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 | |
|---|---|---|---|---|---|---|
1676
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.6B
| $41.8M | 0.01% |
1,570,851
-1,023,552
| -39% | -$26.9M |
|
1677
Camtek
CAMT
$6.88B
| $41.7M | 0.01% |
493,210
-43,934
| -8% | -$2.96M |
|
1678
NYLI FTSE International Equity Currency Neutral ETF
HFXI
$1.99B
| $41.6M | 0.01% |
1,412,075
-4,987
| -0.4% | -$141K |
|
|
JBGS
1679
JBG SMITH
JBGS
$842M
| $41.6M | 0.01% |
2,403,232
-1,916,475
| -44% | -$31.2M |
|
1680
Graphic Packaging
GPK
$3.3B
| $41.5M | 0.01% |
1,971,793
-4,781,411
| -71% | -$111M |
|
1681
H&R Block
HRB
$5.39B
| $41.5M | 0.01% |
756,546
+16,991
| +2% | +$981K |
|
1682
Schwab Fundamental US Small Company Index ETF
FNDA
$9.18B
| $41.5M | 0.01% |
1,449,221
-449,151
| -24% | -$12.2M |
|
1683
Jazz Pharmaceuticals
JAZZ
$16B
| $41.5M | 0.01% |
391,221
-25,789
| -6% | -$2.8M |
|
1684
Campbell Soup
CPB
$6.72B
| $41.5M | 0.01% |
1,353,459
-69,492
| -5% | -$2.44M |
|
1685
PUT
Baidu
BIDU
$36.1B
| $41.5M | 0.01% |
483,700
-105,300
| -18% | -$9.09M |
|
1686
PUT
Super Micro Computer
SMCI
$18.8B
| $41.4M | 0.01% |
845,700
-358,400
| -30% | -$13.8M |
|
1687
iShares Morningstar Value ETF
ILCV
$1.31B
| $41.4M | 0.01% |
496,889
-4,461
| -0.9% | -$355K |
|
|
CIVI
1688
DELISTED
Civitas Resources
CIVI
| $41.4M | 0.01% |
1,502,647
-4,516
| -0.3% | -$131K |
|
1689
PUT
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.57B
| $41.3M | 0.01% |
1,500,000
-625,000
| -29% | -$16.5M |
|
1690
Columbia Sportswear
COLM
$3.22B
| $41.3M | 0.01% |
676,326
+455,413
| +206% | +$29.3M |
|
1691
CALL
Tencent Music
TME
$15.4B
| $41.2M | 0.01% |
2,115,184
+1,452,988
| +219% | +$22.8M |
|
1692
Arcutis Biotherapeutics
ARQT
$3.51B
| $41.2M | 0.01% |
2,937,939
+17,931
| +0.6% | +$251K |
|
1693
Old National Bancorp
ONB
$10.1B
| $41.1M | 0.01% |
1,927,824
-1,471,041
| -43% | -$30.4M |
|
1694
Globant
GLOB
$1.43B
| $41.1M | 0.01% |
452,607
+324,313
| +253% | +$34.6M |
|
1695
RBC Bearings
RBC
$18.5B
| $41.1M | 0.01% |
106,822
+45,603
| +74% | +$16.1M |
|
1696
WisdomTree US MidCap Fund
EZM
$940M
| $41.1M | 0.01% |
665,277
+37,451
| +6% | +$2.2M |
|
1697
CALL
Intuitive Surgical
ISRG
$128B
| $40.9M | 0.01% |
75,308
-44,702
| -37% | -$23.4M |
|
1698
Lear
LEA
$7.19B
| $40.9M | 0.01% |
430,699
+195,869
| +83% | +$17.2M |
|
1699
Henry Schein
HSIC
$9.75B
| $40.9M | 0.01% |
559,944
+195,283
| +54% | +$13.4M |
|
1700
PUT
Datadog
DDOG
$90.7B
| $40.9M | 0.01% |
304,500
-246,800
| -45% | -$27.3M |
|
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.