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 | |
|---|---|---|---|---|---|---|
2026
Moelis & Co
MC
$5.04B
| $28.3M | ﹤0.01% |
454,436
-51,645
| -10% | -$2.9M |
|
2027
Allison Transmission
ALSN
$10.1B
| $28.3M | ﹤0.01% |
298,090
-596,192
| -67% | -$57.6M |
|
|
IGR
2028
CBRE Global Real Estate Income Fund
IGR
$712M
| $28.3M | ﹤0.01% |
5,346,993
-4,678
| -0.1% | -$23.4K |
|
2029
PTC Therapeutics
PTCT
$6.29B
| $28.3M | ﹤0.01% |
578,950
-690,697
| -54% | -$32.8M |
|
2030
CALL
Expedia Group
EXPE
$33.4B
| $28.3M | ﹤0.01% |
167,500
-82,100
| -33% | -$13.3M |
|
2031
AnaptysBio
ANAB
$1.59B
| $28.2M | ﹤0.01% |
1,272,499
+782,226
| +160% | +$16.4M |
|
2032
PUT
Northrop Grumman
NOC
$77.8B
| $28.2M | ﹤0.01% |
56,500
-27,800
| -33% | -$13.7M |
|
2033
Sixth Street Specialty
TSLX
$1.63B
| $28.2M | ﹤0.01% |
1,186,011
+310,286
| +35% | +$6.81M |
|
2034
PUT
Altria Group
MO
$122B
| $28.2M | ﹤0.01% |
481,100
-241,300
| -33% | -$14.2M |
|
2035
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.07B
| $28.1M | ﹤0.01% |
316,846
+18,604
| +6% | +$1.56M |
|
2036
Noble Corp
NE
$6.88B
| $28.1M | ﹤0.01% |
1,057,373
+316,043
| +43% | +$7.59M |
|
2037
CALL
Pinterest
PINS
$13.2B
| $28.1M | ﹤0.01% |
782,740
-126,860
| -14% | -$3.85M |
|
2038
Royal Gold
RGLD
$17.1B
| $28.1M | ﹤0.01% |
157,797
-281,259
| -64% | -$49.8M |
|
2039
CALL
Zillow
Z
$7.32B
| $28M | ﹤0.01% |
400,200
+17,500
| +5% | +$1.18M |
|
2040
Kodiak Gas Services
KGS
$5.83B
| $28M | ﹤0.01% |
816,313
+335,573
| +70% | +$11.6M |
|
2041
Cleveland-Cliffs
CLF
$6.99B
| $28M | ﹤0.01% |
3,678,878
-1,101,122
| -23% | -$8.18M |
|
2042
Ambev
ABEV
$47.4B
| $27.9M | ﹤0.01% |
11,586,720
-2,862,575
| -20% | -$6.97M |
|
2043
Clearway Energy Class C
CWEN
$5B
| $27.8M | ﹤0.01% |
868,834
+278,801
| +47% | +$8.33M |
|
2044
CALL
Polaris
PII
$4.25B
| $27.7M | ﹤0.01% |
+681,400
| New | +$25.7M |
|
2045
Mohawk Industries
MHK
$7.05B
| $27.7M | ﹤0.01% |
263,943
-88,770
| -25% | -$9.26M |
|
2046
Kanzhun
BZ
$7.03B
| $27.7M | ﹤0.01% |
1,550,718
+377,870
| +32% | +$6.34M |
|
2047
PUT
Emerson Electric
EMR
$83.6B
| $27.6M | ﹤0.01% |
207,200
-75,700
| -27% | -$8.68M |
|
2048
D-Wave Quantum Inc. Common Stock
QBTS
$7.23B
| $27.6M | ﹤0.01% |
1,884,276
-4,007,824
| -68% | -$47.2M |
|
2049
CALL
Realty Income
O
$61.1B
| $27.5M | ﹤0.01% |
477,800
+190,000
| +66% | +$10.7M |
|
2050
BioNTech
BNTX
$23B
| $27.5M | ﹤0.01% |
258,288
-235,643
| -48% | -$23.8M |
|
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.