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 | |
|---|---|---|---|---|---|---|
5126
CALL
PVH
PVH
$4B
| $1.37M | ﹤0.01% |
+20,000
| New | +$1.45M |
|
5127
GoodRx Holdings
GDRX
$1.04B
| $1.37M | ﹤0.01% |
274,940
-164,437
| -37% | -$714K |
|
5128
Anterix
ATEX
$1.81B
| $1.37M | ﹤0.01% |
53,347
-1,467
| -3% | -$42.9K |
|
5129
Usana Health Sciences
USNA
$408M
| $1.37M | ﹤0.01% |
44,718
-15,765
| -26% | -$448K |
|
5130
Genco Shipping & Trading
GNK
$1.11B
| $1.36M | ﹤0.01% |
104,334
-181,272
| -63% | -$2.4M |
|
5131
Microvision
MVIS
$6.21M
| $1.36M | ﹤0.01% |
1,196,094
+617,229
| +107% | +$713K |
|
5132
STRATTEC Security
STRT
$367M
| $1.36M | ﹤0.01% |
21,866
+17,024
| +352% | +$787K |
|
5133
Zevra Therapeutics
ZVRA
$562M
| $1.36M | ﹤0.01% |
154,184
-8,880
| -5% | -$72.1K |
|
5134
Navigator Holdings
NVGS
$1.38B
| $1.36M | ﹤0.01% |
95,975
+54,061
| +129% | +$728K |
|
5135
First Trust Multi Cap Value AlphaDEX Fund
FAB
$163M
| $1.36M | ﹤0.01% |
16,706
+5,700
| +52% | +$442K |
|
5136
US Treasury 10 Year Note ETF
UTEN
$287M
| $1.36M | ﹤0.01% |
30,921
+6,387
| +26% | +$277K |
|
|
ZIMV
5137
DELISTED
ZimVie
ZIMV
| $1.36M | ﹤0.01% |
145,157
-41,026
| -22% | -$375K |
|
5138
LSI Industries
LYTS
$859M
| $1.36M | ﹤0.01% |
79,718
+4,578
| +6% | +$73.5K |
|
|
PPL
5139
PUT
PPL Corp
PPL
$26.5B
| $1.36M | ﹤0.01% |
40,000
| – | – |
|
5140
Atlanta Braves Holdings Series A
BATRA
$3.49B
| $1.35M | ﹤0.01% |
27,515
-5,141
| -16% | -$227K |
|
|
TRUE
5141
DELISTED
TrueCar
TRUE
| $1.35M | ﹤0.01% |
710,376
+462,660
| +187% | +$706K |
|
5142
CALL
GDS Holdings
GDS
$6.56B
| $1.35M | ﹤0.01% |
44,000
-20,000
| -31% | -$507K |
|
5143
Banco Bradesco
BBD
$39.3B
| $1.34M | ﹤0.01% |
435,014
-1,187,501
| -73% | -$3.12M |
|
5144
Janus Henderson Small Cap Growth Alpha ETF
JSML
$361M
| $1.34M | ﹤0.01% |
19,914
+1,717
| +9% | +$107K |
|
5145
Amplify Cybersecurity ETF
HACK
$2.68B
| $1.34M | ﹤0.01% |
15,538
+942
| +6% | +$73.4K |
|
5146
ProShares UltraShort QQQ
QID
$282M
| $1.34M | ﹤0.01% |
52,918
+17,121
| +48% | +$551K |
|
|
TDAY
5147
USA Today Co
TDAY
$1.27B
| $1.34M | ﹤0.01% |
373,885
+154,056
| +70% | +$516K |
|
5148
Shenandoah Telecom
SHEN
$664M
| $1.34M | ﹤0.01% |
97,793
+5,719
| +6% | +$72.6K |
|
5149
Virco
VIRC
$95.2M
| $1.33M | ﹤0.01% |
167,254
+50,706
| +44% | +$446K |
|
|
MAV
5150
DELISTED
Pioneer Municipal High Income Advantage Fund
MAV
| $1.33M | ﹤0.01% |
160,786
-12,037
| -7% | -$98.7K |
|
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.