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 | |
|---|---|---|---|---|---|---|
4001
PUT
Amcor
AMCR
$20.6B
| $4.3M | ﹤0.01% |
93,660
+28,560
| +44% | +$1.32M |
|
|
SEM
4002
DELISTED
Select Medical
SEM
| $4.3M | ﹤0.01% |
283,251
+57,833
| +26% | +$902K |
|
4003
Lightspeed Commerce
LSPD
$1.28B
| $4.29M | ﹤0.01% |
366,243
+120,313
| +49% | +$1.24M |
|
4004
CALL
UiPath
PATH
$6.5B
| $4.29M | ﹤0.01% |
334,802
+88,608
| +36% | +$1.06M |
|
4005
Runway Growth Finance
RWAY
$231M
| $4.28M | ﹤0.01% |
399,007
+137,580
| +53% | +$1.33M |
|
4006
Nuveen New York Municipal Value Fund
NNY
$156M
| $4.27M | ﹤0.01% |
527,107
-29,806
| -5% | -$243K |
|
|
TTAN
4007
ServiceTitan Inc
TTAN
$7.78B
| $4.27M | ﹤0.01% |
39,835
-138,169
| -78% | -$15.4M |
|
4008
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
| $4.26M | ﹤0.01% |
68,877
+58,264
| +549% | +$3.47M |
|
4009
PUT
ARK Genomic Revolution ETF
ARKG
$1.56B
| $4.26M | ﹤0.01% |
175,000
| – | – |
|
4010
CALL
Novartis
NVS
$298B
| $4.25M | ﹤0.01% |
35,100
-46,900
| -57% | -$5.29M |
|
4011
Vanguard Russell 2000 Value ETF
VTWV
$1.28B
| $4.24M | ﹤0.01% |
30,514
+1,278
| +4% | +$168K |
|
4012
Ivanhoe Electric
IE
$1.42B
| $4.24M | ﹤0.01% |
467,326
+194,335
| +71% | +$1.35M |
|
4013
BlackRock Health Sciences Trust
BME
$560M
| $4.24M | ﹤0.01% |
116,223
-18,693
| -14% | -$678K |
|
4014
Myriad Genetics
MYGN
$283M
| $4.23M | ﹤0.01% |
796,994
+248,496
| +45% | +$1.47M |
|
4015
US Treasury 12 Month Bill ETF
OBIL
$306M
| $4.23M | ﹤0.01% |
84,302
+12,109
| +17% | +$607K |
|
|
GOGL
4016
DELISTED
Golden Ocean Group
GOGL
| $4.23M | ﹤0.01% |
577,580
-538,592
| -48% | -$4.08M |
|
4017
Fidelity MSCI Health Care Index ETF
FHLC
$3.28B
| $4.23M | ﹤0.01% |
66,105
-365
| -0.5% | -$23.2K |
|
4018
UroGen Pharma
URGN
$1.9B
| $4.23M | ﹤0.01% |
308,527
-864,561
| -74% | -$8.3M |
|
|
LX
4019
LexinFintech Holdings
LX
$241M
| $4.23M | ﹤0.01% |
586,026
-165,041
| -22% | -$1.28M |
|
4020
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$405M
| $4.22M | ﹤0.01% |
90,738
-237,855
| -72% | -$10.7M |
|
4021
Fiverr
FVRR
$321M
| $4.21M | ﹤0.01% |
143,474
-146,903
| -51% | -$4.23M |
|
4022
Genesco
GCO
$422M
| $4.2M | ﹤0.01% |
213,142
+68,726
| +48% | +$1.44M |
|
4023
JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF
BBAX
$6.68B
| $4.19M | ﹤0.01% |
76,920
-9,354
| -11% | -$479K |
|
4024
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$271M
| $4.19M | ﹤0.01% |
177,892
-4,574
| -3% | -$107K |
|
|
NVO
4025
PUT
Novo Nordisk
NVO
$208B
| $4.19M | ﹤0.01% |
60,700
-585,200
| -91% | -$39.8M |
|
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.