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 | |
|---|---|---|---|---|---|---|
6751
Utah Medical Products
UTMD
$225M
| $176K | ﹤0.01% |
3,093
+829
| +37% | +$45.1K |
|
6752
Metagenomi Therapeutics
MGX
$44.8M
| $176K | ﹤0.01% |
118,921
+51,170
| +76% | +$80.1K |
|
6753
PUT
Novavax
NVAX
$1.2B
| $176K | ﹤0.01% |
+27,900
| New | +$185K |
|
6754
Greene County Bancorp
GCBC
$570M
| $176K | ﹤0.01% |
7,907
-113,081
| -93% | -$2.51M |
|
|
RECT
6755
Rectitude Holdings
RECT
$17.3M
| $175K | ﹤0.01% |
36,897
+33,768
| +1,079% | +$151K |
|
|
TUYA
6756
Tuya Inc
TUYA
$1.03B
| $175K | ﹤0.01% |
75,608
+6,342
| +9% | +$15.4K |
|
6757
TrueShares Structured Outcome February ETF
FEBZ
$30.2M
| $174K | ﹤0.01% |
4,845
+3,644
| +303% | +$123K |
|
6758
Canterbury Park Holding Corp
CPHC
$78.8M
| $174K | ﹤0.01% |
9,225
+8,109
| +727% | +$143K |
|
6759
PUT
Astera Labs
ALAB
$53.3B
| $174K | ﹤0.01% |
+1,923
| New | +$152K |
|
6760
Skye Bioscience
SKYE
$20M
| $174K | ﹤0.01% |
41,523
-110,065
| -73% | -$228K |
|
6761
GeoVax Labs
GOVX
$3.55M
| $173K | ﹤0.01% |
8,010
+4,351
| +119% | +$108K |
|
6762
Innovator US Equity Buffer ETF December
BDEC
$218M
| $173K | ﹤0.01% |
3,832
+1,800
| +89% | +$76.5K |
|
6763
Park-Ohio Holdings
PKOH
$575M
| $173K | ﹤0.01% |
9,676
+3,318
| +52% | +$62.7K |
|
|
NAUG
6764
Innovator Growth-100 Power Buffer ETF - August
NAUG
$38.3M
| $173K | ﹤0.01% |
6,274
+5,694
| +982% | +$147K |
|
|
YALA
6765
Yalla Group
YALA
$818M
| $173K | ﹤0.01% |
25,625
-23,344
| -48% | -$158K |
|
|
CLDT
6766
Chatham Lodging
CLDT
$622M
| $172K | ﹤0.01% |
24,733
-66,516
| -73% | -$464K |
|
6767
Clarus
CLAR
$123M
| $172K | ﹤0.01% |
49,468
-20,198
| -29% | -$68.4K |
|
6768
iShares MSCI Austria ETF
EWO
$178M
| $172K | ﹤0.01% |
5,834
-47,152
| -89% | -$1.29M |
|
6769
inTEST
INTT
$155M
| $171K | ﹤0.01% |
23,549
+21,072
| +851% | +$134K |
|
|
GBUY
6770
DELISTED
Goldman Sachs Future Consumer Equity ETF
GBUY
| $171K | ﹤0.01% |
4,538
+598
| +15% | +$20.5K |
|
|
EMF
6771
Templeton Emerging Markets Fund
EMF
$317M
| $171K | ﹤0.01% |
11,741
+1,213
| +12% | +$16K |
|
|
HPP
6772
PUT
Hudson Pacific Properties
HPP
$747M
| $171K | ﹤0.01% |
+8,929
| New | +$145K |
|
|
DEFT
6773
Defi Technologies
DEFT
$156M
| $170K | ﹤0.01% |
+58,182
| New | +$195K |
|
6774
China Automotive Systems
CAAS
$136M
| $170K | ﹤0.01% |
41,689
+28,529
| +217% | +$115K |
|
6775
Gabelli Love Our Planet & People ETF
LOPP
$15M
| $170K | ﹤0.01% |
5,721
+1,015
| +22% | +$28K |
|
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.