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 | |
|---|---|---|---|---|---|---|
1251
monday.com
MNDY
$3.27B
| $68.2M | 0.01% |
216,851
+4,565
| +2% | +$1.27M |
|
1252
LKQ Corp
LKQ
$6.58B
| $67.9M | 0.01% |
1,834,981
+528,144
| +40% | +$21.1M |
|
1253
Southern Copper
SCCO
$141B
| $67.7M | 0.01% |
693,940
+91,343
| +15% | +$8.04M |
|
1254
PUT
Humana
HUM
$46.7B
| $67.6M | 0.01% |
276,600
-150,700
| -35% | -$37.6M |
|
1255
PUT
Intuitive Surgical
ISRG
$121B
| $67.6M | 0.01% |
124,400
-5,700
| -4% | -$2.98M |
|
1256
CALL
Encore Capital Group
ECPG
$1.93B
| $67.6M | 0.01% |
1,745,280
| – | – |
|
1257
Sprouts Farmers Market
SFM
$7.04B
| $67.5M | 0.01% |
409,772
-81,983
| -17% | -$13.4M |
|
|
PARA
1258
DELISTED
Paramount Global Class B
PARA
| $67.1M | 0.01% |
5,201,908
+2,063,456
| +66% | +$24.2M |
|
|
GAP
1259
The Gap Inc
GAP
$6.84B
| $67M | 0.01% |
3,069,903
+66,771
| +2% | +$1.49M |
|
|
IBDQ
1260
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| $66.8M | 0.01% |
2,654,107
-240,480
| -8% | -$6.04M |
|
1261
PUT
Merck
MRK
$324B
| $66.8M | 0.01% |
843,900
-245,500
| -23% | -$19.5M |
|
1262
Western Alliance Bancorporation
WAL
$9.07B
| $66.8M | 0.01% |
856,661
+344,871
| +67% | +$24.8M |
|
1263
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
| $66.7M | 0.01% |
1,561,642
-30,253
| -2% | -$1.22M |
|
1264
Builders FirstSource
BLDR
$7.84B
| $66.6M | 0.01% |
570,774
-3,493
| -0.6% | -$403K |
|
1265
Kontoor Brands
KTB
$4.62B
| $66.5M | 0.01% |
1,008,338
+559,636
| +125% | +$36.2M |
|
1266
Graco
GGG
$12.9B
| $66.4M | 0.01% |
772,755
+57,945
| +8% | +$4.8M |
|
1267
PUT
United Airlines
UAL
$38.4B
| $66.3M | 0.01% |
832,800
+397,600
| +91% | +$29.3M |
|
1268
BJs Wholesale Club
BJ
$11.9B
| $66.3M | 0.01% |
614,695
+58,665
| +11% | +$6.68M |
|
1269
HealthEquity
HQY
$7.91B
| $66.1M | 0.01% |
630,877
-20,183
| -3% | -$1.91M |
|
1270
CALL
Robinhood
HOOD
$85.2B
| $66.1M | 0.01% |
705,671
-1,683,290
| -70% | -$99.6M |
|
1271
Middleby
MIDD
$6.05B
| $66M | 0.01% |
458,048
+14,696
| +3% | +$2.07M |
|
1272
Nice
NICE
$5.29B
| $65.9M | 0.01% |
390,393
-225,882
| -37% | -$36.4M |
|
1273
CALL
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
| $65.9M | 0.01% |
1,500,400
+830,400
| +124% | +$35.2M |
|
1274
PUT
ConocoPhillips
COP
$147B
| $65.8M | 0.01% |
732,882
+335,882
| +85% | +$30.2M |
|
1275
PUT
Arm
ARM
$278B
| $65.7M | 0.01% |
406,100
-5,374
| -1% | -$667K |
|
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.