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 | |
|---|---|---|---|---|---|---|
6026
Methode Electronics
MEI
$496M
| $460K | ﹤0.01% |
48,320
-13,127
| -21% | -$96.4K |
|
6027
Martin Midstream Partners
MMLP
$95.5M
| $459K | ﹤0.01% |
155,737
-20,011
| -11% | -$60.2K |
|
|
CEPO
6028
Cantor Equity Partners I
CEPO
$272M
| $459K | ﹤0.01% |
38,603
-52,626
| -58% | -$612K |
|
|
PNF
6029
DELISTED
PIMCO New York Municipal Income Fund
PNF
| $459K | ﹤0.01% |
65,700
-4,344
| -6% | -$30.4K |
|
6030
LanzaTech
LNZA
$61.2M
| $458K | ﹤0.01% |
16,894
+8,541
| +102% | +$209K |
|
|
NOTE
6031
DELISTED
FiscalNote
NOTE
| $457K | ﹤0.01% |
71,026
+18,290
| +35% | +$137K |
|
6032
CALL
TripAdvisor
TRIP
$1.65B
| $457K | ﹤0.01% |
35,000
+20,000
| +133% | +$267K |
|
6033
Goldman Sachs Innovate Equity ETF
GINN
$205M
| $455K | ﹤0.01% |
6,752
+2,067
| +44% | +$127K |
|
|
SZNE
6034
DELISTED
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF
SZNE
| $455K | ﹤0.01% |
13,196
+4,252
| +48% | +$144K |
|
6035
Standard BioTools
LAB
$340M
| $453K | ﹤0.01% |
377,871
-29,117
| -7% | -$32.3K |
|
6036
Nuveen Municipal Income
NMI
$131M
| $453K | ﹤0.01% |
45,054
+5,609
| +14% | +$54.8K |
|
6037
Nu Skin
NUS
$252M
| $452K | ﹤0.01% |
56,597
-73,636
| -57% | -$517K |
|
6038
PUT
PagSeguro Digital
PAGS
$2.69B
| $452K | ﹤0.01% |
46,900
| – | – |
|
6039
Biglari Holdings Class B
BH
$1.25B
| $452K | ﹤0.01% |
1,547
-734
| -32% | -$178K |
|
|
ARAI
6040
Arrive AI Inc
ARAI
$12.2M
| $452K | ﹤0.01% |
+38,696
| New | +$306K |
|
|
MBCN
6041
DELISTED
Middlefield Banc Corp
MBCN
| $452K | ﹤0.01% |
15,009
+1,141
| +8% | +$31.8K |
|
6042
J. Jill
JILL
$272M
| $451K | ﹤0.01% |
30,838
-3,272
| -10% | -$51.7K |
|
6043
Goldman Sachs Future Tech Leaders Equity ETF
GTEK
$226M
| $451K | ﹤0.01% |
12,512
+12,293
| +5,613% | +$392K |
|
6044
Vivos Therapeutics
VVOS
$5.7M
| $451K | ﹤0.01% |
142,801
+140,922
| +7,500% | +$356K |
|
|
ZEUS
6045
DELISTED
Olympic Steel
ZEUS
| $451K | ﹤0.01% |
13,833
-4,611
| -25% | -$144K |
|
|
AUNA
6046
Auna
AUNA
$375M
| $449K | ﹤0.01% |
72,494
+18,710
| +35% | +$126K |
|
6047
Invesco S&P 500 BuyWrite ETF
PBP
$358M
| $449K | ﹤0.01% |
20,558
-1,089
| -5% | -$23.5K |
|
|
NBP
6048
NovaBridge Biosciences American Depositary Shares
NBP
$185M
| $447K | ﹤0.01% |
184,845
-133,701
| -42% | -$181K |
|
6049
Unity Bancorp
UNTY
$591M
| $447K | ﹤0.01% |
9,494
-1,622
| -15% | -$69.9K |
|
6050
MetroCity Bankshares
MCBS
$1.01B
| $447K | ﹤0.01% |
15,628
+5,654
| +57% | +$157K |
|
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.