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 | |
|---|---|---|---|---|---|---|
1176
Bunge Global
BG
$23.6B
| $75.4M | 0.01% |
938,956
+87,635
| +10% | +$6.9M |
|
|
SYFI
1177
AB Short Duration High Yield ETF
SYFI
$924M
| $75.2M | 0.01% |
2,092,420
-195,090
| -9% | -$6.9M |
|
1178
Masco
MAS
$16B
| $75.2M | 0.01% |
1,168,538
+483,306
| +71% | +$30.4M |
|
1179
PUT
Coca-Cola
KO
$354B
| $75.2M | 0.01% |
1,062,200
-451,800
| -30% | -$32.2M |
|
1180
CALL
FIVE9
FIVN
$1.77B
| $75M | 0.01% |
2,831,720
+8,000
| +0.3% | +$208K |
|
1181
PUT
Occidental Petroleum
OXY
$57B
| $74.9M | 0.01% |
1,783,500
-1,388,300
| -44% | -$58M |
|
1182
Shake Shack
SHAK
$2.3B
| $74.9M | 0.01% |
532,825
+172,963
| +48% | +$18.8M |
|
1183
Akamai
AKAM
$16.8B
| $74.9M | 0.01% |
938,603
+251,063
| +37% | +$19.5M |
|
1184
Factset
FDS
$9.05B
| $74.8M | 0.01% |
167,122
-22,118
| -12% | -$9.69M |
|
1185
PUT
Costco
COST
$415B
| $74.5M | 0.01% |
75,300
-61,600
| -45% | -$61.2M |
|
1186
Loews
L
$24.3B
| $74.4M | 0.01% |
811,763
-88,643
| -10% | -$7.78M |
|
1187
CALL
Shopify
SHOP
$148B
| $74.4M | 0.01% |
644,932
-327,824
| -34% | -$32.8M |
|
1188
Knight Transportation
KNX
$11.8B
| $74.4M | 0.01% |
1,681,248
+804,363
| +92% | +$34.2M |
|
1189
Core Scientific
CORZ
$7.23B
| $74.2M | 0.01% |
4,346,276
+260,434
| +6% | +$2.61M |
|
1190
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
| $73.7M | 0.01% |
606,911
-17,454
| -3% | -$1.96M |
|
1191
Waters Corp
WAT
$36.8B
| $73.6M | 0.01% |
210,976
+27,191
| +15% | +$9.35M |
|
1192
CALL
Royal Caribbean
RCL
$78.7B
| $73.6M | 0.01% |
235,100
-9,806
| -4% | -$2.33M |
|
1193
PUT
IBM
IBM
$202B
| $73.6M | 0.01% |
249,600
-34,600
| -12% | -$8.91M |
|
1194
Yum China
YUMC
$14.9B
| $73.5M | 0.01% |
1,644,801
-717,090
| -30% | -$32.1M |
|
1195
Wabtec
WAB
$51.1B
| $73.5M | 0.01% |
351,256
-123,673
| -26% | -$23.8M |
|
1196
AerCap
AER
$23.9B
| $73.1M | 0.01% |
625,129
-92,562
| -13% | -$10M |
|
1197
PUT
lululemon athletica
LULU
$13B
| $73.1M | 0.01% |
307,600
+133,400
| +77% | +$36.7M |
|
1198
Vanguard FTSE Pacific ETF
VPL
$8.05B
| $73.1M | 0.01% |
889,256
-7,632
| -0.9% | -$583K |
|
1199
Rubrik
RBRK
$15.1B
| $73.1M | 0.01% |
815,389
+439,441
| +117% | +$34.7M |
|
1200
Pentair
PNR
$10.2B
| $72.9M | 0.01% |
709,988
-645,783
| -48% | -$60.3M |
|
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.