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 | |
|---|---|---|---|---|---|---|
4476
PUT
Nice
NICE
$5.79B
| $2.69M | ﹤0.01% |
15,900
| – | – |
|
|
GOOD
4477
Gladstone Commercial Corp
GOOD
$605M
| $2.68M | ﹤0.01% |
187,298
+59,264
| +46% | +$841K |
|
4478
PUT
XPeng
XPEV
$12.4B
| $2.68M | ﹤0.01% |
150,000
-1,000,000
| -87% | -$19.5M |
|
4479
CALL
iShares US Real Estate ETF
IYR
$4.66B
| $2.68M | ﹤0.01% |
28,300
-844,800
| -97% | -$78.8M |
|
|
BSJP
4480
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
| $2.68M | ﹤0.01% |
116,223
-360,269
| -76% | -$8.31M |
|
4481
Vanguard Global ex-US Real Estate ETF
VNQI
$3.52B
| $2.68M | ﹤0.01% |
57,978
+3,966
| +7% | +$171K |
|
|
CON
4482
Concentra Group Holdings
CON
$4.05B
| $2.68M | ﹤0.01% |
130,058
+32,363
| +33% | +$691K |
|
4483
Invesco BulletShares 2029 High Yield Corporate Bond ETF
BSJT
$561M
| $2.67M | ﹤0.01% |
124,276
+43,490
| +54% | +$917K |
|
4484
ProShares Short Russell2000
RWM
$132M
| $2.67M | ﹤0.01% |
142,033
+49,992
| +54% | +$1.02M |
|
4485
Ring Energy
REI
$315M
| $2.67M | ﹤0.01% |
3,363,642
+952,201
| +39% | +$806K |
|
4486
Planet Labs
PL
$7.3B
| $2.67M | ﹤0.01% |
437,348
-564,832
| -56% | -$2.31M |
|
|
DMC
4487
Del Monte Corp
DMC
$1.41B
| $2.67M | ﹤0.01% |
82,255
-70,315
| -46% | -$2.31M |
|
4488
CALL
ICICI Bank
IBN
$108B
| $2.66M | ﹤0.01% |
79,200
-462,242
| -85% | -$15.3M |
|
4489
Safety Insurance
SAFT
$1.52B
| $2.66M | ﹤0.01% |
33,517
-150
| -0.4% | -$11.8K |
|
4490
AdvanSix
ASIX
$541M
| $2.66M | ﹤0.01% |
112,015
+39,673
| +55% | +$899K |
|
|
XRN
4491
Chiron Real Estate Inc
XRN
$514M
| $2.66M | ﹤0.01% |
76,709
+2,160
| +3% | +$75.2K |
|
4492
Fidelity MSCI Real Estate Index ETF
FREL
$1.5B
| $2.66M | ﹤0.01% |
98,292
-29,999
| -23% | -$802K |
|
4493
Heartland Express
HTLD
$948M
| $2.65M | ﹤0.01% |
306,521
+104,018
| +51% | +$892K |
|
4494
Upbound Group
UPBD
$1.13B
| $2.65M | ﹤0.01% |
105,470
-3,488
| -3% | -$81.5K |
|
4495
Universal Technical Institute
UTI
$2.16B
| $2.65M | ﹤0.01% |
78,056
-21,418
| -22% | -$672K |
|
4496
Invesco KBW Property & Casualty Insurance ETF
KBWP
$267M
| $2.64M | ﹤0.01% |
21,530
+6,383
| +42% | +$773K |
|
4497
CALL
Dutch Bros
BROS
$9.03B
| $2.64M | ﹤0.01% |
38,675
| – | – |
|
4498
DXP Enterprises
DXPE
$2.43B
| $2.64M | ﹤0.01% |
30,166
-10,014
| -25% | -$834K |
|
4499
CALL
Restaurant Brands International
QSR
$25.7B
| $2.64M | ﹤0.01% |
39,770
-20,000
| -33% | -$1.34M |
|
4500
Adtran
ADTN
$689M
| $2.63M | ﹤0.01% |
293,284
+171,876
| +142% | +$1.37M |
|
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.