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 | |
|---|---|---|---|---|---|---|
4976
Helios Technologies
HLIO
$2.57B
| $1.64M | ﹤0.01% |
49,040
-63,172
| -56% | -$1.9M |
|
4977
PUT
Vornado Realty Trust
VNO
$7.41B
| $1.63M | ﹤0.01% |
42,700
| – | – |
|
4978
VanEck Low Carbon Energy ETF
SMOG
$129M
| $1.63M | ﹤0.01% |
14,844
+2,002
| +16% | +$211K |
|
|
IGA
4979
Voya Global Advantage and Premium Opportunity Fund
IGA
$157M
| $1.63M | ﹤0.01% |
164,256
+14,925
| +10% | +$146K |
|
4980
Latham Group
SWIM
$629M
| $1.63M | ﹤0.01% |
255,076
+99,213
| +64% | +$577K |
|
4981
CALL
Guidewire Software
GWRE
$12.6B
| $1.62M | ﹤0.01% |
+6,900
| New | +$1.48M |
|
4982
Immersion
IMMR
$251M
| $1.62M | ﹤0.01% |
206,005
+9,565
| +5% | +$71.1K |
|
4983
CALL
Under Armour Class C
UA
$2.77B
| $1.62M | ﹤0.01% |
250,000
| – | – |
|
|
RDUS
4984
DELISTED
Radius Recycling
RDUS
| $1.62M | ﹤0.01% |
54,534
+16,065
| +42% | +$472K |
|
4985
Phibro Animal Health
PAHC
$1.47B
| $1.62M | ﹤0.01% |
63,246
+3,319
| +6% | +$72.4K |
|
4986
Aspen Aerogels
ASPN
$384M
| $1.62M | ﹤0.01% |
272,829
-147,559
| -35% | -$849K |
|
4987
BlackRock Debt Strategies Fund
DSU
$593M
| $1.61M | ﹤0.01% |
152,935
+30,345
| +25% | +$312K |
|
4988
Kaspi.kz JSC
KSPI
$16.9B
| $1.61M | ﹤0.01% |
19,010
-36,939
| -66% | -$3.15M |
|
4989
ALPS Medical Breakthroughs ETF
SBIO
$201M
| $1.61M | ﹤0.01% |
53,449
-1,983
| -4% | -$56.7K |
|
4990
Evolv Technologies
EVLV
$995M
| $1.61M | ﹤0.01% |
257,421
-405,454
| -61% | -$1.88M |
|
4991
Direxion Daily Technology Bull 3x ETF
TECL
$5.08B
| $1.6M | ﹤0.01% |
17,145
-1,671
| -9% | -$110K |
|
|
KDK
4992
Kodiak AI
KDK
$840M
| $1.6M | ﹤0.01% |
141,499
+134,447
| +1,907% | +$1.52M |
|
4993
Invesco S&P 500 Equal Weight Communication Services ETF
RSPC
$55.8M
| $1.6M | ﹤0.01% |
41,895
+4,964
| +13% | +$176K |
|
4994
PUT
ZTO Express
ZTO
$18.3B
| $1.6M | ﹤0.01% |
90,000
| – | – |
|
|
HTBK
4995
DELISTED
Heritage Commerce
HTBK
| $1.6M | ﹤0.01% |
160,649
+72,117
| +81% | +$661K |
|
|
SQEW
4996
DELISTED
LeaderShares Equity Skew ETF
SQEW
| $1.59M | ﹤0.01% |
48,455
+23,628
| +95% | +$736K |
|
4997
ThredUp
TDUP
$746M
| $1.59M | ﹤0.01% |
212,240
+170,467
| +408% | +$1M |
|
4998
LeMaitre Vascular
LMAT
$2.32B
| $1.59M | ﹤0.01% |
19,127
-6,876
| -26% | -$575K |
|
4999
Vir Biotechnology
VIR
$1.46B
| $1.59M | ﹤0.01% |
315,167
-162,229
| -34% | -$870K |
|
5000
PUT
Transocean
RIG
$5.89B
| $1.59M | ﹤0.01% |
612,200
-137,800
| -18% | -$355K |
|
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.