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 | |
|---|---|---|---|---|---|---|
2326
HCI Group
HCI
$2.29B
| $20.5M | ﹤0.01% |
134,840
+14,696
| +12% | +$2.26M |
|
2327
Invesco Dorsey Wright Momentum ETF
PDP
$1.42B
| $20.5M | ﹤0.01% |
188,948
-62,248
| -25% | -$6.36M |
|
2328
iShares Global Energy ETF
IXC
$2.69B
| $20.5M | ﹤0.01% |
521,687
+63,714
| +14% | +$2.44M |
|
2329
Sabra Healthcare REIT
SBRA
$5.66B
| $20.5M | ﹤0.01% |
1,111,261
-42,295
| -4% | -$751K |
|
2330
Sprott Uranium Miners ETF
URNM
$1.75B
| $20.5M | ﹤0.01% |
427,236
+205,271
| +92% | +$7.79M |
|
2331
CALL
PepsiCo
PEP
$194B
| $20.5M | ﹤0.01% |
155,004
-70,196
| -31% | -$9.46M |
|
2332
Texas Capital Bancshares
TCBI
$4.3B
| $20.4M | ﹤0.01% |
257,511
+126,767
| +97% | +$9.09M |
|
2333
PUT
Vertex Pharmaceuticals
VRTX
$124B
| $20.4M | ﹤0.01% |
45,900
-22,600
| -33% | -$10.4M |
|
2334
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.75B
| $20.4M | ﹤0.01% |
215,039
-120,810
| -36% | -$11.2M |
|
2335
Ameris Bancorp
ABCB
$5.85B
| $20.4M | ﹤0.01% |
315,169
+107,147
| +52% | +$6.35M |
|
2336
Ashland
ASH
$3.15B
| $20.4M | ﹤0.01% |
405,336
-70,649
| -15% | -$3.59M |
|
2337
Brookfield Renewable
BEP
$9.69B
| $20.3M | ﹤0.01% |
796,596
+298,230
| +60% | +$7.02M |
|
2338
State Street SPDR S&P Insurance ETF
KIE
$669M
| $20.3M | ﹤0.01% |
339,898
-702,567
| -67% | -$40.8M |
|
2339
BlackRock Capital Allocation Term Trust
BCAT
$1.62B
| $20.2M | ﹤0.01% |
1,337,468
-45,690
| -3% | -$667K |
|
2340
Travel + Leisure Co
TNL
$4.79B
| $20.2M | ﹤0.01% |
392,286
+195,789
| +100% | +$9.2M |
|
|
NSA
2341
DELISTED
National Storage Affiliates Trust
NSA
| $20.2M | ﹤0.01% |
632,004
+209,277
| +50% | +$7.3M |
|
2342
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
| $20.2M | ﹤0.01% |
922,187
+136,270
| +17% | +$2.96M |
|
2343
SouthState Bank Corp
SSB
$10.3B
| $20.2M | ﹤0.01% |
219,451
-231,796
| -51% | -$20.4M |
|
2344
Stantec
STN
$8.2B
| $20.2M | ﹤0.01% |
185,767
+51,183
| +38% | +$4.93M |
|
2345
Global X US Preferred ETF
PFFD
$2.15B
| $20.2M | ﹤0.01% |
1,071,466
+152,864
| +17% | +$2.85M |
|
2346
Cinemark Holdings
CNK
$4.08B
| $20.2M | ﹤0.01% |
667,976
-856,192
| -56% | -$25.9M |
|
2347
Transocean
RIG
$5.58B
| $20.1M | ﹤0.01% |
7,776,981
+2,829,138
| +57% | +$7.29M |
|
2348
PUT
Capital One
COF
$129B
| $20.1M | ﹤0.01% |
94,600
-49,400
| -34% | -$9.22M |
|
|
CHI
2349
Calamos Convertible Opportunities and Income Fund
CHI
$994M
| $20.1M | ﹤0.01% |
1,912,227
+90,099
| +5% | +$900K |
|
2350
SPX Corp
SPXC
$10.3B
| $20M | ﹤0.01% |
119,568
+10,599
| +10% | +$1.55M |
|
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.