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 | |
|---|---|---|---|---|---|---|
3151
Avient
AVNT
$3.29B
| $9.19M | ﹤0.01% |
284,555
-7,769
| -3% | -$269K |
|
3152
PUT
General Dynamics
GD
$103B
| $9.19M | ﹤0.01% |
31,500
-600
| -2% | -$165K |
|
3153
Madison Square Garden
MSGE
$3.59B
| $9.16M | ﹤0.01% |
229,126
-17,173
| -7% | -$607K |
|
3154
RUM Group Inc
RUM
$1.56B
| $9.13M | ﹤0.01% |
1,017,147
-149,956
| -13% | -$1.28M |
|
3155
BlackBerry
BB
$4.58B
| $9.11M | ﹤0.01% |
1,989,309
+340,297
| +21% | +$1.28M |
|
|
EFXT
3156
Enerflex
EFXT
$2.58B
| $9.11M | ﹤0.01% |
1,154,393
+629,417
| +120% | +$4.5M |
|
3157
CALL
Okta
OKTA
$23.8B
| $9.1M | ﹤0.01% |
91,000
-6,000
| -6% | -$641K |
|
3158
YPF
YPF
$19.7B
| $9.1M | ﹤0.01% |
289,229
-26,290
| -8% | -$877K |
|
3159
iShares JPMorgan EM High Yield Bond ETF
EMHY
$617M
| $9.08M | ﹤0.01% |
233,009
-137,034
| -37% | -$5.2M |
|
3160
Red Rock Resorts
RRR
$3.84B
| $9.08M | ﹤0.01% |
174,482
-154,045
| -47% | -$7.04M |
|
3161
Franklin FTSE India ETF
FLIN
$2.74B
| $9.07M | ﹤0.01% |
227,665
-268,826
| -54% | -$10.3M |
|
3162
Mercury Systems
MRCY
$5.41B
| $9.07M | ﹤0.01% |
168,332
-392,387
| -70% | -$19.1M |
|
3163
WisdomTree Emerging Markets Corporate Bond Fund
EMCB
$98.3M
| $9.06M | ﹤0.01% |
137,361
+2,008
| +1% | +$130K |
|
3164
PUT
Insmed
INSM
$22.4B
| $9.06M | ﹤0.01% |
90,000
+79,400
| +749% | +$6.07M |
|
3165
Rush Enterprises Class A
RUSHA
$6.34B
| $9.05M | ﹤0.01% |
175,744
+52,129
| +42% | +$2.65M |
|
|
CSW
3166
CSW Industrials
CSW
$4.44B
| $9.05M | ﹤0.01% |
31,558
-14,802
| -32% | -$4.47M |
|
3167
State Street SPDR ICE Preferred Securities ETF
PSK
$689M
| $9.05M | ﹤0.01% |
284,976
+8,416
| +3% | +$266K |
|
3168
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.37B
| $9.05M | ﹤0.01% |
360,236
+15,001
| +4% | +$374K |
|
3169
Turning Point Brands
TPB
$1.48B
| $9.03M | ﹤0.01% |
119,210
+111,073
| +1,365% | +$7.55M |
|
3170
CALL
Synopsys
SNPS
$71.6B
| $9.03M | ﹤0.01% |
17,608
-28,916
| -62% | -$13.5M |
|
3171
Marqeta
MQ
$1.93B
| $9.02M | ﹤0.01% |
386,780
-838,484
| -68% | -$15.9M |
|
3172
White Mountains Insurance
WTM
$5.33B
| $9M | ﹤0.01% |
5,012
+1,494
| +42% | +$2.66M |
|
3173
Vanguard Long-Term Bond ETF
BLV
$5.74B
| $9M | ﹤0.01% |
129,416
-206
| -0.2% | -$14K |
|
3174
iShares Morningstar US Equity ETF
ILCB
$1.24B
| $8.99M | ﹤0.01% |
104,844
-7,641
| -7% | -$605K |
|
3175
First Trust Energy AlphaDEX Fund
FXN
$379M
| $8.99M | ﹤0.01% |
592,430
+46,890
| +9% | +$693K |
|
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.