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 | |
|---|---|---|---|---|---|---|
1226
Wynn Resorts
WYNN
$10.1B
| $70.8M | 0.01% |
755,852
+25,636
| +4% | +$2.18M |
|
1227
Rio Tinto
RIO
$148B
| $70.8M | 0.01% |
1,213,060
+129,535
| +12% | +$7.65M |
|
|
B
1228
CALL
Barrick Mining
B
$62.2B
| $70.6M | 0.01% |
3,391,544
+1,384,810
| +69% | +$27.1M |
|
1229
Flex
FLEX
$43.4B
| $70.4M | 0.01% |
1,409,475
-978,113
| -41% | -$38.1M |
|
1230
Fox Class B
FOX
$20.7B
| $70.3M | 0.01% |
1,361,912
-1,485,960
| -52% | -$72.3M |
|
|
XYZ
1231
PUT
Block Inc
XYZ
$45.9B
| $70.3M | 0.01% |
1,034,300
+144,500
| +16% | +$8.41M |
|
1232
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.11B
| $70.1M | 0.01% |
1,747,830
+84,746
| +5% | +$3.37M |
|
1233
Celestica
CLS
$35.1B
| $70M | 0.01% |
448,364
-336,285
| -43% | -$35.7M |
|
1234
PUT
Union Pacific
UNP
$183B
| $70M | 0.01% |
304,200
+17,800
| +6% | +$3.95M |
|
1235
Fabrinet
FN
$17.1B
| $70M | 0.01% |
237,501
+18,879
| +9% | +$4.21M |
|
1236
Conagra Brands
CAG
$7.07B
| $69.9M | 0.01% |
3,413,817
+98,473
| +3% | +$2.31M |
|
|
DOCU
1237
DocuSign
DOCU
$9.63B
| $69.8M | 0.01% |
896,703
-291,990
| -25% | -$23.6M |
|
1238
Duolingo
DUOL
$5.7B
| $69.8M | 0.01% |
170,309
+46,736
| +38% | +$20.5M |
|
|
SCHW
1239
CALL
Charles Schwab
SCHW
$177B
| $69.8M | 0.01% |
765,300
-80,000
| -9% | -$6.7M |
|
1240
Hilton Grand Vacations
HGV
$3.84B
| $69.8M | 0.01% |
1,680,619
-364,350
| -18% | -$13.7M |
|
1241
Omnicom Group
OMC
$22.7B
| $69.7M | 0.01% |
968,190
+251,308
| +35% | +$18.6M |
|
1242
Maplebear
CART
$9.92B
| $69.6M | 0.01% |
1,538,284
-315,541
| -17% | -$13.7M |
|
1243
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.45B
| $69.3M | 0.01% |
1,103,754
-836,439
| -43% | -$50.3M |
|
1244
PUT
Southwest Airlines
LUV
$22.1B
| $69M | 0.01% |
2,128,500
+2,088,900
| +5,275% | +$62.9M |
|
1245
Hess Midstream
HESM
$5.22B
| $68.9M | 0.01% |
1,788,627
+52,598
| +3% | +$2M |
|
1246
Albertsons Companies
ACI
$5.4B
| $68.8M | 0.01% |
3,200,742
-1,567,298
| -33% | -$34.1M |
|
1247
CALL
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.35B
| $68.8M | 0.01% |
2,499,400
-10,684,600
| -81% | -$282M |
|
1248
Kinross Gold
KGC
$28.5B
| $68.6M | 0.01% |
4,392,155
+407,957
| +10% | +$5.94M |
|
1249
Dimensional International Value ETF
DFIV
$20.7B
| $68.6M | 0.01% |
1,601,649
+18,175
| +1% | +$740K |
|
1250
Meritage Homes
MTH
$4.87B
| $68.3M | 0.01% |
1,020,502
+733,391
| +255% | +$48.6M |
|
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.