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 | |
|---|---|---|---|---|---|---|
|
CCRN
4576
DELISTED
Cross Country Healthcare
CCRN
| $2.44M | ﹤0.01% |
187,032
-119,533
| -39% | -$1.64M |
|
4577
Accuray
ARAY
$32M
| $2.44M | ﹤0.01% |
1,781,320
+700,749
| +65% | +$1.04M |
|
4578
Caleres
CAL
$431M
| $2.44M | ﹤0.01% |
199,469
+38,191
| +24% | +$572K |
|
4579
PUT
PG&E
PCG
$38.3B
| $2.43M | ﹤0.01% |
174,500
-67,300
| -28% | -$1.09M |
|
4580
MasterBrand
MBC
$1.06B
| $2.43M | ﹤0.01% |
222,512
-160,988
| -42% | -$1.78M |
|
4581
Ingles Markets
IMKTA
$1.71B
| $2.43M | ﹤0.01% |
38,284
-89,995
| -70% | -$5.59M |
|
4582
Vera Therapeutics
VERA
$2.3B
| $2.43M | ﹤0.01% |
102,933
-356,734
| -78% | -$8.02M |
|
4583
CALL
JetBlue
JBLU
$2.28B
| $2.43M | ﹤0.01% |
573,300
+395,700
| +223% | +$1.77M |
|
4584
Integra LifeSciences
IART
$1.29B
| $2.42M | ﹤0.01% |
197,624
-31,318
| -14% | -$455K |
|
4585
AudioEye
AEYE
$72.3M
| $2.42M | ﹤0.01% |
207,796
+17,497
| +9% | +$209K |
|
4586
Consensus Cloud Solutions
CCSI
$670M
| $2.42M | ﹤0.01% |
104,883
+36,628
| +54% | +$789K |
|
4587
Tiptree Inc
TIPT
$662M
| $2.41M | ﹤0.01% |
102,222
+49,825
| +95% | +$1.11M |
|
|
CAN
4588
Canaan Creative
CAN
$127M
| $2.41M | ﹤0.01% |
3,899,563
+1,892,798
| +94% | +$1.33M |
|
4589
Global X Internet of Things ETF
SNSR
$222M
| $2.41M | ﹤0.01% |
63,758
-1,280
| -2% | -$43.6K |
|
4590
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$535M
| $2.41M | ﹤0.01% |
33,849
-42,620
| -56% | -$2.98M |
|
|
RPC
4591
Ridgepost Capital
RPC
$949M
| $2.41M | ﹤0.01% |
235,460
+79,776
| +51% | +$855K |
|
|
VIGL
4592
DELISTED
Vigil Neuroscience
VIGL
| $2.4M | ﹤0.01% |
302,468
+302,302
| +182,110% | +$1.36M |
|
4593
Lufax Holding
LU
$1.35B
| $2.4M | ﹤0.01% |
860,839
-560,492
| -39% | -$1.58M |
|
4594
TriMas Corp
TRS
$1.43B
| $2.4M | ﹤0.01% |
83,939
-41,662
| -33% | -$1.02M |
|
4595
CALL
Amcor
AMCR
$20.8B
| $2.4M | ﹤0.01% |
52,220
-138,100
| -73% | -$6.37M |
|
|
CRWV
4596
PUT
CoreWeave
CRWV
$39.2B
| $2.4M | ﹤0.01% |
+14,700
| New | +$1.36M |
|
4597
PUT
Global X Uranium ETF
URA
$5.42B
| $2.39M | ﹤0.01% |
+61,700
| New | +$1.79M |
|
4598
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.14B
| $2.39M | ﹤0.01% |
102,562
+12,402
| +14% | +$289K |
|
4599
State Street SPDR Portfolio Europe ETF
SPEU
$729M
| $2.39M | ﹤0.01% |
49,373
-27,561
| -36% | -$1.27M |
|
|
SUPV
4600
Grupo Supervielle
SUPV
$828M
| $2.39M | ﹤0.01% |
225,854
-12,197
| -5% | -$165K |
|
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.