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 | |
|---|---|---|---|---|---|---|
876
PUT
Zoom
ZM
$25.8B
| $113M | 0.02% |
1,447,500
-445,800
| -24% | -$34.5M |
|
877
JPMorgan Active Growth ETF
JGRO
$9.38B
| $113M | 0.02% |
1,308,437
+163,865
| +14% | +$12.7M |
|
878
Box
BOX
$4.02B
| $112M | 0.02% |
3,290,630
-138,360
| -4% | -$4.54M |
|
|
VRNA
879
DELISTED
Verona Pharma
VRNA
| $112M | 0.02% |
1,186,181
+923,327
| +351% | +$68.4M |
|
880
PUT
PayPal
PYPL
$49.5B
| $112M | 0.02% |
1,507,400
+770,800
| +105% | +$52.8M |
|
881
CALL
Array Technologies
ARRY
$818M
| $112M | 0.02% |
18,977,000
+12,543,560
| +195% | +$76.2M |
|
882
PUT
GE Aerospace
GE
$367B
| $112M | 0.02% |
433,500
+73,100
| +20% | +$16M |
|
883
Charles River Laboratories
CRL
$10.9B
| $112M | 0.02% |
735,269
-1,656,516
| -69% | -$221M |
|
884
iShares MSCI EAFE Growth ETF
EFG
$16.3B
| $111M | 0.02% |
994,534
-148,740
| -13% | -$15.7M |
|
885
Shell
SHEL
$245B
| $111M | 0.02% |
1,580,767
-1,009,234
| -39% | -$67.6M |
|
886
ICICI Bank
IBN
$106B
| $111M | 0.02% |
3,308,154
+22,235
| +0.7% | +$736K |
|
887
MasTec
MTZ
$26.7B
| $111M | 0.02% |
651,563
+71,080
| +12% | +$10.2M |
|
888
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
| $111M | 0.02% |
1,435,519
-47,874
| -3% | -$3.65M |
|
889
iShares ESG Aware MSCI EAFE ETF
ESGD
$11.7B
| $111M | 0.02% |
1,244,100
-64,402
| -5% | -$5.49M |
|
890
HDFC Bank
HDB
$119B
| $111M | 0.02% |
2,895,182
-1,313,094
| -31% | -$47.6M |
|
891
PUT
United Parcel Service
UPS
$97.6B
| $111M | 0.02% |
1,099,470
+55,700
| +5% | +$5.48M |
|
892
Interactive Brokers
IBKR
$40.9B
| $111M | 0.02% |
1,998,659
+533,779
| +36% | +$25.3M |
|
893
Lucid Motors
LCID
$2.46B
| $111M | 0.02% |
5,245,008
-466,887
| -8% | -$11.2M |
|
894
Nexstar Media Group
NXST
$5.6B
| $111M | 0.02% |
639,635
+161,502
| +34% | +$26.5M |
|
|
PPL
895
PPL Corp
PPL
$27.3B
| $111M | 0.02% |
3,262,029
-314,801
| -9% | -$11M |
|
896
Invesco Aerospace & Defense ETF
PPA
$8.27B
| $110M | 0.02% |
779,522
+19,739
| +3% | +$2.5M |
|
897
PUT
Shopify
SHOP
$148B
| $110M | 0.02% |
954,000
-402,200
| -30% | -$40.2M |
|
898
iShares MSCI Mexico ETF
EWW
$1.89B
| $110M | 0.02% |
1,813,780
+720,137
| +66% | +$41.5M |
|
|
SCHW
899
PUT
Charles Schwab
SCHW
$177B
| $109M | 0.02% |
1,199,700
-19,300
| -2% | -$1.62M |
|
900
CenterPoint Energy
CNP
$29.1B
| $109M | 0.02% |
2,977,903
-694,329
| -19% | -$25.7M |
|
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.