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 | |
|---|---|---|---|---|---|---|
4826
Strive Inc
ASST
$934M
| $1.91M | ﹤0.01% |
25,521
+24,896
| +3,983% | +$2.01M |
|
4827
The RMR Group
RMR
$325M
| $1.91M | ﹤0.01% |
116,799
+82,333
| +239% | +$1.26M |
|
4828
Spire Global
SPIR
$444M
| $1.91M | ﹤0.01% |
160,368
+98,888
| +161% | +$998K |
|
|
EXK
4829
Endeavour Silver
EXK
$2.23B
| $1.91M | ﹤0.01% |
387,633
+129,517
| +50% | +$510K |
|
|
OLO
4830
DELISTED
Olo Inc
OLO
| $1.91M | ﹤0.01% |
214,251
-13,617
| -6% | -$106K |
|
4831
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.31B
| $1.91M | ﹤0.01% |
28,427
-33,762
| -54% | -$2.23M |
|
4832
Zumiez
ZUMZ
$332M
| $1.9M | ﹤0.01% |
143,462
+60,950
| +74% | +$770K |
|
|
PPTA
4833
CALL
Perpetua Resources
PPTA
$2.3B
| $1.9M | ﹤0.01% |
+156,600
| New | +$2.11M |
|
4834
Franklin FTSE Brazil ETF
FLBR
$554M
| $1.9M | ﹤0.01% |
105,761
+50,000
| +90% | +$852K |
|
4835
YieldMax TSLA Option Income Strategy ETF
TSLY
$626M
| $1.9M | ﹤0.01% |
46,485
+44,150
| +1,891% | +$1.88M |
|
4836
CALL
Sempra
SRE
$57.9B
| $1.89M | ﹤0.01% |
25,000
-5,000
| -17% | -$371K |
|
|
SKX
4837
CALL
DELISTED
Skechers
SKX
| $1.89M | ﹤0.01% |
30,000
+20,300
| +209% | +$1.17M |
|
4838
PUT
RH
RH
$3.13B
| $1.89M | ﹤0.01% |
+10,000
| New | +$1.86M |
|
4839
Vishay Precision Group
VPG
$1.22B
| $1.89M | ﹤0.01% |
67,201
+44,337
| +194% | +$1.09M |
|
4840
ProShares UltraShort S&P500
SDS
$415M
| $1.89M | ﹤0.01% |
22,657
+19,273
| +570% | +$1.91M |
|
4841
CALL
Insulet
PODD
$11.5B
| $1.89M | ﹤0.01% |
+6,000
| New | +$1.73M |
|
4842
ArriVent BioPharma
AVBP
$1.39B
| $1.89M | ﹤0.01% |
86,588
-115,597
| -57% | -$2.4M |
|
4843
Invesco PHLX Semiconductor ETF
SOXQ
$2.28B
| $1.88M | ﹤0.01% |
43,102
+36,942
| +600% | +$1.35M |
|
4844
Daily Journal
DJCO
$809M
| $1.88M | ﹤0.01% |
4,454
+325
| +8% | +$130K |
|
4845
PUT
KE Holdings
BEKE
$18.7B
| $1.88M | ﹤0.01% |
106,000
+27,800
| +36% | +$535K |
|
4846
iShares MSCI Emerging Markets Small-Cap ETF
EEMS
$349M
| $1.88M | ﹤0.01% |
28,973
-1,218
| -4% | -$72.3K |
|
4847
VanEck Retail ETF
RTH
$258M
| $1.88M | ﹤0.01% |
7,869
+5,932
| +306% | +$1.36M |
|
|
HIO
4848
Western Asset High Income Opportunity Fund
HIO
$336M
| $1.88M | ﹤0.01% |
471,575
-63,004
| -12% | -$242K |
|
4849
FuelCell Energy
FCEL
$1.73B
| $1.88M | ﹤0.01% |
334,428
-239,580
| -42% | -$1.16M |
|
|
BRY
4850
DELISTED
Berry Corp
BRY
| $1.87M | ﹤0.01% |
676,773
+262,478
| +63% | +$701K |
|
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.