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 | |
|---|---|---|---|---|---|---|
3376
Disc Medicine
IRON
$2.81B
| $7.71M | ﹤0.01% |
145,549
+72,921
| +100% | +$3.43M |
|
3377
WSFS Financial
WSFS
$4.14B
| $7.69M | ﹤0.01% |
139,841
+36,020
| +35% | +$1.87M |
|
3378
Simplify Hedged Equity ETF
HEQT
$295M
| $7.68M | ﹤0.01% |
255,520
+59,882
| +31% | +$1.74M |
|
3379
First Trust Europe AlphaDEX Fund
FEP
$515M
| $7.67M | ﹤0.01% |
160,491
+87,057
| +119% | +$3.85M |
|
3380
PUT
Paychex
PAYX
$43.4B
| $7.67M | ﹤0.01% |
52,700
+46,000
| +687% | +$6.93M |
|
3381
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$101M
| $7.66M | ﹤0.01% |
280,319
-7,204
| -3% | -$186K |
|
|
BDN
3382
Brandywine Realty Trust
BDN
$505M
| $7.66M | ﹤0.01% |
1,785,996
+297,869
| +20% | +$1.24M |
|
3383
Liberty Media Series A
FWONA
$23.4B
| $7.65M | ﹤0.01% |
80,548
-36,426
| -31% | -$3.08M |
|
3384
Vanguard US Minimum Volatility ETF
VFMV
$434M
| $7.65M | ﹤0.01% |
59,621
+16,295
| +38% | +$2.03M |
|
3385
CALL
Nutanix
NTNX
$16.1B
| $7.64M | ﹤0.01% |
99,900
| – | – |
|
3386
Sensient Technologies
SXT
$5.22B
| $7.63M | ﹤0.01% |
77,442
+36,921
| +91% | +$3.3M |
|
|
CFLT
3387
PUT
DELISTED
Confluent
CFLT
| $7.62M | ﹤0.01% |
305,800
+80,800
| +36% | +$1.82M |
|
3388
iShares Interest Rate Hedged High Yield Bond ETF
HYGH
$590M
| $7.62M | ﹤0.01% |
88,064
+2,310
| +3% | +$196K |
|
3389
Avantis US Equity ETF
AVUS
$13.7B
| $7.61M | ﹤0.01% |
75,433
-11,722
| -13% | -$1.1M |
|
3390
Tennant Co
TNC
$1.44B
| $7.6M | ﹤0.01% |
98,041
-8,827
| -8% | -$652K |
|
|
BRSL
3391
CALL
Brightstar Lottery PLC
BRSL
$1.9B
| $7.58M | ﹤0.01% |
479,500
-38,300
| -7% | -$602K |
|
|
CCIR
3392
DELISTED
Cohen Circle Acquisition Corp. I Class A Ordinary Shares
CCIR
| $7.58M | ﹤0.01% |
690,547
+135,460
| +24% | +$1.57M |
|
|
OTLY
3393
Oatly Group
OTLY
$476M
| $7.56M | ﹤0.01% |
636,971
+471,099
| +284% | +$4.97M |
|
|
PPBI
3394
DELISTED
Pacific Premier Bancorp
PPBI
| $7.56M | ﹤0.01% |
358,499
-394,139
| -52% | -$8.19M |
|
3395
A10 Networks
ATEN
$2.07B
| $7.55M | ﹤0.01% |
390,249
+20,810
| +6% | +$356K |
|
3396
Opko Health
OPK
$1.02B
| $7.55M | ﹤0.01% |
5,719,632
+3,302,579
| +137% | +$4.51M |
|
3397
Shoals Technologies Group
SHLS
$1.33B
| $7.55M | ﹤0.01% |
1,775,723
-173,056
| -9% | -$752K |
|
3398
SiriusPoint
SPNT
$3.03B
| $7.54M | ﹤0.01% |
369,723
-33,859
| -8% | -$623K |
|
|
IBMN
3399
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| $7.53M | ﹤0.01% |
281,521
-9,705
| -3% | -$259K |
|
|
FBRT
3400
Franklin BSP Realty Trust
FBRT
$580M
| $7.53M | ﹤0.01% |
704,054
+357,802
| +103% | +$4.02M |
|
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.