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 | |
|---|---|---|---|---|---|---|
6676
CALL
KeyCorp
KEY
$24.2B
| $197K | ﹤0.01% |
11,300
-140,000
| -93% | -$2.17M |
|
|
6677
PUT
KeyCorp
KEY
$24.2B
| $197K | ﹤0.01% |
11,300
| – | – |
|
|
GAMB
6678
DELISTED
Gambling.com
GAMB
| $197K | ﹤0.01% |
16,547
-99,617
| -86% | -$1.23M |
|
|
NVDG
6679
Leverage Shares 2X Long NVDA Daily ETF
NVDG
$41.8M
| $196K | ﹤0.01% |
12,989
+12,575
| +3,037% | +$126K |
|
6680
John Wiley & Sons Class B
WLYB
$2.71B
| $196K | ﹤0.01% |
4,335
-2,000
| -32% | -$83.8K |
|
|
TONX
6681
TON Strategy Co
TONX
$168M
| $196K | ﹤0.01% |
28,508
+19,473
| +216% | +$117K |
|
6682
Precision Optics
POCI
$46.4M
| $195K | ﹤0.01% |
39,851
+38,225
| +2,351% | +$168K |
|
6683
PUT
Ericsson
ERIC
$32.2B
| $195K | ﹤0.01% |
+23,000
| New | +$189K |
|
6684
Motley Fool Global Opportunities ETF
TMFG
$355M
| $195K | ﹤0.01% |
6,414
+1,125
| +21% | +$32.4K |
|
|
HSHP
6685
Himalaya Shipping
HSHP
$741M
| $195K | ﹤0.01% |
33,772
+10,145
| +43% | +$56.6K |
|
|
HNW
6686
DELISTED
Pioneer Diversified High Income Fund
HNW
| $195K | ﹤0.01% |
15,570
+7,173
| +85% | +$85.9K |
|
6687
WidePoint Corp
WYY
$101M
| $195K | ﹤0.01% |
56,910
-25,364
| -31% | -$90.9K |
|
6688
PUT
Celanese
CE
$4.9B
| $194K | ﹤0.01% |
3,510
| – | – |
|
6689
First National Corp
FXNC
$287M
| $194K | ﹤0.01% |
9,969
-262
| -3% | -$5.18K |
|
6690
Unusual Machines
UMAC
$1.01B
| $194K | ﹤0.01% |
22,648
+14,580
| +181% | +$91.9K |
|
6691
LENSAR
LNSR
$61.5M
| $194K | ﹤0.01% |
14,729
+2,193
| +17% | +$29.6K |
|
6692
American Century Short Duration Strategic Income ETF
SDSI
$241M
| $194K | ﹤0.01% |
+3,765
| New | +$192K |
|
6693
Finward Bancorp
FNWD
$193M
| $193K | ﹤0.01% |
7,005
+209
| +3% | +$6.17K |
|
6694
Harte-Hanks
HHS
$16.2M
| $193K | ﹤0.01% |
+48,537
| New | +$217K |
|
|
NFLU
6695
T-Rex 2X Long NFLX Daily Target ETF
NFLU
$54.1M
| $193K | ﹤0.01% |
+2,597
| New | +$141K |
|
6696
CALL
Rigetti Computing
RGTI
$4.97B
| $193K | ﹤0.01% |
+16,250
| New | +$171K |
|
6697
Achieve Life Sciences
ACHV
$659M
| $192K | ﹤0.01% |
84,914
+18,822
| +28% | +$53.6K |
|
6698
Hennessy Sustainable ETF
STNC
$93M
| $192K | ﹤0.01% |
6,213
+4,192
| +207% | +$124K |
|
6699
Sportsman's Warehouse
SPWH
$44.5M
| $191K | ﹤0.01% |
55,472
-66,443
| -54% | -$149K |
|
|
TBHC
6700
DELISTED
The Brand House Collective
TBHC
| $191K | ﹤0.01% |
177,162
+175,252
| +9,175% | +$208K |
|
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.