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 | |
|---|---|---|---|---|---|---|
3651
Heritage Insurance Holdings
HRTG
$907M
| $6.05M | ﹤0.01% |
242,708
+193,848
| +397% | +$4.14M |
|
3652
PUT
Equinor
EQNR
$96.8B
| $6.03M | ﹤0.01% |
240,000
+160,000
| +200% | +$3.87M |
|
3653
Fidus Investment
FDUS
$755M
| $6.03M | ﹤0.01% |
298,390
+100,552
| +51% | +$1.96M |
|
3654
CALL
Amphenol
APH
$197B
| $6.02M | ﹤0.01% |
60,978
+55,958
| +1,115% | +$4.58M |
|
3655
Sharplink Inc
SBET
$1.35B
| $6.02M | ﹤0.01% |
606,327
+605,631
| +87,016% | +$8.21M |
|
3656
Olema Pharmaceuticals
OLMA
$1.03B
| $6.02M | ﹤0.01% |
1,412,099
+260,952
| +23% | +$1.16M |
|
3657
PagSeguro Digital
PAGS
$2.75B
| $6.02M | ﹤0.01% |
623,981
+128,555
| +26% | +$1.16M |
|
3658
Shutterstock
SSTK
$198M
| $6.01M | ﹤0.01% |
316,828
+53,028
| +20% | +$933K |
|
3659
Global X Emerging Markets Great Consumer ETF
EMC
$54.6M
| $5.99M | ﹤0.01% |
204,349
-100,908
| -33% | -$2.74M |
|
3660
Cogent Communications
CCOI
$663M
| $5.99M | ﹤0.01% |
124,155
+571
| +0.5% | +$29K |
|
3661
Viavi Solutions
VIAV
$8.65B
| $5.97M | ﹤0.01% |
593,078
+27,192
| +5% | +$263K |
|
3662
Playtika
PLTK
$1.51B
| $5.97M | ﹤0.01% |
1,262,179
-660,625
| -34% | -$3.25M |
|
3663
CALL
Skyworks Solutions
SWKS
$9.4B
| $5.97M | ﹤0.01% |
80,100
-105,900
| -57% | -$7.07M |
|
3664
CALL
Chewy
CHWY
$9.34B
| $5.97M | ﹤0.01% |
139,968
-409,462
| -75% | -$16.3M |
|
3665
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.04B
| $5.96M | ﹤0.01% |
247,517
+3,190
| +1% | +$76.1K |
|
|
ETHA
3666
iShares Ethereum Trust ETF
ETHA
$5.6B
| $5.96M | ﹤0.01% |
312,498
+269,150
| +621% | +$4.47M |
|
3667
AngioDynamics
ANGO
$610M
| $5.96M | ﹤0.01% |
600,607
+121,817
| +25% | +$1.19M |
|
3668
iShares iBonds Dec 2033 Term Treasury ETF
IBTO
$476M
| $5.95M | ﹤0.01% |
242,690
-102,815
| -30% | -$2.49M |
|
3669
PUT
SentinelOne
S
$6.31B
| $5.95M | ﹤0.01% |
325,300
| – | – |
|
3670
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.51B
| $5.94M | ﹤0.01% |
42,974
+737
| +2% | +$98.5K |
|
3671
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
| $5.93M | ﹤0.01% |
667,399
-111,950
| -14% | -$941K |
|
|
VBTX
3672
DELISTED
Veritex Holdings
VBTX
| $5.93M | ﹤0.01% |
227,309
-51,049
| -18% | -$1.22M |
|
3673
Franklin Short Duration US Government ETF
FTSD
$300M
| $5.93M | ﹤0.01% |
65,271
-4,383
| -6% | -$397K |
|
3674
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.71B
| $5.93M | ﹤0.01% |
85,916
+2,107
| +3% | +$135K |
|
3675
ARK Web x.0 ETF
ARKW
$1.65B
| $5.92M | ﹤0.01% |
40,121
+13,887
| +53% | +$1.59M |
|
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.