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 | |
|---|---|---|---|---|---|---|
6351
Fidelity Disruptive Communications ETF
FDCF
$96.9M
| $314K | ﹤0.01% |
+7,062
| New | +$277K |
|
6352
Plumas Bancorp
PLBC
$427M
| $313K | ﹤0.01% |
7,045
+1,181
| +20% | +$50.8K |
|
6353
Larimar Therapeutics
LRMR
$397M
| $313K | ﹤0.01% |
108,337
+63,427
| +141% | +$147K |
|
6354
Veritone
VERI
$101M
| $312K | ﹤0.01% |
247,521
+98,908
| +67% | +$180K |
|
6355
Innovator US Equity Ultra Buffer ETF August
UAUG
$163M
| $311K | ﹤0.01% |
8,316
+3,394
| +69% | +$120K |
|
6356
CALL
Brookfield
BN
$104B
| $310K | ﹤0.01% |
7,530
-13,500
| -64% | -$500K |
|
6357
iRadimed
IRMD
$1.16B
| $310K | ﹤0.01% |
5,191
-3,921
| -43% | -$215K |
|
|
NIPG
6358
NIP Group Inc
NIPG
$75.6M
| $310K | ﹤0.01% |
4,220
+1,978
| +88% | +$95K |
|
6359
LifeVantage
LFVN
$81.1M
| $310K | ﹤0.01% |
23,703
+9,394
| +66% | +$121K |
|
6360
Sphere 3D
ANY
$18.5M
| $310K | ﹤0.01% |
52,538
+39,435
| +301% | +$251K |
|
6361
Innovator International Developed Power Buffer ETF September
ISEP
$65.8M
| $310K | ﹤0.01% |
10,012
+9,865
| +6,711% | +$293K |
|
|
PGACU
6362
Pantages Capital Acquisition Corp Unit
PGACU
| $309K | ﹤0.01% |
30,051
+800
| +3% | +$8.23K |
|
6363
Capital City Bank Group
CCBG
$888M
| $309K | ﹤0.01% |
7,848
+1,521
| +24% | +$56K |
|
6364
Amplify Mobile Payments ETF
IPAY
$170M
| $309K | ﹤0.01% |
5,153
-1,809
| -26% | -$99.3K |
|
|
WTF
6365
Waton Financial Ltd
WTF
$144M
| $309K | ﹤0.01% |
+51,717
| New | +$346K |
|
|
PCK
6366
DELISTED
Pimco California Municipal Income Fund II
PCK
| $309K | ﹤0.01% |
57,596
-4,820
| -8% | -$26.1K |
|
|
EHI
6367
Western Asset Global High Income Fund
EHI
$175M
| $308K | ﹤0.01% |
47,137
-6,986
| -13% | -$44.7K |
|
|
NXC
6368
DELISTED
Nuveen CA Select Tax-Free Income Portfolio
NXC
| $308K | ﹤0.01% |
23,379
-2,805
| -11% | -$36K |
|
|
YSXT
6369
YSX Tech Co Ltd
YSXT
$30M
| $308K | ﹤0.01% |
56,642
+56,200
| +12,715% | +$276K |
|
6370
Asure Software
ASUR
$232M
| $307K | ﹤0.01% |
31,483
-35,376
| -53% | -$341K |
|
6371
Citius Pharmaceuticals
CTXR
$15.6M
| $307K | ﹤0.01% |
192,927
+125,712
| +187% | +$115K |
|
6372
BNY Mellon Concentrated International ETF
BKCI
$134M
| $307K | ﹤0.01% |
5,969
+4,917
| +467% | +$242K |
|
6373
Similarweb
SMWB
$628M
| $306K | ﹤0.01% |
39,044
-26,210
| -40% | -$196K |
|
|
KWY
6374
Kingsway Corp
KWY
$255M
| $304K | ﹤0.01% |
22,485
-2,587
| -10% | -$27.5K |
|
6375
FingerMotion
FNGR
$16.6M
| $304K | ﹤0.01% |
149,894
+31,023
| +26% | +$76.1K |
|
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.