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 | |
|---|---|---|---|---|---|---|
851
Ollie's Bargain Outlet
OLLI
$4.01B
| $118M | 0.02% |
891,906
+341,234
| +62% | +$39.1M |
|
852
AGCO
AGCO
$8.78B
| $117M | 0.02% |
1,135,699
-751,351
| -40% | -$71.6M |
|
853
CALL
Synaptics
SYNA
$4.41B
| $117M | 0.02% |
1,805,544
| – | – |
|
|
CYBR
854
DELISTED
CyberArk
CYBR
| $117M | 0.02% |
287,478
-93,602
| -25% | -$34.1M |
|
855
Avantis US Small Cap Value ETF
AVUV
$29.7B
| $117M | 0.02% |
1,281,290
-59,989
| -4% | -$5.17M |
|
856
CALL
Super Micro Computer
SMCI
$19.5B
| $117M | 0.02% |
2,379,792
-684,621
| -22% | -$26.4M |
|
857
Vulcan Materials
VMC
$36.3B
| $117M | 0.02% |
446,836
-76,610
| -15% | -$19.7M |
|
858
Corpay
CPAY
$24.2B
| $116M | 0.02% |
350,917
-228,753
| -39% | -$74.6M |
|
859
Blackstone Secured Lending
BXSL
$5.41B
| $116M | 0.02% |
3,763,701
+1,325,471
| +54% | +$40.4M |
|
860
PUT
AbbVie
ABBV
$458B
| $116M | 0.02% |
623,200
-281,800
| -31% | -$52.4M |
|
861
NVR
NVR
$17.2B
| $116M | 0.02% |
15,643
-3,232
| -17% | -$23.2M |
|
862
Nucor
NUE
$56.4B
| $115M | 0.02% |
890,923
+62,824
| +8% | +$7.34M |
|
863
CALL
UnitedHealth
UNH
$382B
| $115M | 0.02% |
369,560
+144,501
| +64% | +$55.2M |
|
864
iShares Core MSCI International Developed Markets ETF
IDEV
$31B
| $115M | 0.02% |
1,516,141
+148,733
| +11% | +$10.8M |
|
865
PUT
Goldman Sachs
GS
$313B
| $115M | 0.02% |
162,800
-52,300
| -24% | -$30.3M |
|
866
Dutch Bros
BROS
$8.78B
| $115M | 0.02% |
1,675,354
+522,692
| +45% | +$34.1M |
|
867
JD.com
JD
$40.8B
| $115M | 0.02% |
3,508,045
+249,562
| +8% | +$8.52M |
|
|
DFAI
868
Dimensional International Core Equity Market ETF
DFAI
$17.1B
| $114M | 0.02% |
3,311,392
+68,258
| +2% | +$2.24M |
|
869
iShares US Aerospace & Defense ETF
ITA
$14.2B
| $114M | 0.02% |
606,132
+139
| +0% | +$23.1K |
|
870
Pultegroup
PHM
$24.5B
| $114M | 0.02% |
1,077,831
+217,012
| +25% | +$21.9M |
|
871
PUT
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
| $114M | 0.02% |
1,402,400
+952,500
| +212% | +$77.3M |
|
872
CALL
Zscaler
ZS
$23B
| $113M | 0.02% |
361,500
+232,432
| +180% | +$57.9M |
|
873
MKS Inc
MKSI
$22.2B
| $113M | 0.02% |
1,141,093
+333,240
| +41% | +$27.1M |
|
874
GameStop
GME
$9.5B
| $113M | 0.02% |
4,644,345
+1,875,021
| +68% | +$50.3M |
|
875
Installed Building Products
IBP
$6.13B
| $113M | 0.02% |
627,740
+489,294
| +353% | +$81.4M |
|
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.