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 | |
|---|---|---|---|---|---|---|
4351
LiveRamp
RAMP
$2.3B
| $3.05M | ﹤0.01% |
92,202
-97,033
| -51% | -$2.82M |
|
4352
Galicia Financial Group
GGAL
$7.99B
| $3.04M | ﹤0.01% |
60,406
-9,731
| -14% | -$557K |
|
|
STEL
4353
DELISTED
Stellar Bancorp
STEL
| $3.04M | ﹤0.01% |
108,695
+40,565
| +60% | +$1.08M |
|
|
CURB
4354
Curbline Properties
CURB
$3.52B
| $3.04M | ﹤0.01% |
133,209
+8,242
| +7% | +$190K |
|
4355
First Trust Long/Short Equity ETF
FTLS
$2.46B
| $3.04M | ﹤0.01% |
45,863
-5,560
| -11% | -$357K |
|
4356
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.01B
| $3.04M | ﹤0.01% |
158,785
-545,209
| -77% | -$10.4M |
|
4357
CALL
Amplify Junior Silver Miners ETF
SILJ
$3.18B
| $3.04M | ﹤0.01% |
+205,318
| New | +$2.67M |
|
4358
BlackRock Energy and Resources Trust
BGR
$421M
| $3.04M | ﹤0.01% |
229,074
-54,710
| -19% | -$688K |
|
4359
ALPS Disruptive Technologies ETF
DTEC
$72.2M
| $3.03M | ﹤0.01% |
61,501
-99
| -0.2% | -$4.5K |
|
4360
CALL
Akamai
AKAM
$16.7B
| $3.03M | ﹤0.01% |
38,000
-41,800
| -52% | -$3.25M |
|
4361
Privia Health
PRVA
$2.98B
| $3.03M | ﹤0.01% |
131,676
-34,287
| -21% | -$794K |
|
4362
Eton Pharmaceutcials
ETON
$1.27B
| $3.03M | ﹤0.01% |
212,484
+116,736
| +122% | +$1.85M |
|
4363
RPC Inc
RES
$1.24B
| $3.03M | ﹤0.01% |
640,019
-36,213
| -5% | -$174K |
|
|
GBAB
4364
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
GBAB
$382M
| $3.02M | ﹤0.01% |
200,682
+19,589
| +11% | +$293K |
|
4365
Invesco S&P SmallCap Information Technology ETF
PSCT
$498M
| $3.02M | ﹤0.01% |
65,240
+12,902
| +25% | +$536K |
|
4366
VictoryShares Small Cap Free Cash Flow ETF
SFLO
$675M
| $3.02M | ﹤0.01% |
115,066
-30,390
| -21% | -$742K |
|
4367
First Trust Nasdaq Semiconductor ETF
FTXL
$2.09B
| $3.01M | ﹤0.01% |
31,415
+14,975
| +91% | +$1.21M |
|
4368
Digital Turbine
APPS
$975M
| $3.01M | ﹤0.01% |
510,822
-15,875
| -3% | -$65.3K |
|
4369
WPP
WPP
$4.36B
| $3.01M | ﹤0.01% |
85,964
+79,590
| +1,249% | +$2.98M |
|
|
GRW
4370
TCW ETF Trust TCW Durable Growth ETF
GRW
$65M
| $3.01M | ﹤0.01% |
85,859
+8,693
| +11% | +$292K |
|
4371
BlackRock MuniHoldings New Jersey Quality Fund
MUJ
$637M
| $3.01M | ﹤0.01% |
274,477
+11,197
| +4% | +$123K |
|
|
TSSI
4372
TSS Inc
TSSI
$278M
| $3M | ﹤0.01% |
104,070
+50,595
| +95% | +$665K |
|
4373
PUT
Cencora
COR
$60.6B
| $3M | ﹤0.01% |
10,000
| – | – |
|
4374
SEALSQ Corp
LAES
$526M
| $2.98M | ﹤0.01% |
739,685
-537,784
| -42% | -$1.65M |
|
4375
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.26B
| $2.98M | ﹤0.01% |
37,449
-938
| -2% | -$67.4K |
|
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.