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 | |
|---|---|---|---|---|---|---|
2151
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.25B
| $24.7M | ﹤0.01% |
1,098,351
+16,435
| +2% | +$368K |
|
2152
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.1B
| $24.7M | ﹤0.01% |
996,285
+138,583
| +16% | +$3.41M |
|
2153
PUT
Boston Scientific
BSX
$67.6B
| $24.7M | ﹤0.01% |
229,800
+7,600
| +3% | +$769K |
|
|
EXAS
2154
DELISTED
Exact Sciences
EXAS
| $24.7M | ﹤0.01% |
464,446
-789,231
| -63% | -$40.1M |
|
2155
Macerich
MAC
$7.41B
| $24.7M | ﹤0.01% |
1,523,601
-184,412
| -11% | -$2.84M |
|
|
P
2156
PUT
Everpure Inc
P
$24.7B
| $24.6M | ﹤0.01% |
428,000
-275,300
| -39% | -$13.7M |
|
2157
Invesco KBW Bank ETF
KBWB
$6.88B
| $24.6M | ﹤0.01% |
343,850
+51,406
| +18% | +$3.26M |
|
2158
PUT
KKR & Co
KKR
$91.3B
| $24.6M | ﹤0.01% |
185,000
+90,000
| +95% | +$10.5M |
|
2159
ProShares Russell 2000 Dividend Growers ETF
SMDV
$701M
| $24.6M | ﹤0.01% |
377,984
-68,909
| -15% | -$4.39M |
|
2160
Pacira BioSciences
PCRX
$1.04B
| $24.6M | ﹤0.01% |
1,028,889
+607,057
| +144% | +$15.3M |
|
2161
PUT
Darden Restaurants
DRI
$23.4B
| $24.5M | ﹤0.01% |
112,600
-44,300
| -28% | -$9.19M |
|
2162
PUT
Vanguard Information Technology ETF
VGT
$138B
| $24.5M | ﹤0.01% |
296,000
| – | – |
|
2163
VanEck CEF Muni Income ETF
XMPT
$219M
| $24.4M | ﹤0.01% |
1,163,377
+13,637
| +1% | +$284K |
|
2164
Patria Investments
PAX
$1.76B
| $24.4M | ﹤0.01% |
1,734,910
+1,406,227
| +428% | +$16.9M |
|
|
SEI
2165
Solaris Energy Infrastructure
SEI
$3.22B
| $24.4M | ﹤0.01% |
861,931
+643,163
| +294% | +$15.1M |
|
2166
SiTime
SITM
$15.7B
| $24.3M | ﹤0.01% |
114,248
+18,666
| +20% | +$3.37M |
|
2167
Kymera Therapeutics
KYMR
$9.05B
| $24.3M | ﹤0.01% |
557,734
-35,872
| -6% | -$1.24M |
|
2168
AB InBev
BUD
$156B
| $24.3M | ﹤0.01% |
353,670
-297,883
| -46% | -$20M |
|
|
TEM
2169
PUT
Tempus AI
TEM
$7.73B
| $24.3M | ﹤0.01% |
382,500
+372,500
| +3,725% | +$21.4M |
|
2170
Xtrackers MSCI EAFE High Dividend Yield Equity ETF
HDEF
$2.31B
| $24.3M | ﹤0.01% |
842,062
-9,911
| -1% | -$278K |
|
2171
ProShares Short S&P500
SH
$916M
| $24.3M | ﹤0.01% |
612,418
-165,332
| -21% | -$7.16M |
|
2172
Hexcel
HXL
$8.28B
| $24.3M | ﹤0.01% |
430,095
-46,286
| -10% | -$2.45M |
|
2173
Paylocity
PCTY
$6.97B
| $24.1M | ﹤0.01% |
133,130
+51,713
| +64% | +$9.71M |
|
2174
Landstar System
LSTR
$6.5B
| $24.1M | ﹤0.01% |
173,470
+58,537
| +51% | +$8.12M |
|
2175
T. Rowe Price Capital Appreciation Equity ETF
TCAF
$7.87B
| $24M | ﹤0.01% |
679,837
+187,573
| +38% | +$6.15M |
|
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.