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 | |
|---|---|---|---|---|---|---|
3576
iShares MSCI Peru and Global Exposure ETF
EPU
$521M
| $6.53M | ﹤0.01% |
134,309
-35,627
| -21% | -$1.62M |
|
3577
Coty
COTY
$2.4B
| $6.52M | ﹤0.01% |
1,402,909
-513,924
| -27% | -$2.54M |
|
3578
CALL
American Tower
AMT
$83.5B
| $6.52M | ﹤0.01% |
29,500
-36,300
| -55% | -$7.84M |
|
3579
PUT
Yum! Brands
YUM
$41.9B
| $6.52M | ﹤0.01% |
44,000
-59,100
| -57% | -$8.63M |
|
3580
Evertec
EVTC
$1.97B
| $6.52M | ﹤0.01% |
180,856
+97,070
| +116% | +$3.44M |
|
|
BBBY
3581
Bed Bath & Beyond
BBBY
$479M
| $6.51M | ﹤0.01% |
1,040,736
+487,952
| +88% | +$2.36M |
|
3582
Davis Select Worldwide ETF
DWLD
$602M
| $6.49M | ﹤0.01% |
156,677
+2,358
| +2% | +$90.8K |
|
3583
AMC Global Media
AMCX
$450M
| $6.48M | ﹤0.01% |
1,033,693
+127,710
| +14% | +$806K |
|
3584
Weibo
WB
$1.97B
| $6.47M | ﹤0.01% |
679,184
+54,161
| +9% | +$476K |
|
3585
Dave & Buster's
PLAY
$357M
| $6.47M | ﹤0.01% |
215,008
-731,815
| -77% | -$16.5M |
|
3586
Phreesia
PHR
$689M
| $6.46M | ﹤0.01% |
227,092
+145,681
| +179% | +$3.7M |
|
3587
PUT
Nucor
NUE
$58.3B
| $6.45M | ﹤0.01% |
49,800
-89,500
| -64% | -$10.5M |
|
3588
WisdomTree US LargeCap Fund
EPS
$1.56B
| $6.45M | ﹤0.01% |
100,724
-13,254
| -12% | -$791K |
|
3589
OppFi
OPFI
$813M
| $6.45M | ﹤0.01% |
460,794
+179,083
| +64% | +$2.01M |
|
3590
Apogee Enterprises
APOG
$833M
| $6.44M | ﹤0.01% |
158,741
+15,395
| +11% | +$635K |
|
|
PGRE
3591
DELISTED
Paramount Group
PGRE
| $6.43M | ﹤0.01% |
1,054,302
+482,574
| +84% | +$2.51M |
|
3592
Freshworks
FRSH
$3.21B
| $6.42M | ﹤0.01% |
430,822
+107,106
| +33% | +$1.54M |
|
3593
Phinia Inc
PHIN
$3.04B
| $6.42M | ﹤0.01% |
144,345
+57,009
| +65% | +$2.41M |
|
3594
Intapp
INTA
$2.44B
| $6.4M | ﹤0.01% |
123,897
+24,607
| +25% | +$1.34M |
|
|
DIAX
3595
DELISTED
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
| $6.38M | ﹤0.01% |
445,173
-51,191
| -10% | -$712K |
|
3596
Otter Tail
OTTR
$3.81B
| $6.37M | ﹤0.01% |
82,661
-17,628
| -18% | -$1.38M |
|
3597
Tootsie Roll Industries
TR
$2.97B
| $6.37M | ﹤0.01% |
196,104
+71,706
| +58% | +$2.3M |
|
3598
PUT
Agilent Technologies
A
$39.6B
| $6.36M | ﹤0.01% |
53,900
-14,300
| -21% | -$1.58M |
|
3599
VanEck Vietnam ETF
VNM
$478M
| $6.35M | ﹤0.01% |
461,713
+116,298
| +34% | +$1.47M |
|
3600
Helix Energy Solutions
HLX
$1.34B
| $6.33M | ﹤0.01% |
1,014,545
+96,798
| +11% | +$641K |
|
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.