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 | |
|---|---|---|---|---|---|---|
1776
Integer Holdings
ITGR
$3.38B
| $37.8M | 0.01% |
307,020
+188,931
| +160% | +$22.6M |
|
1777
American Homes 4 Rent
AMH
$12B
| $37.7M | 0.01% |
1,045,373
-150,374
| -13% | -$5.56M |
|
1778
argenx
ARGX
$55.6B
| $37.6M | 0.01% |
68,276
-33,863
| -33% | -$19.7M |
|
1779
First American
FAF
$7.79B
| $37.6M | 0.01% |
612,919
+283,682
| +86% | +$16.8M |
|
1780
Agilysys
AGYS
$2.91B
| $37.6M | 0.01% |
327,831
+26,904
| +9% | +$2.43M |
|
1781
Pinnacle West Capital
PNW
$12.8B
| $37.5M | 0.01% |
419,525
-251,281
| -37% | -$23M |
|
1782
PUT
Devon Energy
DVN
$49.8B
| $37.5M | 0.01% |
1,178,900
-276,200
| -19% | -$8.8M |
|
1783
CALL
NIO
NIO
$11.6B
| $37.4M | 0.01% |
10,917,405
-2,758,771
| -20% | -$10.3M |
|
1784
CALL
Texas Instruments
TXN
$255B
| $37.4M | 0.01% |
180,254
-27,200
| -13% | -$4.83M |
|
1785
CleanSpark
CLSK
$3.6B
| $37.3M | 0.01% |
3,377,745
+499,974
| +17% | +$4.45M |
|
1786
Diageo
DEO
$47.3B
| $37.2M | 0.01% |
368,895
-50,376
| -12% | -$5.47M |
|
1787
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.23B
| $37.2M | 0.01% |
846,764
-2,550,659
| -75% | -$111M |
|
1788
CALL
NetEase
NTES
$79.2B
| $37.1M | 0.01% |
276,000
-67,800
| -20% | -$7.8M |
|
1789
WIX.com
WIX
$2.36B
| $37.1M | 0.01% |
234,126
+18,763
| +9% | +$3.02M |
|
1790
Fortis
FTS
$29.7B
| $37.1M | 0.01% |
776,612
+312,837
| +67% | +$14.9M |
|
1791
Tetra Tech
TTEK
$8.28B
| $36.9M | 0.01% |
1,025,357
-53,151
| -5% | -$1.77M |
|
1792
Repligen
RGEN
$7.39B
| $36.7M | 0.01% |
295,198
+54,124
| +22% | +$6.89M |
|
1793
Mirion Technologies
MIR
$4.12B
| $36.7M | 0.01% |
1,704,697
+207,491
| +14% | +$3.58M |
|
1794
WisdomTree US SmallCap Earnings Fund
EES
$721M
| $36.7M | 0.01% |
720,106
-13,779
| -2% | -$665K |
|
1795
Federal Signal
FSS
$7.22B
| $36.7M | 0.01% |
344,437
-388,534
| -53% | -$34.6M |
|
1796
JPMorgan US Tech Leaders ETF
JTEK
$4.09B
| $36.6M | 0.01% |
433,790
+69,751
| +19% | +$5.13M |
|
1797
Boston Beer
SAM
$1.91B
| $36.6M | 0.01% |
191,984
+21,135
| +12% | +$4.86M |
|
1798
CALL
Roku
ROKU
$21.2B
| $36.6M | 0.01% |
416,352
-39,800
| -9% | -$2.78M |
|
1799
Vanguard S&P Small-Cap 600 ETF
VIOO
$4.15B
| $36.5M | 0.01% |
360,619
+96,901
| +37% | +$9.25M |
|
1800
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.9B
| $36.4M | 0.01% |
1,948,130
+177,472
| +10% | +$3.29M |
|
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.