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 | |
|---|---|---|---|---|---|---|
|
ICAD
6101
DELISTED
iCAD Inc
ICAD
| $421K | ﹤0.01% |
110,453
+100,695
| +1,032% | +$336K |
|
6102
Coherus Oncology
CHRS
$217M
| $420K | ﹤0.01% |
574,531
+205,580
| +56% | +$177K |
|
|
NINE
6103
DELISTED
Nine Energy Service
NINE
| $419K | ﹤0.01% |
543,233
+77,196
| +17% | +$56.6K |
|
6104
Avalo Therapeutics
AVTX
$965M
| $418K | ﹤0.01% |
83,724
-15,227
| -15% | -$71.1K |
|
|
GRMN
6105
CALL
Garmin
GRMN
$56.7B
| $417K | ﹤0.01% |
2,000
-7,000
| -78% | -$1.39M |
|
6106
First Western Financial
MYFW
$304M
| $417K | ﹤0.01% |
18,491
+4,331
| +31% | +$89.4K |
|
6107
Shore Bancshares
SHBI
$819M
| $416K | ﹤0.01% |
26,480
+12,248
| +86% | +$172K |
|
6108
Candel Therapeutics
CADL
$733M
| $416K | ﹤0.01% |
82,167
-104,927
| -56% | -$540K |
|
6109
American Beacon AHL Trend ETF
AHLT
$131M
| $414K | ﹤0.01% |
+18,668
| New | +$408K |
|
6110
Pacer US Export Leaders ETF
PEXL
$50.8M
| $414K | ﹤0.01% |
7,979
+2,700
| +51% | +$127K |
|
|
PNI
6111
PIMCO New York Municipal Income Fund II
PNI
$76.2M
| $414K | ﹤0.01% |
61,660
+558
| +0.9% | +$3.77K |
|
|
BSCY
6112
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$551M
| $414K | ﹤0.01% |
19,963
+3,450
| +21% | +$70.2K |
|
|
CBXJ
6113
Calamos Bitcoin 90 Series Structured Alt Protection ETF - January
CBXJ
$17.9M
| $414K | ﹤0.01% |
+15,631
| New | +$397K |
|
6114
Congress SMid Growth ETF
CSMD
$466M
| $414K | ﹤0.01% |
13,268
+2,684
| +25% | +$78.1K |
|
6115
CALL
Deckers Outdoor
DECK
$13.2B
| $413K | ﹤0.01% |
4,006
| – | – |
|
6116
Blue Ridge Bankshares
BRBS
$315M
| $412K | ﹤0.01% |
114,865
-31,792
| -22% | -$107K |
|
6117
Myomo
MYO
$39M
| $412K | ﹤0.01% |
190,598
+148,660
| +354% | +$539K |
|
6118
Chegg
CHGG
$110M
| $412K | ﹤0.01% |
340,191
-88,665
| -21% | -$82K |
|
|
EB
6119
DELISTED
Eventbrite
EB
| $412K | ﹤0.01% |
156,484
+12,276
| +9% | +$28.3K |
|
|
BRW
6120
Saba Capital Income & Opportunities Fund
BRW
$336M
| $411K | ﹤0.01% |
51,020
+34,796
| +214% | +$265K |
|
6121
Bridger Aerospace
BAER
$112M
| $411K | ﹤0.01% |
213,029
+156,411
| +276% | +$240K |
|
6122
Aldeyra Therapeutics
ALDX
$92.9M
| $411K | ﹤0.01% |
107,253
+12,783
| +14% | +$33K |
|
6123
First Trust United Kingdom AlphaDEX Fund
FKU
$38.7M
| $411K | ﹤0.01% |
8,758
-2,708
| -24% | -$118K |
|
6124
CALL
DTE Energy
DTE
$29.5B
| $411K | ﹤0.01% |
3,100
+100
| +3% | +$13.4K |
|
|
LUXE
6125
LuxExperience B.V.
LUXE
$1.12B
| $410K | ﹤0.01% |
51,686
-2,479
| -5% | -$20.6K |
|
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.