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 | |
|---|---|---|---|---|---|---|
2451
Glacier Bancorp
GBCI
$6.45B
| $18.3M | ﹤0.01% |
424,764
+3,875
| +0.9% | +$161K |
|
|
AAUC
2452
Allied Gold Corp
AAUC
$2.64B
| $18.3M | ﹤0.01% |
+1,353,128
| New | +$19.1M |
|
2453
CBIZ
CBZ
$2.51B
| $18.3M | ﹤0.01% |
254,986
+103,671
| +69% | +$7.5M |
|
2454
Lloyds Banking Group
LYG
$87.2B
| $18.3M | ﹤0.01% |
4,296,768
+3,052,557
| +245% | +$12.1M |
|
2455
Ocular Therapeutix
OCUL
$1.85B
| $18.2M | ﹤0.01% |
1,965,151
+630,212
| +47% | +$4.93M |
|
2456
CALL
Capital One
COF
$130B
| $18.2M | ﹤0.01% |
85,700
+48,500
| +130% | +$9.05M |
|
2457
CALL
Carvana
CVNA
$47.3B
| $18.2M | ﹤0.01% |
270,500
-4,292,000
| -94% | -$235M |
|
2458
First Trust Indxx NextG ETF
NXTG
$533M
| $18.2M | ﹤0.01% |
187,316
-20,671
| -10% | -$1.84M |
|
2459
Sonoco
SON
$5.99B
| $18.1M | ﹤0.01% |
416,563
+1,238
| +0.3% | +$55.4K |
|
2460
Dr. Reddy's Laboratories
RDY
$9.77B
| $18.1M | ﹤0.01% |
1,206,843
+307,034
| +34% | +$4.38M |
|
2461
Morningstar
MORN
$7.38B
| $18.1M | ﹤0.01% |
57,707
-47,543
| -45% | -$14.1M |
|
2462
Nurix Therapeutics
NRIX
$2.51B
| $18.1M | ﹤0.01% |
1,589,040
+915,893
| +136% | +$9.9M |
|
|
AMTM
2463
Amentum Holdings
AMTM
$5.73B
| $18.1M | ﹤0.01% |
766,304
-763,830
| -50% | -$16M |
|
2464
CNX Resources
CNX
$4.84B
| $18.1M | ﹤0.01% |
537,018
-515,572
| -49% | -$16.2M |
|
2465
Western Union
WU
$2.58B
| $18.1M | ﹤0.01% |
2,145,715
-373,525
| -15% | -$3.55M |
|
2466
PUT
Waste Management
WM
$96.1B
| $18.1M | ﹤0.01% |
78,900
-2,100
| -3% | -$487K |
|
2467
Rush Street Interactive
RSI
$3.16B
| $18M | ﹤0.01% |
1,211,382
+529,704
| +78% | +$6.57M |
|
|
BRSL
2468
Brightstar Lottery PLC
BRSL
$1.92B
| $18M | ﹤0.01% |
1,138,673
+786,526
| +223% | +$12.4M |
|
2469
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.76B
| $18M | ﹤0.01% |
1,088,844
+62,348
| +6% | +$1.02M |
|
2470
Intuitive Machines
LUNR
$1.98B
| $18M | ﹤0.01% |
1,654,353
+191,715
| +13% | +$1.88M |
|
2471
iShares MSCI Canada ETF
EWC
$6.18B
| $18M | ﹤0.01% |
388,751
-84,057
| -18% | -$3.63M |
|
2472
ALPS Sector Dividend Dogs ETF
SDOG
$1.44B
| $18M | ﹤0.01% |
312,394
+5,055
| +2% | +$282K |
|
2473
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.88B
| $17.9M | ﹤0.01% |
802,629
+18,100
| +2% | +$402K |
|
2474
First Trust STOXX European Select Dividend Income Fund
FDD
$865M
| $17.9M | ﹤0.01% |
1,154,637
+516,872
| +81% | +$7.54M |
|
2475
News Corp Class B
NWS
$17.2B
| $17.9M | ﹤0.01% |
522,407
-1,236,483
| -70% | -$39.2M |
|
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.