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 | |
|---|---|---|---|---|---|---|
7376
IMGP Berkshire Dividend Growth ETF
BDVG
$20.2M
| $77.7K | ﹤0.01% |
+6,456
| New | +$74.3K |
|
|
CUBWU
7377
Lionheart Holdings Unit
CUBWU
| $77.4K | ﹤0.01% |
7,447
| – | – |
|
7378
Flanigan's Enterprises
BDL
$89.2M
| $77.4K | ﹤0.01% |
2,230
+211
| +10% | +$5.73K |
|
7379
Superior Group of Companies
SGC
$210M
| $77.4K | ﹤0.01% |
7,514
+1,037
| +16% | +$10.6K |
|
|
SUPX
7380
SuperX AI Technology Ltd
SUPX
$301M
| $77.4K | ﹤0.01% |
7,670
+3,008
| +65% | +$31.3K |
|
|
DIPS
7381
YieldMax Short NVDA Option Income Strategy ETF
DIPS
$6.9M
| $77.3K | ﹤0.01% |
1,038
+966
| +1,342% | +$96.8K |
|
|
CAPNU
7382
Cayson Acquisition Corp Unit
CAPNU
| $77.3K | ﹤0.01% |
7,543
-1,500
| -17% | -$16.3K |
|
|
LEO
7383
BNY Mellon Strategic Municipals
LEO
$389M
| $77.2K | ﹤0.01% |
13,041
-80,979
| -86% | -$474K |
|
|
NB
7384
NioCorp Developments
NB
$745M
| $77.1K | ﹤0.01% |
33,110
+33,060
| +66,120% | +$82.5K |
|
7385
Brandes International ETF
BINV
$538M
| $77.1K | ﹤0.01% |
2,150
+1,337
| +164% | +$45.8K |
|
7386
Lucid Diagnostics
LUCD
$184M
| $76.8K | ﹤0.01% |
66,785
+60,935
| +1,042% | +$78.7K |
|
7387
Nuvectis Pharma
NVCT
$627M
| $76.6K | ﹤0.01% |
10,258
-101,262
| -91% | -$918K |
|
|
LPA
7388
Logistic Properties of the Americas
LPA
$105M
| $76.6K | ﹤0.01% |
11,212
-7,467
| -40% | -$52.8K |
|
7389
Mindful Conservative ETF
MFUL
$7.36M
| $76.4K | ﹤0.01% |
3,516
+1,058
| +43% | +$22.7K |
|
7390
Hub Cyber Security
HUBC
$24.7M
| $76.4K | ﹤0.01% |
3
+2
| +200% | +$76.3K |
|
7391
Tempest Therapeutics
TPST
$18.7M
| $76.3K | ﹤0.01% |
11,223
-13,677
| -55% | -$97.2K |
|
7392
Duos Technologies
DUOT
$294M
| $76.2K | ﹤0.01% |
10,652
+3,424
| +47% | +$23.6K |
|
7393
Leuthold Core ETF
LCR
$69.3M
| $76.1K | ﹤0.01% |
2,104
-519
| -20% | -$18K |
|
7394
PGIM Portfolio Ballast ETF
PBL
$80.9M
| $75.8K | ﹤0.01% |
2,588
+99
| +4% | +$2.76K |
|
7395
Simplify US Equity PLUS GBTC ETF
SPBC
$43.3M
| $75.8K | ﹤0.01% |
+1,828
| New | +$69.4K |
|
7396
Inhibikase Therapeutics
IKT
$378M
| $75.4K | ﹤0.01% |
38,674
-6,592
| -15% | -$12.9K |
|
7397
Fidelity Value Factor ETF
FVAL
$1.38B
| $75.3K | ﹤0.01% |
+1,179
| New | +$70.6K |
|
7398
CALL
L3Harris
LHX
$53.7B
| $75.3K | ﹤0.01% |
+300
| New | +$68.9K |
|
7399
Douglas Elliman
DOUG
$183M
| $75K | ﹤0.01% |
32,315
+18,499
| +134% | +$39.5K |
|
7400
Zega Buy & Hedge ETF
ZHDG
$36.5M
| $74.8K | ﹤0.01% |
3,512
+1,804
| +106% | +$36.1K |
|
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 1,069 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.