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 | |
|---|---|---|---|---|---|---|
4651
Fresenius Medical Care
FMS
$13.8B
| $2.26M | ﹤0.01% |
79,151
+9,553
| +14% | +$256K |
|
4652
Replimune Group
REPL
$941M
| $2.26M | ﹤0.01% |
243,397
+95,092
| +64% | +$830K |
|
4653
CALL
Intellia Therapeutics
NTLA
$1.49B
| $2.26M | ﹤0.01% |
+240,709
| New | +$1.98M |
|
4654
Mission Produce
AVO
$1.11B
| $2.26M | ﹤0.01% |
192,550
+47,995
| +33% | +$520K |
|
4655
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$493M
| $2.26M | ﹤0.01% |
65,554
+25,311
| +63% | +$834K |
|
|
AGD
4656
abrdn Global Dynamic Dividend Fund
AGD
$318M
| $2.26M | ﹤0.01% |
204,281
+355
| +0.2% | +$3.58K |
|
4657
Nuveen New York AMT-Free Quality Municipal Income Fund
NRK
$901M
| $2.25M | ﹤0.01% |
227,443
-21,982
| -9% | -$218K |
|
4658
Orthofix Medical
OFIX
$477M
| $2.25M | ﹤0.01% |
202,100
+158,221
| +361% | +$1.96M |
|
|
HSII
4659
DELISTED
Heidrick & Struggles
HSII
| $2.25M | ﹤0.01% |
49,224
-26,958
| -35% | -$1.13M |
|
4660
Center Bancorp
CNOB
$1.66B
| $2.24M | ﹤0.01% |
96,890
+33,513
| +53% | +$764K |
|
4661
Edgewise Therapeutics
EWTX
$4.13B
| $2.24M | ﹤0.01% |
170,982
-72,914
| -30% | -$1.05M |
|
|
RMI
4662
RiverNorth Opportunistic Municipal Income Fund
RMI
$99.8M
| $2.24M | ﹤0.01% |
157,181
-18,419
| -10% | -$264K |
|
4663
Corsair Gaming
CRSR
$1.13B
| $2.24M | ﹤0.01% |
237,499
-5,934
| -2% | -$47.9K |
|
|
CMBT
4664
CMB.TECH NV
CMBT
$4.69B
| $2.23M | ﹤0.01% |
247,715
-31,109
| -11% | -$284K |
|
4665
ProShares Ultra VIX Short-Term Futures ETF
UVXY
$224M
| $2.23M | ﹤0.01% |
23,783
+23,779
| +594,475% | +$3.15M |
|
4666
WisdomTree Dynamic International Equity Fund
DDWM
$1.48B
| $2.23M | ﹤0.01% |
56,197
+49,614
| +754% | +$1.89M |
|
4667
Centuri Holdings
CTRI
$2.81B
| $2.23M | ﹤0.01% |
99,273
+26,474
| +36% | +$518K |
|
4668
ARK Space & Defense Innovation ETF
ARKX
$793M
| $2.22M | ﹤0.01% |
91,998
+2,175
| +2% | +$43.4K |
|
|
OPP
4669
RiverNorth/DoubleLine Strategic Opportunity Fund
OPP
$190M
| $2.22M | ﹤0.01% |
259,931
-10,971
| -4% | -$91.8K |
|
4670
PUT
GE HealthCare
GEHC
$30.7B
| $2.22M | ﹤0.01% |
30,000
+3,000
| +11% | +$209K |
|
4671
Treace Medical Concepts
TMCI
$280M
| $2.22M | ﹤0.01% |
377,447
+16,128
| +4% | +$105K |
|
4672
National Beverage
FIZZ
$2.96B
| $2.22M | ﹤0.01% |
51,327
-58,495
| -53% | -$2.57M |
|
4673
CEMIG Preferred Shares
CIG
$6.26B
| $2.22M | ﹤0.01% |
1,131,870
+1,063,768
| +1,562% | +$1.95M |
|
4674
ADC Therapeutics
ADCT
$134M
| $2.22M | ﹤0.01% |
827,575
+60,511
| +8% | +$127K |
|
|
AIV
4675
Aimco
AIV
$387M
| $2.22M | ﹤0.01% |
256,298
+183,606
| +253% | +$1.49M |
|
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.