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 | |
|---|---|---|---|---|---|---|
6051
Alger 35 ETF
ATFV
$216M
| $447K | ﹤0.01% |
15,125
+3,408
| +29% | +$85.5K |
|
6052
Biomea Fusion
BMEA
$84.6M
| $446K | ﹤0.01% |
247,663
+10,787
| +5% | +$20.8K |
|
6053
Invesco Global Clean Energy ETF
PBD
$182M
| $446K | ﹤0.01% |
35,377
+23,910
| +209% | +$272K |
|
6054
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
| $445K | ﹤0.01% |
10,962
+3,035
| +38% | +$119K |
|
|
GCTS
6055
GCT Semiconductor Holding
GCTS
$169M
| $443K | ﹤0.01% |
297,487
-204,777
| -41% | -$276K |
|
6056
Tyra Biosciences
TYRA
$1.9B
| $443K | ﹤0.01% |
46,268
-18
| -0% | -$171 |
|
6057
FT Vest US Equity Deep Buffer ETF July
DJUL
$432M
| $443K | ﹤0.01% |
9,965
+3,559
| +56% | +$148K |
|
6058
Inseego
INSG
$114M
| $442K | ﹤0.01% |
53,693
-17,415
| -24% | -$136K |
|
6059
Alerus Financial
ALRS
$831M
| $442K | ﹤0.01% |
20,435
+3,798
| +23% | +$76K |
|
|
GENVR
6060
Gen Digital Inc Contingent Value Rights
GENVR
| $442K | ﹤0.01% |
+55,131
| New | +$387K |
|
|
ITOS
6061
DELISTED
iTeos Therapeutics
ITOS
| $442K | ﹤0.01% |
44,288
+18,028
| +69% | +$145K |
|
6062
Prudential
PUK
$37.6B
| $441K | ﹤0.01% |
17,629
-112,065
| -86% | -$2.51M |
|
6063
908 Devices
MASS
$329M
| $440K | ﹤0.01% |
61,726
+24,603
| +66% | +$137K |
|
6064
Bally's
BALY
$682M
| $440K | ﹤0.01% |
45,906
+39,898
| +664% | +$465K |
|
6065
Prairie Operating Co
PROP
$69.8M
| $439K | ﹤0.01% |
146,530
+58,598
| +67% | +$235K |
|
6066
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
| $438K | ﹤0.01% |
+8,637
| New | +$413K |
|
6067
Invesco DB Base Metals Fund
DBB
$312M
| $437K | ﹤0.01% |
22,572
-219,382
| -91% | -$4.05M |
|
|
AC
6068
DELISTED
Associated Capital Group
AC
| $437K | ﹤0.01% |
11,650
+1,412
| +14% | +$51.2K |
|
|
PACHU
6069
Pioneer Acquisition I Corp Units
PACHU
| $436K | ﹤0.01% |
+43,600
| New | +$436K |
|
6070
Pyxis Oncology
PYXS
$168M
| $436K | ﹤0.01% |
396,096
-748
| -0.2% | -$843 |
|
6071
Invesco S&P 500 Downside Hedged ETF
PHDG
$73.7M
| $435K | ﹤0.01% |
12,315
-3,297
| -21% | -$113K |
|
6072
Genie Energy
GNE
$367M
| $434K | ﹤0.01% |
16,155
-1,068
| -6% | -$20.5K |
|
6073
CALL
STMicroelectronics
STM
$46.7B
| $433K | ﹤0.01% |
14,250
-125,859
| -90% | -$3.12M |
|
6074
Goldman Sachs Physical Gold ETF Shares
AAAU
$2.46B
| $432K | ﹤0.01% |
13,230
-11,945
| -47% | -$388K |
|
6075
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$322M
| $432K | ﹤0.01% |
11,675
+9,002
| +337% | +$320K |
|
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.