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 | |
|---|---|---|---|---|---|---|
|
VISN
3676
Vistance Networks Inc
VISN
$2.64B
| $5.92M | ﹤0.01% |
715,275
+332,968
| +87% | +$1.74M |
|
3677
Invesco Senior Income Trust
VVR
$459M
| $5.91M | ﹤0.01% |
1,556,111
-19,722
| -1% | -$71.5K |
|
3678
First Merchants
FRME
$2.69B
| $5.91M | ﹤0.01% |
154,359
+46,406
| +43% | +$1.72M |
|
3679
Pediatrix Medical
MD
$2.17B
| $5.91M | ﹤0.01% |
411,625
+270,255
| +191% | +$3.71M |
|
3680
PUT
General Motors
GM
$80B
| $5.91M | ﹤0.01% |
120,000
-230,000
| -66% | -$10.9M |
|
3681
CALL
Xylem
XYL
$27.3B
| $5.9M | ﹤0.01% |
45,646
-3,600
| -7% | -$436K |
|
3682
Stewart Information Services
STC
$2.08B
| $5.89M | ﹤0.01% |
90,500
+1,641
| +2% | +$105K |
|
3683
Douglas Emmett
DEI
$2.02B
| $5.89M | ﹤0.01% |
391,397
+38,666
| +11% | +$559K |
|
|
AMWD
3684
DELISTED
American Woodmark
AMWD
| $5.88M | ﹤0.01% |
110,238
+41,017
| +59% | +$2.32M |
|
3685
Fortrea Holdings
FTRE
$1.8B
| $5.87M | ﹤0.01% |
1,188,560
+786,823
| +196% | +$4.23M |
|
3686
Invesco CEF Income Composite ETF
PCEF
$797M
| $5.84M | ﹤0.01% |
298,828
-6,535
| -2% | -$122K |
|
3687
Global X Lithium & Battery Tech ETF
LIT
$1.53B
| $5.82M | ﹤0.01% |
151,622
-31,033
| -17% | -$1.15M |
|
3688
Nicolet Bankshares
NIC
$3.57B
| $5.82M | ﹤0.01% |
47,146
-10,817
| -19% | -$1.26M |
|
|
SAND
3689
DELISTED
Sandstorm Gold
SAND
| $5.82M | ﹤0.01% |
618,925
+328,030
| +113% | +$2.81M |
|
|
BORR
3690
Borr Drilling
BORR
$1.23B
| $5.82M | ﹤0.01% |
3,177,627
-190,037
| -6% | -$359K |
|
3691
Adeia
ADEA
$2.8B
| $5.8M | ﹤0.01% |
410,350
+146,937
| +56% | +$1.9M |
|
3692
BioLife Solutions
BLFS
$1.55B
| $5.8M | ﹤0.01% |
269,221
+52,667
| +24% | +$1.19M |
|
3693
MediaAlpha
MAX
$732M
| $5.79M | ﹤0.01% |
528,380
+23,530
| +5% | +$227K |
|
3694
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$639M
| $5.78M | ﹤0.01% |
282,110
-1,286
| -0.5% | -$26K |
|
|
MOMO
3695
Hello Group
MOMO
$886M
| $5.78M | ﹤0.01% |
684,339
-199,585
| -23% | -$1.31M |
|
|
FFIC
3696
DELISTED
Flushing Financial
FFIC
| $5.77M | ﹤0.01% |
486,043
+366,500
| +307% | +$4.42M |
|
3697
CALL
Simon Property Group
SPG
$74.7B
| $5.77M | ﹤0.01% |
35,900
-6,700
| -16% | -$1.06M |
|
3698
CALL
Grab
GRAB
$13.9B
| $5.77M | ﹤0.01% |
1,147,054
+527,680
| +85% | +$2.46M |
|
|
ETWO
3699
DELISTED
E2open Parent Holdings
ETWO
| $5.76M | ﹤0.01% |
1,784,609
+895,741
| +101% | +$2.36M |
|
3700
Scorpio Tankers
STNG
$3.76B
| $5.76M | ﹤0.01% |
147,247
-68,428
| -32% | -$2.67M |
|
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.