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 | |
|---|---|---|---|---|---|---|
|
KG
6651
Kestrel Group
KG
$69.4M
| $205K | ﹤0.01% |
7,713
-215
| -3% | -$4.97K |
|
6652
Genelux
GNLX
$132M
| $204K | ﹤0.01% |
71,224
+3,088
| +5% | +$8.16K |
|
6653
Medallion Financial
MFIN
$229M
| $204K | ﹤0.01% |
21,420
+2,873
| +15% | +$26K |
|
6654
Simplify Managed Futures Strategy ETF
CTA
$1.56B
| $204K | ﹤0.01% |
7,616
-2,158
| -22% | -$60K |
|
|
OPOF
6655
DELISTED
Old Point Financial
OPOF
| $203K | ﹤0.01% |
5,177
-4,263
| -45% | -$165K |
|
|
SQNS
6656
Sequans Communications SA
SQNS
$36.4M
| $203K | ﹤0.01% |
13,819
+10,179
| +280% | +$186K |
|
6657
American Coastal Insurance
ACIC
$515M
| $203K | ﹤0.01% |
18,262
-22,054
| -55% | -$243K |
|
6658
Skillful Craftsman
EDTK
$14.8M
| $203K | ﹤0.01% |
234,427
-16,707
| -7% | -$16.1K |
|
6659
CALL
Crocs
CROX
$6.14B
| $203K | ﹤0.01% |
2,000
-6,000
| -75% | -$612K |
|
6660
BTCS Inc
BTCS
$51.3M
| $202K | ﹤0.01% |
91,923
+86,972
| +1,757% | +$184K |
|
|
QCJL
6661
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$67.9M
| $202K | ﹤0.01% |
9,030
+7,097
| +367% | +$149K |
|
6662
FS Bancorp
FSBW
$319M
| $202K | ﹤0.01% |
5,126
+1,278
| +33% | +$49.5K |
|
6663
Foghorn Therapeutics
FHTX
$266M
| $201K | ﹤0.01% |
42,800
-3,558
| -8% | -$14.9K |
|
6664
Fidelity Stocks for Inflation ETF
FCPI
$273M
| $201K | ﹤0.01% |
4,301
-1,035
| -19% | -$45.3K |
|
|
GBUG
6665
Sprott Active Gold & Silver Miners ETF
GBUG
$140M
| $201K | ﹤0.01% |
+7,907
| New | +$192K |
|
6666
Virtus Terranova US Quality Momentum ETF
JOET
$241M
| $200K | ﹤0.01% |
4,902
+4,348
| +785% | +$165K |
|
|
KBSX
6667
FST Corp
KBSX
$37.8M
| $200K | ﹤0.01% |
113,205
+61,152
| +117% | +$111K |
|
|
VENU
6668
Venu Holding Corp
VENU
$117M
| $200K | ﹤0.01% |
16,969
+12,243
| +259% | +$115K |
|
6669
Mistras Group
MG
$484M
| $200K | ﹤0.01% |
24,959
-1,044
| -4% | -$8.78K |
|
|
HOCT
6670
DELISTED
Innovator Premium Income 9 Buffer ETF October
HOCT
| $200K | ﹤0.01% |
8,373
+6,032
| +258% | +$142K |
|
6671
Cue Biopharma
CUE
$113M
| $200K | ﹤0.01% |
9,753
+7,709
| +377% | +$164K |
|
6672
VanEck Israel ETF
ISRA
$152M
| $199K | ﹤0.01% |
3,837
+589
| +18% | +$26.9K |
|
|
HPAI
6673
Helport AI
HPAI
$18.8M
| $199K | ﹤0.01% |
41,418
+30,164
| +268% | +$161K |
|
6674
Kartoon Studios
TOON
$35.2M
| $199K | ﹤0.01% |
267,537
-839
| -0.3% | -$579 |
|
6675
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$23.6M
| $198K | ﹤0.01% |
+5,549
| New | +$191K |
|
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.