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 | |
|---|---|---|---|---|---|---|
4751
AirSculpt Technologies
AIRS
$339M
| $2.06M | ﹤0.01% |
426,160
+401,704
| +1,643% | +$1.36M |
|
4752
Nomura Holdings
NMR
$28.3B
| $2.06M | ﹤0.01% |
312,716
+144,665
| +86% | +$846K |
|
4753
Marten Transport
MRTN
$1.21B
| $2.06M | ﹤0.01% |
158,284
-6,062
| -4% | -$79.8K |
|
4754
PUT
PureCycle Technologies
PCT
$1.28B
| $2.06M | ﹤0.01% |
+150,000
| New | +$1.33M |
|
4755
CALL
Albertsons Companies
ACI
$5.62B
| $2.05M | ﹤0.01% |
95,500
| – | – |
|
4756
PUT
Hertz
HTZ
$500M
| $2.05M | ﹤0.01% |
+300,600
| New | +$1.88M |
|
4757
Rocket Pharmaceuticals
RCKT
$340M
| $2.05M | ﹤0.01% |
836,508
+188,678
| +29% | +$956K |
|
4758
CALL
Wayfair
W
$11.2B
| $2.05M | ﹤0.01% |
40,000
+36,000
| +900% | +$1.34M |
|
4759
CALL
monday.com
MNDY
$3.68B
| $2.04M | ﹤0.01% |
+6,500
| New | +$1.81M |
|
|
SRV
4760
NXG Cushing Midstream Energy Fund
SRV
$219M
| $2.04M | ﹤0.01% |
48,259
-28,745
| -37% | -$1.15M |
|
4761
CALL
Baker Hughes
BKR
$60B
| $2.04M | ﹤0.01% |
53,300
-49,000
| -48% | -$1.85M |
|
4762
CALL
ARK Genomic Revolution ETF
ARKG
$1.57B
| $2.04M | ﹤0.01% |
83,834
| – | – |
|
|
DEC
4763
Diversified Energy Company
DEC
$930M
| $2.04M | ﹤0.01% |
139,002
-1,112,874
| -89% | -$14.9M |
|
|
CRWV
4764
CALL
CoreWeave
CRWV
$39.2B
| $2.04M | ﹤0.01% |
+12,500
| New | +$1.15M |
|
|
EU
4765
enCore Energy
EU
$212M
| $2.04M | ﹤0.01% |
712,061
+178,336
| +33% | +$321K |
|
4766
PUT
Martin Marietta Materials
MLM
$31.5B
| $2.03M | ﹤0.01% |
3,700
+2,600
| +236% | +$1.37M |
|
4767
iShares Core 5-10 Year USD Bond ETF
IMTB
$275M
| $2.03M | ﹤0.01% |
46,457
-2,756
| -6% | -$119K |
|
4768
CALL
MSCI
MSCI
$41.6B
| $2.02M | ﹤0.01% |
3,508
-1,508
| -30% | -$835K |
|
4769
Diodes
DIOD
$3.78B
| $2.02M | ﹤0.01% |
38,230
-11,408
| -23% | -$502K |
|
4770
CEVA Inc
CEVA
$910M
| $2.02M | ﹤0.01% |
91,937
+15,337
| +20% | +$341K |
|
4771
Strategic Trust Running Oak Efficient Growth ETF
RUNN
$396M
| $2.02M | ﹤0.01% |
59,666
+6,272
| +12% | +$203K |
|
|
BRSP
4772
BrightSpire Capital
BRSP
$634M
| $2.02M | ﹤0.01% |
399,652
+188,708
| +89% | +$953K |
|
4773
PUT
SL Green Realty
SLG
$3.76B
| $2.02M | ﹤0.01% |
32,600
-500
| -2% | -$28.6K |
|
4774
PUT
Illumina
ILMN
$31B
| $2.01M | ﹤0.01% |
21,100
+12,100
| +134% | +$982K |
|
4775
CALL
ResMed
RMD
$30.6B
| $2.01M | ﹤0.01% |
7,800
-24,750
| -76% | -$5.9M |
|
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.