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 | |
|---|---|---|---|---|---|---|
3726
CALL
Thomson Reuters
TRI
$43.1B
| $5.63M | ﹤0.01% |
27,568
| – | – |
|
3727
Knowles
KN
$3.08B
| $5.63M | ﹤0.01% |
319,345
-44,261
| -12% | -$714K |
|
3728
BW LPG
BWLP
$3.4B
| $5.6M | ﹤0.01% |
473,794
+109,160
| +30% | +$1.16M |
|
3729
GH Research
GHRS
$1.95B
| $5.59M | ﹤0.01% |
458,582
+10,648
| +2% | +$117K |
|
|
GRP.U
3730
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $5.59M | ﹤0.01% |
110,202
+93,976
| +579% | +$4.48M |
|
3731
TMC The Metals Company
TMC
$1.57B
| $5.58M | ﹤0.01% |
846,040
-332,088
| -28% | -$1.27M |
|
3732
IHS Holding
IHS
$2.76B
| $5.58M | ﹤0.01% |
1,004,113
+619,697
| +161% | +$3.34M |
|
3733
PUT
iShares US Home Construction ETF
ITB
$2.29B
| $5.58M | ﹤0.01% |
+59,900
| New | +$5.47M |
|
3734
Aura Biosciences
AURA
$735M
| $5.58M | ﹤0.01% |
891,028
+137,870
| +18% | +$806K |
|
3735
Zegna
ZGN
$3.98B
| $5.58M | ﹤0.01% |
652,142
+85,622
| +15% | +$690K |
|
|
UMH
3736
UMH Properties
UMH
$1.3B
| $5.57M | ﹤0.01% |
331,643
+89,864
| +37% | +$1.54M |
|
3737
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$949M
| $5.57M | ﹤0.01% |
280,525
+532
| +0.2% | +$10.4K |
|
|
TBRG
3738
DELISTED
TruBridge
TBRG
| $5.56M | ﹤0.01% |
237,265
-41,676
| -15% | -$1.02M |
|
3739
PUT
NextEra Energy
NEE
$183B
| $5.55M | ﹤0.01% |
79,900
-327,800
| -80% | -$22.8M |
|
3740
PUT
Public Storage
PSA
$59.3B
| $5.55M | ﹤0.01% |
18,900
-25,900
| -58% | -$7.67M |
|
3741
CALL
O'Reilly Automotive
ORLY
$72.4B
| $5.54M | ﹤0.01% |
61,500
-1,500
| -2% | -$137K |
|
3742
AZZ Inc
AZZ
$4.36B
| $5.54M | ﹤0.01% |
58,626
-33,574
| -36% | -$2.96M |
|
3743
WesBanco
WSBC
$3.99B
| $5.53M | ﹤0.01% |
174,873
+37,859
| +28% | +$1.15M |
|
3744
Grupo Aeroportuario del Pacifico
PAC
$13.1B
| $5.53M | ﹤0.01% |
24,086
-16,469
| -41% | -$3.51M |
|
3745
Brookfield Infrastructure Partners
BIP
$19.5B
| $5.53M | ﹤0.01% |
165,030
+6,704
| +4% | +$210K |
|
|
STXF
3746
Strive 500 ETF
STXF
$1.11B
| $5.51M | ﹤0.01% |
137,535
-270,382
| -66% | -$9.99M |
|
3747
Compass Diversified
CODI
$756M
| $5.51M | ﹤0.01% |
877,175
+334,807
| +62% | +$3.72M |
|
3748
CALL
Wheaton Precious Metals
WPM
$51.5B
| $5.51M | ﹤0.01% |
61,337
-120,000
| -66% | -$10.1M |
|
3749
Lifestance Health
LFST
$4.1B
| $5.51M | ﹤0.01% |
1,065,170
+605,861
| +132% | +$3.63M |
|
|
MFA
3750
MFA Financial
MFA
$935M
| $5.5M | ﹤0.01% |
581,306
+102,724
| +21% | +$971K |
|
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.