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 | |
|---|---|---|---|---|---|---|
1351
PUT
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.28B
| $59.7M | 0.01% |
1,000,000
-1,599,300
| -62% | -$91.4M |
|
1352
PUT
SoFi Technologies
SOFI
$21.1B
| $59.7M | 0.01% |
3,279,988
+206,988
| +7% | +$2.73M |
|
1353
CALL
iShares MSCI South Korea ETF
EWY
$21.7B
| $59.4M | 0.01% |
828,000
+528,000
| +176% | +$31.7M |
|
1354
Natera
NTRA
$37.5B
| $59.4M | 0.01% |
351,676
-680
| -0.2% | -$106K |
|
1355
iShares Short Maturity Bond ETF
NEAR
$4.8B
| $59.4M | 0.01% |
1,161,807
+28,126
| +2% | +$1.43M |
|
1356
Norwegian Cruise Line
NCLH
$8.89B
| $59.3M | 0.01% |
2,926,029
-918,548
| -24% | -$16.4M |
|
1357
Tenaris
TS
$29.1B
| $59.3M | 0.01% |
1,584,876
+498,770
| +46% | +$17.1M |
|
1358
American Financial Group
AFG
$11.9B
| $59.3M | 0.01% |
469,560
+62,771
| +15% | +$7.85M |
|
1359
PUT
Caterpillar
CAT
$409B
| $59.2M | 0.01% |
152,500
-24,800
| -14% | -$8.27M |
|
1360
PUT
EOG Resources
EOG
$78B
| $59.1M | 0.01% |
494,200
-300,000
| -38% | -$34.3M |
|
1361
CALL
Qualcomm
QCOM
$176B
| $59.1M | 0.01% |
371,154
-44,919
| -11% | -$6.61M |
|
|
EMBJ
1362
Embraer S.A. ADS
EMBJ
$11.6B
| $59.1M | 0.01% |
1,037,785
-359,187
| -26% | -$17M |
|
1363
TD Synnex
SNX
$19.4B
| $59M | 0.01% |
434,904
+215,872
| +99% | +$25.3M |
|
1364
e.l.f. Beauty
ELF
$4.56B
| $58.9M | 0.01% |
473,626
-666,774
| -58% | -$56.9M |
|
1365
Equitable Holdings
EQH
$13.1B
| $58.8M | 0.01% |
1,047,597
-28,309
| -3% | -$1.46M |
|
1366
PUT
MongoDB
MDB
$24B
| $58.7M | 0.01% |
279,527
+121,927
| +77% | +$22.5M |
|
1367
PUT
FedEx
FDX
$74.5B
| $58.7M | 0.01% |
258,200
-36,000
| -12% | -$7.88M |
|
1368
Boston Properties
BXP
$11B
| $58.6M | 0.01% |
868,649
-36,630
| -4% | -$2.44M |
|
1369
Kimco Realty
KIM
$17.6B
| $58.5M | 0.01% |
2,783,967
-495,176
| -15% | -$10.3M |
|
|
1370
CALL
Hewlett Packard
HPE
$63.2B
| $58.5M | 0.01% |
2,860,715
+116,242
| +4% | +$1.95M |
|
1371
Exelixis
EXEL
$13.9B
| $58.5M | 0.01% |
1,326,982
-711,050
| -35% | -$28.4M |
|
1372
PUT
Abbott
ABT
$180B
| $58.4M | 0.01% |
429,700
-60,400
| -12% | -$7.96M |
|
1373
Owens Corning
OC
$11.5B
| $58.3M | 0.01% |
423,811
+108,051
| +34% | +$14.9M |
|
1374
Rexford Industrial Realty
REXR
$8.7B
| $58.3M | 0.01% |
1,638,195
+1,010,064
| +161% | +$35.2M |
|
1375
CALL
On Holding
ONON
$11.9B
| $58.2M | 0.01% |
1,117,616
+723,983
| +184% | +$36.9M |
|
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.