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 | |
|---|---|---|---|---|---|---|
7576
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.31B
| $58.9K | ﹤0.01% |
3,514
-50,698
| -94% | -$785K |
|
7577
System1
SST
$14.5M
| $58.9K | ﹤0.01% |
10,649
+8,969
| +534% | +$39.8K |
|
7578
Clough Hedged Equity ETF
CBLS
$55.4M
| $58.8K | ﹤0.01% |
2,048
-7,416
| -78% | -$203K |
|
7579
Hoya Capital Housing ETF
HOMZ
$35.4M
| $58.8K | ﹤0.01% |
1,353
+64
| +5% | +$2.73K |
|
|
BVC
7580
BitVentures Limited Ordinary Shares
BVC
$1.83B
| $58.8K | ﹤0.01% |
68,008
-12,616
| -16% | -$13.2K |
|
7581
Gain Therapeutics
GANX
$75.1M
| $58.7K | ﹤0.01% |
32,635
-10,725
| -25% | -$19.8K |
|
|
ISBA
7582
Isabella Bank
ISBA
$304M
| $58.7K | ﹤0.01% |
+1,948
| New | +$58.9K |
|
7583
InfraCap Small Cap Income ETF
SCAP
$19.8M
| $58.7K | ﹤0.01% |
1,752
+455
| +35% | +$14.4K |
|
7584
Horizon Kinetics Medical ETF
MEDX
$17.3M
| $58.7K | ﹤0.01% |
2,202
+1,307
| +146% | +$34K |
|
7585
Eaton Vance Intermediate Municipal Income ETF
EVIM
$262M
| $58.7K | ﹤0.01% |
1,143
-157
| -12% | -$8.02K |
|
7586
Alector
ALEC
$180M
| $58.6K | ﹤0.01% |
41,893
-41,153
| -50% | -$51.5K |
|
|
NQP
7587
DELISTED
Nuveen Pennsylvania Quality Municipal Income Fund
NQP
| $58.6K | ﹤0.01% |
5,227
| – | – |
|
|
ACCS
7588
ACCESS Newswire
ACCS
$26.4M
| $58.5K | ﹤0.01% |
4,758
+751
| +19% | +$7.24K |
|
|
UBX
7589
DELISTED
Unity Biotechnology
UBX
| $58.5K | ﹤0.01% |
152,327
+128,026
| +527% | +$110K |
|
7590
Teucrium Agricultural Fund
TAGS
$19M
| $58.5K | ﹤0.01% |
2,421
+696
| +40% | +$17.3K |
|
|
BSLK
7591
DELISTED
Bolt Projects Holdings
BSLK
| $58.4K | ﹤0.01% |
20,724
+18,778
| +965% | +$82.8K |
|
7592
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.3M
| $58.4K | ﹤0.01% |
1,939
+179
| +10% | +$5.13K |
|
7593
ImmuCell
ICCC
$100M
| $58.4K | ﹤0.01% |
8,391
-8,500
| -50% | -$49.6K |
|
7594
Direxion Daily Pharmaceutical & Medical Bull 3X ETF
PILL
$22.5M
| $58.3K | ﹤0.01% |
11,283
+10,280
| +1,025% | +$53.3K |
|
7595
Prenetics Global
PRE
$327M
| $58.1K | ﹤0.01% |
6,828
-20,605
| -75% | -$133K |
|
|
FLYE
7596
Fly-E Group
FLYE
$2.66M
| $58.1K | ﹤0.01% |
640
+480
| +300% | +$26.4K |
|
7597
Lanvin Group Holdings
LANV
$147M
| $58.1K | ﹤0.01% |
26,533
+5,166
| +24% | +$11.3K |
|
|
LNKB
7598
DELISTED
LINKBANCORP
LNKB
| $58.1K | ﹤0.01% |
7,949
-16,075
| -67% | -$110K |
|
7599
Cato Corp
CATO
$66.5M
| $58.1K | ﹤0.01% |
20,661
-34,448
| -63% | -$91.6K |
|
|
THNR
7600
Amplify Weight Loss Drug & Treatment ETF
THNR
$5.17M
| $58K | ﹤0.01% |
2,553
+1,955
| +327% | +$42.4K |
|
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.