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 | |
|---|---|---|---|---|---|---|
4376
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.85B
| $2.98M | ﹤0.01% |
50,255
-11,126
| -18% | -$623K |
|
4377
Regional Management Corp
RM
$301M
| $2.97M | ﹤0.01% |
101,668
+47,918
| +89% | +$1.39M |
|
4378
CALL
Franklin Resources
BEN
$17.6B
| $2.97M | ﹤0.01% |
124,500
| – | – |
|
4379
Smith & Wesson
SWBI
$651M
| $2.97M | ﹤0.01% |
341,978
+156,553
| +84% | +$1.48M |
|
4380
iShares North American Natural Resources ETF
IGE
$741M
| $2.97M | ﹤0.01% |
67,048
-4,099
| -6% | -$176K |
|
4381
Invesco S&P 500 High Beta ETF
SPHB
$971M
| $2.97M | ﹤0.01% |
30,419
-10,845
| -26% | -$917K |
|
4382
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$111M
| $2.96M | ﹤0.01% |
136,431
-2,550
| -2% | -$53.9K |
|
4383
Global E Online
GLBE
$6.6B
| $2.95M | ﹤0.01% |
88,058
-226,497
| -72% | -$7.64M |
|
|
HES
4384
CALL
DELISTED
Hess
HES
| $2.95M | ﹤0.01% |
21,300
+10,600
| +99% | +$1.43M |
|
4385
ArcBest
ARCB
$3.23B
| $2.95M | ﹤0.01% |
38,297
-16,276
| -30% | -$1.06M |
|
4386
AdvisorShares Ranger Equity Bear ETF
HDGE
$60M
| $2.95M | ﹤0.01% |
174,280
+582
| +0.3% | +$10.5K |
|
4387
Mesa Laboratories
MLAB
$564M
| $2.95M | ﹤0.01% |
31,294
+3,907
| +14% | +$429K |
|
|
INVX
4388
Innovex International
INVX
$1.96B
| $2.94M | ﹤0.01% |
188,407
+43,051
| +30% | +$662K |
|
4389
Invesco S&P MidCap 400 Pure Growth ETF
RFG
$339M
| $2.94M | ﹤0.01% |
60,357
+3,949
| +7% | +$181K |
|
4390
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$690M
| $2.94M | ﹤0.01% |
56,058
-10,549
| -16% | -$546K |
|
4391
PUT
Celsius Holdings
CELH
$7.47B
| $2.94M | ﹤0.01% |
63,400
-3,000
| -5% | -$116K |
|
4392
PUT
Fortinet
FTNT
$119B
| $2.94M | ﹤0.01% |
27,800
+5,400
| +24% | +$545K |
|
4393
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$289M
| $2.93M | ﹤0.01% |
69,726
-1,062
| -2% | -$43.9K |
|
|
DOG
4394
ProShares Short Dow30
DOG
$110M
| $2.91M | ﹤0.01% |
114,195
+21,938
| +24% | +$597K |
|
|
EMD
4395
Western Asset Emerging Markets Debt Fund
EMD
$609M
| $2.91M | ﹤0.01% |
289,514
+2,204
| +0.8% | +$21K |
|
4396
Invesco Zacks Mid-Cap ETF
CZA
$190M
| $2.91M | ﹤0.01% |
27,234
+1,589
| +6% | +$163K |
|
4397
CALL
American Water Works
AWK
$26.7B
| $2.9M | ﹤0.01% |
20,858
| – | – |
|
|
BELFB
4398
Bel Fuse Inc Class B
BELFB
$3.87B
| $2.9M | ﹤0.01% |
29,697
-3,160
| -10% | -$238K |
|
4399
CALL
CGI
GIB
$15.1B
| $2.9M | ﹤0.01% |
27,671
| – | – |
|
4400
PUT
Core Scientific
CORZ
$6.66B
| $2.9M | ﹤0.01% |
+169,900
| New | +$1.7M |
|
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.