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 | |
|---|---|---|---|---|---|---|
|
OPRA
5451
Opera Ltd
OPRA
$1.75B
| $945K | ﹤0.01% |
49,976
-45,143
| -47% | -$774K |
|
5452
Forestar Group
FOR
$1.47B
| $944K | ﹤0.01% |
47,190
-20,247
| -30% | -$400K |
|
5453
AAM Low Duration Preferred and Income Securities ETF
PFLD
$414M
| $942K | ﹤0.01% |
+48,041
| New | +$948K |
|
5454
Alto Neuroscience
ANRO
$1.06B
| $942K | ﹤0.01% |
428,216
-81,994
| -16% | -$195K |
|
5455
Timothy Plan International ETF
TPIF
$255M
| $940K | ﹤0.01% |
29,115
+4,212
| +17% | +$128K |
|
5456
Mid Penn Bancorp
MPB
$970M
| $940K | ﹤0.01% |
33,341
+14,474
| +77% | +$391K |
|
5457
Puma Biotechnology
PBYI
$391M
| $940K | ﹤0.01% |
274,100
-5,567
| -2% | -$17.8K |
|
5458
CALL
Veritone
VERI
$103M
| $938K | ﹤0.01% |
744,760
| – | – |
|
5459
Invesco Energy Exploration & Production ETF
PXE
$83.4M
| $937K | ﹤0.01% |
33,493
+2,820
| +9% | +$75.5K |
|
|
SBR
5460
Sabine Royalty Trust
SBR
$1.06B
| $936K | ﹤0.01% |
14,037
-4,005
| -22% | -$263K |
|
5461
Fulcrum Therapeutics
FULC
$283M
| $930K | ﹤0.01% |
135,205
+63,285
| +88% | +$339K |
|
|
QNTM
5462
Quantum Biopharma Class B Subordinate Voting Shares
QNTM
$19.5M
| $929K | ﹤0.01% |
45,883
+44,269
| +2,743% | +$546K |
|
5463
First Community Bankshares
FCBC
$904M
| $929K | ﹤0.01% |
23,705
-5,218
| -18% | -$199K |
|
|
ONIT
5464
Onity Group
ONIT
$319M
| $928K | ﹤0.01% |
24,312
+20,769
| +586% | +$734K |
|
5465
CytomX Therapeutics
CTMX
$690M
| $926K | ﹤0.01% |
408,035
-338,753
| -45% | -$546K |
|
|
HSPTU
5466
DELISTED
Horizon Space Acquisition II Corp Units
HSPTU
| $924K | ﹤0.01% |
89,663
+50
| +0.1% | +$514 |
|
5467
Nuvation Bio
NUVB
$2.14B
| $924K | ﹤0.01% |
473,939
-397,753
| -46% | -$828K |
|
|
DFDV
5468
DeFi Development Corp
DFDV
$79.8M
| $924K | ﹤0.01% |
47,390
+23,843
| +101% | +$343K |
|
|
ERC
5469
Allspring Multi-Sector Income Fund
ERC
$256M
| $923K | ﹤0.01% |
97,649
-39,518
| -29% | -$362K |
|
|
ZYBT
5470
Zhengye Biotechnology Holding
ZYBT
$63M
| $922K | ﹤0.01% |
154,512
+153,223
| +11,887% | +$1.22M |
|
5471
TXO Partners LP
TXO
$728M
| $921K | ﹤0.01% |
+61,218
| New | +$987K |
|
5472
Nuveen Core Equity Alpha Fund
JCE
$284M
| $920K | ﹤0.01% |
59,341
-1,074
| -2% | -$15.6K |
|
5473
CALL
Comcast
CMCSA
$87.2B
| $919K | ﹤0.01% |
25,761
-184,339
| -88% | -$6.38M |
|
5474
iShares ESG Advanced Universal USD Bond ETF
EUSB
$709M
| $919K | ﹤0.01% |
21,107
-747
| -3% | -$32.1K |
|
|
GUG
5475
Guggenheim Active Allocation Fund
GUG
$509M
| $919K | ﹤0.01% |
58,755
+12,334
| +27% | +$185K |
|
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.