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 | |
|---|---|---|---|---|---|---|
2276
Huazhu Hotels Group
HTHT
$13.2B
| $21.8M | ﹤0.01% |
641,227
-513,075
| -44% | -$18M |
|
2277
GATX Corp
GATX
$6.6B
| $21.7M | ﹤0.01% |
141,401
+33,848
| +31% | +$5.07M |
|
2278
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$543M
| $21.7M | ﹤0.01% |
291,300
-32,305
| -10% | -$2.36M |
|
2279
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$474M
| $21.7M | ﹤0.01% |
538,627
-22,476
| -4% | -$844K |
|
2280
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.58B
| $21.7M | ﹤0.01% |
197,167
-17,640
| -8% | -$1.81M |
|
2281
First Trust Utilities AlphaDEX Fund
FXU
$842M
| $21.7M | ﹤0.01% |
510,992
+236,933
| +86% | +$9.84M |
|
2282
Aegon
AEG
$13.6B
| $21.6M | ﹤0.01% |
2,989,159
+2,044,916
| +217% | +$13.7M |
|
2283
Comstock Resources
CRK
$3.65B
| $21.6M | ﹤0.01% |
781,888
-1,544
| -0.2% | -$35.1K |
|
2284
Warby Parker
WRBY
$3.13B
| $21.6M | ﹤0.01% |
985,729
-28,992
| -3% | -$536K |
|
2285
Wolverine World Wide
WWW
$1.67B
| $21.6M | ﹤0.01% |
1,192,595
+39,417
| +3% | +$600K |
|
2286
PUT
Okta
OKTA
$23.5B
| $21.6M | ﹤0.01% |
215,600
+68,700
| +47% | +$7.34M |
|
2287
Weatherford International
WFRD
$6.08B
| $21.5M | ﹤0.01% |
428,058
+308,694
| +259% | +$14.3M |
|
2288
Champion Homes
SKY
$4.59B
| $21.5M | ﹤0.01% |
343,719
-177,795
| -34% | -$13.8M |
|
2289
Papa John's
PZZA
$1.03B
| $21.5M | ﹤0.01% |
439,635
+4,906
| +1% | +$200K |
|
2290
Fidelity MSCI Information Technology Index ETF
FTEC
$19.4B
| $21.5M | ﹤0.01% |
108,807
+11,786
| +12% | +$2.04M |
|
2291
Voya Financial
VOYA
$9.04B
| $21.4M | ﹤0.01% |
301,848
+123,483
| +69% | +$7.92M |
|
2292
iShares MSCI World ETF
URTH
$7.94B
| $21.4M | ﹤0.01% |
126,409
+3,986
| +3% | +$629K |
|
2293
USA Compression Partners
USAC
$3.73B
| $21.4M | ﹤0.01% |
879,793
+312,349
| +55% | +$7.75M |
|
2294
PUT
CSX Corp
CSX
$95.3B
| $21.4M | ﹤0.01% |
654,900
-380,600
| -37% | -$11.5M |
|
2295
Q2 Holdings
QTWO
$3.78B
| $21.3M | ﹤0.01% |
227,726
-220,681
| -49% | -$18.6M |
|
2296
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
$2.09B
| $21.3M | ﹤0.01% |
883,785
-41,519
| -4% | -$944K |
|
|
GTM
2297
ZoomInfo Technologies
GTM
$955M
| $21.3M | ﹤0.01% |
2,103,532
-3,729,350
| -64% | -$34.5M |
|
|
NNE
2298
Nano Nuclear Energy
NNE
$838M
| $21.3M | ﹤0.01% |
616,548
-217,759
| -26% | -$6M |
|
2299
CALL
Darden Restaurants
DRI
$23.7B
| $21.2M | ﹤0.01% |
97,200
-47,200
| -33% | -$9.8M |
|
2300
NOV
NOV
$7.18B
| $21.1M | ﹤0.01% |
1,701,133
-85,358
| -5% | -$1.08M |
|
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.