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 | |
|---|---|---|---|---|---|---|
6226
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$2.03B
| $361K | ﹤0.01% |
3,700
-997
| -21% | -$91K |
|
6227
KraneShares China Internet and Covered Call Strategy ETF
KLIP
$101M
| $360K | ﹤0.01% |
11,336
+261
| +2% | +$8.15K |
|
|
VIVO
6228
VivoPower PLC
VIVO
$110M
| $360K | ﹤0.01% |
88,361
+10,116
| +13% | +$43.2K |
|
6229
SKYX Platforms
SKYX
$147M
| $360K | ﹤0.01% |
344,087
+247,685
| +257% | +$299K |
|
6230
POET Technologies
POET
$1.21B
| $359K | ﹤0.01% |
68,974
-140,836
| -67% | -$593K |
|
6231
Corvus Pharmaceuticals
CRVS
$1.12B
| $359K | ﹤0.01% |
89,714
+53,320
| +147% | +$194K |
|
6232
Newegg Commerce
NEGG
$279M
| $358K | ﹤0.01% |
22,071
+21,304
| +2,778% | +$142K |
|
|
SOHU
6233
Sohu.com
SOHU
$362M
| $358K | ﹤0.01% |
26,921
-9,961
| -27% | -$106K |
|
6234
Perma-Fix Environmental Services
PESI
$352M
| $358K | ﹤0.01% |
34,054
-22,998
| -40% | -$212K |
|
6235
Rigetti Computing Warrants
RGTIW
$130M
| $358K | ﹤0.01% |
85,500
+9,000
| +12% | +$33.2K |
|
|
DGNX
6236
Diginex Ltd
DGNX
$44.5M
| $358K | ﹤0.01% |
6,962
-492
| -7% | -$37.1K |
|
6237
4D Molecular Therapeutics
FDMT
$532M
| $358K | ﹤0.01% |
96,519
-139,926
| -59% | -$492K |
|
6238
Nkarta
NKTX
$150M
| $358K | ﹤0.01% |
215,505
-24,951
| -10% | -$45.7K |
|
6239
Focus Universal
FCUV
$8.15M
| $358K | ﹤0.01% |
2,186
+2,184
| +109,200% | +$366K |
|
6240
National Bankshares
NKSH
$259M
| $357K | ﹤0.01% |
13,118
+8,212
| +167% | +$213K |
|
6241
Backblaze
BLZE
$823M
| $357K | ﹤0.01% |
64,832
+33,506
| +107% | +$170K |
|
6242
PUT
Telephone and Data Systems
TDS
$3.82B
| $356K | ﹤0.01% |
10,000
-165,000
| -94% | -$5.79M |
|
|
PHEQ
6243
Parametric Hedged Equity ETF
PHEQ
$138M
| $356K | ﹤0.01% |
11,601
+10,637
| +1,103% | +$309K |
|
|
BTM
6244
DELISTED
Bitcoin Depot
BTM
| $356K | ﹤0.01% |
10,020
+6,318
| +171% | +$134K |
|
6245
Lifeway Foods
LWAY
$455M
| $355K | ﹤0.01% |
14,393
-10,688
| -43% | -$253K |
|
6246
Cardlytics
CDLX
$21.7M
| $355K | ﹤0.01% |
21,553
+4,401
| +26% | +$76K |
|
6247
PUT
Nokia
NOK
$51B
| $354K | ﹤0.01% |
+68,400
| New | +$352K |
|
6248
Galectin Therapeutics
GALT
$196M
| $354K | ﹤0.01% |
167,865
+115,621
| +221% | +$173K |
|
6249
AXS Change Finance ESG ETF
CHGX
$171M
| $354K | ﹤0.01% |
+13,581
| New | +$329K |
|
6250
Invesco Dorsey Wright Utilities Momentum ETF
PUI
$54.7M
| $354K | ﹤0.01% |
8,460
-17,637
| -68% | -$723K |
|
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.