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 | |
|---|---|---|---|---|---|---|
1451
The GEO Group
GEO
$4.13B
| $54.2M | 0.01% |
2,263,149
-3,243,820
| -59% | -$88.6M |
|
1452
JPMorgan Limited Duration Bond ETF
JPLD
$3.95B
| $54.1M | 0.01% |
1,035,961
+56,993
| +6% | +$2.95M |
|
1453
Comfort Systems
FIX
$61B
| $54.1M | 0.01% |
100,861
+6,706
| +7% | +$2.92M |
|
1454
PUT
Linde
LIN
$237B
| $54M | 0.01% |
115,000
-170,000
| -60% | -$77.6M |
|
1455
Viking Holdings
VIK
$44.9B
| $53.9M | 0.01% |
1,011,124
-192,018
| -16% | -$8.48M |
|
1456
CALL
Northern Oil and Gas
NOG
$2.3B
| $53.8M | 0.01% |
+1,898,480
| New | +$51.1M |
|
1457
PUT
Newmont
NEM
$98.2B
| $53.8M | 0.01% |
923,200
+198,200
| +27% | +$10.6M |
|
1458
Service Corp International
SCI
$11.4B
| $53.8M | 0.01% |
660,331
+183,766
| +39% | +$14.3M |
|
1459
Star Bulk Carriers
SBLK
$3.14B
| $53.7M | 0.01% |
3,115,865
+261,194
| +9% | +$4.06M |
|
1460
Robert Half
RHI
$3.61B
| $53.7M | 0.01% |
1,308,639
+586,071
| +81% | +$26.7M |
|
1461
CubeSmart
CUBE
$9.53B
| $53.7M | 0.01% |
1,263,841
+492,128
| +64% | +$20.4M |
|
1462
CALL
XPeng
XPEV
$11.8B
| $53.6M | 0.01% |
3,000,076
+1,265,179
| +73% | +$24.7M |
|
1463
PUT
Blackstone
BX
$104B
| $53.6M | 0.01% |
358,500
-107,600
| -23% | -$14.8M |
|
1464
CALL
Analog Devices
ADI
$181B
| $53.6M | 0.01% |
225,100
+3,300
| +1% | +$687K |
|
1465
iShares US Consumer Discretionary ETF
IYC
$1.12B
| $53.6M | 0.01% |
537,662
-20,542
| -4% | -$1.9M |
|
1466
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $53.6M | 0.01% |
1,774,125
-98,411
| -5% | -$2.95M |
|
1467
Capital Group Core Equity ETF
CGUS
$11.1B
| $53.5M | 0.01% |
1,447,626
+552,192
| +62% | +$18.8M |
|
1468
PUT
McDonald's
MCD
$188B
| $53.5M | 0.01% |
182,960
-49,500
| -21% | -$15.3M |
|
1469
Regency Centers
REG
$15B
| $53.3M | 0.01% |
747,888
+77,775
| +12% | +$5.56M |
|
1470
Lantheus
LNTH
$6.82B
| $53.3M | 0.01% |
650,644
+412,439
| +173% | +$36.2M |
|
1471
Silgan Holdings
SLGN
$4.91B
| $53.1M | 0.01% |
980,591
+435,788
| +80% | +$23M |
|
1472
CALL
Home Depot
HD
$332B
| $53.1M | 0.01% |
144,800
-36,300
| -20% | -$13.1M |
|
1473
Upstart Holdings
UPST
$2.58B
| $53M | 0.01% |
820,062
+62,137
| +8% | +$3.05M |
|
1474
AngloGold Ashanti
AU
$40.3B
| $53M | 0.01% |
1,162,060
-45,875
| -4% | -$1.97M |
|
1475
STMicroelectronics
STM
$46B
| $52.9M | 0.01% |
1,739,438
-1,377,167
| -44% | -$34.2M |
|
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.