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 | |
|---|---|---|---|---|---|---|
|
STAI
8301
DELISTED
ScanTech AI Systems
STAI
| $22.3K | ﹤0.01% |
1,667
+1,220
| +273% | +$30.1K |
|
8302
SonicShares Global Shipping ETF
BOAT
$77M
| $22.2K | ﹤0.01% |
781
-2,311
| -75% | -$64K |
|
|
STAK
8303
STAK Inc
STAK
$46.7M
| $22.2K | ﹤0.01% |
12,472
+11,077
| +794% | +$23.4K |
|
|
PROF
8304
Profound Medical
PROF
$263M
| $22.2K | ﹤0.01% |
3,755
+2,979
| +384% | +$15.8K |
|
|
RNTX
8305
Rein Therapeutics
RNTX
$64.8M
| $22K | ﹤0.01% |
15,701
+12,721
| +427% | +$22.9K |
|
|
CVSE
8306
DELISTED
Calvert US Select Equity ETF
CVSE
| $22K | ﹤0.01% |
309
+275
| +809% | +$18.1K |
|
8307
FT Vest International Equity Buffer ETF June
YJUN
$137M
| $21.9K | ﹤0.01% |
+895
| New | +$21.1K |
|
8308
Monarch Dividend Plus Index ETF
MDPL
$60.2M
| $21.9K | ﹤0.01% |
840
+672
| +400% | +$17.1K |
|
|
PLRZ
8309
Polyrizon Ltd
PLRZ
$24.4M
| $21.9K | ﹤0.01% |
4,932
+4,872
| +8,120% | +$1.5M |
|
|
QMAG
8310
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$52.7M
| $21.9K | ﹤0.01% |
983
+689
| +234% | +$14.4K |
|
|
SMTK
8311
SmartKem
SMTK
$4.46M
| $21.8K | ﹤0.01% |
+21,623
| New | +$38.3K |
|
8312
iBio
IBIO
$67.6M
| $21.8K | ﹤0.01% |
28,603
+2,713
| +10% | +$2.94K |
|
8313
SciSparc
SPRC
$5.21M
| $21.6K | ﹤0.01% |
+368
| New | +$21.2K |
|
|
LVTX
8314
DELISTED
LAVA Therapeutics
LVTX
| $21.6K | ﹤0.01% |
16,380
-515
| -3% | -$656 |
|
8315
SOPHiA GENETICS
SOPH
$466M
| $21.6K | ﹤0.01% |
6,968
-979
| -12% | -$2.92K |
|
8316
Mustang Bio
MBIO
$4.39M
| $21.6K | ﹤0.01% |
22,585
-24,955
| -52% | -$30.2K |
|
|
WKEY
8317
WISeKey
WKEY
$67M
| $21.5K | ﹤0.01% |
3,282
-29,412
| -90% | -$155K |
|
8318
Monarch ProCap Index ETF
MPRO
$257M
| $21.5K | ﹤0.01% |
723
+644
| +815% | +$18.6K |
|
|
AIFU
8319
AIFU Inc
AIFU
$193M
| $21.5K | ﹤0.01% |
178
+15
| +9% | +$1.01K |
|
8320
VanEck Energy Income ETF
EINC
$77.6M
| $21.4K | ﹤0.01% |
+217
| New | +$20.7K |
|
|
TNMG
8321
TNL Mediagene
TNMG
$1.11M
| $21.3K | ﹤0.01% |
2,177
+2,014
| +1,236% | +$21.5K |
|
|
BANX
8322
ArrowMark Financial
BANX
$195M
| $21.3K | ﹤0.01% |
+1,019
| New | +$20.5K |
|
8323
Energous
WATT
$71.8M
| $21.3K | ﹤0.01% |
2,601
+2,358
| +970% | +$19.6K |
|
|
NFGC
8324
New Found Gold
NFGC
$526M
| $21.3K | ﹤0.01% |
15,001
-66,210
| -82% | -$85.3K |
|
8325
Overlay Shares Municipal Bond ETF
OVM
$42.3M
| $21.3K | ﹤0.01% |
1,010
-1,546
| -60% | -$32.2K |
|
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.