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 | |
|---|---|---|---|---|---|---|
1401
Kyndryl
KD
$2.66B
| $56.7M | 0.01% |
1,352,395
+652,896
| +93% | +$23.6M |
|
1402
Atour Lifestyle Holdings
ATAT
$4.35B
| $56.6M | 0.01% |
1,741,076
+907,957
| +109% | +$25.8M |
|
1403
FIVE9
FIVN
$1.77B
| $56.6M | 0.01% |
2,137,383
+589,770
| +38% | +$15.3M |
|
1404
CALL
Blackrock
BLK
$164B
| $56.5M | 0.01% |
53,850
-15,057
| -22% | -$14.2M |
|
1405
PUT
AT&T
T
$165B
| $56.4M | 0.01% |
1,949,900
-143,000
| -7% | -$3.94M |
|
1406
PUT
Autodesk
ADSK
$44.3B
| $56.3M | 0.01% |
182,000
-73,200
| -29% | -$20.8M |
|
1407
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.4B
| $56.3M | 0.01% |
264,437
-40,651
| -13% | -$7.6M |
|
1408
Fairlead Tactical Sector ETF
TACK
$290M
| $56.1M | 0.01% |
1,987,922
+681,547
| +52% | +$18.6M |
|
1409
Global X MLP ETF
MLPA
$2.28B
| $56.1M | 0.01% |
1,117,628
+22,662
| +2% | +$1.13M |
|
1410
CALL
Starbucks
SBUX
$118B
| $56M | 0.01% |
611,600
+309,804
| +103% | +$26.8M |
|
1411
Biogen
BIIB
$29.9B
| $56M | 0.01% |
445,684
-200,463
| -31% | -$25M |
|
1412
Inspire Medical Systems
INSP
$1.42B
| $55.9M | 0.01% |
430,694
-54,485
| -11% | -$7.9M |
|
1413
iShares ESG Aware MSCI EM ETF
ESGE
$6.51B
| $55.9M | 0.01% |
1,426,514
-15,989
| -1% | -$579K |
|
1414
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
| $55.9M | 0.01% |
1,104,138
+22,083
| +2% | +$1.11M |
|
1415
CALL
iShares Expanded Tech-Software Sector ETF
IGV
$13B
| $55.8M | 0.01% |
510,000
+500,000
| +5,000% | +$49.4M |
|
1416
SS&C Technologies
SSNC
$17.8B
| $55.7M | 0.01% |
672,476
-219,001
| -25% | -$17.2M |
|
|
VG
1417
Venture Global Inc
VG
$35.6B
| $55.6M | 0.01% |
3,569,915
+2,176,524
| +156% | +$25.2M |
|
1418
CALL
Willis Towers Watson
WTW
$27.9B
| $55.6M | 0.01% |
181,300
| – | – |
|
1419
Pacer Trendpilot US Large Cap ETF
PTLC
$3.24B
| $55.5M | 0.01% |
1,093,996
-140,079
| -11% | -$6.85M |
|
1420
Alliant Energy
LNT
$19.4B
| $55.5M | 0.01% |
917,817
-390,906
| -30% | -$23.9M |
|
|
VPU
1421
Vanguard Utilities ETF
VPU
$8.83B
| $55.4M | 0.01% |
313,800
+38,073
| +14% | +$6.57M |
|
|
KC
1422
Kingsoft Cloud Holdings
KC
$2.84B
| $55.2M | 0.01% |
4,406,480
-110,528
| -2% | -$1.43M |
|
1423
WisdomTree US SmallCap Dividend Fund
DES
$2.19B
| $55M | 0.01% |
1,732,436
-371
| -0% | -$11.4K |
|
1424
PUT
Zebra Technologies
ZBRA
$12.4B
| $54.9M | 0.01% |
+178,200
| New | +$48.4M |
|
1425
Wendy's
WEN
$1.33B
| $54.9M | 0.01% |
4,811,580
+3,479,892
| +261% | +$42.4M |
|
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.