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 | |
|---|---|---|---|---|---|---|
3501
PUT
American Eagle Outfitters
AEO
$2.94B
| $6.91M | ﹤0.01% |
718,600
+348,600
| +94% | +$3.74M |
|
3502
Payoneer
PAYO
$2.41B
| $6.91M | ﹤0.01% |
1,008,519
-11,640
| -1% | -$78.9K |
|
3503
Braze
BRZE
$3.02B
| $6.9M | ﹤0.01% |
245,591
-439,471
| -64% | -$13.9M |
|
3504
SPS Commerce
SPSC
$2.55B
| $6.89M | ﹤0.01% |
50,639
+13,823
| +38% | +$1.92M |
|
3505
NCR Voyix
VYX
$1.19B
| $6.89M | ﹤0.01% |
587,338
+233,040
| +66% | +$2.36M |
|
3506
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.27B
| $6.88M | ﹤0.01% |
205,114
-53,446
| -21% | -$1.5M |
|
3507
Winnebago Industries
WGO
$900M
| $6.88M | ﹤0.01% |
237,162
-273,551
| -54% | -$8.97M |
|
3508
PUT
Archer Daniels Midland
ADM
$38.7B
| $6.87M | ﹤0.01% |
130,200
+3,200
| +3% | +$156K |
|
3509
Sylvamo
SLVM
$1.52B
| $6.87M | ﹤0.01% |
137,126
+51,401
| +60% | +$2.89M |
|
3510
FormFactor
FORM
$6.51B
| $6.87M | ﹤0.01% |
199,612
+2,901
| +1% | +$88.1K |
|
3511
Cellebrite
CLBT
$3.76B
| $6.86M | ﹤0.01% |
428,778
-309,968
| -42% | -$5.53M |
|
3512
Dine Brands
DIN
$462M
| $6.86M | ﹤0.01% |
281,838
+25,680
| +10% | +$593K |
|
3513
Nuveen ESG Emerging Markets Equity ETF
NUEM
$354M
| $6.85M | ﹤0.01% |
206,335
-12,338
| -6% | -$374K |
|
3514
Community Bank
CBU
$3.39B
| $6.85M | ﹤0.01% |
120,389
-39,451
| -25% | -$2.19M |
|
3515
Ziff Davis
ZD
$2B
| $6.85M | ﹤0.01% |
226,134
+18,117
| +9% | +$582K |
|
3516
Reaves Utility Income Fund
UTG
$3.47B
| $6.83M | ﹤0.01% |
188,829
+13,284
| +8% | +$444K |
|
3517
Collegium Pharmaceutical
COLL
$1.18B
| $6.83M | ﹤0.01% |
231,036
+14,505
| +7% | +$414K |
|
3518
Grupo Aeroportuario del Sureste
ASR
$8.16B
| $6.83M | ﹤0.01% |
21,416
-17,725
| -45% | -$5.53M |
|
|
TTAM
3519
Titan America SA
TTAM
$2.94B
| $6.83M | ﹤0.01% |
547,188
+540,828
| +8,504% | +$7.17M |
|
3520
NextDecade
NEXT
$1.68B
| $6.83M | ﹤0.01% |
766,384
+96,152
| +14% | +$746K |
|
3521
Westamerica Bancorp
WABC
$1.39B
| $6.82M | ﹤0.01% |
140,895
+53,177
| +61% | +$2.55M |
|
3522
Zurn Elkay Water Solutions
ZWS
$8.55B
| $6.82M | ﹤0.01% |
186,419
-72,695
| -28% | -$2.5M |
|
3523
Power Integrations
POWI
$3.15B
| $6.81M | ﹤0.01% |
121,899
-77,826
| -39% | -$3.99M |
|
3524
Steven Madden
SHOO
$3.17B
| $6.79M | ﹤0.01% |
283,083
-26,073
| -8% | -$612K |
|
3525
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$273M
| $6.79M | ﹤0.01% |
122,496
-6,823
| -5% | -$372K |
|
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.