
Direxion Daily NVDA Bull 2X ETF
NVDU
$508M
| $12.4M | ﹤0.01% |
125,022
-6,337
| -5% | -$419K |
|
2850
PUT
ZIM Integrated Shipping Services
ZIM
$2.93B
| $12.4M | ﹤0.01% |
+769,000
| New | +$12.1M |
|
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.