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 | |
|---|---|---|---|---|---|---|
|
BCTX
7801
Briacell Therapeutics
BCTX
$29.6M
| $44.8K | ﹤0.01% |
1,524
-383
| -20% | -$14K |
|
|
CISO
7802
CISO Global
CISO
$11.5M
| $44.8K | ﹤0.01% |
38,954
-1,450
| -4% | -$1.28K |
|
7803
Richardson Electronics
RELL
$244M
| $44.7K | ﹤0.01% |
4,631
-12,911
| -74% | -$118K |
|
7804
Transcontinental Realty Investors
TCI
$348M
| $44.7K | ﹤0.01% |
1,048
+185
| +21% | +$6.28K |
|
|
EURKU
7805
Eureka Acquisition Corp Unit
EURKU
| $44.7K | ﹤0.01% |
4,265
| – | – |
|
7806
Ellomay Capital Ltd
ELLO
$266M
| $44.6K | ﹤0.01% |
2,591
-1,141
| -31% | -$17K |
|
|
YQ
7807
17 Education & Technology Group
YQ
$19.8M
| $44.6K | ﹤0.01% |
+20,335
| New | +$39.4K |
|
|
JEQ
7808
DELISTED
abrdn Japan Equity Fund
JEQ
| $44.5K | ﹤0.01% |
5,907
-10,612
| -64% | -$72.5K |
|
|
RINC
7809
DELISTED
AXS Real Estate Income ETF
RINC
| $44.5K | ﹤0.01% |
2,131
+789
| +59% | +$16.1K |
|
7810
GraniteShares 2x Long AAPL Daily ETF
AAPB
$20.1M
| $44.4K | ﹤0.01% |
2,206
+1,580
| +252% | +$31.6K |
|
7811
authID Inc
AUID
$9.93M
| $44.3K | ﹤0.01% |
8,366
-6,710
| -45% | -$39.3K |
|
7812
United Maritime
USEA
$24M
| $44.1K | ﹤0.01% |
29,988
+9,988
| +50% | +$13K |
|
7813
PUT
Itaú Unibanco
ITUB
$89.8B
| $44.1K | ﹤0.01% |
6,685
| – | – |
|
|
NREF
7814
NexPoint Real Estate Finance
NREF
$318M
| $44K | ﹤0.01% |
3,192
-2,031
| -39% | -$29.1K |
|
7815
Super League Enterprise
SLE
$4.44M
| $43.8K | ﹤0.01% |
788
+748
| +1,870% | +$73.1K |
|
7816
CALL
Plug Power
PLUG
$2.65B
| $43.8K | ﹤0.01% |
+29,400
| New | +$29.3K |
|
|
CNAV
7817
Mohr Company Nav ETF
CNAV
$43.6M
| $43.8K | ﹤0.01% |
1,604
+717
| +81% | +$17.5K |
|
|
FGL
7818
Founder Group Ltd
FGL
$1.07M
| $43.8K | ﹤0.01% |
584
-297
| -34% | -$34.7K |
|
|
MRSH
7819
CALL
Marsh
MRSH
$94.3B
| $43.7K | ﹤0.01% |
+200
| New | +$45.2K |
|
|
YI
7820
111 Inc
YI
$31.3M
| $43.7K | ﹤0.01% |
6,118
+4,664
| +321% | +$36.6K |
|
7821
CALL
Weyerhaeuser
WY
$17.6B
| $43.7K | ﹤0.01% |
1,700
-77,700
| -98% | -$2.03M |
|
|
7822
PUT
Weyerhaeuser
WY
$17.6B
| $43.7K | ﹤0.01% |
1,700
-104,600
| -98% | -$2.74M |
|
7823
Urban One Class A
UONE
$23.1M
| $43.6K | ﹤0.01% |
2,723
-954
| -26% | -$14.8K |
|
7824
Evotec
EVO
$686M
| $43.5K | ﹤0.01% |
10,360
-3,260
| -24% | -$12.8K |
|
|
NCEL
7825
NewcelX Ltd
NCEL
$19M
| $43.4K | ﹤0.01% |
1,498
-1,076
| -42% | -$20.1K |
|
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.