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 | |
|---|---|---|---|---|---|---|
|
ALMS
4176
Alumis Inc
ALMS
$3.6B
| $3.62M | ﹤0.01% |
1,207,555
+1,111,427
| +1,156% | +$5.25M |
|
|
OPLN
4177
Openlane
OPLN
$4.21B
| $3.62M | ﹤0.01% |
148,088
+8,887
| +6% | +$188K |
|
4178
Atmus Filtration Technologies
ATMU
$4.22B
| $3.62M | ﹤0.01% |
99,393
-129,081
| -56% | -$4.61M |
|
4179
Capital Group Core Bond ETF
CGCB
$5.67B
| $3.62M | ﹤0.01% |
137,621
+16,266
| +13% | +$424K |
|
|
CSR
4180
Centerspace
CSR
$921M
| $3.62M | ﹤0.01% |
60,098
+40,821
| +212% | +$2.5M |
|
|
KBDC
4181
Kayne Anderson BDC
KBDC
$882M
| $3.6M | ﹤0.01% |
236,127
+94,447
| +67% | +$1.49M |
|
|
ARR
4182
Armour Residential REIT
ARR
$2.33B
| $3.6M | ﹤0.01% |
214,079
-155,889
| -42% | -$2.5M |
|
4183
Neurogene
NGNE
$656M
| $3.59M | ﹤0.01% |
240,319
+31,603
| +15% | +$496K |
|
4184
G-III Apparel Group
GIII
$1.54B
| $3.59M | ﹤0.01% |
160,358
-3,684
| -2% | -$92.8K |
|
4185
Napco Security Technologies
NSSC
$1.32B
| $3.58M | ﹤0.01% |
120,590
+14,262
| +13% | +$367K |
|
4186
Camden National
CAC
$978M
| $3.58M | ﹤0.01% |
88,206
+25,545
| +41% | +$1M |
|
4187
Monro
MNRO
$383M
| $3.58M | ﹤0.01% |
240,054
+57,765
| +32% | +$832K |
|
|
NVEE
4188
DELISTED
NV5 Global
NVEE
| $3.57M | ﹤0.01% |
154,522
-69,695
| -31% | -$1.39M |
|
4189
CALL
Riot Platforms
RIOT
$7.63B
| $3.57M | ﹤0.01% |
+315,500
| New | +$2.68M |
|
4190
Central Garden & Pet Co Class A
CENTA
$2.37B
| $3.56M | ﹤0.01% |
113,926
-15,431
| -12% | -$482K |
|
4191
PUT
BILL Holdings
BILL
$4.49B
| $3.56M | ﹤0.01% |
77,000
-623,610
| -89% | -$27.6M |
|
4192
Invesco S&P SmallCap Value with Momentum ETF
XSVM
$674M
| $3.56M | ﹤0.01% |
68,469
+28,930
| +73% | +$1.43M |
|
4193
Byrna Technologies
BYRN
$103M
| $3.56M | ﹤0.01% |
115,248
-24,144
| -17% | -$590K |
|
4194
iShares MSCI South Africa ETF
EZA
$547M
| $3.55M | ﹤0.01% |
66,123
-22,223
| -25% | -$1.11M |
|
4195
Southern Missouri Bancorp
SMBC
$852M
| $3.55M | ﹤0.01% |
64,789
+58,706
| +965% | +$3.07M |
|
4196
WisdomTree International High Dividend Fund
DTH
$653M
| $3.55M | ﹤0.01% |
76,542
+3,736
| +5% | +$165K |
|
4197
Vitamin Cottage Natural Grocers
NGVC
$739M
| $3.54M | ﹤0.01% |
90,227
+36,728
| +69% | +$1.7M |
|
4198
iShares MSCI Emerging Markets Asia ETF
EEMA
$833M
| $3.54M | ﹤0.01% |
42,848
-17,088
| -29% | -$1.3M |
|
|
ADAM
4199
Adamas Trust
ADAM
$815M
| $3.53M | ﹤0.01% |
527,228
+338,697
| +180% | +$2.15M |
|
4200
Sprott Junior Uranium Miners ETF
URNJ
$313M
| $3.53M | ﹤0.01% |
167,158
+105,730
| +172% | +$1.77M |
|
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.