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 | |
|---|---|---|---|---|---|---|
3426
CALL
Constellation Brands
STZ
$22.5B
| $7.4M | ﹤0.01% |
45,500
-3,200
| -7% | -$574K |
|
3427
GraniteShares 2x Long TSLA Daily ETF
TSLR
$54.3M
| $7.4M | ﹤0.01% |
391,280
+383,041
| +4,649% | +$7.06M |
|
3428
PUT
Extra Space Storage
EXR
$32.3B
| $7.39M | ﹤0.01% |
50,100
+26,400
| +111% | +$3.84M |
|
3429
ArcelorMittal
MT
$49.5B
| $7.38M | ﹤0.01% |
233,826
+46,738
| +25% | +$1.38M |
|
3430
CVB Financial
CVBF
$4.02B
| $7.38M | ﹤0.01% |
372,666
-281,431
| -43% | -$5.24M |
|
3431
Nuveen Multi-Asset Income Fund
NMAI
$456M
| $7.37M | ﹤0.01% |
583,174
+7,521
| +1% | +$90.8K |
|
3432
CALL
The RealReal
REAL
$1.41B
| $7.36M | ﹤0.01% |
1,535,831
-752,496
| -33% | -$4.14M |
|
3433
Vishay Intertechnology
VSH
$4.6B
| $7.35M | ﹤0.01% |
463,075
-661,078
| -59% | -$9.19M |
|
3434
American Healthcare REIT
AHR
$11.1B
| $7.35M | ﹤0.01% |
200,019
-62,305
| -24% | -$2.07M |
|
3435
Cohen & Steers Select Preferred & Income Fund
PSF
$233M
| $7.34M | ﹤0.01% |
364,208
-2,933
| -0.8% | -$56.9K |
|
3436
Energy Fuels
UUUU
$2.68B
| $7.33M | ﹤0.01% |
1,274,401
+273,384
| +27% | +$1.31M |
|
3437
PUT
Tractor Supply
TSCO
$16.3B
| $7.32M | ﹤0.01% |
138,700
-450,500
| -76% | -$23M |
|
3438
Quaker Houghton
KWR
$2.58B
| $7.31M | ﹤0.01% |
65,294
+25,708
| +65% | +$2.79M |
|
3439
OR Royalties Inc
OR
$5.53B
| $7.31M | ﹤0.01% |
284,171
+135,020
| +91% | +$3.25M |
|
3440
iShares MSCI Global Gold Miners ETF
RING
$2.26B
| $7.3M | ﹤0.01% |
166,760
+3,946
| +2% | +$164K |
|
3441
CALL
Rio Tinto
RIO
$152B
| $7.3M | ﹤0.01% |
125,100
-89,300
| -42% | -$5.27M |
|
3442
CALL
Sunrun
RUN
$2.26B
| $7.29M | ﹤0.01% |
891,744
+43,674
| +5% | +$343K |
|
3443
American Superconductor
AMSC
$1.29B
| $7.28M | ﹤0.01% |
198,401
+23,189
| +13% | +$570K |
|
3444
PUT
Entergy
ETR
$50.3B
| $7.27M | ﹤0.01% |
+87,500
| New | +$7.23M |
|
3445
Sportradar
SRAD
$4.42B
| $7.27M | ﹤0.01% |
258,760
+8,331
| +3% | +$198K |
|
3446
Banco Santander
SAN
$191B
| $7.26M | ﹤0.01% |
874,687
+5,963
| +0.7% | +$44.4K |
|
3447
Direxion Daily 20+ Year Treasury Bull 3X ETF
TMF
$2.22B
| $7.26M | ﹤0.01% |
184,998
+106,356
| +135% | +$4.1M |
|
3448
Federal Agricultural Mortgage
AGM
$2.32B
| $7.26M | ﹤0.01% |
37,345
+13,188
| +55% | +$2.42M |
|
3449
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.24B
| $7.23M | ﹤0.01% |
467,163
-2,370
| -0.5% | -$34K |
|
3450
American Century Diversified Corporate Bond ETF
KORP
$869M
| $7.22M | ﹤0.01% |
153,391
+101,529
| +196% | +$4.69M |
|
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.