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 | |
|---|---|---|---|---|---|---|
|
LKFT
3551
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.82B
| $6.68M | ﹤0.01% |
238,524
+129,513
| +119% | +$3.47M |
|
3552
First Trust US Equity Opportunities ETF
FPX
$1.43B
| $6.67M | ﹤0.01% |
46,057
-13,190
| -22% | -$1.67M |
|
|
KKR.PRD
3553
KKR & Co 6.25% Series D Preferred Stock
KKR.PRD
$2.22B
| $6.66M | ﹤0.01% |
124,196
-119,304
| -49% | -$5.85M |
|
|
JAMF
3554
DELISTED
Jamf
JAMF
| $6.63M | ﹤0.01% |
697,554
+231,165
| +50% | +$2.48M |
|
|
BLDP
3555
Ballard Power Systems
BLDP
$754M
| $6.63M | ﹤0.01% |
4,167,824
+353,176
| +9% | +$472K |
|
3556
indie Semiconductor
INDI
$636M
| $6.61M | ﹤0.01% |
1,855,915
-266,716
| -13% | -$671K |
|
3557
La-Z-Boy
LZB
$1.64B
| $6.6M | ﹤0.01% |
177,665
-63,200
| -26% | -$2.53M |
|
3558
PureCycle Technologies
PCT
$1.19B
| $6.6M | ﹤0.01% |
482,025
-429,358
| -47% | -$3.8M |
|
3559
Cipher Digital
CIFR
$7.24B
| $6.6M | ﹤0.01% |
1,380,749
-555,782
| -29% | -$1.8M |
|
3560
Ardagh Metal Packaging
AMBP
$2.96B
| $6.59M | ﹤0.01% |
1,540,879
-2,675,098
| -63% | -$9.7M |
|
3561
Heron Therapeutics
HRTX
$93.4M
| $6.59M | ﹤0.01% |
3,184,965
+3,026,226
| +1,906% | +$6.18M |
|
3562
SLR Investment Corp
SLRC
$704M
| $6.59M | ﹤0.01% |
408,401
+114,308
| +39% | +$1.83M |
|
3563
Baytex Energy
BTE
$2.96B
| $6.58M | ﹤0.01% |
3,676,472
-142,112
| -4% | -$249K |
|
3564
POSCO
PKX
$14.7B
| $6.57M | ﹤0.01% |
135,539
-41,692
| -24% | -$1.92M |
|
3565
IPG Photonics
IPGP
$3.4B
| $6.57M | ﹤0.01% |
95,713
-22,714
| -19% | -$1.42M |
|
3566
First Financial Corp
THFF
$948M
| $6.57M | ﹤0.01% |
121,216
+34,595
| +40% | +$1.72M |
|
3567
PUT
US Bancorp
USB
$97.9B
| $6.57M | ﹤0.01% |
145,100
+40,000
| +38% | +$1.68M |
|
3568
iShares New York Muni Bond ETF
NYF
$1.38B
| $6.57M | ﹤0.01% |
125,921
+4,848
| +4% | +$252K |
|
3569
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.52B
| $6.56M | ﹤0.01% |
40,236
+35,263
| +709% | +$5.49M |
|
3570
First Trust Emerging Markets Small Cap AlphaDEX Fund
FEMS
$237M
| $6.56M | ﹤0.01% |
161,557
+652
| +0.4% | +$24.8K |
|
3571
WisdomTree
WT
$2.79B
| $6.56M | ﹤0.01% |
569,604
-82,478
| -13% | -$772K |
|
3572
Reynolds Consumer Products
REYN
$5.42B
| $6.55M | ﹤0.01% |
305,989
+37,371
| +14% | +$846K |
|
3573
Bausch Health
BHC
$1.75B
| $6.54M | ﹤0.01% |
982,715
+86,974
| +10% | +$447K |
|
3574
CALL
Albemarle
ALB
$13.4B
| $6.54M | ﹤0.01% |
104,300
+7,500
| +8% | +$443K |
|
3575
Navitas Semiconductor
NVTS
$2.54B
| $6.53M | ﹤0.01% |
997,023
+106,676
| +12% | +$411K |
|
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.