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 | |
|---|---|---|---|---|---|---|
751
iShares US Treasury Bond ETF
GOVT
$43.6B
| $137M | 0.02% |
5,965,054
+233,986
| +4% | +$5.33M |
|
752
State Street
STT
$50.9B
| $137M | 0.02% |
1,288,690
-205,491
| -14% | -$19M |
|
753
GraniteShares ETF Trust GraniteShares 2x Long NVDA Daily ETF
NVDL
$3.7B
| $137M | 0.02% |
5,832,585
-57,369
| -1% | -$896K |
|
754
Okta
OKTA
$24.1B
| $137M | 0.02% |
1,369,477
+895,818
| +189% | +$95.7M |
|
755
SBA Communications
SBAC
$18.4B
| $137M | 0.02% |
581,768
+138,635
| +31% | +$31.7M |
|
756
Best Buy
BBY
$18B
| $136M | 0.02% |
2,033,050
+521,302
| +34% | +$35.4M |
|
757
Williams-Sonoma
WSM
$26.7B
| $136M | 0.02% |
831,309
-9,642
| -1% | -$1.51M |
|
758
Burlington
BURL
$22B
| $136M | 0.02% |
583,101
+27,978
| +5% | +$6.65M |
|
759
Vanguard Extended Market ETF
VXF
$30.3B
| $135M | 0.02% |
702,490
-53,476
| -7% | -$9.5M |
|
760
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
| $135M | 0.02% |
2,672,525
+52,004
| +2% | +$2.63M |
|
|
CRCL
761
Circle Internet Group
CRCL
$15.5B
| $134M | 0.02% |
+741,468
| New | +$121M |
|
762
Northern Trust
NTRS
$22.2B
| $134M | 0.02% |
1,059,768
+177,741
| +20% | +$18.2M |
|
763
Kratos Defense & Security Solutions
KTOS
$8.88B
| $134M | 0.02% |
2,891,501
-82,915
| -3% | -$3M |
|
764
Illumina
ILMN
$29.4B
| $134M | 0.02% |
1,406,694
-21,943
| -2% | -$1.78M |
|
765
CALL
BlackLine
BL
$1.69B
| $134M | 0.02% |
2,369,405
| – | – |
|
766
Celsius Holdings
CELH
$6.93B
| $134M | 0.02% |
2,890,547
+1,293,212
| +81% | +$49.8M |
|
767
Pool Corp
POOL
$6.7B
| $134M | 0.02% |
458,696
+199,237
| +77% | +$60.3M |
|
768
FirstEnergy
FE
$28.9B
| $134M | 0.02% |
3,319,062
-1,271,837
| -28% | -$52.5M |
|
769
CALL
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
| $133M | 0.02% |
2,244,200
+1,666,300
| +288% | +$92.8M |
|
770
John Hancock Multifactor Mid Cap ETF
JHMM
$5.89B
| $133M | 0.02% |
2,177,650
+1,384
| +0.1% | +$79.8K |
|
771
PUT
Wells Fargo
WFC
$261B
| $133M | 0.02% |
1,659,500
-440,700
| -21% | -$31.8M |
|
772
CALL
Oracle
ORCL
$331B
| $133M | 0.02% |
607,152
+33,036
| +6% | +$5.33M |
|
773
PG&E
PCG
$47.8B
| $132M | 0.02% |
9,504,999
-589,360
| -6% | -$9.59M |
|
774
The Mosaic Company
MOS
$7.09B
| $132M | 0.02% |
3,609,941
+1,896,614
| +111% | +$60.8M |
|
775
CALL
Salesforce
CRM
$134B
| $132M | 0.02% |
482,330
-136,203
| -22% | -$36.4M |
|
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.