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 | |
|---|---|---|---|---|---|---|
5976
Arteris
AIP
$1.41B
| $489K | ﹤0.01% |
51,271
+22,789
| +80% | +$168K |
|
5977
Monte Rosa Therapeutics
GLUE
$1.35B
| $488K | ﹤0.01% |
108,241
+16,727
| +18% | +$74.6K |
|
5978
Invesco International Corporate Bond ETF
PICB
$360M
| $488K | ﹤0.01% |
20,186
| – | – |
|
|
OBE
5979
Obsidian Energy
OBE
$682M
| $487K | ﹤0.01% |
87,667
-652,332
| -88% | -$3.23M |
|
5980
Acacia Research
ACTG
$431M
| $486K | ﹤0.01% |
135,865
-5,986
| -4% | -$20.6K |
|
5981
Greenlight Captial
GLRE
$550M
| $486K | ﹤0.01% |
33,808
-2,706
| -7% | -$37.2K |
|
5982
PUT
Pultegroup
PHM
$24.4B
| $485K | ﹤0.01% |
+4,600
| New | +$463K |
|
5983
VanEck Inflation Allocation ETF
RAAX
$1.14B
| $485K | ﹤0.01% |
+15,606
| New | +$473K |
|
5984
Prime Medicine
PRME
$517M
| $482K | ﹤0.01% |
195,327
+77,647
| +66% | +$120K |
|
|
CANG
5985
Cango Inc
CANG
$60.3M
| $482K | ﹤0.01% |
9,944
+8,022
| +417% | +$346K |
|
5986
CALL
Fastly Inc
FSLY
$3.6B
| $482K | ﹤0.01% |
68,300
| – | – |
|
5987
Ichor Holdings
ICHR
$2.86B
| $481K | ﹤0.01% |
24,506
-157,409
| -87% | -$2.88M |
|
|
EMET
5988
VanEck Copper and Electrification Metals ETF
EMET
$32.8M
| $481K | ﹤0.01% |
20,114
+2,244
| +13% | +$47.5K |
|
|
FVR
5989
FrontView REIT
FVR
$475M
| $479K | ﹤0.01% |
39,890
+15,956
| +67% | +$189K |
|
5990
Bassett Furniture
BSET
$165M
| $478K | ﹤0.01% |
31,469
+4,574
| +17% | +$75.6K |
|
5991
YieldMax COIN Option Income Strategy ETF
CONY
$330M
| $478K | ﹤0.01% |
5,234
+4,904
| +1,486% | +$394K |
|
5992
Lands' End
LE
$380M
| $478K | ﹤0.01% |
44,593
+26,465
| +146% | +$239K |
|
5993
Neumora Therapeutics
NMRA
$306M
| $477K | ﹤0.01% |
650,704
-2,455,852
| -79% | -$1.86M |
|
5994
Peapack-Gladstone Financial
PGC
$812M
| $477K | ﹤0.01% |
16,882
-28,006
| -62% | -$769K |
|
5995
Surf Air Mobility
SRFM
$86.9M
| $477K | ﹤0.01% |
129,152
+65,839
| +104% | +$164K |
|
5996
Sky Harbour Group
SKYH
$381M
| $476K | ﹤0.01% |
48,764
-27,813
| -36% | -$301K |
|
5997
TELA Bio
TELA
$32.8M
| $476K | ﹤0.01% |
245,548
-85,135
| -26% | -$111K |
|
5998
BlackRock MuniHoldings Fund
MHD
$599M
| $476K | ﹤0.01% |
42,517
-39,114
| -48% | -$439K |
|
5999
MeiraGTx Holdings
MGTX
$1.09B
| $475K | ﹤0.01% |
72,899
+10,108
| +16% | +$59.7K |
|
6000
Torrid Holdings
CURV
$268M
| $475K | ﹤0.01% |
161,056
+95,657
| +146% | +$501K |
|
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.