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 | |
|---|---|---|---|---|---|---|
7201
American Well
AMWL
$182M
| $97.3K | ﹤0.01% |
10,948
-38,040
| -78% | -$272K |
|
7202
Roundhill Video Games ETF
NERD
$14.8M
| $97.3K | ﹤0.01% |
3,647
-10,958
| -75% | -$256K |
|
7203
SEACOR Marine Holdings
SMHI
$255M
| $97.1K | ﹤0.01% |
19,036
-13,187
| -41% | -$66.7K |
|
|
SUNS
7204
Sunrise Realty Trust
SUNS
$106M
| $97.1K | ﹤0.01% |
9,158
+4,190
| +84% | +$43.4K |
|
7205
Highway Holdings
HIHO
$4.21M
| $97K | ﹤0.01% |
56,074
+17,987
| +47% | +$30.6K |
|
|
KNDI
7206
Kandi Technologies Group
KNDI
$65.8M
| $97K | ﹤0.01% |
87,346
+74,857
| +599% | +$87.4K |
|
|
GLO
7207
Clough Global Opportunities Fund
GLO
$249M
| $96.8K | ﹤0.01% |
17,818
+7,046
| +65% | +$35.6K |
|
|
FSHP
7208
Flag Ship Acquisition Corp
FSHP
| $96.7K | ﹤0.01% |
9,310
+2,000
| +27% | +$20.8K |
|
7209
Nicholas Fixed Income Alternative ETF
FIAX
$130M
| $96.7K | ﹤0.01% |
5,300
+3,719
| +235% | +$67.4K |
|
7210
Unusual Whales Subversive Democratic Trading ETF
NANC
$278M
| $96.7K | ﹤0.01% |
2,307
+93
| +4% | +$3.52K |
|
7211
Franklin Emerging Market Core Dividend Tilt Index ETF
DIEM
$70M
| $96.7K | ﹤0.01% |
3,228
+1,224
| +61% | +$34.2K |
|
7212
iShares MSCI BIC ETF
BKF
$77.8M
| $96.5K | ﹤0.01% |
2,328
-3,213
| -58% | -$128K |
|
7213
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
$157M
| $96.3K | ﹤0.01% |
2,515
-1,074
| -30% | -$39.7K |
|
|
HUIZ
7214
Huize Holding Ltd
HUIZ
$11.6M
| $96.2K | ﹤0.01% |
46,464
+46,253
| +21,921% | +$95.3K |
|
7215
Outdoor Holding Co
POWW
$250M
| $96.1K | ﹤0.01% |
75,066
-28,911
| -28% | -$45.9K |
|
|
VCRM
7216
Vanguard Core Tax-Exempt Bond ETF
VCRM
$1.68B
| $95.9K | ﹤0.01% |
+1,304
| New | +$95.4K |
|
7217
VCI Global
VCIG
$2.97M
| $95.9K | ﹤0.01% |
25
+24
| +2,400% | +$157K |
|
7218
NextTrip
NTRP
$25.2M
| $95.6K | ﹤0.01% |
27,244
+25,640
| +1,599% | +$77.8K |
|
7219
ProShares UltraShort Gold
GLL
$127M
| $95.3K | ﹤0.01% |
2,142
+2,130
| +17,750% | +$96.9K |
|
|
SEIS
7220
SEI Select Small Cap ETF
SEIS
$572M
| $95.3K | ﹤0.01% |
3,718
+1,190
| +47% | +$28.5K |
|
|
MOB
7221
Mobilicom Ltd
MOB
$60.8M
| $95.3K | ﹤0.01% |
37,802
-12,400
| -25% | -$24.4K |
|
|
SFYX
7222
DELISTED
SoFi Next 500 ETF
SFYX
| $95K | ﹤0.01% |
6,369
+3,500
| +122% | +$48.6K |
|
|
AAM
7223
DELISTED
AA Mission Acquisition Corp
AAM
| $94.9K | ﹤0.01% |
+9,107
| New | +$94.2K |
|
7224
AMREP Corp
AXR
$124M
| $94.7K | ﹤0.01% |
4,525
+4,248
| +1,534% | +$91.2K |
|
|
BIOA
7225
BioAge Labs
BIOA
$418M
| $94.6K | ﹤0.01% |
22,912
+5,109
| +29% | +$20.6K |
|
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.