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 | |
|---|---|---|---|---|---|---|
|
3051
CALL
Suncor Energy
SU
$77.7B
| $10.2M | ﹤0.01% |
271,500
+24,900
| +10% | +$900K |
|
3052
iShares Dow Jones US ETF
IYY
$2.89B
| $10.2M | ﹤0.01% |
67,370
+1,754
| +3% | +$244K |
|
3053
ING
ING
$92.9B
| $10.1M | ﹤0.01% |
463,865
+4,210
| +0.9% | +$85K |
|
3054
Invesco S&P SmallCap Low Volatility ETF
XSLV
$249M
| $10.1M | ﹤0.01% |
222,473
+9,027
| +4% | +$406K |
|
3055
CALL
Qiagen
QGEN
$8.62B
| $10.1M | ﹤0.01% |
210,793
+85,400
| +68% | +$3.71M |
|
3056
ePlus
PLUS
$2.43B
| $10.1M | ﹤0.01% |
140,500
-43,398
| -24% | -$2.85M |
|
3057
CALL
Pultegroup
PHM
$25.2B
| $10.1M | ﹤0.01% |
+95,800
| New | +$9.65M |
|
3058
Energizer
ENR
$1.47B
| $10.1M | ﹤0.01% |
500,750
-20,415
| -4% | -$490K |
|
3059
LegalZoom.com
LZ
$1.45B
| $10.1M | ﹤0.01% |
1,130,657
+325,243
| +40% | +$2.73M |
|
3060
PUT
Applied Digital
APLD
$6.68B
| $10.1M | ﹤0.01% |
+999,500
| New | +$7.37M |
|
3061
PUT
Cameco
CCJ
$36.8B
| $10.1M | ﹤0.01% |
135,400
-285,000
| -68% | -$15.2M |
|
3062
Nuveen ESG Mid-Cap Value ETF
NUMV
$448M
| $10M | ﹤0.01% |
278,749
+12,205
| +5% | +$417K |
|
3063
ACM Research
ACMR
$4.51B
| $10M | ﹤0.01% |
387,410
+156,094
| +67% | +$3.51M |
|
3064
Ibotta
IBTA
$618M
| $10M | ﹤0.01% |
274,123
+63,262
| +30% | +$2.96M |
|
3065
Genmab
GMAB
$17.5B
| $10M | ﹤0.01% |
484,867
-56,135
| -10% | -$1.15M |
|
3066
CALL
Norwegian Cruise Line
NCLH
$9.53B
| $10M | ﹤0.01% |
493,300
-89,400
| -15% | -$1.6M |
|
|
TNGY
3067
Tortoise Energy ETF
TNGY
$543M
| $10M | ﹤0.01% |
+1,090,108
| New | +$9.96M |
|
3068
PUT
Truist Financial
TFC
$63.9B
| $9.98M | ﹤0.01% |
232,200
-18,800
| -7% | -$736K |
|
3069
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$651M
| $9.98M | ﹤0.01% |
393,517
-17,596
| -4% | -$443K |
|
3070
First Financial Bankshares
FFIN
$5.05B
| $9.97M | ﹤0.01% |
277,121
-287,506
| -51% | -$9.96M |
|
|
SNCY
3071
DELISTED
Sun Country Airlines
SNCY
| $9.96M | ﹤0.01% |
847,834
+438,645
| +107% | +$4.82M |
|
|
RFMZ
3072
RiverNorth Flexible Municipal Income Fund II
RFMZ
$320M
| $9.95M | ﹤0.01% |
787,480
+29,970
| +4% | +$381K |
|
3073
Nuveen California Municipal Value Fund
NCA
$298M
| $9.93M | ﹤0.01% |
1,143,697
-35,163
| -3% | -$298K |
|
3074
CALL
Edwards Lifesciences
EW
$49.4B
| $9.92M | ﹤0.01% |
126,900
+36,900
| +41% | +$2.75M |
|
3075
Evolus
EOLS
$397M
| $9.92M | ﹤0.01% |
1,076,584
+122,925
| +13% | +$1.26M |
|
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.