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 | |
|---|---|---|---|---|---|---|
|
COE
6301
51Talk Online Education Group
COE
$106M
| $336K | ﹤0.01% |
10,181
+3,562
| +54% | +$77K |
|
|
BDMD
6302
Baird Medical Investment Holdings
BDMD
$32.9M
| $335K | ﹤0.01% |
91,449
+34,512
| +61% | +$181K |
|
6303
NRC Health Common Stock
NRC
$432M
| $335K | ﹤0.01% |
19,942
+10,783
| +118% | +$146K |
|
6304
CALL
Whirlpool
WHR
$2.43B
| $335K | ﹤0.01% |
3,300
| – | – |
|
6305
American Resources Corp
AREC
$191M
| $334K | ﹤0.01% |
403,353
+403,279
| +544,972% | +$323K |
|
|
AGIG
6306
Abundia Global Impact Group
AGIG
$42.5M
| $334K | ﹤0.01% |
31,518
+31,494
| +131,225% | +$233K |
|
6307
Aviat Networks
AVNW
$265M
| $333K | ﹤0.01% |
13,826
-9,413
| -41% | -$190K |
|
|
DMO
6308
Western Asset Mortgage Opportunity Fund
DMO
$118M
| $332K | ﹤0.01% |
27,827
+104
| +0.4% | +$1.21K |
|
6309
Toews Agility Shares Managed Risk ETF
MRSK
$315M
| $332K | ﹤0.01% |
+9,888
| New | +$318K |
|
6310
Diana Shipping
DSX
$302M
| $332K | ﹤0.01% |
227,174
-816,466
| -78% | -$1.23M |
|
|
NB
6311
CALL
NioCorp Developments
NB
$619M
| $332K | ﹤0.01% |
142,300
-18,200
| -11% | -$45.4K |
|
6312
ProShares Ultra Yen
YCL
$33.2M
| $331K | ﹤0.01% |
14,242
+10,397
| +270% | +$243K |
|
6313
Paymentus
PAY
$4.29B
| $330K | ﹤0.01% |
10,084
-56,208
| -85% | -$1.88M |
|
|
ACB
6314
Aurora Cannabis
ACB
$173M
| $330K | ﹤0.01% |
77,799
-45,291
| -37% | -$219K |
|
6315
Vanda Pharmaceuticals
VNDA
$307M
| $330K | ﹤0.01% |
69,844
-17,742
| -20% | -$77.6K |
|
6316
Amplify Energy
AMPY
$161M
| $329K | ﹤0.01% |
102,890
+20,111
| +24% | +$59.8K |
|
6317
Amplify Lithium & Battery Technology ETF
BATT
$115M
| $329K | ﹤0.01% |
35,199
+6,596
| +23% | +$55.9K |
|
6318
Nuveen Minnesota Quality Municipal Income Fund
NMS
$73.2M
| $328K | ﹤0.01% |
28,709
+2,172
| +8% | +$25.1K |
|
6319
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.57B
| $327K | ﹤0.01% |
6,475
-26
| -0.4% | -$1.31K |
|
6320
Knightscope
KSCP
$28.3M
| $327K | ﹤0.01% |
66,145
-14,717
| -18% | -$73.5K |
|
6321
Invesco DB Oil Fund
DBO
$403M
| $326K | ﹤0.01% |
24,659
-483
| -2% | -$6.26K |
|
|
CRGX
6322
DELISTED
CARGO Therapeutics
CRGX
| $326K | ﹤0.01% |
79,110
+25,334
| +47% | +$109K |
|
6323
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
$41.6M
| $326K | ﹤0.01% |
9,326
+404
| +5% | +$13.5K |
|
6324
Amplify Alternative Harvest ETF
MJ
$101M
| $326K | ﹤0.01% |
18,124
+4,980
| +38% | +$93.9K |
|
6325
T-Rex 2X Inverse NVIDIA Daily Target ETF
NVDQ
$21.6M
| $325K | ﹤0.01% |
11,964
+11,381
| +1,952% | +$561K |
|
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.