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 | |
|---|---|---|---|---|---|---|
2676
Boot Barn
BOOT
$4.81B
| $14.9M | ﹤0.01% |
98,271
-196,394
| -67% | -$26.1M |
|
2677
Wipro
WIT
$19B
| $14.9M | ﹤0.01% |
4,922,565
+3,405,279
| +224% | +$9.9M |
|
|
AXIA
2678
AXIA Energia
AXIA
$23.2B
| $14.8M | ﹤0.01% |
2,523,688
-4,331,665
| -63% | -$25.3M |
|
2679
Atlantic Union Bankshares
AUB
$6.11B
| $14.8M | ﹤0.01% |
473,957
-204,078
| -30% | -$5.89M |
|
|
DX
2680
Dynex Capital
DX
$3.19B
| $14.8M | ﹤0.01% |
1,212,069
+715,277
| +144% | +$8.68M |
|
2681
VictoryShares US 500 Volatility Wtd ETF
CFA
$546M
| $14.8M | ﹤0.01% |
168,385
-481
| -0.3% | -$40.3K |
|
2682
PUT
MGM Resorts International
MGM
$11.8B
| $14.8M | ﹤0.01% |
430,600
-423,300
| -50% | -$13.4M |
|
2683
Coca-Cola Femsa
KOF
$22.8B
| $14.8M | ﹤0.01% |
152,944
+54,819
| +56% | +$5.2M |
|
2684
PUT
Dick's Sporting Goods
DKS
$18.9B
| $14.8M | ﹤0.01% |
+74,700
| New | +$13.8M |
|
2685
Enpro
NPO
$6.63B
| $14.8M | ﹤0.01% |
77,034
-39,892
| -34% | -$6.82M |
|
2686
Sprott Gold Miners ETF
SGDM
$543M
| $14.7M | ﹤0.01% |
325,490
+106,521
| +49% | +$4.49M |
|
2687
CALL
MetLife
MET
$62.7B
| $14.7M | ﹤0.01% |
182,700
-54,900
| -23% | -$4.24M |
|
|
HPS
2688
John Hancock Preferred Income Fund III
HPS
$457M
| $14.7M | ﹤0.01% |
1,030,033
+32,676
| +3% | +$466K |
|
2689
Graham Holdings Company
GHC
$5.23B
| $14.7M | ﹤0.01% |
15,511
-1,738
| -10% | -$1.64M |
|
2690
iShares MSCI India Small-Cap ETF
SMIN
$754M
| $14.7M | ﹤0.01% |
190,064
-17,789
| -9% | -$1.28M |
|
2691
EXL Service
EXLS
$4.66B
| $14.6M | ﹤0.01% |
334,454
-157,005
| -32% | -$7.18M |
|
2692
Pacer Data & Infrastructure Real Estate ETF
SRVR
$373M
| $14.6M | ﹤0.01% |
453,084
+4,590
| +1% | +$141K |
|
2693
PUT
CVS Health
CVS
$140B
| $14.6M | ﹤0.01% |
212,100
+10,000
| +5% | +$656K |
|
2694
Brixmor Property Group
BRX
$9.77B
| $14.6M | ﹤0.01% |
560,898
-87,728
| -14% | -$2.23M |
|
2695
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.99B
| $14.6M | ﹤0.01% |
306,556
+3,228
| +1% | +$152K |
|
2696
PUT
Marathon Petroleum
MPC
$89.3B
| $14.6M | ﹤0.01% |
87,700
-56,600
| -39% | -$8.48M |
|
2697
Archrock
AROC
$6.19B
| $14.6M | ﹤0.01% |
586,527
+170,017
| +41% | +$4.17M |
|
|
EH
2698
EHang Holdings
EH
$397M
| $14.6M | ﹤0.01% |
838,763
+77,368
| +10% | +$1.31M |
|
2699
RadNet
RDNT
$4.97B
| $14.5M | ﹤0.01% |
255,137
-59,039
| -19% | -$3.24M |
|
2700
JPMorgan BetaBuilders Europe ETF
BBEU
$9.22B
| $14.5M | ﹤0.01% |
214,994
-12,759
| -6% | -$825K |
|
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.