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 | |
|---|---|---|---|---|---|---|
2876
Urban Outfitters
URBN
$6.41B
| $12M | ﹤0.01% |
165,827
-63,354
| -28% | -$3.8M |
|
2877
Talos Energy
TALO
$2.35B
| $12M | ﹤0.01% |
1,418,332
-148,238
| -9% | -$1.19M |
|
2878
Helmerich & Payne
HP
$3.35B
| $12M | ﹤0.01% |
793,183
-520,124
| -40% | -$9.53M |
|
2879
McGrath RentCorp
MGRC
$2.9B
| $12M | ﹤0.01% |
103,670
+13,796
| +15% | +$1.53M |
|
2880
Mitsubishi UFJ Financial
MUFG
$250B
| $12M | ﹤0.01% |
876,091
-762,222
| -47% | -$9.86M |
|
|
GRAL
2881
GRAIL Inc
GRAL
$2.68B
| $12M | ﹤0.01% |
233,718
+92,563
| +66% | +$3.35M |
|
|
ARTY
2882
iShares Future AI & Tech ETF
ARTY
$3.23B
| $12M | ﹤0.01% |
293,087
-73,236
| -20% | -$2.56M |
|
2883
Oceaneering
OII
$4.7B
| $12M | ﹤0.01% |
579,877
+245,890
| +74% | +$4.74M |
|
2884
Scholar Rock
SRRK
$5.91B
| $12M | ﹤0.01% |
339,027
+161,762
| +91% | +$5.08M |
|
2885
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$414M
| $12M | ﹤0.01% |
141,263
+28,295
| +25% | +$2.24M |
|
2886
CALL
General Dynamics
GD
$106B
| $12M | ﹤0.01% |
41,096
+18,496
| +82% | +$5.09M |
|
2887
Marriott Vacations Worldwide
VAC
$3.5B
| $12M | ﹤0.01% |
165,713
+58,053
| +54% | +$3.66M |
|
2888
iQIYI
IQ
$1.2B
| $12M | ﹤0.01% |
6,758,268
-1,703,250
| -20% | -$3.06M |
|
2889
PROG Holdings
PRG
$1.66B
| $11.9M | ﹤0.01% |
407,005
-183,435
| -31% | -$5.09M |
|
2890
Verra Mobility
VRRM
$798M
| $11.9M | ﹤0.01% |
470,107
-60,641
| -11% | -$1.41M |
|
2891
AllianceBernstein
AB
$3.48B
| $11.9M | ﹤0.01% |
292,235
-996,962
| -77% | -$39.1M |
|
2892
CALL
MongoDB
MDB
$25.9B
| $11.9M | ﹤0.01% |
56,800
+28,200
| +99% | +$5.21M |
|
2893
Vodafone
VOD
$37.2B
| $11.9M | ﹤0.01% |
1,116,840
-326,029
| -23% | -$3.16M |
|
2894
Blue Bird Corp
BLBD
$2.24B
| $11.9M | ﹤0.01% |
275,788
-170,928
| -38% | -$6.51M |
|
|
RAL
2895
Ralliant Corp
RAL
$7.68B
| $11.9M | ﹤0.01% |
+245,302
| New | +$12.1M |
|
2896
CALL
TJX Companies
TJX
$180B
| $11.9M | ﹤0.01% |
96,200
-178,700
| -65% | -$22.7M |
|
2897
StoneX
SNEX
$8.69B
| $11.9M | ﹤0.01% |
293,225
+16,929
| +6% | +$636K |
|
2898
Hovnanian Enterprises
HOV
$788M
| $11.9M | ﹤0.01% |
113,449
+14,584
| +15% | +$1.43M |
|
2899
AbCellera Biologics
ABCL
$1.62B
| $11.8M | ﹤0.01% |
3,447,925
-1,634,258
| -32% | -$4.07M |
|
2900
VanEck Agribusiness ETF
MOO
$991M
| $11.8M | ﹤0.01% |
160,630
+958
| +0.6% | +$67.2K |
|
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.