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 | |
|---|---|---|---|---|---|---|
2951
QuidelOrtho
QDEL
$1.15B
| $11.3M | ﹤0.01% |
391,220
+79,255
| +25% | +$2.34M |
|
2952
CALL
Diamondback Energy
FANG
$55.9B
| $11.3M | ﹤0.01% |
81,914
-10,400
| -11% | -$1.44M |
|
2953
EMQQ The Emerging Markets Internet & Ecommerce ETF
EMQQ
$271M
| $11.3M | ﹤0.01% |
269,979
-21,391
| -7% | -$831K |
|
|
LIF
2954
Life360
LIF
$4.58B
| $11.2M | ﹤0.01% |
171,865
+13,859
| +9% | +$712K |
|
2955
Ethan Allen Interiors
ETD
$606M
| $11.2M | ﹤0.01% |
402,282
-12,207
| -3% | -$330K |
|
2956
CALL
iShares US Home Construction ETF
ITB
$2.33B
| $11.2M | ﹤0.01% |
119,800
+59,900
| +100% | +$5.47M |
|
|
ONT
2957
Onterris Inc
ONT
$729M
| $11.1M | ﹤0.01% |
508,391
-8,225
| -2% | -$147K |
|
|
AIO
2958
Virtus Artificial Intelligence & Technology Opportunities Fund
AIO
$841M
| $11.1M | ﹤0.01% |
448,218
+2,397
| +0.5% | +$52.8K |
|
2959
iShares US Basic Materials ETF
IYM
$1.13B
| $11.1M | ﹤0.01% |
79,373
-6,051
| -7% | -$804K |
|
2960
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
$757M
| $11.1M | ﹤0.01% |
205,832
+2,533
| +1% | +$132K |
|
2961
PUT
Starwood Property Trust
STWD
$6.12B
| $11.1M | ﹤0.01% |
553,400
+200,000
| +57% | +$3.89M |
|
2962
iShares Micro-Cap ETF
IWC
$1.44B
| $11.1M | ﹤0.01% |
86,773
-4,837
| -5% | -$559K |
|
2963
Goldman Sachs Equal Weight US Large Cap Equity ETF
GSEW
$1.9B
| $11.1M | ﹤0.01% |
135,707
+10,720
| +9% | +$823K |
|
2964
Grand Canyon Education
LOPE
$4.19B
| $11.1M | ﹤0.01% |
58,519
-41,458
| -41% | -$7.68M |
|
|
TGNA
2965
DELISTED
TEGNA Inc
TGNA
| $11M | ﹤0.01% |
658,636
-52,549
| -7% | -$874K |
|
2966
Nuveen Taxable Municipal Income Fund
NBB
$449M
| $11M | ﹤0.01% |
697,719
+5,449
| +0.8% | +$84.2K |
|
2967
PUT
Skyworks Solutions
SWKS
$9.46B
| $11M | ﹤0.01% |
148,100
-114,500
| -44% | -$7.64M |
|
2968
CALL
SLB Ltd
SLB
$73.4B
| $11M | ﹤0.01% |
326,500
-347,942
| -52% | -$12.1M |
|
2969
CALL
Regeneron Pharmaceuticals
REGN
$72.8B
| $11M | ﹤0.01% |
21,000
-9,400
| -31% | -$5.25M |
|
2970
Reinsurance Group of America
RGA
$15.6B
| $11M | ﹤0.01% |
55,503
-54,322
| -49% | -$10.6M |
|
2971
NatWest
NWG
$70.3B
| $11M | ﹤0.01% |
778,038
+139,844
| +22% | +$1.85M |
|
2972
Columbia Diversified Fixed Income Allocation ETF
DIAL
$387M
| $11M | ﹤0.01% |
603,666
+7,560
| +1% | +$135K |
|
|
RERE
2973
ATRenew
RERE
$935M
| $11M | ﹤0.01% |
3,320,775
-41,682
| -1% | -$108K |
|
2974
PUT
LyondellBasell Industries
LYB
$19.5B
| $11M | ﹤0.01% |
189,800
-63,000
| -25% | -$3.67M |
|
2975
PUT
Albemarle
ALB
$13.4B
| $11M | ﹤0.01% |
175,000
-65,800
| -27% | -$3.89M |
|
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.