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 | |
|---|---|---|---|---|---|---|
5726
Columbia Emerging Markets Consumer ETF
ECON
$329M
| $668K | ﹤0.01% |
27,865
+628
| +2% | +$14K |
|
5727
FT Vest US Equity Buffer & Premium Income ETF September
XISE
$35.6M
| $665K | ﹤0.01% |
21,837
+10,974
| +101% | +$328K |
|
5728
Abeona Therapeutics
ABEO
$364M
| $664K | ﹤0.01% |
116,942
+17,623
| +18% | +$100K |
|
5729
Orion Group Holdings
ORN
$405M
| $664K | ﹤0.01% |
73,170
+24,792
| +51% | +$186K |
|
|
PGP
5730
PIMCO Global StockPLUS & Income Fund
PGP
$99.8M
| $663K | ﹤0.01% |
80,000
-2,825
| -3% | -$22.1K |
|
|
GREK
5731
Global X MSCI Greece ETF
GREK
$317M
| $663K | ﹤0.01% |
11,419
+6,541
| +134% | +$340K |
|
5732
Old Second Bancorp
OSBC
$1.31B
| $661K | ﹤0.01% |
37,271
-12,466
| -25% | -$203K |
|
|
MTLS
5733
Materialise
MTLS
$377M
| $661K | ﹤0.01% |
117,014
-34,926
| -23% | -$180K |
|
5734
CS Disco
LAW
$261M
| $661K | ﹤0.01% |
151,274
+11,220
| +8% | +$44K |
|
5735
CALL
Liberty Energy
LBRT
$3.1B
| $660K | ﹤0.01% |
+57,500
| New | +$696K |
|
5736
PIMCO Ultra Short Government Active ETF
BILZ
$1B
| $658K | ﹤0.01% |
6,505
-7,042
| -52% | -$712K |
|
|
ARDC
5737
Are Dynamic Credit Allocation Fund
ARDC
$298M
| $658K | ﹤0.01% |
46,291
-8,055
| -15% | -$111K |
|
5738
Inhibrx
INBX
$1.21B
| $656K | ﹤0.01% |
45,984
+18,516
| +67% | +$239K |
|
5739
PUT
Trane Technologies
TT
$101B
| $656K | ﹤0.01% |
1,500
-3,500
| -70% | -$1.38M |
|
5740
LiveWire
LVWR
$344M
| $655K | ﹤0.01% |
142,426
+102,686
| +258% | +$308K |
|
5741
Amplify Travel Tech ETF
AWAY
$26.9M
| $654K | ﹤0.01% |
30,401
+24,404
| +407% | +$497K |
|
5742
MasterCraft Boat Holdings
MCFT
$582M
| $654K | ﹤0.01% |
35,202
-18,659
| -35% | -$319K |
|
5743
Spok Holdings
SPOK
$232M
| $653K | ﹤0.01% |
36,954
+6,118
| +20% | +$98.7K |
|
5744
PUT
NexGen Energy
NXE
$6.33B
| $652K | ﹤0.01% |
+94,000
| New | +$531K |
|
5745
FT Vest US Equity Moderate Buffer ETF November
GNOV
$296M
| $652K | ﹤0.01% |
17,866
+4,435
| +33% | +$154K |
|
5746
Wabash National
WNC
$508M
| $651K | ﹤0.01% |
61,276
-89,170
| -59% | -$857K |
|
5747
UNIFI
UFI
$119M
| $649K | ﹤0.01% |
124,319
-8,299
| -6% | -$40.9K |
|
|
CUSD
5748
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
| $648K | ﹤0.01% |
30,257
-27,471
| -48% | -$580K |
|
5749
FT Vest Buffered Allocation Growth ETF
BUFG
$329M
| $648K | ﹤0.01% |
25,385
+805
| +3% | +$19.5K |
|
5750
Kura Oncology
KURA
$816M
| $648K | ﹤0.01% |
112,283
-27,242
| -20% | -$167K |
|
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.