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 | |
|---|---|---|---|---|---|---|
1426
PUT
iShares MSCI Brazil ETF
EWZ
$9.05B
| $54.9M | 0.01% |
1,904,500
-1,390,500
| -42% | -$37.5M |
|
1427
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
| $54.9M | 0.01% |
800,872
+50,174
| +7% | +$3.16M |
|
1428
EPAM Systems
EPAM
$4.69B
| $54.8M | 0.01% |
310,202
-9,582
| -3% | -$1.6M |
|
1429
PUT
Pinterest
PINS
$12.4B
| $54.8M | 0.01% |
1,528,600
-371,900
| -20% | -$11.3M |
|
1430
Annaly Capital Management
NLY
$16.9B
| $54.8M | 0.01% |
2,912,335
+611,916
| +27% | +$11.6M |
|
1431
PUT
Lowe's Companies
LOW
$116B
| $54.8M | 0.01% |
246,900
-43,400
| -15% | -$9.69M |
|
1432
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.22B
| $54.7M | 0.01% |
650,270
+50,945
| +9% | +$4.17M |
|
1433
Invesco Variable Rate Preferred ETF
VRP
$2.99B
| $54.7M | 0.01% |
2,235,509
-121,497
| -5% | -$2.92M |
|
1434
Bahl & Gaynor Small/Mid Cap Income Growth ETF
SMIG
$1.51B
| $54.7M | 0.01% |
1,894,330
+433,629
| +30% | +$12.2M |
|
1435
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
| $54.6M | 0.01% |
1,086,690
+128,825
| +13% | +$6.43M |
|
1436
GraniteShares 2x Long COIN Daily ETF
CONL
$510M
| $54.6M | 0.01% |
1,183,747
+1,183,744
| +39,458,133% | +$27.8M |
|
|
DAY
1437
DELISTED
Dayforce
DAY
| $54.6M | 0.01% |
985,248
+159,510
| +19% | +$9.12M |
|
1438
Tencent Music
TME
$14.5B
| $54.6M | 0.01% |
2,799,910
-1,788,587
| -39% | -$28.1M |
|
|
EVRI
1439
DELISTED
Everi Holdings
EVRI
| $54.6M | 0.01% |
3,832,120
+3,246,505
| +554% | +$45.4M |
|
1440
Surgery Partners
SGRY
$2.06B
| $54.5M | 0.01% |
2,451,373
+761,527
| +45% | +$16.9M |
|
1441
Capri Holdings
CPRI
$1.77B
| $54.4M | 0.01% |
3,074,313
+1,202,363
| +64% | +$19.8M |
|
1442
CALL
EQT Corp
EQT
$33.2B
| $54.4M | 0.01% |
933,000
+493,300
| +112% | +$26.6M |
|
1443
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
| $54.4M | 0.01% |
2,654,851
+325,395
| +14% | +$6.62M |
|
1444
Clean Harbors
CLH
$16.1B
| $54.4M | 0.01% |
235,292
+114,661
| +95% | +$25.1M |
|
1445
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$903M
| $54.4M | 0.01% |
2,331,214
+85,254
| +4% | +$1.98M |
|
1446
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
| $54.4M | 0.01% |
1,276,296
-1,161,911
| -48% | -$46.9M |
|
1447
Zeta Global
ZETA
$4.77B
| $54.4M | 0.01% |
3,509,318
+2,667,947
| +317% | +$35.4M |
|
1448
CALL
Marriott Vacations Worldwide
VAC
$3.24B
| $54.3M | 0.01% |
750,820
+8,750
| +1% | +$552K |
|
1449
Invesco S&P 500 Revenue ETF
RWL
$9.51B
| $54.3M | 0.01% |
520,474
-1,095
| -0.2% | -$108K |
|
1450
Chemours
CC
$2.59B
| $54.3M | 0.01% |
4,739,627
+1,017,626
| +27% | +$11.5M |
|
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.