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 | |
|---|---|---|---|---|---|---|
1101
PUT
DraftKings
DKNG
$11.4B
| $84.2M | 0.01% |
1,963,400
+384,600
| +24% | +$13.8M |
|
1102
Tyson Foods
TSN
$20.2B
| $84.1M | 0.01% |
1,503,719
+634,338
| +73% | +$36.5M |
|
1103
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
| $84M | 0.01% |
1,919,810
-32,881
| -2% | -$1.43M |
|
1104
Camden Property Trust
CPT
$11.3B
| $83.5M | 0.01% |
740,662
+432,681
| +140% | +$49.9M |
|
1105
CALL
Nike
NKE
$61.9B
| $83.1M | 0.01% |
1,170,310
+126,077
| +12% | +$7.57M |
|
1106
CALL
Duke Energy
DUK
$102B
| $83.1M | 0.01% |
704,000
-136,000
| -16% | -$16M |
|
1107
Celanese
CE
$5.09B
| $83M | 0.01% |
1,500,177
-284,620
| -16% | -$14.2M |
|
1108
CALL
Keurig Dr Pepper
KDP
$40.4B
| $82.9M | 0.01% |
2,508,800
-66,400
| -3% | -$2.25M |
|
1109
Universal Display
OLED
$3.71B
| $82.9M | 0.01% |
536,566
+142,302
| +36% | +$19.9M |
|
1110
Murphy Oil
MUR
$5.58B
| $82.8M | 0.01% |
3,679,636
+3,063,427
| +497% | +$68.3M |
|
1111
PUT
Vertiv
VRT
$112B
| $82.7M | 0.01% |
644,100
+127,700
| +25% | +$12.4M |
|
1112
Invitation Homes
INVH
$17.7B
| $82.7M | 0.01% |
2,520,760
+109,625
| +5% | +$3.68M |
|
1113
Vanguard Consumer Staples ETF
VDC
$7.86B
| $82.3M | 0.01% |
375,957
-2,021
| -0.5% | -$443K |
|
1114
RPM International
RPM
$13.7B
| $82.2M | 0.01% |
748,662
-172,414
| -19% | -$19M |
|
1115
Avantor
AVTR
$7.81B
| $82.1M | 0.01% |
6,097,896
-10,633,195
| -64% | -$145M |
|
|
APLS
1116
DELISTED
Apellis Pharmaceuticals
APLS
| $82M | 0.01% |
4,735,311
+1,463,117
| +45% | +$27.1M |
|
1117
Ericsson
ERIC
$30.7B
| $81.9M | 0.01% |
9,652,286
+3,017,997
| +45% | +$24.8M |
|
1118
Check Point Software Technologies
CHKP
$13.3B
| $81.8M | 0.01% |
369,616
+120,165
| +48% | +$26.4M |
|
1119
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
| $81.7M | 0.01% |
1,378,068
+20,640
| +2% | +$1.15M |
|
1120
CALL
Integer Holdings
ITGR
$3.35B
| $81.5M | 0.01% |
662,450
| – | – |
|
1121
CALL
Core Scientific
CORZ
$7.23B
| $80.9M | 0.01% |
4,741,622
-177,478
| -4% | -$1.78M |
|
1122
Omega Healthcare
OHI
$15.4B
| $80.8M | 0.01% |
2,204,294
+317,009
| +17% | +$11.8M |
|
1123
Thomson Reuters
TRI
$39.4B
| $80.7M | 0.01% |
395,188
+71,732
| +22% | +$13.7M |
|
1124
DaVita
DVA
$15.1B
| $80.7M | 0.01% |
566,183
+81,484
| +17% | +$11.5M |
|
1125
CALL
Johnson & Johnson
JNJ
$635B
| $80.6M | 0.01% |
527,732
-180,963
| -26% | -$27.8M |
|
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.