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 | |
|---|---|---|---|---|---|---|
901
PUT
Freeport-McMoran
FCX
$90B
| $109M | 0.02% |
2,523,800
-276,600
| -10% | -$10.5M |
|
902
Nordson
NDSN
$16.5B
| $109M | 0.02% |
508,912
+292,018
| +135% | +$58.1M |
|
903
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$96.1B
| $109M | 0.02% |
600,100
-810,000
| -57% | -$140M |
|
904
Nutanix
NTNX
$14.9B
| $109M | 0.02% |
1,425,398
+631,856
| +80% | +$45.5M |
|
905
FMC
FMC
$1.42B
| $109M | 0.02% |
2,609,317
+1,403,769
| +116% | +$55.8M |
|
906
Centene
CNC
$31.3B
| $109M | 0.02% |
2,006,735
-143,091
| -7% | -$8.39M |
|
907
PUT
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $109M | 0.02% |
3,172,300
-2,265,000
| -42% | -$75M |
|
908
Moderna
MRNA
$21.5B
| $109M | 0.02% |
3,942,232
-2,435,305
| -38% | -$64.1M |
|
909
Atmos Energy
ATO
$29.9B
| $109M | 0.02% |
705,748
-224,463
| -24% | -$34.9M |
|
910
Trade Desk
TTD
$8.13B
| $109M | 0.02% |
1,510,007
-471,493
| -24% | -$30.1M |
|
911
HubSpot
HUBS
$10.5B
| $108M | 0.02% |
194,599
-27,499
| -12% | -$16.1M |
|
|
AKRO
912
DELISTED
Akero Therapeutics
AKRO
| $108M | 0.02% |
2,028,887
-127,519
| -6% | -$5.79M |
|
913
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.4B
| $108M | 0.02% |
2,204,285
+106,304
| +5% | +$5.17M |
|
|
GRID
914
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.4B
| $108M | 0.02% |
777,164
-6,734
| -0.9% | -$836K |
|
915
Fluor
FLR
$7.29B
| $108M | 0.02% |
2,100,590
+700,416
| +50% | +$27.9M |
|
916
Vanguard Mega Cap 300 Index ETF
MGC
$9.87B
| $107M | 0.02% |
477,698
+45,482
| +11% | +$9.41M |
|
917
CALL
Apollo Global Management
APO
$70.7B
| $107M | 0.02% |
756,800
+191,300
| +34% | +$25.4M |
|
918
PUT
Zscaler
ZS
$23B
| $107M | 0.02% |
340,800
+31,500
| +10% | +$7.85M |
|
919
WisdomTree US LargeCap Dividend Fund
DLN
$6.24B
| $107M | 0.02% |
1,301,779
-13,443
| -1% | -$1.05M |
|
920
Alcoa
AA
$11.7B
| $107M | 0.02% |
3,612,447
+1,547,589
| +75% | +$41.8M |
|
921
Pinterest
PINS
$12.4B
| $107M | 0.02% |
2,971,948
-3,095,510
| -51% | -$93.9M |
|
922
CALL
VanEck Gold Miners ETF
GDX
$23B
| $107M | 0.02% |
2,046,000
-3,699,800
| -64% | -$184M |
|
923
Aecom
ACM
$9.07B
| $106M | 0.02% |
942,828
-677,846
| -42% | -$70.4M |
|
924
Zoom
ZM
$25.8B
| $106M | 0.02% |
1,357,028
+61,184
| +5% | +$4.73M |
|
|
GRMN
925
Garmin
GRMN
$46.9B
| $106M | 0.02% |
506,469
-460,182
| -48% | -$91.3M |
|
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.