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 | |
|---|---|---|---|---|---|---|
3851
ChargePoint
CHPT
$142M
| $5.01M | ﹤0.01% |
356,524
-49,489
| -12% | -$663K |
|
3852
PagerDuty
PD
$800M
| $5M | ﹤0.01% |
327,461
+53,830
| +20% | +$836K |
|
3853
OneSpan
OSPN
$571M
| $5M | ﹤0.01% |
299,516
-138,897
| -32% | -$2.16M |
|
3854
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.73B
| $5M | ﹤0.01% |
98,152
-2,416
| -2% | -$113K |
|
3855
Sonic Automotive
SAH
$3.17B
| $5M | ﹤0.01% |
62,536
+2,856
| +5% | +$192K |
|
3856
iShares 1-3 Year International Treasury Bond ETF
ISHG
$837M
| $5M | ﹤0.01% |
65,251
+62,896
| +2,671% | +$4.65M |
|
3857
United Natural Foods
UNFI
$3.01B
| $4.99M | ﹤0.01% |
214,142
+132,684
| +163% | +$3.46M |
|
|
JNPR
3858
PUT
DELISTED
Juniper Networks
JNPR
| $4.99M | ﹤0.01% |
125,000
+124,100
| +13,789% | +$4.45M |
|
3859
Global X FinTech ETF
FINX
$173M
| $4.99M | ﹤0.01% |
145,846
-56,105
| -28% | -$1.67M |
|
|
PHK
3860
PIMCO High Income Fund
PHK
$867M
| $4.99M | ﹤0.01% |
1,039,612
+865,364
| +497% | +$4.09M |
|
3861
Broadstone Net Lease
BNL
$4.12B
| $4.99M | ﹤0.01% |
310,839
-134,641
| -30% | -$2.16M |
|
|
CALY
3862
Callaway Golf Company
CALY
$3.33B
| $4.98M | ﹤0.01% |
618,311
-435,862
| -41% | -$3M |
|
3863
SunCoke Energy
SXC
$717M
| $4.97M | ﹤0.01% |
579,056
-11,246
| -2% | -$97.5K |
|
3864
DNP Select Income Fund
DNP
$4.12B
| $4.97M | ﹤0.01% |
507,605
-29,343
| -5% | -$282K |
|
|
HPF
3865
John Hancock Preferred Income Fund II
HPF
$343M
| $4.97M | ﹤0.01% |
314,216
-15,860
| -5% | -$250K |
|
3866
Leonardo DRS
DRS
$12.2B
| $4.96M | ﹤0.01% |
106,805
-319,421
| -75% | -$12.8M |
|
3867
Vanguard S&P Small-Cap 600 Growth ETF
VIOG
$1.05B
| $4.96M | ﹤0.01% |
43,370
-9,931
| -19% | -$1.07M |
|
3868
Microvast
MVST
$267M
| $4.96M | ﹤0.01% |
1,366,420
-1,533,735
| -53% | -$4.48M |
|
3869
VTEX
VTEX
$745M
| $4.96M | ﹤0.01% |
751,271
+596,409
| +385% | +$3.5M |
|
|
BNY
3870
PUT
Bank of New York Mellon
BNY
$106B
| $4.96M | ﹤0.01% |
54,400
-14,700
| -21% | -$1.25M |
|
3871
MarineMax
HZO
$772M
| $4.95M | ﹤0.01% |
197,032
-109,943
| -36% | -$2.44M |
|
|
HIMX
3872
Himax Technologies
HIMX
$2.19B
| $4.95M | ﹤0.01% |
554,483
-91,410
| -14% | -$719K |
|
3873
Columbia Multi-Sector Municipal Income ETF
MUST
$592M
| $4.95M | ﹤0.01% |
245,802
-34,438
| -12% | -$688K |
|
3874
Alamo Group
ALG
$1.92B
| $4.95M | ﹤0.01% |
22,645
-38,006
| -63% | -$7.25M |
|
3875
CALL
Galicia Financial Group
GGAL
$8.29B
| $4.94M | ﹤0.01% |
98,000
-22,000
| -18% | -$1.26M |
|
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.