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 | |
|---|---|---|---|---|---|---|
5951
FT Vest US Equity Buffer ETF November
FNOV
$1.22B
| $502K | ﹤0.01% |
10,014
+4,403
| +78% | +$209K |
|
5952
CALL
Zimmer Biomet
ZBH
$18.5B
| $502K | ﹤0.01% |
+5,500
| New | +$532K |
|
5953
Fidelity Disruptive Finance ETF
FDFF
$43.2M
| $501K | ﹤0.01% |
13,117
+12,938
| +7,228% | +$465K |
|
|
K
5954
CALL
DELISTED
Kellanova
K
| $501K | ﹤0.01% |
+6,300
| New | +$515K |
|
5955
Koppers
KOP
$954M
| $501K | ﹤0.01% |
15,573
-57,813
| -79% | -$1.66M |
|
5956
WisdomTree Emerging Markets Local Debt Fund
ELD
$142M
| $499K | ﹤0.01% |
17,859
+433
| +2% | +$11.7K |
|
|
SMC
5957
Summit Midstream
SMC
$427M
| $499K | ﹤0.01% |
20,355
+11,473
| +129% | +$315K |
|
5958
PUT
Bausch Health
BHC
$2.48B
| $499K | ﹤0.01% |
74,918
| – | – |
|
|
GAP
5959
CALL
The Gap Inc
GAP
$7.24B
| $498K | ﹤0.01% |
+22,841
| New | +$510K |
|
5960
Ranger Energy Services
RNGR
$375M
| $498K | ﹤0.01% |
41,695
+22,663
| +119% | +$272K |
|
5961
Stem
STEM
$50M
| $497K | ﹤0.01% |
79,843
-383
| -0.5% | -$3.43K |
|
5962
Inspired Entertainment
INSE
$182M
| $496K | ﹤0.01% |
60,762
+15,312
| +34% | +$119K |
|
5963
Savara
SVRA
$1.1B
| $494K | ﹤0.01% |
216,611
+32,354
| +18% | +$88K |
|
5964
KraneShares Global Carbon Strategy ETF
KRBN
$140M
| $493K | ﹤0.01% |
16,602
+543
| +3% | +$15.6K |
|
5965
Red Robin
RRGB
$146M
| $493K | ﹤0.01% |
85,079
+34,996
| +70% | +$136K |
|
|
QPFF
5966
DELISTED
American Century Quality Preferred ETF
QPFF
| $492K | ﹤0.01% |
13,915
+4,344
| +45% | +$151K |
|
5967
Fidelity Corporate Bond ETF
FCOR
$347M
| $491K | ﹤0.01% |
10,377
-5,556
| -35% | -$259K |
|
5968
T-REX 2X Long Tesla Daily Target ETF
TSLT
$149M
| $491K | ﹤0.01% |
30,461
-1,395
| -4% | -$22.1K |
|
|
BBU
5969
DELISTED
Brookfield Business Partners
BBU
| $491K | ﹤0.01% |
18,922
+16,622
| +723% | +$390K |
|
5970
ACNB Corp
ACNB
$656M
| $491K | ﹤0.01% |
11,451
+5,843
| +104% | +$243K |
|
|
DHIL
5971
DELISTED
Diamond Hill
DHIL
| $490K | ﹤0.01% |
3,371
+1,378
| +69% | +$189K |
|
|
BA.PRA
5972
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.06B
| $490K | ﹤0.01% |
7,200
-192,336
| -96% | -$12.1M |
|
5973
PUT
Veeva Systems
VEEV
$33.7B
| $490K | ﹤0.01% |
+1,700
| New | +$422K |
|
5974
American Century Quality Diversified International ETF
QINT
$667M
| $490K | ﹤0.01% |
8,404
+3,945
| +88% | +$217K |
|
5975
First Trust Active Global Quality Income ETF
AGQI
$55.4M
| $489K | ﹤0.01% |
31,806
+6,069
| +24% | +$87.7K |
|
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.