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 | |
|---|---|---|---|---|---|---|
3976
Fox Factory Holding Corp
FOXF
$732M
| $4.43M | ﹤0.01% |
170,874
-32,366
| -16% | -$758K |
|
|
SCS
3977
DELISTED
Steelcase
SCS
| $4.43M | ﹤0.01% |
424,790
+144,265
| +51% | +$1.49M |
|
|
3978
CALL
Kenvue
KVUE
$37B
| $4.43M | ﹤0.01% |
211,500
+111,500
| +112% | +$2.54M |
|
3979
CALL
Vanguard FTSE Emerging Markets ETF
VWO
$121B
| $4.43M | ﹤0.01% |
+89,500
| New | +$4.15M |
|
3980
Direxion Daily MSFT Bull 2X ETF
MSFU
$1.11B
| $4.42M | ﹤0.01% |
89,000
+77,855
| +699% | +$3.04M |
|
3981
PUT
TransDigm Group
TDG
$70.6B
| $4.41M | ﹤0.01% |
+2,900
| New | +$4.07M |
|
3982
Bank of Hawaii
BOH
$3.15B
| $4.41M | ﹤0.01% |
65,266
-185,444
| -74% | -$12.3M |
|
3983
CALL
Lamb Weston
LW
$7.2B
| $4.4M | ﹤0.01% |
84,900
+29,200
| +52% | +$1.56M |
|
3984
B&G Foods
BGS
$289M
| $4.4M | ﹤0.01% |
1,039,291
+392,395
| +61% | +$2.05M |
|
3985
Cohen & Steers
CNS
$4.2B
| $4.39M | ﹤0.01% |
58,322
-35,001
| -38% | -$2.69M |
|
3986
CALL
McCormick & Company Non-Voting
MKC
$13.7B
| $4.39M | ﹤0.01% |
+57,900
| New | +$4.34M |
|
3987
United States Natural Gas Fund
UNG
$453M
| $4.39M | ﹤0.01% |
287,119
+182,192
| +174% | +$3.14M |
|
|
ZK
3988
DELISTED
Zeekr
ZK
| $4.38M | ﹤0.01% |
171,788
+56,834
| +49% | +$1.4M |
|
3989
Theravance Biopharma
TBPH
$874M
| $4.38M | ﹤0.01% |
397,133
-20,488
| -5% | -$199K |
|
3990
PUT
iShares US Real Estate ETF
IYR
$4.66B
| $4.38M | ﹤0.01% |
46,200
-1,361,200
| -97% | -$127M |
|
3991
Anavex Life Sciences
AVXL
$251M
| $4.37M | ﹤0.01% |
474,154
-133,866
| -22% | -$1.14M |
|
|
INR
3992
Infinity Natural Resources
INR
$241M
| $4.37M | ﹤0.01% |
238,689
+133,385
| +127% | +$2.27M |
|
|
TERN
3993
DELISTED
Terns Pharmaceuticals
TERN
| $4.37M | ﹤0.01% |
1,171,619
+238,513
| +26% | +$745K |
|
3994
Hafnia
HAFN
$3.83B
| $4.37M | ﹤0.01% |
875,197
+462,895
| +112% | +$2.25M |
|
3995
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$560M
| $4.36M | ﹤0.01% |
49,636
-2,772
| -5% | -$224K |
|
3996
Sagimet Biosciences
SGMT
$437M
| $4.36M | ﹤0.01% |
572,735
+94,305
| +20% | +$398K |
|
3997
Griffon
GFF
$3.99B
| $4.35M | ﹤0.01% |
60,078
-164,833
| -73% | -$11.5M |
|
3998
Sprout Social
SPT
$508M
| $4.34M | ﹤0.01% |
207,387
-34,926
| -14% | -$740K |
|
3999
Sonos
SONO
$1.73B
| $4.33M | ﹤0.01% |
400,685
+121,558
| +44% | +$1.18M |
|
|
NBH
4000
Neuberger Municipal Fund Inc
NBH
$302M
| $4.33M | ﹤0.01% |
440,251
+25,327
| +6% | +$252K |
|
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.