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 | |
|---|---|---|---|---|---|---|
3076
Simmons First National
SFNC
$3.39B
| $9.89M | ﹤0.01% |
521,581
+205,541
| +65% | +$3.87M |
|
3077
iShares JPMorgan EM Corporate Bond ETF
CEMB
$398M
| $9.89M | ﹤0.01% |
217,617
+997
| +0.5% | +$44.5K |
|
|
WRD
3078
WeRide Inc
WRD
$1.9B
| $9.88M | ﹤0.01% |
1,253,391
+1,059,548
| +547% | +$9.45M |
|
3079
Americold
COLD
$4.21B
| $9.84M | ﹤0.01% |
591,840
+88,986
| +18% | +$1.61M |
|
3080
CALL
Lam Research
LRCX
$316B
| $9.83M | ﹤0.01% |
101,000
-174,500
| -63% | -$13.8M |
|
|
ACLX
3081
DELISTED
Arcellx
ACLX
| $9.81M | ﹤0.01% |
148,917
-60,655
| -29% | -$3.78M |
|
3082
Century Aluminum
CENX
$4.22B
| $9.79M | ﹤0.01% |
543,549
+89,377
| +20% | +$1.52M |
|
3083
Global Partners
GLP
$1.65B
| $9.79M | ﹤0.01% |
185,705
-55,555
| -23% | -$2.86M |
|
3084
PUT
HP
HPQ
$26B
| $9.78M | ﹤0.01% |
399,700
-261,300
| -40% | -$6.66M |
|
3085
CALL
Applovin
APP
$134B
| $9.77M | ﹤0.01% |
27,909
-52,705
| -65% | -$17.1M |
|
3086
Stevanato
STVN
$5.57B
| $9.77M | ﹤0.01% |
399,723
-37,454
| -9% | -$846K |
|
3087
1st Source
SRCE
$2.17B
| $9.76M | ﹤0.01% |
157,308
+2,797
| +2% | +$166K |
|
3088
PUT
iShares Semiconductor ETF
SOXX
$38.4B
| $9.72M | ﹤0.01% |
40,700
-49,600
| -55% | -$9.94M |
|
3089
iShares MSCI Poland ETF
EPOL
$680M
| $9.71M | ﹤0.01% |
301,118
+5,372
| +2% | +$159K |
|
|
FOLD
3090
DELISTED
Amicus Therapeutics
FOLD
| $9.7M | ﹤0.01% |
1,693,292
+356,421
| +27% | +$2.3M |
|
3091
CALL
Tradeweb Markets
TW
$23B
| $9.69M | ﹤0.01% |
+66,200
| New | +$9.24M |
|
3092
Gaotu Techedu
GOTU
$405M
| $9.68M | ﹤0.01% |
2,682,723
-777,248
| -22% | -$2.67M |
|
3093
Protolabs
PRLB
$1.7B
| $9.68M | ﹤0.01% |
241,840
-23,320
| -9% | -$869K |
|
3094
ODDITY Tech
ODD
$690M
| $9.67M | ﹤0.01% |
128,174
+106,312
| +486% | +$6.48M |
|
3095
Constellium
CSTM
$3.76B
| $9.67M | ﹤0.01% |
726,813
+79,123
| +12% | +$889K |
|
3096
PUT
Exelon
EXC
$48.1B
| $9.66M | ﹤0.01% |
222,400
-261,500
| -54% | -$11.6M |
|
3097
Artisan Partners
APAM
$2.86B
| $9.65M | ﹤0.01% |
217,690
-31,306
| -13% | -$1.25M |
|
3098
Invesco Municipal Trust
VKQ
$541M
| $9.65M | ﹤0.01% |
1,054,398
+74,179
| +8% | +$687K |
|
3099
PUT
American International
AIG
$42.5B
| $9.65M | ﹤0.01% |
112,700
-141,400
| -56% | -$11.8M |
|
3100
PUT
Bunge Global
BG
$20.9B
| $9.63M | ﹤0.01% |
120,000
-30,000
| -20% | -$2.36M |
|
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.