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 | |
|---|---|---|---|---|---|---|
4151
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.76B
| $3.7M | ﹤0.01% |
46,581
-1,677
| -3% | -$127K |
|
4152
PUT
Kroger
KR
$35.4B
| $3.69M | ﹤0.01% |
51,500
+48,100
| +1,415% | +$3.32M |
|
|
MNTN
4153
MNTN Inc
MNTN
$682M
| $3.69M | ﹤0.01% |
+168,865
| New | +$3.88M |
|
4154
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$966M
| $3.69M | ﹤0.01% |
80,236
+14,473
| +22% | +$655K |
|
4155
F&G Annuities & Life
FG
$3.79B
| $3.69M | ﹤0.01% |
115,457
+50,966
| +79% | +$1.69M |
|
4156
Satellogic
SATL
$531M
| $3.68M | ﹤0.01% |
1,016,420
+777,070
| +325% | +$2.93M |
|
4157
iShares Mortgage Real Estate ETF
REM
$539M
| $3.68M | ﹤0.01% |
172,058
+22,459
| +15% | +$472K |
|
4158
Vanguard US Momentum Factor ETF
VFMO
$1.77B
| $3.68M | ﹤0.01% |
21,321
+7,185
| +51% | +$1.13M |
|
4159
Green Plains
GPRE
$1.18B
| $3.68M | ﹤0.01% |
609,786
+284,523
| +87% | +$1.25M |
|
4160
uniQure
QURE
$3.03B
| $3.68M | ﹤0.01% |
263,668
+36,772
| +16% | +$495K |
|
4161
Transcat
TRNS
$799M
| $3.67M | ﹤0.01% |
42,752
-12,877
| -23% | -$1.05M |
|
|
TRML
4162
DELISTED
Tourmaline Bio
TRML
| $3.67M | ﹤0.01% |
229,400
+5,717
| +3% | +$92.6K |
|
4163
Gorman-Rupp
GRC
$2.14B
| $3.67M | ﹤0.01% |
99,865
-21,971
| -18% | -$790K |
|
4164
VanEck Short High Yield Muni ETF
SHYD
$451M
| $3.66M | ﹤0.01% |
162,204
-9,183
| -5% | -$205K |
|
|
FFWM
4165
DELISTED
First Foundation Inc
FFWM
| $3.66M | ﹤0.01% |
716,745
+593,543
| +482% | +$3.04M |
|
|
TIGR
4166
UP Fintech Holding
TIGR
$876M
| $3.65M | ﹤0.01% |
378,458
-238,949
| -39% | -$2M |
|
4167
Invesco International BuyBack Achievers ETF
IPKW
$551M
| $3.65M | ﹤0.01% |
75,011
+33,535
| +81% | +$1.55M |
|
4168
Gladstone Investment Corp
GAIN
$643M
| $3.65M | ﹤0.01% |
255,656
+34,557
| +16% | +$483K |
|
4169
Graham Corp
GHM
$1.12B
| $3.65M | ﹤0.01% |
73,673
-6,472
| -8% | -$240K |
|
|
ITWO
4170
ProShares Russell 2000 High Income ETF
ITWO
$197M
| $3.64M | ﹤0.01% |
100,000
| – | – |
|
4171
Praxis Precision Medicines
PRAX
$8.58B
| $3.64M | ﹤0.01% |
86,534
-106,375
| -55% | -$4.05M |
|
|
CRCL
4172
CALL
Circle Internet Group
CRCL
$15.6B
| $3.64M | ﹤0.01% |
+20,052
| New | +$3.27M |
|
4173
Expro Ltd
XPRO
$1.79B
| $3.63M | ﹤0.01% |
422,399
+262,232
| +164% | +$2.23M |
|
4174
XPEL
XPEL
$1.22B
| $3.63M | ﹤0.01% |
100,975
-60,834
| -38% | -$2.01M |
|
4175
Embecta
EMBC
$216M
| $3.62M | ﹤0.01% |
373,873
-11,536
| -3% | -$130K |
|
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.