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 | |
|---|---|---|---|---|---|---|
1501
CALL
Boeing
BA
$165B
| $51.3M | 0.01% |
244,604
+97,372
| +66% | +$18.4M |
|
1502
SAP
SAP
$187B
| $51.2M | 0.01% |
168,462
-184,355
| -52% | -$52.8M |
|
1503
CALL
Tandem Diabetes Care
TNDM
$1.17B
| $51.2M | 0.01% |
2,745,312
| – | – |
|
1504
Scotiabank
BNS
$106B
| $51.2M | 0.01% |
925,475
-9,498
| -1% | -$483K |
|
1505
Dynatrace
DT
$12.1B
| $51.1M | 0.01% |
925,766
+291,167
| +46% | +$14.6M |
|
1506
PUT
Deere & Co
DE
$170B
| $51.1M | 0.01% |
100,500
-55,600
| -36% | -$27.2M |
|
1507
Bio-Techne
TECH
$11.2B
| $51.1M | 0.01% |
992,386
-881,884
| -47% | -$44.3M |
|
1508
Park Hotels & Resorts
PK
$2.97B
| $50.7M | 0.01% |
4,960,135
+571,597
| +13% | +$5.82M |
|
1509
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
| $50.7M | 0.01% |
1,911,565
+575,071
| +43% | +$15M |
|
1510
Saic
SAIC
$5.03B
| $50.7M | 0.01% |
450,057
-231,234
| -34% | -$26.3M |
|
1511
Element Solutions
ESI
$9.12B
| $50.6M | 0.01% |
2,235,131
+1,928,305
| +628% | +$40.4M |
|
1512
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
| $50.5M | 0.01% |
1,208,382
+63,687
| +6% | +$2.62M |
|
1513
CALL
Estee Lauder
EL
$29B
| $50.5M | 0.01% |
625,030
+257,650
| +70% | +$16.6M |
|
|
WAY
1514
Waystar Holding Corp
WAY
$4.32B
| $50.5M | 0.01% |
1,234,947
-131,773
| -10% | -$5.08M |
|
1515
Amdocs
DOX
$5.53B
| $50.4M | 0.01% |
552,231
-32,937
| -6% | -$2.94M |
|
1516
Columbia Banking Systems
COLB
$8.81B
| $50.3M | 0.01% |
2,152,143
+1,361,702
| +172% | +$31.6M |
|
1517
BioCryst Pharmaceuticals
BCRX
$2.37B
| $50.3M | 0.01% |
5,614,651
+3,211,465
| +134% | +$29.9M |
|
1518
Wingstop
WING
$3.68B
| $50.2M | 0.01% |
149,058
-16,181
| -10% | -$4.79M |
|
1519
Choice Hotels
CHH
$5.03B
| $50.2M | 0.01% |
395,297
+131,026
| +50% | +$16.6M |
|
1520
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.04B
| $50.1M | 0.01% |
2,527,793
-40,755
| -2% | -$780K |
|
1521
Sony
SONY
$123B
| $50M | 0.01% |
1,922,552
+834,537
| +77% | +$20.9M |
|
1522
Evercore
EVR
$13.1B
| $50M | 0.01% |
185,322
-596,864
| -76% | -$131M |
|
1523
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.82B
| $50M | 0.01% |
1,039,284
+64,529
| +7% | +$3.08M |
|
1524
Hartford Total Return Bond ETF
HTRB
$2.22B
| $50M | 0.01% |
1,474,973
+28,140
| +2% | +$943K |
|
1525
abrdn Physical Gold Shares ETF
SGOL
$6.92B
| $49.9M | 0.01% |
1,583,112
-322,796
| -17% | -$10.1M |
|
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.