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 | |
|---|---|---|---|---|---|---|
|
CNTA
4451
DELISTED
Centessa Pharmaceuticals
CNTA
| $2.76M | ﹤0.01% |
209,750
+136,267
| +185% | +$1.73M |
|
4452
CALL
American Eagle Outfitters
AEO
$2.88B
| $2.75M | ﹤0.01% |
+286,200
| New | +$3.07M |
|
4453
MiMedx Group
MDXG
$602M
| $2.75M | ﹤0.01% |
449,887
+71,463
| +19% | +$475K |
|
4454
NeoGenomics
NEO
$1.96B
| $2.75M | ﹤0.01% |
375,805
-122,516
| -25% | -$989K |
|
4455
PUT
PVH
PVH
$4B
| $2.74M | ﹤0.01% |
40,000
-33,000
| -45% | -$2.4M |
|
|
BRKL
4456
DELISTED
Brookline Bancorp
BRKL
| $2.74M | ﹤0.01% |
260,026
+30,872
| +13% | +$321K |
|
4457
CONMED
CNMD
$1.39B
| $2.74M | ﹤0.01% |
52,644
-37,530
| -42% | -$2.06M |
|
4458
Vitesse Energy
VTS
$651M
| $2.74M | ﹤0.01% |
124,092
-22,065
| -15% | -$483K |
|
|
RMMZ
4459
RiverNorth Managed Duration Municipal Income Fund II
RMMZ
$125M
| $2.74M | ﹤0.01% |
194,946
+24,979
| +15% | +$358K |
|
4460
Applied Digital
APLD
$7.89B
| $2.74M | ﹤0.01% |
272,125
-1,914,161
| -88% | -$14.1M |
|
4461
PUT
Reliance Steel & Aluminium
RS
$20.7B
| $2.73M | ﹤0.01% |
8,700
+3,600
| +71% | +$1.06M |
|
4462
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.42B
| $2.73M | ﹤0.01% |
53,378
+236
| +0.4% | +$12.1K |
|
4463
Invesco BulletShares 2031 Municipal Bond ETF
BSMV
$186M
| $2.73M | ﹤0.01% |
132,235
+17,587
| +15% | +$360K |
|
|
NGD
4464
DELISTED
New Gold Inc
NGD
| $2.73M | ﹤0.01% |
550,663
-4,869,733
| -90% | -$20M |
|
4465
Middlesex Water
MSEX
$1.08B
| $2.72M | ﹤0.01% |
50,261
+4,293
| +9% | +$254K |
|
|
FPF
4466
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.07B
| $2.72M | ﹤0.01% |
144,404
+545
| +0.4% | +$9.73K |
|
4467
iShares US Pharmaceuticals ETF
IHE
$1.46B
| $2.71M | ﹤0.01% |
41,406
+4,740
| +13% | +$309K |
|
4468
Invesco CurrencyShares Euro Currency Trust
FXE
$346M
| $2.71M | ﹤0.01% |
24,932
+15,703
| +170% | +$1.64M |
|
4469
iShares MSCI Europe Small-Cap ETF
IEUS
$180M
| $2.71M | ﹤0.01% |
40,357
+4,073
| +11% | +$253K |
|
4470
CALL
GitLab
GTLB
$5.83B
| $2.71M | ﹤0.01% |
60,020
+55,000
| +1,096% | +$2.52M |
|
|
CRESY
4471
Cresud
CRESY
$795M
| $2.7M | ﹤0.01% |
253,342
-207,680
| -45% | -$2.32M |
|
4472
Arbe Robotics
ARBE
$80.3M
| $2.7M | ﹤0.01% |
1,516,744
-364,304
| -19% | -$520K |
|
4473
Methanex
MEOH
$4.3B
| $2.7M | ﹤0.01% |
81,546
+18,158
| +29% | +$585K |
|
|
RCS
4474
PIMCO Strategic Income Fund
RCS
$244M
| $2.69M | ﹤0.01% |
386,907
+87,476
| +29% | +$543K |
|
4475
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$281M
| $2.69M | ﹤0.01% |
118,291
+16,326
| +16% | +$369K |
|
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.