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 | |
|---|---|---|---|---|---|---|
3876
iShares International Treasury Bond ETF
IGOV
$1.53B
| $4.93M | ﹤0.01% |
114,356
-2,349
| -2% | -$97.7K |
|
3877
Energy Recovery
ERII
$435M
| $4.93M | ﹤0.01% |
385,604
+323,329
| +519% | +$4.38M |
|
3878
Inspire Global Hope ETF
BLES
$161M
| $4.93M | ﹤0.01% |
121,204
+15,182
| +14% | +$587K |
|
3879
Absci
ABSI
$1.29B
| $4.91M | ﹤0.01% |
1,908,839
-154,368
| -7% | -$435K |
|
3880
First Busey Corp
BUSE
$2.6B
| $4.91M | ﹤0.01% |
214,363
+100,464
| +88% | +$2.18M |
|
3881
EVgo
EVGO
$236M
| $4.91M | ﹤0.01% |
1,343,931
+833,699
| +163% | +$2.86M |
|
3882
CALL
Fomento Económico Mexicano
FMX
$43.2B
| $4.88M | ﹤0.01% |
47,374
+563
| +1% | +$58.1K |
|
|
BAND
3883
Bandwidth Inc
BAND
$1.25B
| $4.88M | ﹤0.01% |
306,787
+14,530
| +5% | +$197K |
|
3884
iShares Core 10+ Year USD Bond ETF
ILTB
$595M
| $4.88M | ﹤0.01% |
98,650
+24,147
| +32% | +$1.17M |
|
3885
CALL
Telephone and Data Systems
TDS
$3.82B
| $4.87M | ﹤0.01% |
137,000
+27,000
| +25% | +$947K |
|
3886
CALL
Agilent Technologies
A
$39.2B
| $4.87M | ﹤0.01% |
41,300
-12,100
| -23% | -$1.34M |
|
3887
Invesco Biotechnology & Genome ETF
PBE
$286M
| $4.87M | ﹤0.01% |
75,983
+2,753
| +4% | +$171K |
|
3888
Millicom
TIGO
$15.9B
| $4.87M | ﹤0.01% |
129,920
-46,243
| -26% | -$1.58M |
|
3889
PUT
Advance Auto Parts
AAP
$3.39B
| $4.87M | ﹤0.01% |
104,700
-300
| -0.3% | -$12K |
|
3890
NovoCure
NVCR
$1.77B
| $4.87M | ﹤0.01% |
273,382
-130,157
| -32% | -$2.27M |
|
3891
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.08B
| $4.85M | ﹤0.01% |
165,772
+4,846
| +3% | +$138K |
|
3892
CALL
Western Digital
WDC
$184B
| $4.85M | ﹤0.01% |
75,800
+18,700
| +33% | +$890K |
|
3893
Liberty Broadband Class A
LBRDA
$4.78B
| $4.85M | ﹤0.01% |
49,557
+27,652
| +126% | +$2.45M |
|
|
RHLD
3894
Resolute Holdings Management
RHLD
$1.05B
| $4.84M | ﹤0.01% |
151,966
-72,751
| -32% | -$2.23M |
|
3895
CALL
Suzano
SUZ
$10.4B
| $4.84M | ﹤0.01% |
+514,600
| New | +$4.72M |
|
3896
Fidelity MSCI Communication Services Index ETF
FCOM
$1.75B
| $4.84M | ﹤0.01% |
74,709
+2,558
| +4% | +$149K |
|
3897
SFL Corp
SFL
$1.64B
| $4.84M | ﹤0.01% |
581,056
+198,549
| +52% | +$1.65M |
|
3898
Globalstar
GSAT
$10.3B
| $4.84M | ﹤0.01% |
205,415
-67,726
| -25% | -$1.36M |
|
|
MSTU
3899
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$354M
| $4.84M | ﹤0.01% |
55,914
-71,073
| -56% | -$5.37M |
|
3900
Porch Group
PRCH
$1.63B
| $4.84M | ﹤0.01% |
410,143
+361,685
| +746% | +$3.11M |
|
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.