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 | |
|---|---|---|---|---|---|---|
3451
Eastern Bankshares
EBC
$5.27B
| $7.22M | ﹤0.01% |
472,649
-88,743
| -16% | -$1.33M |
|
3452
Selective Insurance
SIGI
$5.76B
| $7.21M | ﹤0.01% |
83,234
-15,304
| -16% | -$1.34M |
|
|
BBT
3453
Beacon Financial Corp
BBT
$2.5B
| $7.21M | ﹤0.01% |
287,927
+66,273
| +30% | +$1.65M |
|
3454
iShares US Healthcare Providers ETF
IHF
$1.22B
| $7.2M | ﹤0.01% |
148,061
+12,746
| +9% | +$628K |
|
3455
PUT
IQVIA
IQV
$40.7B
| $7.2M | ﹤0.01% |
45,700
+28,800
| +170% | +$4.34M |
|
3456
FB Financial Corp
FBK
$2.98B
| $7.2M | ﹤0.01% |
158,956
+70,870
| +80% | +$3.08M |
|
3457
PUT
Vanguard Real Estate ETF
VNQ
$39.9B
| $7.2M | ﹤0.01% |
+80,800
| New | +$7.13M |
|
3458
KB Financial Group
KB
$39.5B
| $7.19M | ﹤0.01% |
87,082
-43,975
| -34% | -$2.97M |
|
3459
Nuveen Churchill Direct Lending
NCDL
$609M
| $7.19M | ﹤0.01% |
443,937
+272,267
| +159% | +$4.31M |
|
|
TIC
3460
TIC Solutions Inc
TIC
$1.59B
| $7.18M | ﹤0.01% |
650,186
+592,317
| +1,024% | +$6.1M |
|
3461
PUT
Dynatrace
DT
$12.7B
| $7.18M | ﹤0.01% |
+130,000
| New | +$6.51M |
|
3462
PUT
Krystal Biotech
KRYS
$10.7B
| $7.18M | ﹤0.01% |
+52,200
| New | +$7.67M |
|
3463
Supernus Pharmaceuticals
SUPN
$2.7B
| $7.17M | ﹤0.01% |
227,348
-22,968
| -9% | -$736K |
|
|
ORC
3464
Orchid Island Capital
ORC
$1.31B
| $7.17M | ﹤0.01% |
1,022,159
+772,706
| +310% | +$5.36M |
|
3465
Hillman Solutions
HLMN
$1.57B
| $7.16M | ﹤0.01% |
1,002,585
+106,969
| +12% | +$801K |
|
3466
Colliers International
CIGI
$5.17B
| $7.14M | ﹤0.01% |
54,719
+16,736
| +44% | +$2.04M |
|
3467
Peabody Energy
BTU
$2.54B
| $7.14M | ﹤0.01% |
532,180
-151,522
| -22% | -$2M |
|
3468
SSR Mining
SSRM
$5.19B
| $7.13M | ﹤0.01% |
559,730
+142,829
| +34% | +$1.61M |
|
3469
Calumet Specialty Products
CLMT
$3.7B
| $7.13M | ﹤0.01% |
452,377
+222,685
| +97% | +$2.83M |
|
3470
Mach Natural Resources
MNR
$2.23B
| $7.12M | ﹤0.01% |
492,944
-329,637
| -40% | -$4.59M |
|
3471
Standex International
SXI
$3.33B
| $7.12M | ﹤0.01% |
45,473
-21,551
| -32% | -$3.23M |
|
3472
Green Brick Partners
GRBK
$3.09B
| $7.11M | ﹤0.01% |
113,114
-14,491
| -11% | -$859K |
|
3473
Savers
SVV
$1.53B
| $7.11M | ﹤0.01% |
696,648
+315,743
| +83% | +$3.09M |
|
3474
PUT
Toyota
TM
$228B
| $7.1M | ﹤0.01% |
+41,200
| New | +$7.45M |
|
3475
PUT
Best Buy
BBY
$19B
| $7.1M | ﹤0.01% |
105,700
-27,500
| -21% | -$1.87M |
|
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.