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 | |
|---|---|---|---|---|---|---|
1851
Franco-Nevada
FNV
$41.4B
| $34.7M | 0.01% |
211,452
-269,896
| -56% | -$44.7M |
|
1852
Abercrombie & Fitch
ANF
$4.41B
| $34.6M | 0.01% |
417,653
-553,164
| -57% | -$42M |
|
1853
CALL
State Street SPDR S&P Biotech ETF
XBI
$10.2B
| $34.6M | 0.01% |
416,900
+312,500
| +299% | +$24.9M |
|
1854
Zions Bancorporation
ZION
$10B
| $34.6M | 0.01% |
665,357
-590,149
| -47% | -$27.7M |
|
1855
QuantumScape Corp
QS
$3.19B
| $34.6M | 0.01% |
5,142,185
+548,214
| +12% | +$2.32M |
|
1856
APi Group
APG
$17.3B
| $34.5M | 0.01% |
1,013,613
-4,420,667
| -81% | -$127M |
|
1857
PUT
Vale
VALE
$62.9B
| $34.4M | 0.01% |
3,542,500
-1,430,500
| -29% | -$13.5M |
|
1858
SiteOne Landscape Supply
SITE
$4.49B
| $34.4M | 0.01% |
284,226
+150,559
| +113% | +$17.8M |
|
1859
SEI Investments
SEIC
$12.2B
| $34.2M | 0.01% |
381,094
-17,842
| -4% | -$1.44M |
|
1860
Crane NXT
CXT
$3.12B
| $34.2M | 0.01% |
635,054
+188,025
| +42% | +$9.58M |
|
1861
Kilroy Realty
KRC
$4.58B
| $34.2M | 0.01% |
996,787
-903,501
| -48% | -$29.5M |
|
1862
CALL
RTX Corp
RTX
$294B
| $34.1M | 0.01% |
233,500
+67,000
| +40% | +$8.93M |
|
1863
CALL
Chipotle Mexican Grill
CMG
$42.6B
| $34M | 0.01% |
606,100
-770,500
| -56% | -$39.2M |
|
1864
CALL
Lowe's Companies
LOW
$119B
| $33.9M | 0.01% |
153,000
-46,300
| -23% | -$10.3M |
|
1865
Cognex
CGNX
$10.2B
| $33.9M | 0.01% |
1,067,857
+501,872
| +89% | +$14.4M |
|
1866
PUT
State Street SPDR S&P Metals & Mining ETF
XME
$3.96B
| $33.8M | 0.01% |
503,000
-31,100
| -6% | -$1.85M |
|
1867
CALL
Honeywell
HON
$77.9B
| $33.8M | 0.01% |
153,951
-65,146
| -30% | -$13.2M |
|
1868
CALL
Snap
SNAP
$7.6B
| $33.8M | 0.01% |
3,885,940
-305,800
| -7% | -$2.54M |
|
1869
VSE Corp
VSEC
$5.64B
| $33.8M | 0.01% |
257,714
-53,616
| -17% | -$6.68M |
|
1870
Magnolia Oil & Gas
MGY
$5.53B
| $33.7M | 0.01% |
1,501,309
+83,453
| +6% | +$1.85M |
|
1871
Westlake Corp
WLK
$9.27B
| $33.7M | 0.01% |
443,467
-165,611
| -27% | -$13.6M |
|
1872
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
| $33.7M | 0.01% |
4,198,535
-221,942
| -5% | -$1.72M |
|
|
TLN
1873
Talen Energy Corp
TLN
$16.6B
| $33.6M | 0.01% |
115,619
-19,378
| -14% | -$4.6M |
|
1874
Joby Aviation
JOBY
$7.25B
| $33.6M | 0.01% |
3,186,259
-172,032
| -5% | -$1.24M |
|
1875
IQ MacKay Municipal Intermediate ETF
MMIT
$1.46B
| $33.5M | 0.01% |
1,405,478
-185,382
| -12% | -$4.4M |
|
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.