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 | |
|---|---|---|---|---|---|---|
|
SKE
1901
Skeena Resources
SKE
$3.37B
| $32.4M | 0.01% |
2,032,352
-1,364,501
| -40% | -$17.2M |
|
1902
GFL Environmental
GFL
$14.1B
| $32.3M | 0.01% |
640,518
+481,313
| +302% | +$23.6M |
|
1903
PUT
Alcoa
AA
$11.6B
| $32.3M | 0.01% |
1,093,600
+163,500
| +18% | +$4.42M |
|
1904
CGI
GIB
$14.5B
| $32.3M | 0.01% |
307,804
-105,596
| -26% | -$11.1M |
|
1905
Invesco S&P Global Water Index ETF
CGW
$1.05B
| $32.3M | 0.01% |
516,104
+6,842
| +1% | +$403K |
|
|
EHAB
1906
DELISTED
Enhabit
EHAB
| $32.2M | 0.01% |
3,343,725
+305,930
| +10% | +$2.82M |
|
1907
iShares California Muni Bond ETF
CMF
$4.56B
| $32.2M | 0.01% |
577,630
-143,789
| -20% | -$7.98M |
|
1908
Woodside Energy
WDS
$41.4B
| $32.2M | 0.01% |
2,085,678
+1,983,560
| +1,942% | +$27.8M |
|
1909
Nuveen Municipal Credit Income Fund
NZF
$2.41B
| $32.2M | 0.01% |
2,697,412
-53,928
| -2% | -$638K |
|
1910
PUT
Kraft Heinz
KHC
$31.1B
| $32.1M | 0.01% |
1,243,800
+277,000
| +29% | +$7.69M |
|
1911
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
| $32.1M | 0.01% |
744,118
-43,405
| -6% | -$1.84M |
|
1912
Jones Lang LaSalle
JLL
$15.5B
| $32.1M | 0.01% |
125,381
-39,664
| -24% | -$9.09M |
|
1913
PUT
RTX Corp
RTX
$294B
| $32M | 0.01% |
219,100
-38,000
| -15% | -$5.06M |
|
1914
CALL
Gilead Sciences
GILD
$162B
| $32M | 0.01% |
288,188
-252,242
| -47% | -$26.8M |
|
1915
Bitdeer Technologies
BTDR
$2.76B
| $31.9M | 0.01% |
2,782,701
+660,189
| +31% | +$7.63M |
|
1916
CALL
Waste Management
WM
$95.5B
| $31.9M | 0.01% |
139,600
-1,400
| -1% | -$325K |
|
1917
Telephone and Data Systems
TDS
$3.83B
| $31.9M | 0.01% |
897,376
-538,639
| -38% | -$18.9M |
|
|
DOCU
1918
CALL
DocuSign
DOCU
$10.1B
| $31.8M | 0.01% |
408,900
+54,000
| +15% | +$4.37M |
|
1919
Independence Realty Trust
IRT
$3.87B
| $31.8M | 0.01% |
1,800,366
+243,784
| +16% | +$4.58M |
|
1920
PUT
Chipotle Mexican Grill
CMG
$42.6B
| $31.7M | 0.01% |
564,500
-1,435,900
| -72% | -$73.1M |
|
1921
Evolent Health
EVH
$429M
| $31.7M | 0.01% |
2,811,749
+269,535
| +11% | +$2.48M |
|
1922
CALL
DexCom
DXCM
$28.3B
| $31.6M | 0.01% |
362,200
-74,000
| -17% | -$5.8M |
|
1923
Schwab US Broad Market ETF
SCHB
$42.8B
| $31.5M | 0.01% |
1,322,811
+82,794
| +7% | +$1.82M |
|
1924
Cheniere Energy
CQP
$30.5B
| $31.5M | 0.01% |
562,313
+49,705
| +10% | +$2.91M |
|
1925
Invesco S&P MidCap Momentum ETF
XMMO
$7.35B
| $31.5M | 0.01% |
244,617
-3,699
| -1% | -$442K |
|
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.