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 | |
|---|---|---|---|---|---|---|
2176
Gulfport Energy Corp
GPOR
$2.77B
| $24M | ﹤0.01% |
119,165
+41,078
| +53% | +$7.66M |
|
2177
CALL
Medtronic
MDT
$108B
| $24M | ﹤0.01% |
274,882
-135,700
| -33% | -$11.5M |
|
|
SARO
2178
StandardAero Inc
SARO
$9.82B
| $23.9M | ﹤0.01% |
756,539
+221,400
| +41% | +$6.21M |
|
2179
Nuveen ESG Large-Cap Growth ETF
NULG
$2.66B
| $23.9M | ﹤0.01% |
254,778
-3,001
| -1% | -$253K |
|
|
MASI
2180
DELISTED
Masimo
MASI
| $23.9M | ﹤0.01% |
142,164
-28,013
| -16% | -$4.47M |
|
2181
CALL
CVS Health
CVS
$137B
| $23.9M | ﹤0.01% |
346,468
+28,968
| +9% | +$1.9M |
|
2182
PUT
AGNC Investment
AGNC
$12.4B
| $23.9M | ﹤0.01% |
2,600,100
+798,700
| +44% | +$7.15M |
|
2183
Coca-Cola Consolidated
COKE
$12.4B
| $23.9M | ﹤0.01% |
213,948
+38,178
| +22% | +$4.61M |
|
2184
iShares Fallen Angels USD Bond ETF
FALN
$1.63B
| $23.9M | ﹤0.01% |
879,742
-198,374
| -18% | -$5.23M |
|
|
SNV
2185
DELISTED
Synovus
SNV
| $23.9M | ﹤0.01% |
460,981
-910,056
| -66% | -$41.8M |
|
2186
Coeur Mining
CDE
$15.8B
| $23.8M | ﹤0.01% |
2,684,871
+779,247
| +41% | +$5.67M |
|
2187
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.38B
| $23.8M | ﹤0.01% |
499,936
-116,229
| -19% | -$5.49M |
|
2188
Cirrus Logic
CRUS
$6.87B
| $23.8M | ﹤0.01% |
228,017
+91,001
| +66% | +$8.92M |
|
2189
Saia
SAIA
$11.2B
| $23.8M | ﹤0.01% |
86,720
-101,807
| -54% | -$29M |
|
2190
Spire
SR
$4.87B
| $23.7M | ﹤0.01% |
325,164
+62,579
| +24% | +$4.69M |
|
2191
Procept Biorobotics
PRCT
$1.01B
| $23.7M | ﹤0.01% |
412,015
+200,415
| +95% | +$11.3M |
|
2192
Sally Beauty Holdings
SBH
$1.43B
| $23.7M | ﹤0.01% |
2,561,524
+907,467
| +55% | +$7.82M |
|
2193
Carpenter Technology
CRS
$28.8B
| $23.7M | ﹤0.01% |
85,795
-150,302
| -64% | -$32.8M |
|
|
THS
2194
DELISTED
Treehouse Foods
THS
| $23.7M | ﹤0.01% |
1,219,787
+56,942
| +5% | +$1.28M |
|
2195
iShares Global Healthcare ETF
IXJ
$4.08B
| $23.7M | ﹤0.01% |
275,151
-29,372
| -10% | -$2.53M |
|
2196
First Bancorp
FBP
$4.39B
| $23.7M | ﹤0.01% |
1,136,934
+297,116
| +35% | +$5.84M |
|
2197
CALL
ZTO Express
ZTO
$18.1B
| $23.7M | ﹤0.01% |
1,333,980
-270,900
| -17% | -$4.91M |
|
2198
iShares MSCI China ETF
MCHI
$6.14B
| $23.7M | ﹤0.01% |
429,374
+38,968
| +10% | +$2.07M |
|
2199
CALL
VanEck Oil Services ETF
OIH
$2.06B
| $23.7M | ﹤0.01% |
102,700
+100,000
| +3,704% | +$22.4M |
|
|
NVO
2200
CALL
Novo Nordisk
NVO
$220B
| $23.6M | ﹤0.01% |
342,502
-197,872
| -37% | -$13.5M |
|
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.