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 | |
|---|---|---|---|---|---|---|
1701
Zillow
ZG
$7.44B
| $40.8M | 0.01% |
596,205
-119,132
| -17% | -$7.89M |
|
1702
Credit Acceptance
CACC
$5.86B
| $40.8M | 0.01% |
80,116
+7,488
| +10% | +$3.68M |
|
|
TBLD
1703
Thornburg Income Builder Opportunities Trust
TBLD
$695M
| $40.8M | 0.01% |
2,079,399
+32,839
| +2% | +$597K |
|
1704
PUT
Gilead Sciences
GILD
$163B
| $40.8M | 0.01% |
367,600
-195,700
| -35% | -$20.8M |
|
1705
Caesars Entertainment
CZR
$6.1B
| $40.7M | 0.01% |
1,434,123
-804,103
| -36% | -$21.9M |
|
1706
CALL
Abbott
ABT
$184B
| $40.6M | 0.01% |
298,777
-45,600
| -13% | -$6.01M |
|
1707
Goodyear
GT
$2.03B
| $40.6M | 0.01% |
3,917,530
-1,067,823
| -21% | -$11.3M |
|
1708
Amer Sports
AS
$20.8B
| $40.6M | 0.01% |
1,046,911
-893,798
| -46% | -$27.5M |
|
1709
PUT
Nike
NKE
$62.5B
| $40.6M | 0.01% |
571,100
-1,293,200
| -69% | -$77.6M |
|
1710
Applied Industrial Technologies
AIT
$12.8B
| $40.5M | 0.01% |
174,348
-36,688
| -17% | -$8.35M |
|
1711
CALL
Booking.com
BKNG
$145B
| $40.5M | 0.01% |
175,000
-167,500
| -49% | -$34.3M |
|
1712
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
| $40.5M | 0.01% |
873,142
+96,298
| +12% | +$4.41M |
|
1713
Taylor Morrison
TMHC
| $40.4M | 0.01% |
657,718
-43,324
| -6% | -$2.52M |
|
1714
Spectrum Brands
SPB
$2.04B
| $40.3M | 0.01% |
760,298
+256,301
| +51% | +$15.3M |
|
1715
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.88B
| $40.1M | 0.01% |
403,026
+31,166
| +8% | +$3.09M |
|
1716
Nextpower Inc
NXT
$15.4B
| $40M | 0.01% |
736,376
-766,553
| -51% | -$38.5M |
|
1717
PUT
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.49B
| $40M | 0.01% |
317,700
+86,700
| +38% | +$10.4M |
|
1718
Equinor
EQNR
$92.4B
| $40M | 0.01% |
1,589,448
+815,737
| +105% | +$19.7M |
|
1719
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.32B
| $39.9M | 0.01% |
1,225,630
+143,967
| +13% | +$4.62M |
|
1720
Futu Holdings
FUTU
$14.5B
| $39.8M | 0.01% |
321,889
-80,749
| -20% | -$8.26M |
|
1721
Hamilton Lane
HLNE
$3.78B
| $39.7M | 0.01% |
279,399
-20,569
| -7% | -$3.1M |
|
1722
Global X MLP & Energy Infrastructure ETF
MLPX
$3.61B
| $39.6M | 0.01% |
632,477
-15,093
| -2% | -$917K |
|
1723
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.72B
| $39.6M | 0.01% |
290,342
-152,723
| -34% | -$19.2M |
|
1724
CALL
Autodesk
ADSK
$47.7B
| $39.6M | 0.01% |
128,000
-30,200
| -19% | -$8.57M |
|
1725
Watsco Inc
WSO
$15B
| $39.6M | 0.01% |
89,562
-48,857
| -35% | -$22.7M |
|
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.