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 | |
|---|---|---|---|---|---|---|
5851
Compañía de Minas Buenaventura
BVN
$7.7B
| $568K | ﹤0.01% |
34,618
-316,557
| -90% | -$4.8M |
|
5852
PUT
Thor Industries
THO
$4.01B
| $568K | ﹤0.01% |
6,400
+1,100
| +21% | +$86.9K |
|
5853
FT Vest US Equity Buffer ETF December
FDEC
$1.34B
| $568K | ﹤0.01% |
12,172
+11,676
| +2,354% | +$514K |
|
|
BZUN
5854
Baozun
BZUN
$174M
| $567K | ﹤0.01% |
226,868
+175,087
| +338% | +$484K |
|
5855
CALL
Ribbon Communications
RBBN
$375M
| $567K | ﹤0.01% |
141,400
| – | – |
|
|
TBLU
5856
Tortoise Global Water ETF
TBLU
$57.5M
| $566K | ﹤0.01% |
10,703
-725
| -6% | -$36.2K |
|
5857
Alpha and Omega Semiconductor
AOSL
$949M
| $563K | ﹤0.01% |
21,936
-126,510
| -85% | -$2.75M |
|
5858
Innovator US Small Cap Power Buffer ETF October
KOCT
$136M
| $562K | ﹤0.01% |
18,438
+13,935
| +309% | +$409K |
|
5859
WisdomTree International AI Enhanced Value Fund
AIVI
$62M
| $562K | ﹤0.01% |
11,670
-803
| -6% | -$37.2K |
|
5860
ProShares Short VIX Short-Term Futures ETF
SVXY
$203M
| $562K | ﹤0.01% |
13,185
+7,180
| +120% | +$284K |
|
5861
SkyWater Technology
SKYT
| $561K | ﹤0.01% |
57,059
+16,007
| +39% | +$129K |
|
5862
Park Aerospace
PKE
$768M
| $561K | ﹤0.01% |
38,003
-55,837
| -60% | -$756K |
|
5863
Flotek Industries
FTK
$947M
| $561K | ﹤0.01% |
38,015
+34,201
| +897% | +$394K |
|
5864
Unisys
UIS
$217M
| $561K | ﹤0.01% |
123,733
+77,990
| +170% | +$351K |
|
|
PBPB
5865
DELISTED
Potbelly
PBPB
| $560K | ﹤0.01% |
45,721
+29,688
| +185% | +$292K |
|
|
CRON
5866
Cronos Group
CRON
$1.06B
| $559K | ﹤0.01% |
292,851
+193,959
| +196% | +$368K |
|
5867
Banco Santander Chile
BSAC
$16.4B
| $559K | ﹤0.01% |
22,160
-10,430
| -32% | -$252K |
|
5868
iShares MSCI Agriculture Producers ETF
VEGI
$147M
| $558K | ﹤0.01% |
13,865
-11,495
| -45% | -$445K |
|
5869
Babcock & Wilcox
BW
$1.42B
| $558K | ﹤0.01% |
579,760
+397,972
| +219% | +$272K |
|
5870
Ocean Power Technologies
OPTT
$50.1M
| $557K | ﹤0.01% |
1,173,415
+243,582
| +26% | +$116K |
|
5871
Bel Fuse Inc Class A
BELFA
$3.06B
| $554K | ﹤0.01% |
6,167
-2,755
| -31% | -$191K |
|
5872
Movado Group
MOV
$860M
| $554K | ﹤0.01% |
36,317
-16,883
| -32% | -$258K |
|
5873
CALL
Braze
BRZE
$2.9B
| $551K | ﹤0.01% |
19,600
-49,100
| -71% | -$1.55M |
|
|
5874
PUT
Braze
BRZE
$2.9B
| $551K | ﹤0.01% |
19,600
-94,900
| -83% | -$3M |
|
|
EEX
5875
DELISTED
Emerald Holding
EEX
| $550K | ﹤0.01% |
113,453
+69,673
| +159% | +$304K |
|
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.