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 | |
|---|---|---|---|---|---|---|
3251
PUT
Biogen
BIIB
$30.9B
| $8.43M | ﹤0.01% |
67,100
-31,900
| -32% | -$3.97M |
|
3252
State Street SPDR S&P Software & Services ETF
XSW
$442M
| $8.42M | ﹤0.01% |
44,341
+1,978
| +5% | +$339K |
|
3253
CALL
Bristol-Myers Squibb
BMY
$129B
| $8.4M | ﹤0.01% |
181,555
-355,172
| -66% | -$17.4M |
|
3254
Liberty Global Class C
LBTYK
$3.5B
| $8.4M | ﹤0.01% |
814,675
-1,327,444
| -62% | -$13.7M |
|
|
NML
3255
Neuberger Energy Infrastructure and Income Fund Inc
NML
$572M
| $8.4M | ﹤0.01% |
933,237
+53,242
| +6% | +$455K |
|
3256
PUT
Suzano
SUZ
$10.2B
| $8.39M | ﹤0.01% |
892,000
+487,100
| +120% | +$4.46M |
|
3257
Veracyte
VCYT
$4.45B
| $8.39M | ﹤0.01% |
310,466
-42,123
| -12% | -$1.22M |
|
3258
PUT
Caesars Entertainment
CZR
$6.06B
| $8.38M | ﹤0.01% |
295,000
+105,000
| +55% | +$2.85M |
|
3259
PUT
State Street SPDR S&P Bank ETF
KBE
$1.64B
| $8.37M | ﹤0.01% |
150,100
+100
| +0.1% | +$5.21K |
|
3260
iShares Russell Top 200 ETF
IWL
$2.13B
| $8.36M | ﹤0.01% |
54,587
-10,017
| -16% | -$1.41M |
|
3261
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.19B
| $8.36M | ﹤0.01% |
208,311
-117,111
| -36% | -$4.52M |
|
3262
Acadia Realty Trust
AKR
$3.11B
| $8.35M | ﹤0.01% |
449,445
+283,763
| +171% | +$5.5M |
|
3263
PUT
McCormick & Company Non-Voting
MKC
$14B
| $8.34M | ﹤0.01% |
+110,000
| New | +$8.24M |
|
3264
Nuveen Floating Rate Income Fund
JFR
$1.23B
| $8.33M | ﹤0.01% |
984,051
+64,336
| +7% | +$526K |
|
3265
Grindr
GRND
$3.06B
| $8.33M | ﹤0.01% |
367,174
+208,851
| +132% | +$4.58M |
|
3266
CALL
Southern Company
SO
$108B
| $8.33M | ﹤0.01% |
90,700
-98,500
| -52% | -$8.85M |
|
3267
CALL
Cleveland-Cliffs
CLF
$6.49B
| $8.32M | ﹤0.01% |
1,095,000
-1,255,500
| -53% | -$9.33M |
|
3268
Trinity Capital Inc.
TRIN
$1.58B
| $8.32M | ﹤0.01% |
591,316
+138,084
| +30% | +$1.99M |
|
3269
Hudbay
HBM
$9.76B
| $8.32M | ﹤0.01% |
783,959
+463,685
| +145% | +$3.86M |
|
3270
PUT
Cemex
CX
$16.9B
| $8.32M | ﹤0.01% |
1,200,000
+100,000
| +9% | +$634K |
|
|
CSGS
3271
DELISTED
CSG Systems International
CSGS
| $8.32M | ﹤0.01% |
127,328
+69,993
| +122% | +$4.37M |
|
3272
BlackRock ESG Capital Allocation Term Trust
ECAT
$1.48B
| $8.31M | ﹤0.01% |
517,707
-11,120
| -2% | -$173K |
|
|
GOOS
3273
Canada Goose Holdings
GOOS
$903M
| $8.31M | ﹤0.01% |
742,871
+608,991
| +455% | +$5.9M |
|
3274
CALL
TeraWulf
WULF
$7.48B
| $8.3M | ﹤0.01% |
1,895,700
+556,600
| +42% | +$1.9M |
|
3275
UWM Holdings
UWMC
$672M
| $8.29M | ﹤0.01% |
2,002,496
+1,416,479
| +242% | +$6.23M |
|
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.