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 | |
|---|---|---|---|---|---|---|
|
PCH
3126
DELISTED
PotlatchDeltic
PCH
| $9.42M | ﹤0.01% |
245,498
+66,012
| +37% | +$2.59M |
|
3127
Enerpac Tool Group
EPAC
$1.86B
| $9.42M | ﹤0.01% |
232,213
-136,772
| -37% | -$5.76M |
|
3128
PUT
Hims & Hers Health
HIMS
$5.79B
| $9.41M | ﹤0.01% |
188,800
-66,600
| -26% | -$3.01M |
|
3129
PUT
Tenet Healthcare
THC
$22.2B
| $9.4M | ﹤0.01% |
53,400
+33,300
| +166% | +$5.01M |
|
3130
Certara
CERT
$1.26B
| $9.37M | ﹤0.01% |
800,706
+331,430
| +71% | +$3.92M |
|
|
UCTT
3131
Ultra Clean Holdings
UCTT
$3.12B
| $9.36M | ﹤0.01% |
414,627
-192,880
| -32% | -$3.96M |
|
|
OS
3132
DELISTED
OneStream Inc
OS
| $9.36M | ﹤0.01% |
330,579
+241,040
| +269% | +$6M |
|
3133
FirstCash
FCFS
$8.77B
| $9.35M | ﹤0.01% |
69,216
+31,101
| +82% | +$3.98M |
|
3134
CALL
Stryker
SYK
$135B
| $9.34M | ﹤0.01% |
23,600
-10,800
| -31% | -$4.04M |
|
3135
Sabesp
SBS
$18.4B
| $9.3M | ﹤0.01% |
2,182,854
-91,018
| -4% | -$352K |
|
3136
Mirum Pharmaceuticals
MIRM
$6.56B
| $9.29M | ﹤0.01% |
182,456
-53,501
| -23% | -$2.38M |
|
3137
Axalta
AXTA
$7.45B
| $9.27M | ﹤0.01% |
312,333
-100,416
| -24% | -$3.13M |
|
3138
Liberty Live Group Series A
LLYVA
$9.21B
| $9.26M | ﹤0.01% |
116,565
+51,026
| +78% | +$3.71M |
|
3139
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$607M
| $9.26M | ﹤0.01% |
919,988
+88,001
| +11% | +$876K |
|
3140
XP
XP
$8.43B
| $9.26M | ﹤0.01% |
458,507
+141,422
| +45% | +$2.44M |
|
3141
Aurora
AUR
$11.7B
| $9.26M | ﹤0.01% |
1,767,494
-5,290,716
| -75% | -$33.2M |
|
3142
Sphere Entertainment
SPHR
$5.02B
| $9.26M | ﹤0.01% |
221,552
-372,009
| -63% | -$12.6M |
|
3143
ProShares Short QQQ
PSQ
$857M
| $9.26M | ﹤0.01% |
275,056
+14,573
| +6% | +$552K |
|
3144
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.37B
| $9.25M | ﹤0.01% |
234,210
+13,785
| +6% | +$503K |
|
3145
State Street SPDR NYSE Technology ETF
XNTK
$1.94B
| $9.23M | ﹤0.01% |
38,880
+1,737
| +5% | +$360K |
|
3146
Crinetics Pharmaceuticals
CRNX
$8.88B
| $9.22M | ﹤0.01% |
320,545
+4,886
| +2% | +$151K |
|
|
ELME
3147
Elme Communities
ELME
$145M
| $9.21M | ﹤0.01% |
579,482
+233,108
| +67% | +$3.7M |
|
3148
Bank of N.T. Butterfield & Son
NTB
$2.41B
| $9.2M | ﹤0.01% |
207,870
-32,901
| -14% | -$1.35M |
|
3149
CVR Partners
UAN
$1.3B
| $9.2M | ﹤0.01% |
103,527
+22,690
| +28% | +$1.83M |
|
3150
Schneider National
SNDR
$6.17B
| $9.2M | ﹤0.01% |
380,774
-181,339
| -32% | -$4.21M |
|
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.