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 | |
|---|---|---|---|---|---|---|
|
FISV
5176
CALL
Fiserv Inc
FISV
$28.8B
| $1.29M | ﹤0.01% |
7,500
-66,700
| -90% | -$12.1M |
|
|
FISV
5177
PUT
Fiserv Inc
FISV
$28.8B
| $1.29M | ﹤0.01% |
7,500
-17,800
| -70% | -$3.23M |
|
5178
ProShares Bitcoin Strategy ETF
BITO
$1.41B
| $1.29M | ﹤0.01% |
60,004
+59,400
| +9,834% | +$1.23M |
|
5179
Global X Social Media ETF
SOCL
$90.4M
| $1.29M | ﹤0.01% |
24,108
-5,316
| -18% | -$245K |
|
5180
CALL
Cogent Communications
CCOI
$676M
| $1.29M | ﹤0.01% |
+26,700
| New | +$1.36M |
|
5181
State Street SPDR US Small Cap Low Volatility Index ETF
SMLV
$258M
| $1.29M | ﹤0.01% |
10,285
+152
| +2% | +$18.4K |
|
5182
iShares Global Consumer Discretionary ETF
RXI
$260M
| $1.28M | ﹤0.01% |
6,824
+840
| +14% | +$153K |
|
|
ABVX
5183
Abivax
ABVX
$10.9B
| $1.28M | ﹤0.01% |
167,656
+5,102
| +3% | +$33.3K |
|
5184
MediWound
MDWD
$181M
| $1.28M | ﹤0.01% |
66,199
-1,644
| -2% | -$31K |
|
5185
Perspective Therapeutics
CATX
$332M
| $1.28M | ﹤0.01% |
372,710
-96,808
| -21% | -$256K |
|
5186
Peoples Bancorp
PEBO
$1.5B
| $1.28M | ﹤0.01% |
41,958
+1,520
| +4% | +$44.4K |
|
5187
Invesco Bond Fund
VBF
$167M
| $1.28M | ﹤0.01% |
82,715
+4,489
| +6% | +$68.8K |
|
5188
VanEck Mortgage REIT Income ETF
MORT
$376M
| $1.28M | ﹤0.01% |
120,897
+93,641
| +344% | +$951K |
|
5189
nLIGHT
LASR
$3.88B
| $1.28M | ﹤0.01% |
64,828
-11,475
| -15% | -$143K |
|
5190
Rigel Pharmaceuticals
RIGL
$681M
| $1.27M | ﹤0.01% |
68,056
+21,341
| +46% | +$405K |
|
5191
TETRA Technologies
TTI
$1.14B
| $1.27M | ﹤0.01% |
379,202
+84,313
| +29% | +$245K |
|
|
BFK
5192
DELISTED
BlackRock Municipal Income Trust
BFK
| $1.27M | ﹤0.01% |
132,525
+20,161
| +18% | +$194K |
|
5193
CALL
Globant
GLOB
$1.58B
| $1.27M | ﹤0.01% |
+13,970
| New | +$1.49M |
|
5194
iShares Global Financials ETF
IXG
$678M
| $1.26M | ﹤0.01% |
11,413
-482
| -4% | -$50.5K |
|
5195
iShares S&P GSCI Commodity-Indexed Trust
GSG
$998M
| $1.26M | ﹤0.01% |
57,238
-9,760
| -15% | -$211K |
|
5196
State Street SPDR S&P Pharmaceuticals ETF
XPH
$476M
| $1.26M | ﹤0.01% |
31,048
-12,230
| -28% | -$492K |
|
5197
PUT
Zimmer Biomet
ZBH
$18.2B
| $1.26M | ﹤0.01% |
+13,800
| New | +$1.33M |
|
5198
ProShares UltraPro Short S&P 500
SPXU
$432M
| $1.26M | ﹤0.01% |
18,726
+18,155
| +3,180% | +$1.61M |
|
5199
Invesco Global Listed Private Equity ETF
PSP
$232M
| $1.26M | ﹤0.01% |
18,239
+1,145
| +7% | +$74K |
|
5200
Bank First Corp
BFC
$1.69B
| $1.26M | ﹤0.01% |
10,671
-1,001
| -9% | -$111K |
|
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.