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 | |
|---|---|---|---|---|---|---|
5251
Central Pacific Financial
CPF
$1.02B
| $1.19M | ﹤0.01% |
42,287
-6,578
| -13% | -$173K |
|
5252
Douglas Dynamics
PLOW
$1.02B
| $1.18M | ﹤0.01% |
40,179
+445
| +1% | +$11.7K |
|
5253
State Street SPDR S&P Global Dividend ETF
WDIV
$277M
| $1.18M | ﹤0.01% |
16,767
+2,951
| +21% | +$199K |
|
5254
CI&T Inc
CINT
$431M
| $1.18M | ﹤0.01% |
198,079
+178,379
| +905% | +$1.03M |
|
5255
PUT
Royalty Pharma
RPRX
$25.9B
| $1.18M | ﹤0.01% |
32,800
| – | – |
|
5256
Mama's Creations
MAMA
$857M
| $1.18M | ﹤0.01% |
142,150
-3,714
| -3% | -$26.7K |
|
5257
LivePerson
LPSN
$21.8M
| $1.18M | ﹤0.01% |
77,776
+21,214
| +38% | +$251K |
|
|
CHYM
5258
Chime Financial
CHYM
$8.76B
| $1.18M | ﹤0.01% |
+34,133
| New | +$1.12M |
|
5259
Rayonier Advanced Materials
RYAM
$604M
| $1.17M | ﹤0.01% |
304,965
+268,399
| +734% | +$1.13M |
|
5260
Siebert Financial
SIEB
$66.7M
| $1.17M | ﹤0.01% |
265,187
+264,782
| +65,378% | +$1.07M |
|
5261
CuriosityStream
CURI
$145M
| $1.17M | ﹤0.01% |
208,041
+133,443
| +179% | +$613K |
|
5262
Contango Silver & Gold Inc
CTGO
$516M
| $1.17M | ﹤0.01% |
60,083
+45,671
| +317% | +$736K |
|
5263
Algoma Steel
ASTL
$406M
| $1.17M | ﹤0.01% |
169,337
+69,924
| +70% | +$390K |
|
|
SRTA
5264
Strata Critical Medical Inc
SRTA
$434M
| $1.17M | ﹤0.01% |
289,413
+90,098
| +45% | +$293K |
|
|
NXJ
5265
DELISTED
Nuveen New Jersey Quality Municipal Income Fund
NXJ
| $1.17M | ﹤0.01% |
102,758
-8,433
| -8% | -$96K |
|
5266
CALL
Macy's
M
$6.53B
| $1.17M | ﹤0.01% |
+100,000
| New | +$1.16M |
|
5267
iShares Global Timber & Forestry ETF
WOOD
$268M
| $1.17M | ﹤0.01% |
15,885
+8
| +0.1% | +$584 |
|
5268
PUT
TeraWulf
WULF
$8.75B
| $1.16M | ﹤0.01% |
265,800
+72,100
| +37% | +$246K |
|
5269
RLX Technology
RLX
$2.47B
| $1.16M | ﹤0.01% |
526,467
-700,535
| -57% | -$1.37M |
|
5270
Skillsoft
SKIL
$63.7M
| $1.16M | ﹤0.01% |
72,757
-12,394
| -15% | -$234K |
|
5271
First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund
MDIV
$429M
| $1.16M | ﹤0.01% |
73,456
-1,376
| -2% | -$21.7K |
|
5272
Dyne Therapeutics
DYN
$4.7B
| $1.16M | ﹤0.01% |
121,792
-235,962
| -66% | -$2.6M |
|
|
FT
5273
Franklin Universal Trust
FT
$199M
| $1.16M | ﹤0.01% |
152,130
+18,306
| +14% | +$135K |
|
5274
Invesco DB US Dollar Index Bearish Fund
UDN
$109M
| $1.16M | ﹤0.01% |
61,297
+48,343
| +373% | +$886K |
|
|
OLPX
5275
DELISTED
Olaplex Holdings
OLPX
| $1.16M | ﹤0.01% |
827,440
+127,709
| +18% | +$166K |
|
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.