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 | |
|---|---|---|---|---|---|---|
5626
Franklin Covey
FC
$242M
| $762K | ﹤0.01% |
33,370
+12,713
| +62% | +$281K |
|
5627
Aveanna Healthcare
AVAH
$2.04B
| $761K | ﹤0.01% |
145,575
+122,637
| +535% | +$623K |
|
|
GOLD
5628
Gold.com Inc
GOLD
$1.2B
| $761K | ﹤0.01% |
34,308
-64,057
| -65% | -$1.42M |
|
5629
Gray Television
GTN
$415M
| $760K | ﹤0.01% |
167,744
-45,723
| -21% | -$177K |
|
5630
iShares MSCI Thailand ETF
THD
$368M
| $758K | ﹤0.01% |
15,020
-9,107
| -38% | -$482K |
|
5631
CALL
Live Nation Entertainment
LYV
$40.6B
| $756K | ﹤0.01% |
5,000
| – | – |
|
5632
Priority Technology Holdings
PRTH
$535M
| $756K | ﹤0.01% |
97,211
+28,851
| +42% | +$217K |
|
5633
Pulse Biosciences
PLSE
$2.43B
| $756K | ﹤0.01% |
50,117
-4,615
| -8% | -$76.6K |
|
|
ENX
5634
DELISTED
Eaton Vance New York Municipal Bond Fund
ENX
| $756K | ﹤0.01% |
81,336
-7,231
| -8% | -$67.1K |
|
5635
Arcus Biosciences
RCUS
$3.55B
| $755K | ﹤0.01% |
92,801
-46,546
| -33% | -$398K |
|
5636
Donegal Group Class A
DGICA
$731M
| $754K | ﹤0.01% |
37,656
+24,340
| +183% | +$472K |
|
5637
SEI QiM U.S. Large Cap Momentum Active ETF
SEIM
$1.42B
| $753K | ﹤0.01% |
17,867
+7,270
| +69% | +$276K |
|
5638
OrthoPediatrics
KIDS
$519M
| $752K | ﹤0.01% |
35,017
-2,153
| -6% | -$46.5K |
|
5639
Simplify Health Care ETF
PINK
$380M
| $752K | ﹤0.01% |
25,062
+24,627
| +5,661% | +$708K |
|
5640
Liberty Latin America Class A
LILA
$1.64B
| $752K | ﹤0.01% |
181,393
+139,871
| +337% | +$507K |
|
5641
PUT
Whirlpool
WHR
$2.43B
| $751K | ﹤0.01% |
7,400
| – | – |
|
5642
Inogen
INGN
$175M
| $750K | ﹤0.01% |
106,693
+4,084
| +4% | +$27.5K |
|
|
LZMH
5643
LZ Technology Holdings
LZMH
$10.4M
| $750K | ﹤0.01% |
2,258
-518
| -19% | -$144K |
|
|
CCEC
5644
Capital Clean Energy Carriers
CCEC
$1.34B
| $750K | ﹤0.01% |
32,075
+23,798
| +288% | +$492K |
|
5645
CALL
iShares MSCI Japan ETF
EWJ
$22B
| $750K | ﹤0.01% |
+10,000
| New | +$711K |
|
|
XYF
5646
X Financial
XYF
$190M
| $746K | ﹤0.01% |
42,703
-123,944
| -74% | -$1.9M |
|
5647
CALL
XPO
XPO
$23.5B
| $745K | ﹤0.01% |
5,900
-1,000
| -14% | -$112K |
|
|
FSUN
5648
FirstSun Capital Bancorp
FSUN
$1.91B
| $745K | ﹤0.01% |
21,427
-4,662
| -18% | -$163K |
|
|
ASA
5649
ASA Gold and Precious Metals
ASA
$919M
| $741K | ﹤0.01% |
23,480
+207
| +0.9% | +$6.32K |
|
|
EDN
5650
Edenor
EDN
$1.17B
| $739K | ﹤0.01% |
27,893
-23,584
| -46% | -$734K |
|
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.