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 | |
|---|---|---|---|---|---|---|
5901
Dimensional International Core Equity 2 ETF
DFIC
$14.8B
| $531K | ﹤0.01% |
17,072
+14,733
| +630% | +$432K |
|
5902
iShares ESG Advanced MSCI USA ETF
USXF
$1.42B
| $530K | ﹤0.01% |
9,825
-3,317
| -25% | -$162K |
|
5903
Fossil Group
FOSL
$341M
| $529K | ﹤0.01% |
357,750
-89,562
| -20% | -$113K |
|
|
FNUC
5904
Frontier Nuclear and Minerals Inc
FNUC
$42.4M
| $529K | ﹤0.01% |
146,214
+73,817
| +102% | +$319K |
|
5905
Pacer Lunt MidCap Multi-Factor Alternator ETF
PAMC
$54.1M
| $529K | ﹤0.01% |
12,063
+10,696
| +782% | +$448K |
|
|
BOW
5906
Bowhead Specialty Holdings
BOW
$1.11B
| $528K | ﹤0.01% |
14,072
-12,081
| -46% | -$463K |
|
5907
ALPS Clean Energy ETF
ACES
$119M
| $527K | ﹤0.01% |
20,430
-6,475
| -24% | -$155K |
|
5908
Atlanticus Holdings
ATLC
$1.65B
| $527K | ﹤0.01% |
9,621
+1,648
| +21% | +$85.5K |
|
5909
Pacer Lunt Large Cap Alternator ETF
ALTL
$93.8M
| $526K | ﹤0.01% |
13,963
-12,271
| -47% | -$422K |
|
5910
Sono-Tek
SOTK
$82M
| $524K | ﹤0.01% |
139,730
-9,755
| -7% | -$37K |
|
5911
SandRidge Energy
SD
$505M
| $524K | ﹤0.01% |
48,414
-67,003
| -58% | -$683K |
|
5912
Kingstone Companies
KINS
$292M
| $524K | ﹤0.01% |
33,990
+24,441
| +256% | +$405K |
|
|
MCHB
5913
Mechanics Bancorp
MCHB
$3.75B
| $523K | ﹤0.01% |
40,053
-10,023
| -20% | -$120K |
|
|
ADUR
5914
Aduro Clean Technologies
ADUR
$513M
| $523K | ﹤0.01% |
58,392
+49,458
| +554% | +$341K |
|
5915
Cooper-Standard Automotive
CPS
$532M
| $523K | ﹤0.01% |
24,328
-9,242
| -28% | -$178K |
|
|
NEE.PRR
5916
DELISTED
NextEra Energy, Inc. 6.926% Corporate Units
NEE.PRR
| $523K | ﹤0.01% |
13,161
-1,460
| -10% | -$58.5K |
|
5917
Global X SuperDividend REIT ETF
SRET
$233M
| $523K | ﹤0.01% |
24,699
-155,468
| -86% | -$3.18M |
|
|
MLACU
5918
DELISTED
Mountain Lake Acquisition Corp Units
MLACU
| $523K | ﹤0.01% |
50,977
-623
| -1% | -$6.39K |
|
5919
Weyco Group
WEYS
$382M
| $521K | ﹤0.01% |
15,722
+3,498
| +29% | +$108K |
|
|
PMM
5920
Franklin Managed Municipal Income Trust
PMM
$268M
| $520K | ﹤0.01% |
86,910
-78,575
| -47% | -$465K |
|
5921
International General Insurance
IGIC
$1.19B
| $519K | ﹤0.01% |
21,623
+9,002
| +71% | +$214K |
|
5922
Phunware
PHUN
$43.6M
| $519K | ﹤0.01% |
163,592
-293,900
| -64% | -$869K |
|
5923
Haverty Furniture Companies
HVT
$407M
| $519K | ﹤0.01% |
25,481
-46,870
| -65% | -$916K |
|
|
BOWN
5924
DELISTED
Bowen Acquisition Corp
BOWN
| $518K | ﹤0.01% |
49,317
+46,401
| +1,591% | +$467K |
|
5925
CVRx
CVRX
$146M
| $518K | ﹤0.01% |
88,144
+13,846
| +19% | +$95.5K |
|
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.