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 | |
|---|---|---|---|---|---|---|
1076
Alamos Gold
AGI
$12.4B
| $86.4M | 0.02% |
3,252,724
+2,704,653
| +493% | +$72.3M |
|
1077
Ralph Lauren
RL
$22.2B
| $86.3M | 0.01% |
314,717
+28,481
| +10% | +$7.05M |
|
1078
CDW
CDW
$17.1B
| $86.3M | 0.01% |
483,247
-60,496
| -11% | -$10.3M |
|
1079
CALL
Varonis Systems
VRNS
$5.25B
| $86M | 0.01% |
1,695,320
| – | – |
|
1080
CALL
AbbVie
ABBV
$458B
| $86M | 0.01% |
463,500
-501,100
| -52% | -$93.1M |
|
1081
Direxion Daily TSLA Bull 2X ETF
TSLL
$2.44B
| $86M | 0.01% |
7,279,069
+3,288,074
| +82% | +$38.1M |
|
1082
Medpace
MEDP
$16.8B
| $85.9M | 0.01% |
273,682
+87,211
| +47% | +$26.2M |
|
1083
Antero Resources
AR
$10.9B
| $85.9M | 0.01% |
2,132,485
+88,103
| +4% | +$3.34M |
|
1084
PUT
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
| $85.8M | 0.01% |
+636,300
| New | +$85.9M |
|
1085
Canadian National Railway
CNI
$78.3B
| $85.7M | 0.01% |
823,394
+218,859
| +36% | +$22.3M |
|
1086
Bilibili
BILI
$7.18B
| $85.4M | 0.01% |
3,979,067
-248,867
| -6% | -$4.58M |
|
1087
BorgWarner
BWA
$13.2B
| $85.2M | 0.01% |
2,544,978
-146,084
| -5% | -$4.48M |
|
1088
Stanley Black & Decker
SWK
$14.2B
| $85.2M | 0.01% |
1,257,170
-704,470
| -36% | -$45.5M |
|
1089
Willis Towers Watson
WTW
$27.9B
| $85.2M | 0.01% |
277,855
-30,209
| -10% | -$9.37M |
|
1090
Lumentum
LITE
$59.4B
| $85.1M | 0.01% |
895,580
+423,766
| +90% | +$30.1M |
|
1091
Capital Group Municipal Income ETF
CGMU
$6.35B
| $85.1M | 0.01% |
3,189,654
+62,643
| +2% | +$1.66M |
|
1092
CALL
iShares MSCI EAFE ETF
EFA
$76.4B
| $85.1M | 0.01% |
952,300
-1,070,200
| -53% | -$91.4M |
|
1093
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.88B
| $85.1M | 0.01% |
1,879,208
+41,906
| +2% | +$1.8M |
|
1094
Crocs
CROX
$6.69B
| $85.1M | 0.01% |
840,115
-226,513
| -21% | -$23.1M |
|
|
GPGI
1095
GPGI Inc
GPGI
$4.06B
| $85.1M | 0.01% |
6,036,923
+625,583
| +12% | +$7.67M |
|
1096
Flowers Foods
FLO
$1.64B
| $84.8M | 0.01% |
5,306,853
+3,541,663
| +201% | +$61.1M |
|
1097
Gen Digital
GEN
$15.6B
| $84.6M | 0.01% |
2,879,168
+840,485
| +41% | +$23M |
|
1098
Qfin Holdings
QFIN
$1.61B
| $84.6M | 0.01% |
1,951,068
+784,784
| +67% | +$32.7M |
|
|
TEM
1099
Tempus AI
TEM
$7.69B
| $84.6M | 0.01% |
1,330,904
-663,412
| -33% | -$38M |
|
1100
Schwab International Equity ETF
SCHF
$65.6B
| $84.5M | 0.01% |
3,822,791
-21,318
| -0.6% | -$444K |
|
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.