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 | |
|---|---|---|---|---|---|---|
|
CET
4426
Central Securities Corp
CET
$1.58B
| $2.8M | ﹤0.01% |
58,479
-2,029
| -3% | -$92.1K |
|
4427
Banco Macro
BMA
$5.88B
| $2.8M | ﹤0.01% |
39,842
+19,890
| +100% | +$1.64M |
|
4428
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$557M
| $2.8M | ﹤0.01% |
+55,443
| New | +$2.78M |
|
|
AVNS
4429
DELISTED
Avanos Medical
AVNS
| $2.8M | ﹤0.01% |
228,431
+77,808
| +52% | +$978K |
|
|
SMLR
4430
DELISTED
Semler Scientific
SMLR
| $2.79M | ﹤0.01% |
72,081
+20,048
| +39% | +$715K |
|
4431
Sasol
SSL
$7.5B
| $2.79M | ﹤0.01% |
631,731
-105,490
| -14% | -$432K |
|
4432
iShares Asia 50 ETF
AIA
$4.6B
| $2.79M | ﹤0.01% |
34,392
-28,970
| -46% | -$2.14M |
|
4433
OceanFirst Financial
OCFC
$1.68B
| $2.79M | ﹤0.01% |
158,289
-39,862
| -20% | -$665K |
|
4434
Custom Truck One Source
CTOS
$2.31B
| $2.79M | ﹤0.01% |
564,184
-29,743
| -5% | -$128K |
|
4435
iShares Residential and Multisector Real Estate ETF
REZ
$879M
| $2.79M | ﹤0.01% |
33,824
-1,397
| -4% | -$115K |
|
4436
CTS Corp
CTS
$1.83B
| $2.78M | ﹤0.01% |
65,350
+24,103
| +58% | +$973K |
|
4437
CALL
NextEra Energy
NEE
$181B
| $2.78M | ﹤0.01% |
40,000
-13,400
| -25% | -$931K |
|
4438
Helen of Troy
HELE
$644M
| $2.78M | ﹤0.01% |
97,833
-38,045
| -28% | -$1.17M |
|
4439
Ero Copper
ERO
$2.81B
| $2.77M | ﹤0.01% |
164,638
+70,011
| +74% | +$946K |
|
4440
Enliven Therapeutics
ELVN
$3.92B
| $2.77M | ﹤0.01% |
138,280
+67,844
| +96% | +$1.28M |
|
4441
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.42B
| $2.77M | ﹤0.01% |
115,672
+6,564
| +6% | +$149K |
|
4442
Bowman Consulting
BWMN
$470M
| $2.77M | ﹤0.01% |
96,403
+5,385
| +6% | +$133K |
|
4443
CALL
D.R. Horton
DHI
$40B
| $2.77M | ﹤0.01% |
21,496
-60,000
| -74% | -$7.39M |
|
4444
COPT Defense Properties
CDP
$4.3B
| $2.76M | ﹤0.01% |
100,214
-337,392
| -77% | -$9.14M |
|
|
NXRT
4445
NexPoint Residential Trust
NXRT
$666M
| $2.76M | ﹤0.01% |
82,920
+2,754
| +3% | +$97.5K |
|
4446
CALL
FTAI Aviation
FTAI
$21.1B
| $2.76M | ﹤0.01% |
+24,000
| New | +$2.68M |
|
4447
J&J Snack Foods
JJSF
$1.43B
| $2.76M | ﹤0.01% |
24,329
-5,708
| -19% | -$694K |
|
4448
Aurinia Pharmaceuticals
AUPH
$1.91B
| $2.76M | ﹤0.01% |
325,629
+68,490
| +27% | +$549K |
|
4449
CALL
IQVIA
IQV
$38.7B
| $2.76M | ﹤0.01% |
+17,500
| New | +$2.63M |
|
4450
Amplify Blockchain Technology ETF
BLOK
$1.08B
| $2.76M | ﹤0.01% |
48,268
+9,875
| +26% | +$447K |
|
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.