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 | |
|---|---|---|---|---|---|---|
4276
CALL
Pentair
PNR
$10.4B
| $3.3M | ﹤0.01% |
32,099
| – | – |
|
4277
PUT
Cognizant
CTSH
$24.9B
| $3.29M | ﹤0.01% |
42,200
-150,000
| -78% | -$11.5M |
|
4278
Progyny
PGNY
$2.44B
| $3.29M | ﹤0.01% |
149,496
+32,221
| +27% | +$707K |
|
|
BNT
4279
Brookfield Wealth Solutions
BNT
$11.8B
| $3.28M | ﹤0.01% |
79,628
-19,366
| -20% | -$717K |
|
|
WELD
4280
Tema U.S. Manufacturing & Reshoring ETF
WELD
$289M
| $3.28M | ﹤0.01% |
83,461
+45,967
| +123% | +$1.65M |
|
4281
CALL
ACM Research
ACMR
$5.42B
| $3.26M | ﹤0.01% |
+126,000
| New | +$2.83M |
|
4282
MillerKnoll
MLKN
$1.53B
| $3.26M | ﹤0.01% |
167,989
+5,937
| +4% | +$101K |
|
|
SCPH
4283
DELISTED
scPharmaceuticals
SCPH
| $3.26M | ﹤0.01% |
855,302
+527,887
| +161% | +$1.64M |
|
4284
Nordic American Tanker
NAT
$1.38B
| $3.26M | ﹤0.01% |
1,238,477
-290,979
| -19% | -$759K |
|
4285
Herbalife
HLF
$1.29B
| $3.26M | ﹤0.01% |
377,784
-189,110
| -33% | -$1.4M |
|
4286
VanEck Biotech ETF
BBH
$400M
| $3.25M | ﹤0.01% |
21,223
-6,636
| -24% | -$988K |
|
4287
Angel Oak High Yield Opportunities ETF
AOHY
$123M
| $3.24M | ﹤0.01% |
291,122
+1,930
| +0.7% | +$21.1K |
|
|
NLOP
4288
Net Lease Office Properties
NLOP
$173M
| $3.24M | ﹤0.01% |
99,398
-24,762
| -20% | -$757K |
|
4289
CALL
Cummins
CMI
$87.5B
| $3.23M | ﹤0.01% |
9,866
-8,700
| -47% | -$2.69M |
|
4290
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
| $3.23M | ﹤0.01% |
50,910
-543
| -1% | -$33.8K |
|
4291
iShares MSCI Chile ETF
ECH
$1.01B
| $3.23M | ﹤0.01% |
102,569
-7,996
| -7% | -$249K |
|
4292
Invesco Russell 1000 Equal Weight ETF
EQAL
$815M
| $3.22M | ﹤0.01% |
65,481
-55,188
| -46% | -$2.58M |
|
4293
PUT
Microchip Technology
MCHP
$40.3B
| $3.22M | ﹤0.01% |
45,800
+10,800
| +31% | +$594K |
|
4294
State Street DoubleLine Short Duration Total Return Tactical ETF
STOT
$501M
| $3.22M | ﹤0.01% |
67,912
+1,412
| +2% | +$66.5K |
|
4295
Telkom Indonesia
TLK
$14.5B
| $3.21M | ﹤0.01% |
189,658
+137,615
| +264% | +$2.2M |
|
4296
Invesco Pharmaceuticals ETF
PJP
$442M
| $3.21M | ﹤0.01% |
40,203
+4,015
| +11% | +$320K |
|
4297
CALL
Trade Desk
TTD
$8.48B
| $3.21M | ﹤0.01% |
44,600
-9,000
| -17% | -$575K |
|
4298
WisdomTree Japan SmallCap Dividend Fund
DFJ
$385M
| $3.21M | ﹤0.01% |
37,426
+1,099
| +3% | +$90.2K |
|
|
CVGW
4299
DELISTED
Calavo Growers
CVGW
| $3.19M | ﹤0.01% |
120,069
-45,913
| -28% | -$1.2M |
|
4300
PUT
Harley-Davidson
HOG
$2.58B
| $3.19M | ﹤0.01% |
135,200
-24,800
| -16% | -$589K |
|
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.