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 | |
|---|---|---|---|---|---|---|
|
UZX
7601
Linkage Global
UZX
$14.8M
| $57.9K | ﹤0.01% |
24,746
-56
| -0.2% | -$115 |
|
7602
Friedman Industries
FRD
$242M
| $57.8K | ﹤0.01% |
3,488
+3,487
| +348,700% | +$56.6K |
|
|
IAF
7603
abrdn Australia Equity Fund
IAF
$124M
| $57.8K | ﹤0.01% |
4,307
+917
| +27% | +$11.6K |
|
7604
RF Industries
RFIL
$130M
| $57.6K | ﹤0.01% |
8,909
+7,782
| +691% | +$33.2K |
|
|
HTZWW
7605
Hertz Global Holdings Warrants
HTZWW
$68.6M
| $57.6K | ﹤0.01% |
15,773
-591
| -4% | -$2K |
|
7606
iShares US Consumer Focused ETF
IEDI
$27.8M
| $57.6K | ﹤0.01% |
1,051
+79
| +8% | +$4.13K |
|
7607
Smart Sand
SND
$179M
| $57.5K | ﹤0.01% |
28,631
+26,930
| +1,583% | +$54.5K |
|
7608
Empire Petroleum
EP
$102M
| $57.5K | ﹤0.01% |
10,885
-6,170
| -36% | -$30.5K |
|
7609
Forrester Research
FORR
$189M
| $57.4K | ﹤0.01% |
5,795
-3,602
| -38% | -$35.8K |
|
7610
Wheels Up
UP
$217M
| $57.2K | ﹤0.01% |
2,674
-7,283
| -73% | -$179K |
|
7611
CBAK Energy Technology Ltd
CBAT
$43.9M
| $57.2K | ﹤0.01% |
48,448
-1,656
| -3% | -$1.49K |
|
7612
Annovis Bio
ANVS
$75.3M
| $57.1K | ﹤0.01% |
26,317
-134,559
| -84% | -$266K |
|
7613
ProShares UltraShort Real Estate
SRS
$15.2M
| $57K | ﹤0.01% |
1,196
+1,147
| +2,341% | +$56.9K |
|
|
GLDG
7614
GoldMining Inc
GLDG
$185M
| $57K | ﹤0.01% |
79,134
+62,135
| +366% | +$48.3K |
|
7615
Amtech Systems
ASYS
$259M
| $57K | ﹤0.01% |
12,829
+11,606
| +949% | +$45.3K |
|
|
OCFT
7616
DELISTED
OneConnect Financial Technology
OCFT
| $56.7K | ﹤0.01% |
7,878
+7,131
| +955% | +$47.5K |
|
7617
Invesco Zacks Multi-Asset Income ETF
CVY
$125M
| $56.7K | ﹤0.01% |
2,200
+61
| +3% | +$1.51K |
|
7618
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$43.6M
| $56.6K | ﹤0.01% |
1,585
+1,390
| +713% | +$65.9K |
|
|
SGMA
7619
DELISTED
Sigmatron International
SGMA
| $56.6K | ﹤0.01% |
19,027
+16,743
| +733% | +$33.6K |
|
|
GLBZ
7620
DELISTED
Glen Burnie Bancorp
GLBZ
| $56.5K | ﹤0.01% |
11,285
+1,040
| +10% | +$5.2K |
|
7621
JPMorgan Global Select Equity ETF
JGLO
$6.87B
| $56.5K | ﹤0.01% |
878
| – | – |
|
7622
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$800M
| $56.5K | ﹤0.01% |
1,662
| – | – |
|
7623
Fidelity Metaverse ETF
FMET
$45.1M
| $56.4K | ﹤0.01% |
1,659
+598
| +56% | +$17.8K |
|
7624
Tucows
TCX
$108M
| $56.4K | ﹤0.01% |
2,860
-6,686
| -70% | -$120K |
|
7625
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$206M
| $56.3K | ﹤0.01% |
1,400
-393
| -22% | -$15.5K |
|
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.