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 | |
|---|---|---|---|---|---|---|
6501
DMC Global
BOOM
$138M
| $254K | ﹤0.01% |
31,464
+13,907
| +79% | +$98.3K |
|
6502
Cyngn
CYN
$15.3M
| $253K | ﹤0.01% |
17,574
+1,896
| +12% | +$9.62K |
|
6503
M-tron Industries
MPTI
$356M
| $253K | ﹤0.01% |
6,025
+5,925
| +5,925% | +$285K |
|
6504
PUT
Fidelity National Information Services
FIS
$23.1B
| $252K | ﹤0.01% |
3,100
| – | – |
|
6505
Ponce Financial Group
PDLB
$488M
| $252K | ﹤0.01% |
18,231
+7,038
| +63% | +$90.7K |
|
6506
US Gold Corp
USAU
$214M
| $252K | ﹤0.01% |
20,669
+20,667
| +1,033,350% | +$228K |
|
|
BRDG
6507
DELISTED
Bridge Investment Group
BRDG
| $252K | ﹤0.01% |
25,159
-18,116
| -42% | -$169K |
|
6508
John Marshall Bancorp
JMSB
$327M
| $252K | ﹤0.01% |
13,587
-1,261
| -8% | -$21.2K |
|
6509
Envela
ELA
$563M
| $252K | ﹤0.01% |
41,096
+4,364
| +12% | +$27K |
|
6510
CALL
iShares MSCI India ETF
INDA
$6.89B
| $251K | ﹤0.01% |
4,512
-4,868,788
| -100% | -$260M |
|
6511
Stellus Capital Investment Corp
SCM
$217M
| $251K | ﹤0.01% |
18,015
+2,687
| +18% | +$35.5K |
|
6512
Alpha Architect US Quantitative Value ETF
QVAL
$584M
| $251K | ﹤0.01% |
+5,700
| New | +$242K |
|
6513
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
$580M
| $251K | ﹤0.01% |
4,918
-582
| -11% | -$29.3K |
|
|
SABA
6514
Saba Capital Income & Opportunities Fund II
SABA
$220M
| $251K | ﹤0.01% |
27,262
+13,719
| +101% | +$119K |
|
6515
Great Elm Group
GEG
$67.4M
| $250K | ﹤0.01% |
120,879
-6,880
| -5% | -$13.9K |
|
|
MEGI
6516
MainStay CBRE Global Infrastructure Megatrends Term Fund
MEGI
$796M
| $249K | ﹤0.01% |
17,552
+1,335
| +8% | +$18.2K |
|
6517
Innovator International Developed Power Buffer ETF April
IAPR
$199M
| $249K | ﹤0.01% |
8,524
+8,322
| +4,120% | +$235K |
|
6518
Heartbeam
BEAT
$27.8M
| $249K | ﹤0.01% |
199,267
-3,770
| -2% | -$6.26K |
|
|
RIV
6519
RiverNorth Opportunities Fund
RIV
$311M
| $249K | ﹤0.01% |
20,282
| – | – |
|
6520
iShares MSCI Kuwait ETF
KWT
$71.6M
| $248K | ﹤0.01% |
+6,548
| New | +$237K |
|
6521
Bridgford Foods
BRID
$57.6M
| $247K | ﹤0.01% |
31,272
+1,579
| +5% | +$12.5K |
|
6522
PUT
C3.ai
AI
$1.43B
| $247K | ﹤0.01% |
+10,060
| New | +$230K |
|
6523
Civeo
CVEO
$345M
| $247K | ﹤0.01% |
10,702
-35,520
| -77% | -$751K |
|
6524
Dimensional Emerging Markets High Profitability ETF
DEHP
$416M
| $246K | ﹤0.01% |
8,792
+1,792
| +26% | +$46.6K |
|
6525
CALL
General Motors
GM
$80.4B
| $246K | ﹤0.01% |
5,000
-303,000
| -98% | -$14.4M |
|
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.