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 | |
|---|---|---|---|---|---|---|
2001
PUT
Logitech
LOGI
$15.5B
| $29M | 0.01% |
322,300
-160,000
| -33% | -$13M |
|
2002
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$740M
| $29M | 0.01% |
391,266
-35,967
| -8% | -$2.51M |
|
2003
Vanguard ESG US Stock ETF
ESGV
$13B
| $29M | 0.01% |
264,625
-13,648
| -5% | -$1.38M |
|
2004
Plexus
PLXS
$6.78B
| $29M | 0.01% |
214,309
+68,143
| +47% | +$8.74M |
|
2005
Idacorp
IDA
$8.2B
| $29M | 0.01% |
251,101
-33,779
| -12% | -$3.91M |
|
2006
CALL
Alliant Energy
LNT
$19.1B
| $29M | 0.01% |
479,400
+900
| +0.2% | +$55.1K |
|
2007
CALL
KE Holdings
BEKE
$17.4B
| $29M | 0.01% |
1,633,730
-170,000
| -9% | -$3.27M |
|
2008
UFP Industries
UFPI
$4.98B
| $29M | 0.01% |
291,472
-162,649
| -36% | -$16.4M |
|
2009
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.23B
| $28.9M | 0.01% |
1,291,550
-1,652,694
| -56% | -$37.2M |
|
2010
Itaú Unibanco
ITUB
$92.3B
| $28.9M | 0.01% |
4,383,944
-772,564
| -15% | -$4.71M |
|
2011
Globus Medical
GMED
$10.6B
| $28.8M | 0.01% |
487,637
-520,561
| -52% | -$33.6M |
|
|
FLG
2012
Flagstar Bank National Association
FLG
$5.74B
| $28.8M | 0.01% |
2,713,384
+39,892
| +1% | +$456K |
|
2013
CALL
Northrop Grumman
NOC
$77.8B
| $28.7M | 0.01% |
57,362
-10,938
| -16% | -$5.38M |
|
|
MAG
2014
DELISTED
MAG Silver
MAG
| $28.7M | 0.01% |
1,355,953
+1,235,993
| +1,030% | +$22M |
|
2015
Dillards
DDS
$8.96B
| $28.6M | ﹤0.01% |
68,383
+54,788
| +403% | +$20.4M |
|
2016
Xerox
XRX
$357M
| $28.6M | ﹤0.01% |
5,419,117
-1,847,209
| -25% | -$9.01M |
|
2017
CALL
United Rentals
URI
$70.2B
| $28.6M | ﹤0.01% |
37,900
-2,300
| -6% | -$1.54M |
|
|
LINE
2018
Lineage Inc
LINE
$9.69B
| $28.5M | ﹤0.01% |
655,638
+278,878
| +74% | +$13.5M |
|
2019
IAMGOLD
IAG
$8.5B
| $28.5M | ﹤0.01% |
3,878,556
-405,980
| -9% | -$2.85M |
|
2020
Warner Music
WMG
$14.4B
| $28.5M | ﹤0.01% |
1,045,895
-358,678
| -26% | -$10M |
|
2021
Tower Semiconductor
TSEM
$25.3B
| $28.5M | ﹤0.01% |
656,602
+355,009
| +118% | +$13.6M |
|
2022
Under Armour
UAA
$3.02B
| $28.5M | ﹤0.01% |
4,166,640
-661,283
| -14% | -$4.12M |
|
2023
First Trust Financials AlphaDEX Fund
FXO
$1.13B
| $28.4M | ﹤0.01% |
506,477
-14,886
| -3% | -$779K |
|
2024
CALL
Reddit
RDDT
$34.5B
| $28.4M | ﹤0.01% |
188,548
-203,996
| -52% | -$23.1M |
|
2025
PUT
CME Group
CME
$91.8B
| $28.4M | ﹤0.01% |
102,900
+26,200
| +34% | +$7.12M |
|
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.