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 | |
|---|---|---|---|---|---|---|
4051
CALL
Amgen
AMGN
$208B
| $4.08M | ﹤0.01% |
14,600
-3,000
| -17% | -$850K |
|
4052
PUT
Li Auto
LI
$13.3B
| $4.07M | ﹤0.01% |
150,000
+50,000
| +50% | +$1.32M |
|
|
RMM
4053
RiverNorth Managed Duration Municipal Income Fund
RMM
$284M
| $4.05M | ﹤0.01% |
302,121
-40,190
| -12% | -$547K |
|
4054
Invesco S&P MidCap 400 GARP ETF
GRPM
$487M
| $4.05M | ﹤0.01% |
37,040
+3,056
| +9% | +$316K |
|
|
KW
4055
DELISTED
Kennedy-Wilson Holdings
KW
| $4.04M | ﹤0.01% |
594,765
+195,057
| +49% | +$1.3M |
|
4056
Harmony Gold Mining
HMY
$9.83B
| $4.04M | ﹤0.01% |
289,345
-1,226,910
| -81% | -$18.5M |
|
4057
CALL
Zebra Technologies
ZBRA
$14B
| $4.04M | ﹤0.01% |
+13,100
| New | +$3.56M |
|
|
PCG.PRX
4058
PG&E Corp 6.000% Series A Preferred Stock
PCG.PRX
$1.38B
| $4.04M | ﹤0.01% |
107,400
+102,100
| +1,926% | +$4.33M |
|
4059
CorVel
CRVL
$3.06B
| $4.04M | ﹤0.01% |
39,270
-4,868
| -11% | -$537K |
|
4060
ALPS Equal Sector Weight ETF
EQL
$756M
| $4.03M | ﹤0.01% |
91,954
+58,780
| +177% | +$2.46M |
|
|
DVAX
4061
DELISTED
Dynavax Technologies
DVAX
| $4.03M | ﹤0.01% |
405,868
-136,230
| -25% | -$1.44M |
|
4062
abrdn Physical Palladium Shares ETF
PALL
$618M
| $4.02M | ﹤0.01% |
200,015
+112,680
| +129% | +$2.04M |
|
4063
Fidelity Dividend ETF for Rising Rates
FDRR
$735M
| $4.02M | ﹤0.01% |
74,200
-13,881
| -16% | -$697K |
|
4064
Ducommun
DCO
$2.75B
| $4.02M | ﹤0.01% |
48,686
+6,406
| +15% | +$426K |
|
4065
Phathom Pharmaceuticals
PHAT
$722M
| $4.02M | ﹤0.01% |
419,473
-288,105
| -41% | -$1.59M |
|
4066
Worthington Steel
WS
$1.81B
| $4.02M | ﹤0.01% |
134,822
+14,740
| +12% | +$379K |
|
4067
QCR Holdings
QCRH
$1.68B
| $4.02M | ﹤0.01% |
59,219
+36,360
| +159% | +$2.43M |
|
4068
Kulicke & Soffa
KLIC
$4.81B
| $4.02M | ﹤0.01% |
116,146
-172,015
| -60% | -$5.59M |
|
4069
CALL
Telus
TU
$14.6B
| $4.01M | ﹤0.01% |
250,000
| – | – |
|
4070
CALL
SentinelOne
S
$6.46B
| $4.01M | ﹤0.01% |
219,500
-25,078
| -10% | -$459K |
|
|
PPL
4071
CALL
PPL Corp
PPL
$26.6B
| $4.01M | ﹤0.01% |
118,300
+78,300
| +196% | +$2.73M |
|
4072
Stoke Therapeutics
STOK
$1.81B
| $4M | ﹤0.01% |
352,715
+180,884
| +105% | +$1.72M |
|
|
ARIS
4073
DELISTED
Aris Water Solutions
ARIS
| $4M | ﹤0.01% |
169,081
-247,668
| -59% | -$6.11M |
|
4074
3D Systems Corp
DDD
$433M
| $3.99M | ﹤0.01% |
2,592,751
+2,210,799
| +579% | +$4M |
|
4075
Arqit Quantum
ARQQ
$300M
| $3.99M | ﹤0.01% |
107,750
-130,644
| -55% | -$2.8M |
|
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.