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 | |
|---|---|---|---|---|---|---|
|
SFBS
2801
ServisFirst Bancshares
SFBS
$4.88B
| $13.2M | ﹤0.01% |
170,905
+87,820
| +106% | +$6.49M |
|
2802
Banco de Chile
BCH
$20.2B
| $13.2M | ﹤0.01% |
435,227
+214,293
| +97% | +$6.31M |
|
2803
New Mountain Finance
NMFC
$668M
| $13.2M | ﹤0.01% |
1,254,591
+374,507
| +43% | +$3.86M |
|
2804
Leggett & Platt
LEG
$1.42B
| $13.2M | ﹤0.01% |
1,478,546
+346,630
| +31% | +$2.99M |
|
2805
PUT
S&P Global
SPGI
$123B
| $13.2M | ﹤0.01% |
25,000
-9,300
| -27% | -$4.64M |
|
|
BULL
2806
Webull Corp
BULL
$3.85B
| $13.2M | ﹤0.01% |
+1,102,023
| New | +$17.1M |
|
2807
JetBlue
JBLU
$2.21B
| $13.2M | ﹤0.01% |
3,115,762
-535,350
| -15% | -$2.4M |
|
2808
NBT Bancorp
NBTB
$2.82B
| $13.2M | ﹤0.01% |
317,022
+72,199
| +29% | +$3.01M |
|
2809
Revolve Group
RVLV
$1.9B
| $13.1M | ﹤0.01% |
654,681
+440,524
| +206% | +$8.92M |
|
2810
ProShares Ultra S&P500
SSO
$7.68B
| $13.1M | ﹤0.01% |
268,172
-29,696
| -10% | -$1.25M |
|
2811
National Health Investors
NHI
$3.82B
| $13.1M | ﹤0.01% |
186,843
-13,408
| -7% | -$982K |
|
2812
Invesco Municipal Opportunity Trust
VMO
$654M
| $13.1M | ﹤0.01% |
1,426,577
+160,901
| +13% | +$1.48M |
|
2813
DoubleVerify
DV
$1.74B
| $13M | ﹤0.01% |
871,642
-477,786
| -35% | -$6.55M |
|
2814
CALL
Sprott Uranium Miners ETF
URNM
$1.74B
| $13M | ﹤0.01% |
+272,200
| New | +$10.3M |
|
2815
Belden
BDC
$4.03B
| $13M | ﹤0.01% |
112,601
-7,696
| -6% | -$809K |
|
|
CADE
2816
DELISTED
Cadence Bank
CADE
| $13M | ﹤0.01% |
407,291
-1,859
| -0.5% | -$55.7K |
|
2817
Banco Bilbao Vizcaya Argentaria
BBVA
$143B
| $13M | ﹤0.01% |
847,062
+54,910
| +7% | +$791K |
|
|
AL
2818
DELISTED
Air Lease Corp
AL
| $13M | ﹤0.01% |
222,548
-299,330
| -57% | -$15.6M |
|
2819
First Trust Emerging Markets AlphaDEX Fund
FEM
$720M
| $12.9M | ﹤0.01% |
527,030
-90,601
| -15% | -$2.11M |
|
2820
CALL
Williams Companies
WMB
$86.6B
| $12.9M | ﹤0.01% |
205,500
-401,500
| -66% | -$23.7M |
|
2821
Jack in the Box
JACK
$309M
| $12.9M | ﹤0.01% |
738,703
-373,155
| -34% | -$8.39M |
|
2822
Amneal Pharmaceuticals
AMRX
$6.07B
| $12.8M | ﹤0.01% |
1,582,750
-229,625
| -13% | -$1.73M |
|
2823
CALL
Las Vegas Sands
LVS
$32.1B
| $12.8M | ﹤0.01% |
293,800
-375,146
| -56% | -$14.6M |
|
|
KRMN
2824
Karman Holdings
KRMN
$6.19B
| $12.8M | ﹤0.01% |
253,621
-21,241
| -8% | -$855K |
|
2825
LifeMD
LFMD
$186M
| $12.8M | ﹤0.01% |
937,331
+859,444
| +1,103% | +$8.12M |
|
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.