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 | |
|---|---|---|---|---|---|---|
|
PZC
4951
DELISTED
PIMCO California Municipal Income Fund III
PZC
| $1.68M | ﹤0.01% |
269,448
-16,073
| -6% | -$101K |
|
4952
PUT
Teva Pharmaceuticals
TEVA
$40.8B
| $1.68M | ﹤0.01% |
+100,000
| New | +$1.61M |
|
4953
PUT
Wheaton Precious Metals
WPM
$49.5B
| $1.68M | ﹤0.01% |
18,662
| – | – |
|
4954
Amplify Junior Silver Miners ETF
SILJ
$3.18B
| $1.67M | ﹤0.01% |
113,173
+19,939
| +21% | +$259K |
|
|
MITT
4955
TPG Mortgage Investment Trust
MITT
$222M
| $1.67M | ﹤0.01% |
221,778
+50,608
| +30% | +$350K |
|
4956
Claros Mortgage Trust
CMTG
$250M
| $1.67M | ﹤0.01% |
586,064
+496,341
| +553% | +$1.33M |
|
4957
CALL
Zoetis
ZTS
$32.4B
| $1.67M | ﹤0.01% |
+10,700
| New | +$1.7M |
|
4958
Anixa Biosciences
ANIX
$116M
| $1.67M | ﹤0.01% |
505,290
-18,872
| -4% | -$53.9K |
|
4959
PUT
Edwards Lifesciences
EW
$49.6B
| $1.67M | ﹤0.01% |
+21,300
| New | +$1.59M |
|
4960
Verastem
VSTM
$510M
| $1.67M | ﹤0.01% |
401,250
+197,746
| +97% | +$1.24M |
|
|
PSTL
4961
Postal Realty Trust
PSTL
$694M
| $1.66M | ﹤0.01% |
113,026
+65,902
| +140% | +$904K |
|
4962
RGC Resources
RGCO
$223M
| $1.66M | ﹤0.01% |
74,340
-5,158
| -6% | -$110K |
|
4963
Paysafe
PSFE
$414M
| $1.66M | ﹤0.01% |
131,638
+5,863
| +5% | +$80.2K |
|
|
DCH
4964
Dauch Corp
DCH
$1.34B
| $1.66M | ﹤0.01% |
407,049
+68,323
| +20% | +$275K |
|
|
RFM
4965
RiverNorth Flexible Municipal Income Fund
RFM
$89.1M
| $1.66M | ﹤0.01% |
119,043
+39,599
| +50% | +$558K |
|
4966
Solid Power
SLDP
$463M
| $1.66M | ﹤0.01% |
756,434
+140,013
| +23% | +$197K |
|
4967
iShares Core Moderate Allocation ETF
AOM
$1.74B
| $1.65M | ﹤0.01% |
35,935
-21,786
| -38% | -$962K |
|
|
BTO
4968
John Hancock Financial Opportunities Fund
BTO
$798M
| $1.65M | ﹤0.01% |
46,678
+4,651
| +11% | +$153K |
|
4969
CALL
Wolfspeed
WOLF
$1.23B
| $1.65M | ﹤0.01% |
4,135,160
-255,000
| -6% | -$581K |
|
4970
Third Coast Bancshares
TCBX
$729M
| $1.65M | ﹤0.01% |
50,423
-33,119
| -40% | -$1.01M |
|
4971
CALL
Sprouts Farmers Market
SFM
$8.13B
| $1.65M | ﹤0.01% |
+10,000
| New | +$1.63M |
|
|
MMU
4972
Western Asset Managed Municipals Fund
MMU
$548M
| $1.64M | ﹤0.01% |
166,042
+10,548
| +7% | +$105K |
|
4973
Byline Bancorp
BY
$1.78B
| $1.64M | ﹤0.01% |
61,481
+6,090
| +11% | +$156K |
|
4974
PUT
Invitation Homes
INVH
$17.7B
| $1.64M | ﹤0.01% |
+50,000
| New | +$1.68M |
|
4975
U-Haul Holding Co
UHAL
$13.9B
| $1.64M | ﹤0.01% |
27,075
-61,112
| -69% | -$3.82M |
|
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.