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 | |
|---|---|---|---|---|---|---|
3751
Enlight Renewable Energy
ENLT
$12B
| $5.49M | ﹤0.01% |
241,555
+45,231
| +23% | +$819K |
|
3752
GraniteShares 2x Long AMD Daily ETF
AMDL
$961M
| $5.49M | ﹤0.01% |
645,121
+434,815
| +207% | +$2.31M |
|
3753
Unitil
UTL
$980M
| $5.48M | ﹤0.01% |
105,153
+37,226
| +55% | +$2.06M |
|
|
WCLD
3754
WisdomTree Cloud Computing Fund
WCLD
$266M
| $5.48M | ﹤0.01% |
151,497
-479,186
| -76% | -$16.3M |
|
3755
Eagle Bancorp
EGBN
$838M
| $5.47M | ﹤0.01% |
280,972
+10,271
| +4% | +$191K |
|
3756
Honda
HMC
$39.9B
| $5.47M | ﹤0.01% |
189,811
-157,957
| -45% | -$4.61M |
|
3757
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
$685M
| $5.46M | ﹤0.01% |
71,392
+5,173
| +8% | +$384K |
|
3758
Capricor Therapeutics
CAPR
$243M
| $5.46M | ﹤0.01% |
549,427
+156,084
| +40% | +$1.65M |
|
|
BGB
3759
Blackstone Strategic Credit 2027 Term Fund
BGB
$499M
| $5.45M | ﹤0.01% |
449,604
+18,591
| +4% | +$220K |
|
3760
Worthington Enterprises
WOR
$2.74B
| $5.44M | ﹤0.01% |
85,464
+15,170
| +22% | +$841K |
|
3761
iRhythm Holdings
IRTC
$3.91B
| $5.43M | ﹤0.01% |
35,273
-147,833
| -81% | -$19.1M |
|
3762
Xometry
XMTR
$4.69B
| $5.43M | ﹤0.01% |
160,600
+22,480
| +16% | +$659K |
|
3763
Nomad Foods
NOMD
$1.73B
| $5.42M | ﹤0.01% |
319,142
-119,331
| -27% | -$2.19M |
|
3764
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$605M
| $5.42M | ﹤0.01% |
165,790
+17,979
| +12% | +$535K |
|
3765
Arbor Realty Trust
ABR
$921M
| $5.41M | ﹤0.01% |
506,001
+87,069
| +21% | +$917K |
|
3766
Angi Inc
ANGI
$229M
| $5.41M | ﹤0.01% |
354,365
+346,614
| +4,472% | +$5.01M |
|
3767
PUT
New Oriental
EDU
$9B
| $5.39M | ﹤0.01% |
100,000
-50,000
| -33% | -$2.37M |
|
3768
CALL
BioNTech
BNTX
$23.5B
| $5.39M | ﹤0.01% |
50,600
-12,600
| -20% | -$1.27M |
|
3769
PUT
UiPath
PATH
$6.41B
| $5.39M | ﹤0.01% |
420,800
-89,600
| -18% | -$1.07M |
|
3770
CALL
Alcoa
AA
$11.9B
| $5.39M | ﹤0.01% |
182,500
-52,600
| -22% | -$1.42M |
|
|
RC
3771
Ready Capital
RC
$261M
| $5.38M | ﹤0.01% |
1,230,508
-70,811
| -5% | -$314K |
|
3772
Skyward Specialty Insurance
SKWD
$2.43B
| $5.38M | ﹤0.01% |
93,011
+19,919
| +27% | +$1.15M |
|
3773
Korea Electric Power
KEP
$15.5B
| $5.37M | ﹤0.01% |
376,794
-14,468
| -4% | -$144K |
|
|
THQ
3774
abrdn Healthcare Opportunities Fund
THQ
$781M
| $5.36M | ﹤0.01% |
291,552
-59,199
| -17% | -$1.1M |
|
|
PRO
3775
DELISTED
PROS Holdings
PRO
| $5.36M | ﹤0.01% |
342,282
+65,685
| +24% | +$1.12M |
|
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.