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 | |
|---|---|---|---|---|---|---|
5476
Enel Chile
ENIC
$6.24B
| $918K | ﹤0.01% |
252,905
-816,616
| -76% | -$2.89M |
|
|
CMU
5477
DELISTED
MFS High Yield Municipal Trust
CMU
| $918K | ﹤0.01% |
275,578
+6,611
| +2% | +$22.2K |
|
5478
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$309M
| $917K | ﹤0.01% |
20,415
+3,010
| +17% | +$129K |
|
5479
Cerence
CRNC
$403M
| $916K | ﹤0.01% |
89,716
-333,009
| -79% | -$2.93M |
|
5480
PUT
Vulcan Materials
VMC
$36.7B
| $913K | ﹤0.01% |
3,500
+1,100
| +46% | +$283K |
|
5481
Compañía de Cervecerías Unidas
CCU
$2.12B
| $913K | ﹤0.01% |
70,654
+24,842
| +54% | +$353K |
|
|
FSCO
5482
FS Credit Opportunities Corp
FSCO
$1.01B
| $912K | ﹤0.01% |
125,562
+4,621
| +4% | +$32.1K |
|
5483
iShares MSCI New Zealand ETF
ENZL
$82.5M
| $910K | ﹤0.01% |
19,953
+17,488
| +709% | +$772K |
|
|
BRFS
5484
DELISTED
BRF SA
BRFS
| $910K | ﹤0.01% |
249,278
-51,447
| -17% | -$186K |
|
|
FUND
5485
Sprott Focus Trust
FUND
$298M
| $908K | ﹤0.01% |
121,449
+11,419
| +10% | +$82.1K |
|
5486
CALL
Virgin Galactic
SPCE
$362M
| $907K | ﹤0.01% |
332,333
| – | – |
|
5487
CALL
Ametek
AME
$55.9B
| $905K | ﹤0.01% |
5,000
-16,500
| -77% | -$2.84M |
|
5488
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.31B
| $904K | ﹤0.01% |
20,482
-1,479
| -7% | -$64.4K |
|
5489
Nuveen Global High Income Fund
JGH
$353M
| $904K | ﹤0.01% |
69,878
+19,878
| +40% | +$247K |
|
5490
Taboola.com
TBLA
$1.42B
| $903K | ﹤0.01% |
246,804
-120,003
| -33% | -$391K |
|
5491
Republic Bancorp
RBCAA
$1.95B
| $901K | ﹤0.01% |
12,328
-954
| -7% | -$65.2K |
|
|
DCBO
5492
Docebo
DCBO
$533M
| $900K | ﹤0.01% |
31,100
-37,618
| -55% | -$1.07M |
|
|
TPZ
5493
Tortoise Electrification Infrastructure ETF
TPZ
$127M
| $900K | ﹤0.01% |
43,904
+17,744
| +68% | +$350K |
|
5494
ProShares UltraPro Short Dow 30
SDOW
$144M
| $899K | ﹤0.01% |
21,678
+7,289
| +51% | +$371K |
|
5495
LeaderShares Dynamic Yield ETF
DYLD
$40.1M
| $898K | ﹤0.01% |
39,697
+10,004
| +34% | +$225K |
|
5496
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$144M
| $898K | ﹤0.01% |
36,987
+1,520
| +4% | +$35.7K |
|
|
TSI
5497
TCW Strategic Income Fund
TSI
$212M
| $897K | ﹤0.01% |
183,825
+29,866
| +19% | +$146K |
|
5498
Tejon Ranch
TRC
$455M
| $897K | ﹤0.01% |
52,879
+11,459
| +28% | +$189K |
|
5499
Riskified
RSKD
$698M
| $897K | ﹤0.01% |
179,686
+59,114
| +49% | +$283K |
|
5500
Amplify Etho Climate Leadership US ETF
ETHO
$190M
| $896K | ﹤0.01% |
15,411
+4,345
| +39% | +$240K |
|
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.