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 | |
|---|---|---|---|---|---|---|
2051
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.68B
| $27.5M | ﹤0.01% |
647,675
+23,267
| +4% | +$978K |
|
2052
CALL
Agnico Eagle Mines
AEM
$73B
| $27.5M | ﹤0.01% |
231,100
-230,500
| -50% | -$26.8M |
|
2053
CALL
CME Group
CME
$91.8B
| $27.5M | ﹤0.01% |
99,700
+20,000
| +25% | +$5.44M |
|
2054
PUT
GE Vernova
GEV
$265B
| $27.4M | ﹤0.01% |
51,800
+32,900
| +174% | +$13.7M |
|
2055
OneMain Financial
OMF
$7.08B
| $27.4M | ﹤0.01% |
480,760
-188,109
| -28% | -$9.38M |
|
2056
PUT
US Global Jets ETF
JETS
$768M
| $27.4M | ﹤0.01% |
+1,192,600
| New | +$25.3M |
|
2057
KBR
KBR
$4.67B
| $27.4M | ﹤0.01% |
570,505
-278,140
| -33% | -$14.4M |
|
2058
Ubiquiti
UI
$32.7B
| $27.3M | ﹤0.01% |
66,426
+37,724
| +131% | +$13.7M |
|
2059
CALL
Atlassian
TEAM
$24.3B
| $27.3M | ﹤0.01% |
134,400
-222,100
| -62% | -$46.2M |
|
2060
ManpowerGroup
MAN
$2.5B
| $27.3M | ﹤0.01% |
674,884
+156,840
| +30% | +$6.85M |
|
2061
New Jersey Resources
NJR
$6.01B
| $27.3M | ﹤0.01% |
608,116
+130,395
| +27% | +$6.11M |
|
2062
Xtrackers S&P 500 ESG ETF
SNPE
$2.57B
| $27.2M | ﹤0.01% |
492,431
-80,758
| -14% | -$4.13M |
|
2063
PUT
Intuit
INTU
$83.1B
| $27.2M | ﹤0.01% |
34,500
+33,800
| +4,829% | +$22.9M |
|
|
PRMB
2064
Primo Brands
PRMB
$8.29B
| $27.2M | ﹤0.01% |
917,143
-812,736
| -47% | -$26M |
|
2065
Fortune Brands Innovations
FBIN
$6.14B
| $27.2M | ﹤0.01% |
527,677
-369,830
| -41% | -$19.4M |
|
2066
Semtech
SMTC
$11.3B
| $27.2M | ﹤0.01% |
601,654
-199,450
| -25% | -$7.1M |
|
2067
Floor & Decor
FND
$5.99B
| $27.1M | ﹤0.01% |
357,332
-158,445
| -31% | -$11.8M |
|
2068
ProShares UltraPro Short QQQ
SQQQ
$2.11B
| $27.1M | ﹤0.01% |
277,068
+249,294
| +898% | +$35.8M |
|
2069
Levi Strauss
LEVI
$9.83B
| $27.1M | ﹤0.01% |
1,463,627
+1,059,820
| +262% | +$17.6M |
|
2070
CALL
Strategy Inc
MSTR
$36B
| $27.1M | ﹤0.01% |
66,932
-8,818
| -12% | -$3.21M |
|
2071
PUT
Etsy
ETSY
$7.96B
| $27M | ﹤0.01% |
538,100
+283,000
| +111% | +$14.1M |
|
|
CWAN
2072
DELISTED
Clearwater Analytics
CWAN
| $27M | ﹤0.01% |
1,230,519
+827,122
| +205% | +$19M |
|
2073
Schrodinger
SDGR
$1.14B
| $27M | ﹤0.01% |
1,339,974
+929,034
| +226% | +$21.2M |
|
2074
PUT
iShares MSCI South Korea ETF
EWY
$22.5B
| $26.9M | ﹤0.01% |
374,800
+74,800
| +25% | +$4.49M |
|
2075
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.78B
| $26.9M | ﹤0.01% |
1,050,296
+134,506
| +15% | +$3.4M |
|
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.