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 | |
|---|---|---|---|---|---|---|
2351
GraniteShares ETF Trust GraniteShares 2x Long META Daily ETF
FBL
$176M
| $20M | ﹤0.01% |
+438,093
| New | +$14.6M |
|
|
GRFS
2352
Grifois
GRFS
$5.42B
| $20M | ﹤0.01% |
2,208,770
+358,217
| +19% | +$2.8M |
|
2353
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.58B
| $20M | ﹤0.01% |
241,625
+5,684
| +2% | +$435K |
|
2354
PUT
American Airlines Group
AAL
$10.2B
| $19.9M | ﹤0.01% |
1,777,800
+165,000
| +10% | +$1.77M |
|
2355
CarGurus
CARG
$3.28B
| $19.9M | ﹤0.01% |
595,657
-1,249,222
| -68% | -$37.6M |
|
2356
PUT
TJX Companies
TJX
$177B
| $19.9M | ﹤0.01% |
161,300
-139,100
| -46% | -$17.6M |
|
2357
Lumen
LUMN
$6.36B
| $19.9M | ﹤0.01% |
4,546,596
-5,862,161
| -56% | -$22.7M |
|
2358
RLI Corp
RLI
$5.98B
| $19.9M | ﹤0.01% |
275,530
+118,824
| +76% | +$8.91M |
|
|
TEM
2359
CALL
Tempus AI
TEM
$7.74B
| $19.9M | ﹤0.01% |
312,870
+209,200
| +202% | +$12M |
|
2360
Timken Company
TKR
$9.73B
| $19.9M | ﹤0.01% |
273,898
-147,892
| -35% | -$10.1M |
|
2361
iShares International Dividend Growth ETF
IGRO
$1.29B
| $19.9M | ﹤0.01% |
251,673
+58,504
| +30% | +$4.43M |
|
2362
Direxion Daily GOOGL Bull 2X ETF
GGLL
$872M
| $19.8M | ﹤0.01% |
571,218
+28,805
| +5% | +$893K |
|
2363
CALL
Humana
HUM
$46.4B
| $19.8M | ﹤0.01% |
81,100
-60,700
| -43% | -$15.1M |
|
2364
Beam Therapeutics
BEAM
$2.69B
| $19.8M | ﹤0.01% |
1,163,894
-297,895
| -20% | -$5.19M |
|
2365
MSC Industrial Direct
MSM
$6.97B
| $19.8M | ﹤0.01% |
232,485
-83
| -0% | -$6.56K |
|
2366
FuboTV Inc
FUBO
$264M
| $19.7M | ﹤0.01% |
426,317
+260,335
| +157% | +$9.74M |
|
2367
CALL
Kinder Morgan
KMI
$70.4B
| $19.7M | ﹤0.01% |
671,600
-1,264,100
| -65% | -$34.7M |
|
2368
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
| $19.7M | ﹤0.01% |
1,807,866
+1,680
| +0.1% | +$18.2K |
|
2369
CALL
LyondellBasell Industries
LYB
$18.9B
| $19.7M | ﹤0.01% |
340,802
+75,000
| +28% | +$4.37M |
|
2370
Korn Ferry
KFY
$4.26B
| $19.7M | ﹤0.01% |
268,775
+159,540
| +146% | +$10.6M |
|
2371
Bruker
BRKR
$9.58B
| $19.7M | ﹤0.01% |
477,099
-96,863
| -17% | -$3.74M |
|
2372
Main Street Capital
MAIN
$5.14B
| $19.7M | ﹤0.01% |
332,510
+88,593
| +36% | +$4.9M |
|
2373
ESAB
ESAB
$5.54B
| $19.6M | ﹤0.01% |
162,836
-90,259
| -36% | -$10.9M |
|
2374
TeraWulf
WULF
$8.46B
| $19.6M | ﹤0.01% |
4,478,361
+860,444
| +24% | +$2.94M |
|
2375
CALL
Coinbase
COIN
$44.1B
| $19.6M | ﹤0.01% |
55,946
-582,784
| -91% | -$136M |
|
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.