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 | |
|---|---|---|---|---|---|---|
3176
Rambus
RMBS
$8.95B
| $8.99M | ﹤0.01% |
140,441
+17,765
| +14% | +$952K |
|
3177
iShares Select U.S. REIT ETF
ICF
$2.13B
| $8.98M | ﹤0.01% |
146,827
-10,420
| -7% | -$631K |
|
3178
International Seaways
INSW
$4.68B
| $8.95M | ﹤0.01% |
245,335
+8,751
| +4% | +$314K |
|
3179
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.29B
| $8.95M | ﹤0.01% |
176,100
+57,773
| +49% | +$2.92M |
|
3180
Kaiser Aluminum
KALU
$2.48B
| $8.94M | ﹤0.01% |
111,864
+49,447
| +79% | +$3.37M |
|
3181
Innospec
IOSP
$2.09B
| $8.94M | ﹤0.01% |
106,269
+24,404
| +30% | +$2.14M |
|
3182
PUT
Eaton
ETN
$141B
| $8.89M | ﹤0.01% |
24,900
-25,000
| -50% | -$7.7M |
|
|
SLNO
3183
DELISTED
Soleno Therapeutics
SLNO
| $8.88M | ﹤0.01% |
105,996
+48,519
| +84% | +$3.63M |
|
3184
Winmark
WINA
$1.2B
| $8.88M | ﹤0.01% |
23,507
+17,780
| +310% | +$6.87M |
|
3185
First Trust NASDAQ ABA Community Bank Index Fund
QABA
$93.7M
| $8.86M | ﹤0.01% |
163,476
-8,729
| -5% | -$451K |
|
3186
PUT
Lyft
LYFT
$5.86B
| $8.86M | ﹤0.01% |
562,000
+200,000
| +55% | +$2.8M |
|
|
ATYR
3187
aTyr Pharma
ATYR
$47.4M
| $8.85M | ﹤0.01% |
1,745,717
+108,531
| +7% | +$427K |
|
3188
DHT Holdings
DHT
$2.99B
| $8.85M | ﹤0.01% |
818,599
-30,820
| -4% | -$340K |
|
|
JOYY
3189
JOYY Inc
JOYY
$3.73B
| $8.85M | ﹤0.01% |
173,775
-262,248
| -60% | -$11.6M |
|
3190
CALL
Kroger
KR
$36.7B
| $8.84M | ﹤0.01% |
123,200
+28,900
| +31% | +$2M |
|
3191
CALL
DuPont de Nemours
DD
$18.6B
| $8.83M | ﹤0.01% |
102,611
-192,474
| -65% | -$16M |
|
3192
BlackRock Enhanced Captial and Income Fund
CII
$964M
| $8.83M | ﹤0.01% |
413,756
-20,323
| -5% | -$393K |
|
|
DBL
3193
DoubleLine Opportunistic Credit Fund
DBL
$278M
| $8.83M | ﹤0.01% |
574,028
-349
| -0.1% | -$5.4K |
|
3194
ABM Industries
ABM
$2.89B
| $8.81M | ﹤0.01% |
186,553
-186,961
| -50% | -$9.04M |
|
3195
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.68B
| $8.79M | ﹤0.01% |
7,488
+109
| +1% | +$127K |
|
3196
Nuveen ESG International Developed Markets Equity ETF
NUDM
$689M
| $8.79M | ﹤0.01% |
247,619
-4,108
| -2% | -$137K |
|
3197
Trinity Industries
TRN
$2.92B
| $8.78M | ﹤0.01% |
325,110
+39,044
| +14% | +$1.01M |
|
3198
Edgewell Personal Care
EPC
$1.3B
| $8.78M | ﹤0.01% |
375,013
-29,925
| -7% | -$829K |
|
3199
JPMorgan BetaBuilders Japan ETF
BBJP
$17B
| $8.77M | ﹤0.01% |
141,988
-15,247
| -10% | -$889K |
|
3200
CALL
Sable Offshore Corp
SOC
$836M
| $8.76M | ﹤0.01% |
398,400
+98,400
| +33% | +$2.29M |
|
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.