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 | |
|---|---|---|---|---|---|---|
|
AD
3701
CALL
Array Digital Infrastructure
AD
$3.02B
| $5.76M | ﹤0.01% |
90,000
-24,100
| -21% | -$1.53M |
|
3702
iShares Intermediate Government/Credit Bond ETF
GVI
$3.78B
| $5.75M | ﹤0.01% |
53,871
+2,912
| +6% | +$308K |
|
3703
State Street SPDR S&P Health Care Equipment ETF
XHE
$163M
| $5.75M | ﹤0.01% |
70,767
+1,722
| +2% | +$137K |
|
|
SA
3704
Seabridge Gold
SA
$2.89B
| $5.74M | ﹤0.01% |
395,584
+250,861
| +173% | +$3.19M |
|
3705
PUT
GitLab
GTLB
$5.7B
| $5.74M | ﹤0.01% |
+127,300
| New | +$5.82M |
|
3706
CALL
Nucor
NUE
$58.5B
| $5.74M | ﹤0.01% |
44,300
-89,200
| -67% | -$10.4M |
|
|
TRST
3707
Trustco Bank Corp NY
TRST
$963M
| $5.73M | ﹤0.01% |
171,366
+81,670
| +91% | +$2.52M |
|
3708
PUT
Dollar General
DG
$28.1B
| $5.72M | ﹤0.01% |
50,000
-77,000
| -61% | -$7.64M |
|
|
UFOX
3709
Defiance Space and Connective Tech ETF
UFOX
$833M
| $5.71M | ﹤0.01% |
108,214
+12,598
| +13% | +$568K |
|
3710
CALL
British American Tobacco
BTI
$133B
| $5.71M | ﹤0.01% |
120,600
+16,100
| +15% | +$713K |
|
|
SFD
3711
Smithfield Foods
SFD
$10.5B
| $5.7M | ﹤0.01% |
242,363
-394,178
| -62% | -$8.71M |
|
|
HTO
3712
H2O America
HTO
$2.59B
| $5.7M | ﹤0.01% |
109,677
+18,030
| +20% | +$959K |
|
3713
BancFirst
BANF
$3.77B
| $5.7M | ﹤0.01% |
46,100
-7,284
| -14% | -$866K |
|
3714
Arlo Technologies
ARLO
$1.57B
| $5.68M | ﹤0.01% |
334,827
+61,948
| +23% | +$792K |
|
3715
Enviri
NVRI
$624M
| $5.68M | ﹤0.01% |
654,152
+419,738
| +179% | +$3.08M |
|
3716
CALL
Biogen
BIIB
$30.7B
| $5.68M | ﹤0.01% |
45,200
-26,300
| -37% | -$3.28M |
|
|
MFM
3717
Aberdeen Municipal Income Fund
MFM
$222M
| $5.68M | ﹤0.01% |
1,097,729
+42,166
| +4% | +$217K |
|
3718
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$775M
| $5.67M | ﹤0.01% |
128,704
+4,294
| +3% | +$190K |
|
3719
PUT
Prologis
PLD
$136B
| $5.67M | ﹤0.01% |
53,900
-37,600
| -41% | -$3.94M |
|
|
FFA
3720
First Trust Enhanced Equity Income Fund
FFA
$451M
| $5.66M | ﹤0.01% |
276,582
+7,683
| +3% | +$147K |
|
|
NUTX
3721
Nutex Health
NUTX
$1.02B
| $5.66M | ﹤0.01% |
45,475
+41,142
| +950% | +$5.31M |
|
3722
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
| $5.66M | ﹤0.01% |
259,535
+16,180
| +7% | +$347K |
|
3723
CALL
Valero Energy
VLO
$92.6B
| $5.65M | ﹤0.01% |
42,000
-53,700
| -56% | -$6.69M |
|
3724
PUT
e.l.f. Beauty
ELF
$4.85B
| $5.64M | ﹤0.01% |
45,300
-30,900
| -41% | -$2.64M |
|
3725
iShares MSCI Spain ETF
EWP
$2.11B
| $5.63M | ﹤0.01% |
127,940
+42,919
| +50% | +$1.77M |
|
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.