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 | |
|---|---|---|---|---|---|---|
3826
Driven Brands
DRVN
$2.37B
| $5.14M | ﹤0.01% |
292,722
-66,752
| -19% | -$1.15M |
|
3827
PUT
Baker Hughes
BKR
$59.5B
| $5.12M | ﹤0.01% |
133,500
-5,900
| -4% | -$223K |
|
3828
Humacyte
HUMA
$181M
| $5.11M | ﹤0.01% |
2,445,471
+1,019,616
| +72% | +$1.96M |
|
3829
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.65B
| $5.1M | ﹤0.01% |
108,368
+7,550
| +7% | +$351K |
|
3830
Invesco MSCI Sustainable Future ETF
ERTH
$134M
| $5.08M | ﹤0.01% |
119,643
-1,221
| -1% | -$49.7K |
|
|
CLBR
3831
DELISTED
Colombier Acquisition Corp II
CLBR
| $5.08M | ﹤0.01% |
328,560
+323,233
| +6,068% | +$4.24M |
|
|
SOBO
3832
South Bow Corp
SOBO
$7.81B
| $5.07M | ﹤0.01% |
195,858
-81,603
| -29% | -$2.08M |
|
3833
Harmony Biosciences
HRMY
$2.08B
| $5.07M | ﹤0.01% |
160,576
-21,949
| -12% | -$706K |
|
3834
iShares US Utilities ETF
IDU
$1.36B
| $5.07M | ﹤0.01% |
48,517
+1,672
| +4% | +$171K |
|
3835
State Street SPDR S&P China ETF
GXC
$460M
| $5.07M | ﹤0.01% |
57,925
-33,889
| -37% | -$2.85M |
|
3836
Endava
DAVA
$153M
| $5.07M | ﹤0.01% |
330,976
+180,298
| +120% | +$3.04M |
|
3837
JFrog
FROG
$9.5B
| $5.06M | ﹤0.01% |
115,389
-1,365,160
| -92% | -$51.9M |
|
3838
Innoviva
INVA
$1.57B
| $5.06M | ﹤0.01% |
251,869
-293,440
| -54% | -$5.64M |
|
3839
Invesco Trust Investment Grade Municipals
VGM
$553M
| $5.05M | ﹤0.01% |
532,661
-2,565
| -0.5% | -$24.6K |
|
3840
CALL
Alnylam Pharmaceuticals
ALNY
$27.4B
| $5.05M | ﹤0.01% |
+15,488
| New | +$4.29M |
|
3841
CALL
BCE
BCE
$20.2B
| $5.05M | ﹤0.01% |
227,692
| – | – |
|
|
IGI
3842
Western Asset Investment Grade Defined Opportunity Trust
IGI
$93.9M
| $5.04M | ﹤0.01% |
304,203
-41,211
| -12% | -$671K |
|
|
ARR
3843
CALL
Armour Residential REIT
ARR
$2.33B
| $5.04M | ﹤0.01% |
300,000
-300,000
| -50% | -$4.82M |
|
3844
PUT
Zoetis
ZTS
$31.9B
| $5.04M | ﹤0.01% |
32,300
+32,200
| +32,200% | +$5.11M |
|
3845
Sprott Physical Gold
PHYS
$14.8B
| $5.03M | ﹤0.01% |
198,588
+198,378
| +94,466% | +$4.98M |
|
3846
PRA Group
PRAA
$662M
| $5.03M | ﹤0.01% |
341,156
+175,822
| +106% | +$2.8M |
|
3847
CALL
Toronto Dominion Bank
TD
$198B
| $5.02M | ﹤0.01% |
68,338
| – | – |
|
|
UCB
3848
United Community Banks
UCB
$4.23B
| $5.02M | ﹤0.01% |
168,433
-116,314
| -41% | -$3.23M |
|
3849
Digi International
DGII
$2.57B
| $5.02M | ﹤0.01% |
143,933
-2,111
| -1% | -$64.6K |
|
3850
VanEck Video Gaming and eSports ETF
ESPO
$253M
| $5.01M | ﹤0.01% |
45,769
+944
| +2% | +$91.9K |
|
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.