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 | |
|---|---|---|---|---|---|---|
3301
Global X E-commerce ETF
EBIZ
$28.7M
| $8.14M | ﹤0.01% |
265,977
-1,789
| -0.7% | -$51.5K |
|
|
AAMI
3302
Acadian Asset Management
AAMI
$2.88B
| $8.12M | ﹤0.01% |
230,546
+154,860
| +205% | +$4.5M |
|
3303
ProShares UltraPro Dow 30
UDOW
$801M
| $8.12M | ﹤0.01% |
172,068
+87,370
| +103% | +$3.52M |
|
3304
Schwab Fundamental International Small Company Index ETF
FNDC
$2.99B
| $8.12M | ﹤0.01% |
193,149
-21,424
| -10% | -$831K |
|
3305
Manchester United
MANU
$4.03B
| $8.12M | ﹤0.01% |
455,749
-135,492
| -23% | -$2.01M |
|
3306
Asana
ASAN
$1.96B
| $8.07M | ﹤0.01% |
598,012
-206,490
| -26% | -$3.24M |
|
3307
Eagle Materials
EXP
$6.49B
| $8.07M | ﹤0.01% |
39,933
-195,715
| -83% | -$42.2M |
|
3308
CALL
Dick's Sporting Goods
DKS
$18.4B
| $8.07M | ﹤0.01% |
+40,800
| New | +$7.56M |
|
3309
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1B
| $8.07M | ﹤0.01% |
249,623
-30,985
| -11% | -$976K |
|
3310
CALL
HP
HPQ
$26B
| $8.05M | ﹤0.01% |
329,200
-75,900
| -19% | -$1.93M |
|
3311
CALL
Truist Financial
TFC
$63.9B
| $8.05M | ﹤0.01% |
187,200
-446,500
| -70% | -$17.5M |
|
3312
CNO Financial Group
CNO
$4.94B
| $8.04M | ﹤0.01% |
208,439
-134,021
| -39% | -$5.11M |
|
3313
Amylyx Pharmaceuticals
AMLX
$2.19B
| $8.03M | ﹤0.01% |
1,253,344
-135,083
| -10% | -$657K |
|
3314
Vinci Compass Investments Ltd
VINP
$634M
| $8.03M | ﹤0.01% |
830,767
-183,457
| -18% | -$1.77M |
|
3315
WisdomTree US Quality Growth Fund
QGRW
$2.61B
| $8.03M | ﹤0.01% |
152,856
+32,882
| +27% | +$1.55M |
|
3316
SmartRent
SMRT
$192M
| $8.03M | ﹤0.01% |
8,112,745
+2,206,254
| +37% | +$1.97M |
|
3317
CALL
Ironwood Pharmaceuticals
IRWD
$586M
| $8.03M | ﹤0.01% |
11,200,320
| – | – |
|
3318
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$308M
| $8.01M | ﹤0.01% |
105,298
+44,993
| +75% | +$3.21M |
|
|
UDMY
3319
DELISTED
Udemy
UDMY
| $8.01M | ﹤0.01% |
1,139,616
-170,490
| -13% | -$1.18M |
|
3320
BigBear.ai
BBAI
$1.24B
| $8.01M | ﹤0.01% |
1,179,495
-2,900,065
| -71% | -$10.5M |
|
3321
PUT
Rivian
RIVN
$23.6B
| $8M | ﹤0.01% |
582,500
-35,000
| -6% | -$475K |
|
3322
PUT
Unity
U
$14B
| $8M | ﹤0.01% |
330,700
+95,000
| +40% | +$2.09M |
|
3323
Cohen & Steers Quality Income Realty Fund
RQI
$1.71B
| $7.98M | ﹤0.01% |
641,340
-106,665
| -14% | -$1.3M |
|
3324
Inter&Co
INTR
$2.39B
| $7.98M | ﹤0.01% |
1,074,470
+645,411
| +150% | +$4.29M |
|
3325
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.76B
| $7.98M | ﹤0.01% |
91,824
-464
| -0.5% | -$37.9K |
|
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.