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 | |
|---|---|---|---|---|---|---|
2226
Sibanye-Stillwater
SBSW
$6.05B
| $23.1M | ﹤0.01% |
3,193,771
-8,031,591
| -72% | -$43.9M |
|
2227
CALL
Wynn Resorts
WYNN
$10.3B
| $23M | ﹤0.01% |
245,400
-104,300
| -30% | -$8.85M |
|
2228
Nuveen ESG Large-Cap Value ETF
NULV
$2.17B
| $23M | ﹤0.01% |
547,810
-7,594
| -1% | -$302K |
|
2229
Yelp
YELP
$1.45B
| $23M | ﹤0.01% |
669,780
+284,466
| +74% | +$10.3M |
|
2230
Gildan
GIL
$9.38B
| $22.9M | ﹤0.01% |
465,599
+349,910
| +302% | +$16.1M |
|
2231
AptarGroup
ATR
$8.51B
| $22.9M | ﹤0.01% |
146,308
-17,850
| -11% | -$2.7M |
|
2232
Outfront Media
OUT
$5.68B
| $22.9M | ﹤0.01% |
1,401,402
+224,524
| +19% | +$3.51M |
|
2233
Capital Group Short Duration Income ETF
CGSD
$2.39B
| $22.9M | ﹤0.01% |
881,595
-4,413
| -0.5% | -$114K |
|
2234
Jefferies Financial Group
JEF
$13B
| $22.9M | ﹤0.01% |
417,954
+14,487
| +4% | +$717K |
|
2235
Dimensional US Targeted Value ETF
DFAT
$14.6B
| $22.8M | ﹤0.01% |
422,349
-4,079
| -1% | -$208K |
|
2236
First Trust Technology AlphaDEX Fund
FXL
$2.49B
| $22.7M | ﹤0.01% |
144,388
-8,300
| -5% | -$1.18M |
|
2237
ProShares UltraPro QQQ
TQQQ
$31.4B
| $22.7M | ﹤0.01% |
547,226
+234,946
| +75% | +$7.43M |
|
2238
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.65B
| $22.7M | ﹤0.01% |
1,351,895
+66,007
| +5% | +$1.09M |
|
2239
Guggenheim Strategic Opportunities Fund
GOF
$2.22B
| $22.7M | ﹤0.01% |
1,522,861
+50,267
| +3% | +$733K |
|
2240
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.06B
| $22.6M | ﹤0.01% |
505,784
-267,273
| -35% | -$11.9M |
|
2241
WisdomTree International Quality Dividend Growth Fund
IQDG
$702M
| $22.6M | ﹤0.01% |
569,045
+5,457
| +1% | +$204K |
|
2242
Allegro MicroSystems
ALGM
$8.72B
| $22.6M | ﹤0.01% |
659,640
-800,778
| -55% | -$19.9M |
|
2243
NEOS S&P 500 High Income ETF
SPYI
$10.7B
| $22.6M | ﹤0.01% |
448,139
+321,500
| +254% | +$15.5M |
|
2244
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
| $22.5M | ﹤0.01% |
218,915
+11,897
| +6% | +$1.22M |
|
2245
PUT
Corning
GLW
$123B
| $22.5M | ﹤0.01% |
427,900
-55,500
| -11% | -$2.6M |
|
2246
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $22.5M | ﹤0.01% |
920,985
+85,043
| +10% | +$2.07M |
|
2247
Direxion Daily FTSE China Bull 3X ETF
YINN
$707M
| $22.4M | ﹤0.01% |
546,920
+412,465
| +307% | +$14.8M |
|
2248
Warrior Met Coal
HCC
$4.26B
| $22.3M | ﹤0.01% |
486,824
-75,187
| -13% | -$3.49M |
|
2249
Dave Inc
DAVE
$5.16B
| $22.3M | ﹤0.01% |
83,068
+60,354
| +266% | +$9.51M |
|
2250
Vermilion Energy
VET
$1.62B
| $22.3M | ﹤0.01% |
3,062,609
+1,653,123
| +117% | +$11.3M |
|
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.