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 | |
|---|---|---|---|---|---|---|
5276
SES AI
SES
$240M
| $1.16M | ﹤0.01% |
1,303,774
-5,998,457
| -82% | -$5.03M |
|
5277
Varex Imaging
VREX
$496M
| $1.16M | ﹤0.01% |
133,481
+90,822
| +213% | +$741K |
|
5278
Sutro Biopharma
STRO
$405M
| $1.16M | ﹤0.01% |
161,888
+154,331
| +2,042% | +$1.26M |
|
5279
Westrock Coffee
WEST
$802M
| $1.16M | ﹤0.01% |
201,665
-119,754
| -37% | -$773K |
|
5280
Tarsus Pharmaceuticals
TARS
$2.7B
| $1.15M | ﹤0.01% |
28,506
-64,181
| -69% | -$2.89M |
|
5281
2x Bitcoin ETF
BITX
$881M
| $1.15M | ﹤0.01% |
+21,300
| New | +$1.02M |
|
5282
PUT
Warner Bros
WBD
$66B
| $1.15M | ﹤0.01% |
100,400
-149,900
| -60% | -$1.4M |
|
5283
CALL
SiriusXM
SIRI
$10.3B
| $1.15M | ﹤0.01% |
50,000
| – | – |
|
5284
WisdomTree International MidCap Dividend Fund
DIM
$167M
| $1.15M | ﹤0.01% |
15,246
-1,835
| -11% | -$130K |
|
5285
ZipRecruiter
ZIP
$330M
| $1.15M | ﹤0.01% |
229,023
-138,422
| -38% | -$756K |
|
5286
VanEck Steel ETF
SLX
$168M
| $1.15M | ﹤0.01% |
17,326
-486
| -3% | -$30K |
|
5287
Viant Technology
DSP
$244M
| $1.15M | ﹤0.01% |
86,546
+35,947
| +71% | +$492K |
|
|
AVR
5288
Anteris Technologies
AVR
$785M
| $1.14M | ﹤0.01% |
301,158
+170,674
| +131% | +$694K |
|
5289
VinFast Auto
VFS
$7.42B
| $1.14M | ﹤0.01% |
319,442
-37,675
| -11% | -$128K |
|
5290
CALL
Invesco NASDAQ 100 ETF
QQQM
$98.5B
| $1.14M | ﹤0.01% |
5,020
+2,510
| +100% | +$514K |
|
5291
Journey Medical
DERM
$175M
| $1.14M | ﹤0.01% |
158,751
+141,713
| +832% | +$979K |
|
5292
Getty Images
GETY
$168M
| $1.14M | ﹤0.01% |
685,692
+62,446
| +10% | +$110K |
|
5293
Belpointe PREP
OZ
$175M
| $1.14M | ﹤0.01% |
17,743
-2,105
| -11% | -$135K |
|
5294
W&T Offshore
WTI
$521M
| $1.13M | ﹤0.01% |
687,318
-11,075
| -2% | -$16.3K |
|
5295
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$509M
| $1.13M | ﹤0.01% |
13,642
-928
| -6% | -$71.4K |
|
|
ACRE
5296
Ares Commercial Real Estate
ACRE
$231M
| $1.13M | ﹤0.01% |
237,353
-44,205
| -16% | -$196K |
|
5297
CALL
Keysight
KEYS
$55B
| $1.13M | ﹤0.01% |
6,900
+600
| +10% | +$91.5K |
|
|
FPI
5298
Farmland Partners
FPI
$417M
| $1.13M | ﹤0.01% |
98,194
+4,181
| +4% | +$44.8K |
|
5299
VEON
VEON
$3.74B
| $1.13M | ﹤0.01% |
24,528
+15,002
| +157% | +$690K |
|
5300
PACS Group
PACS
$7.25B
| $1.13M | ﹤0.01% |
87,445
+5,854
| +7% | +$60.9K |
|
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.