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 | |
|---|---|---|---|---|---|---|
2901
Southside Bancshares
SBSI
$968M
| $11.8M | ﹤0.01% |
400,908
+65,200
| +19% | +$1.85M |
|
2902
PUT
D.R. Horton
DHI
$41.6B
| $11.8M | ﹤0.01% |
91,400
+51,900
| +131% | +$6.39M |
|
2903
CALL
DoorDash
DASH
$84.9B
| $11.8M | ﹤0.01% |
47,800
+33,900
| +244% | +$6.8M |
|
2904
Teradata
TDC
$2.87B
| $11.8M | ﹤0.01% |
527,878
+47,260
| +10% | +$1.03M |
|
2905
Arhaus
ARHS
$1.08B
| $11.8M | ﹤0.01% |
1,355,381
+325,689
| +32% | +$2.72M |
|
2906
Insight Enterprises
NSIT
$3.85B
| $11.7M | ﹤0.01% |
85,058
-140,949
| -62% | -$19M |
|
2907
Grocery Outlet
GO
$904M
| $11.7M | ﹤0.01% |
945,077
-464,069
| -33% | -$6.6M |
|
2908
PUT
United States Oil Fund
USO
$2.14B
| $11.7M | ﹤0.01% |
+160,000
| New | +$11.2M |
|
2909
Liberty Global Class A
LBTYA
$3.56B
| $11.7M | ﹤0.01% |
1,167,849
+778,926
| +200% | +$7.83M |
|
2910
PUT
Regeneron Pharmaceuticals
REGN
$72.9B
| $11.7M | ﹤0.01% |
22,200
-36,500
| -62% | -$20.4M |
|
2911
PUT
Cigna
CI
$78.9B
| $11.6M | ﹤0.01% |
35,200
+1,600
| +5% | +$516K |
|
2912
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$561M
| $11.6M | ﹤0.01% |
282,909
+637
| +0.2% | +$25.2K |
|
2913
Harmonic Inc
HLIT
$1.15B
| $11.6M | ﹤0.01% |
1,224,198
-507,003
| -29% | -$4.63M |
|
2914
Amkor Technology
AMKR
$11.2B
| $11.6M | ﹤0.01% |
552,175
-96,375
| -15% | -$1.78M |
|
2915
Goosehead Insurance
GSHD
$1.66B
| $11.6M | ﹤0.01% |
109,773
-177,768
| -62% | -$18.8M |
|
2916
Stagwell
STGW
$2.02B
| $11.6M | ﹤0.01% |
2,573,446
+2,014,626
| +361% | +$10.1M |
|
2917
Autohome
ATHM
$2.61B
| $11.6M | ﹤0.01% |
448,825
+114,794
| +34% | +$2.98M |
|
2918
Alignment Healthcare
ALHC
$3.81B
| $11.5M | ﹤0.01% |
824,871
+341,039
| +70% | +$5.49M |
|
2919
PennantPark Floating Rate Capital
PFLT
$704M
| $11.5M | ﹤0.01% |
1,117,647
+502,626
| +82% | +$5.09M |
|
|
FL
2920
DELISTED
Foot Locker
FL
| $11.5M | ﹤0.01% |
471,014
-196,938
| -29% | -$3.58M |
|
2921
Armstrong World Industries
AWI
$7.3B
| $11.5M | ﹤0.01% |
71,039
-20,774
| -23% | -$3.08M |
|
2922
PUT
British American Tobacco
BTI
$136B
| $11.5M | ﹤0.01% |
243,800
-223,700
| -48% | -$9.91M |
|
2923
PUT
The Mosaic Company
MOS
$7.19B
| $11.5M | ﹤0.01% |
316,300
-401,300
| -56% | -$12.9M |
|
2924
Sprinklr
CXM
$1.51B
| $11.5M | ﹤0.01% |
1,363,465
-417,305
| -23% | -$3.34M |
|
2925
BlackRock MuniYield Quality Fund
MQY
$812M
| $11.5M | ﹤0.01% |
1,036,257
-127,053
| -11% | -$1.41M |
|
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.