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 | |
|---|---|---|---|---|---|---|
1801
Alight
ALIT
$520M
| $36.4M | 0.01% |
321,697
-224,371
| -41% | -$24M |
|
1802
PUT
Marriott International
MAR
$101B
| $36.3M | 0.01% |
133,000
-23,900
| -15% | -$5.99M |
|
1803
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
| $36.3M | 0.01% |
199,900
-10,300
| -5% | -$1.78M |
|
1804
PUT
PepsiCo
PEP
$191B
| $36.3M | 0.01% |
274,829
-299,500
| -52% | -$40.3M |
|
1805
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.54B
| $36.3M | 0.01% |
579,638
-207,159
| -26% | -$12.5M |
|
1806
GXO Logistics
GXO
$6.13B
| $36.3M | 0.01% |
744,774
-258,922
| -26% | -$10.3M |
|
1807
Legend Biotech
LEGN
$3.73B
| $36.3M | 0.01% |
1,021,556
+60,381
| +6% | +$1.96M |
|
1808
PUT
Zillow
Z
$7.32B
| $36.2M | 0.01% |
517,400
+43,000
| +9% | +$2.9M |
|
1809
Starwood Property Trust
STWD
$6.15B
| $36M | 0.01% |
1,793,875
-421,969
| -19% | -$8.2M |
|
1810
Fomento Económico Mexicano
FMX
$45B
| $35.9M | 0.01% |
348,756
-101,515
| -23% | -$10.5M |
|
1811
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.31B
| $35.9M | 0.01% |
237,805
-26,407
| -10% | -$3.63M |
|
|
VBIL
1812
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$9.39B
| $35.9M | 0.01% |
+474,980
| New | +$35.8M |
|
1813
PUT
HCA Healthcare
HCA
$86.4B
| $35.9M | 0.01% |
93,600
-57,000
| -38% | -$20.5M |
|
1814
Webster Financial
WBS
$12.5B
| $35.8M | 0.01% |
655,511
+334,185
| +104% | +$16.7M |
|
1815
First Trust Senior Loan Fund ETF
FTSL
$2.32B
| $35.7M | 0.01% |
778,837
-27,665
| -3% | -$1.26M |
|
1816
PUT
JD.com
JD
$41.8B
| $35.7M | 0.01% |
1,094,200
-1,564,500
| -59% | -$53.4M |
|
1817
East-West Bancorp
EWBC
$17.8B
| $35.6M | 0.01% |
352,279
-40,016
| -10% | -$3.55M |
|
1818
Vertex
VERX
$2.05B
| $35.5M | 0.01% |
1,005,965
+88,670
| +10% | +$3.37M |
|
1819
Aramark
ARMK
$15.2B
| $35.5M | 0.01% |
848,930
-800,958
| -49% | -$29.7M |
|
1820
Bentley Systems
BSY
$10.2B
| $35.5M | 0.01% |
658,120
-456,532
| -41% | -$21.1M |
|
1821
Kadant
KAI
$3.69B
| $35.5M | 0.01% |
111,853
-63,275
| -36% | -$19.8M |
|
1822
CALL
Enphase Energy
ENPH
$5.01B
| $35.5M | 0.01% |
895,524
-181,996
| -17% | -$8.41M |
|
1823
UMB Financial
UMBF
$10.7B
| $35.4M | 0.01% |
336,915
-105,020
| -24% | -$10.5M |
|
1824
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.91B
| $35.4M | 0.01% |
1,319,057
+172,633
| +15% | +$4.47M |
|
1825
PUT
Norfolk Southern
NSC
$77.1B
| $35.4M | 0.01% |
138,300
+79,700
| +136% | +$18.8M |
|
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.