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 | |
|---|---|---|---|---|---|---|
2126
Atlanta Braves Holdings Series B
BATRK
$3.25B
| $25.4M | ﹤0.01% |
543,459
+32,603
| +6% | +$1.33M |
|
2127
PUT
Atlassian
TEAM
$24.3B
| $25.4M | ﹤0.01% |
124,900
-1,800
| -1% | -$375K |
|
2128
PUT
Bristol-Myers Squibb
BMY
$128B
| $25.3M | ﹤0.01% |
547,100
+214,000
| +64% | +$10.5M |
|
2129
Arrowhead Research
ARWR
$12B
| $25.3M | ﹤0.01% |
1,600,596
-25,967
| -2% | -$373K |
|
2130
Cogent Biosciences
COGT
$6.91B
| $25.3M | ﹤0.01% |
3,518,671
+414,541
| +13% | +$2.3M |
|
2131
CVR Energy
CVI
$3.43B
| $25.2M | ﹤0.01% |
939,144
+332,036
| +55% | +$7.31M |
|
2132
Viking Therapeutics
VKTX
$4.05B
| $25.2M | ﹤0.01% |
951,527
+354,867
| +59% | +$9.34M |
|
|
CNR
2133
Core Natural Resources Inc
CNR
$4.16B
| $25.2M | ﹤0.01% |
361,147
-65,486
| -15% | -$4.66M |
|
2134
PUT
Take-Two Interactive
TTWO
$45.3B
| $25.2M | ﹤0.01% |
103,600
-140,000
| -57% | -$31.5M |
|
2135
CALL
American Electric Power
AEP
$72.7B
| $25.1M | ﹤0.01% |
242,295
+2,395
| +1% | +$249K |
|
2136
Newell Brands
NWL
$2.2B
| $25.1M | ﹤0.01% |
4,646,850
+1,576,814
| +51% | +$8.36M |
|
2137
PUT
Sprott Uranium Miners ETF
URNM
$1.81B
| $25M | ﹤0.01% |
+522,000
| New | +$19.8M |
|
|
FITB
2138
PUT
Fifth Third Bancorp
FITB
$51.7B
| $25M | ﹤0.01% |
608,000
-73,100
| -11% | -$2.74M |
|
2139
Janus Henderson Securitized Income ETF
JSI
$1.51B
| $25M | ﹤0.01% |
474,368
+204,457
| +76% | +$10.6M |
|
2140
Riot Platforms
RIOT
$8.31B
| $25M | ﹤0.01% |
2,208,376
+260,331
| +13% | +$2.21M |
|
2141
CALL
AT&T
T
$167B
| $24.9M | ﹤0.01% |
862,100
-517,432
| -38% | -$14.3M |
|
2142
CALL
Sea Limited
SE
$63.9B
| $24.9M | ﹤0.01% |
155,744
-62,054
| -28% | -$8.98M |
|
2143
Penske Automotive Group
PAG
$14.2B
| $24.9M | ﹤0.01% |
144,803
-8,156
| -5% | -$1.31M |
|
2144
Essent Group
ESNT
$6.12B
| $24.9M | ﹤0.01% |
409,591
+220,972
| +117% | +$12.7M |
|
|
JBTM
2145
JBT Marel
JBTM
$7.37B
| $24.9M | ﹤0.01% |
206,662
-4,217
| -2% | -$471K |
|
2146
CALL
3M
MMM
$91.9B
| $24.8M | ﹤0.01% |
163,226
-114,774
| -41% | -$16.4M |
|
2147
CALL
Bilibili
BILI
$7.47B
| $24.8M | ﹤0.01% |
1,158,045
+36,648
| +3% | +$675K |
|
2148
Littelfuse
LFUS
$10.2B
| $24.8M | ﹤0.01% |
109,365
+2,820
| +3% | +$556K |
|
2149
Angel Oak UltraShort Income ETF
UYLD
$1.57B
| $24.7M | ﹤0.01% |
484,120
-52,362
| -10% | -$2.68M |
|
2150
CALL
Ford
F
$58.5B
| $24.7M | ﹤0.01% |
2,276,700
-142,800
| -6% | -$1.45M |
|
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.