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 | |
|---|---|---|---|---|---|---|
3326
PUT
O'Reilly Automotive
ORLY
$75.1B
| $7.98M | ﹤0.01% |
88,500
+9,000
| +11% | +$821K |
|
3327
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$464M
| $7.98M | ﹤0.01% |
316,111
-23,204
| -7% | -$579K |
|
3328
Twist Bioscience
TWST
$5.32B
| $7.97M | ﹤0.01% |
216,597
-58,432
| -21% | -$2.02M |
|
3329
Greif
GEF
$4.95B
| $7.95M | ﹤0.01% |
122,400
+37,555
| +44% | +$2.14M |
|
3330
JPMorgan BetaBuilders Canada ETF
BBCA
$10.9B
| $7.95M | ﹤0.01% |
98,483
+2,956
| +3% | +$224K |
|
3331
CALL
OneMain Financial
OMF
$7.27B
| $7.93M | ﹤0.01% |
139,100
| – | – |
|
3332
TriNet
TNET
$3.23B
| $7.93M | ﹤0.01% |
108,390
+4,047
| +4% | +$321K |
|
|
MRX
3333
Marex Group Limited Ordinary Shares
MRX
$4.54B
| $7.93M | ﹤0.01% |
200,794
+151,995
| +311% | +$6.33M |
|
3334
Cadre Holdings
CDRE
$1.31B
| $7.92M | ﹤0.01% |
248,808
-230,491
| -48% | -$7.45M |
|
3335
WisdomTree International SmallCap Dividend Fund
DLS
$1.04B
| $7.92M | ﹤0.01% |
105,467
-479
| -0.5% | -$33.6K |
|
3336
CALL
Hims & Hers Health
HIMS
$5.79B
| $7.92M | ﹤0.01% |
158,902
+79,102
| +99% | +$3.58M |
|
3337
Vestis
VSTS
$1.97B
| $7.92M | ﹤0.01% |
1,382,152
+200,318
| +17% | +$1.41M |
|
3338
Boise Cascade
BCC
$2.73B
| $7.92M | ﹤0.01% |
91,193
+1,852
| +2% | +$168K |
|
3339
S&T Bancorp
STBA
$1.9B
| $7.92M | ﹤0.01% |
209,299
+105,251
| +101% | +$3.84M |
|
3340
SM Energy
SM
$7.6B
| $7.91M | ﹤0.01% |
320,216
-140,828
| -31% | -$3.41M |
|
3341
First Trust Nasdaq Bank ETF
FTXO
$302M
| $7.91M | ﹤0.01% |
239,481
-44,312
| -16% | -$1.33M |
|
3342
CALL
S&P Global
SPGI
$124B
| $7.91M | ﹤0.01% |
15,000
-6,600
| -31% | -$3.29M |
|
3343
iShares S&P India Nifty 50 Index Fund
INDY
$558M
| $7.91M | ﹤0.01% |
145,416
-8,293
| -5% | -$436K |
|
3344
CALL
The Mosaic Company
MOS
$7.19B
| $7.91M | ﹤0.01% |
216,700
-10,718
| -5% | -$343K |
|
|
KCHVU
3345
Kochav Defense Acquisition Corp Units
KCHVU
| $7.88M | ﹤0.01% |
+774,797
| New | +$7.83M |
|
3346
MannKind Corp
MNKD
$1.19B
| $7.88M | ﹤0.01% |
2,105,919
-4,454,349
| -68% | -$19.6M |
|
|
IBDZ
3347
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$866M
| $7.87M | ﹤0.01% |
301,083
-84,804
| -22% | -$2.17M |
|
3348
CALL
Advance Auto Parts
AAP
$3.53B
| $7.87M | ﹤0.01% |
169,200
+44,200
| +35% | +$1.77M |
|
3349
Corcept Therapeutics
CORT
$9.98B
| $7.86M | ﹤0.01% |
107,040
-265,613
| -71% | -$19.3M |
|
3350
Invesco Advantage Municipal Income Trust II
VKI
$397M
| $7.85M | ﹤0.01% |
937,841
+49,079
| +6% | +$407K |
|
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.