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 | |
|---|---|---|---|---|---|---|
4701
Avita Medical
RCEL
$135M
| $2.17M | ﹤0.01% |
409,799
+65,071
| +19% | +$473K |
|
4702
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$652M
| $2.17M | ﹤0.01% |
34,929
+4,309
| +14% | +$250K |
|
4703
CALL
IDEX
IEX
$17B
| $2.17M | ﹤0.01% |
12,340
| – | – |
|
4704
Innovator US Equity Power Buffer ETF September
PSEP
$846M
| $2.16M | ﹤0.01% |
52,920
+39,390
| +291% | +$1.54M |
|
4705
Boston Omaha
BOC
$428M
| $2.16M | ﹤0.01% |
154,065
+93,559
| +155% | +$1.36M |
|
|
STR
4706
DELISTED
Sitio Royalties
STR
| $2.16M | ﹤0.01% |
117,666
+24,855
| +27% | +$446K |
|
4707
CALL
Royalty Pharma
RPRX
$25.9B
| $2.16M | ﹤0.01% |
60,000
| – | – |
|
|
GHY
4708
PGIM Global High Yield Fund
GHY
$478M
| $2.16M | ﹤0.01% |
161,064
+11,857
| +8% | +$152K |
|
4709
PUT
Lumen
LUMN
$6.57B
| $2.16M | ﹤0.01% |
492,700
-391,500
| -44% | -$1.52M |
|
4710
First Trust Global Wind Energy ETF
FAN
$278M
| $2.16M | ﹤0.01% |
118,893
+31,497
| +36% | +$519K |
|
4711
Civista Bancshares
CIVB
$604M
| $2.15M | ﹤0.01% |
92,884
+60,438
| +186% | +$1.31M |
|
4712
Neonode
NEON
$14.1M
| $2.15M | ﹤0.01% |
84,385
+78,848
| +1,424% | +$940K |
|
4713
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$506M
| $2.15M | ﹤0.01% |
39,983
-5,065
| -11% | -$271K |
|
4714
Cytek Biosciences
CTKB
$545M
| $2.15M | ﹤0.01% |
632,052
+20,524
| +3% | +$68.4K |
|
4715
Quanex
NX
$819M
| $2.15M | ﹤0.01% |
113,569
-171,990
| -60% | -$3.05M |
|
|
LOVE
4716
DELISTED
LoveSac
LOVE
| $2.15M | ﹤0.01% |
117,905
+89,123
| +310% | +$1.69M |
|
4717
Clearwater Paper
CLW
$339M
| $2.14M | ﹤0.01% |
78,647
+56,392
| +253% | +$1.52M |
|
4718
AlTi Global
ALTI
$399M
| $2.14M | ﹤0.01% |
515,865
+211,359
| +69% | +$729K |
|
|
TIXT
4719
DELISTED
TELUS International
TIXT
| $2.13M | ﹤0.01% |
587,742
-378,110
| -39% | -$1.07M |
|
4720
First Trust California Municipal High income ETF
FCAL
$219M
| $2.13M | ﹤0.01% |
44,463
+2,731
| +7% | +$131K |
|
|
SAFE
4721
Safehold
SAFE
$1.16B
| $2.12M | ﹤0.01% |
136,505
+26,028
| +24% | +$404K |
|
4722
Miller Industries
MLR
$573M
| $2.12M | ﹤0.01% |
47,660
-21,453
| -31% | -$933K |
|
4723
TFI International
TFII
$11.1B
| $2.12M | ﹤0.01% |
23,601
+3,264
| +16% | +$276K |
|
4724
Barrett Business Services
BBSI
$959M
| $2.11M | ﹤0.01% |
50,696
-23,568
| -32% | -$970K |
|
|
MESO
4725
Mesoblast
MESO
$1.84B
| $2.11M | ﹤0.01% |
193,987
+53,492
| +38% | +$599K |
|
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.