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 | |
|---|---|---|---|---|---|---|
1876
CALL
Palo Alto Networks
PANW
$259B
| $33.5M | 0.01% |
163,666
-91,144
| -36% | -$16.9M |
|
1877
Avantis US Large Cap Value ETF
AVLV
$18B
| $33.4M | 0.01% |
490,371
+78,686
| +19% | +$5.07M |
|
1878
CALL
Philip Morris
PM
$305B
| $33.4M | 0.01% |
183,600
+25,500
| +16% | +$4.38M |
|
1879
Dycom Industries
DY
$12.7B
| $33.4M | 0.01% |
136,736
+1,374
| +1% | +$270K |
|
1880
ROBO Global Artificial Intelligence ETF
THNQ
$410M
| $33.3M | 0.01% |
605,955
-12,012
| -2% | -$578K |
|
1881
Freshpet
FRPT
$2.92B
| $33.3M | 0.01% |
490,174
-220,004
| -31% | -$17.2M |
|
1882
PUT
A.O. Smith
AOS
$8.61B
| $33.1M | 0.01% |
505,000
+395,000
| +359% | +$25.8M |
|
|
B
1883
PUT
Barrick Mining
B
$62.6B
| $33.1M | 0.01% |
1,587,500
+211,600
| +15% | +$4.14M |
|
1884
CALL
Linde
LIN
$234B
| $33M | 0.01% |
70,300
-63,700
| -48% | -$29.1M |
|
1885
iShares US Consumer Staples ETF
IYK
$1.41B
| $33M | 0.01% |
467,813
+13,530
| +3% | +$953K |
|
1886
ARK Genomic Revolution ETF
ARKG
$1.54B
| $32.9M | 0.01% |
1,351,316
+394,406
| +41% | +$8.64M |
|
1887
PUT
State Street Communication Services Select Sector SPDR ETF
XLC
$22.1B
| $32.9M | 0.01% |
+302,800
| New | +$29.8M |
|
1888
Trex
TREX
$4.57B
| $32.8M | 0.01% |
603,488
+37,598
| +7% | +$2.13M |
|
|
ALE
1889
DELISTED
Allete
ALE
| $32.8M | 0.01% |
512,134
-127,147
| -20% | -$8.26M |
|
1890
Olin
OLN
$2.49B
| $32.7M | 0.01% |
1,625,892
+1,256,621
| +340% | +$26.1M |
|
1891
Roku
ROKU
$21.2B
| $32.6M | 0.01% |
371,221
-534,541
| -59% | -$37.3M |
|
1892
Advanced Drainage Systems
WMS
$11B
| $32.6M | 0.01% |
283,992
+131,267
| +86% | +$14.7M |
|
1893
PIMCO Dynamic Income Fund
PDI
$7.33B
| $32.6M | 0.01% |
1,719,220
+283,257
| +20% | +$5.27M |
|
1894
Impinj
PI
$3.97B
| $32.6M | 0.01% |
293,564
+191,625
| +188% | +$19M |
|
1895
abrdn Physical Silver Shares ETF
SIVR
$4.06B
| $32.6M | 0.01% |
946,470
+297,713
| +46% | +$9.55M |
|
1896
Golar LNG
GLNG
$4.99B
| $32.6M | 0.01% |
790,263
+285,452
| +57% | +$11.3M |
|
1897
NNN REIT
NNN
$9.36B
| $32.5M | 0.01% |
752,390
-26,143
| -3% | -$1.09M |
|
1898
PUT
Cloudflare
NET
$94.3B
| $32.5M | 0.01% |
165,900
| – | – |
|
1899
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.88B
| $32.5M | 0.01% |
1,274,678
+110,422
| +9% | +$2.76M |
|
1900
PUT
Petrobras
PBR
$116B
| $32.4M | 0.01% |
2,590,900
-645,200
| -20% | -$7.73M |
|
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.