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 | |
|---|---|---|---|---|---|---|
226
Republic Services
RSG
$66.4B
| $497M | 0.09% |
2,017,305
-229,626
| -10% | -$56.7M |
|
227
Mercado Libre
MELI
$92.1B
| $497M | 0.09% |
190,259
-34,968
| -16% | -$81.7M |
|
228
iShares Russell Mid-Cap ETF
IWR
$56.9B
| $496M | 0.09% |
5,387,723
+36,908
| +0.7% | +$3.19M |
|
229
Waste Management
WM
$95.4B
| $495M | 0.09% |
2,163,843
+213,330
| +11% | +$49.5M |
|
230
McKesson
MCK
$97.8B
| $494M | 0.09% |
674,479
+23,868
| +4% | +$16.8M |
|
231
Zoetis
ZTS
$31.5B
| $485M | 0.08% |
3,110,486
-29,892
| -1% | -$4.74M |
|
232
Citigroup
C
$221B
| $483M | 0.08% |
5,672,298
-1,074,803
| -16% | -$77.7M |
|
233
CALL
iShares MSCI Brazil ETF
EWZ
$9.09B
| $481M | 0.08% |
16,683,400
+4,588,100
| +38% | +$124M |
|
234
JPMorgan Equity Premium Income ETF
JEPI
$45.4B
| $481M | 0.08% |
8,465,945
+114,026
| +1% | +$6.32M |
|
|
K
235
DELISTED
Kellanova
K
| $473M | 0.08% |
5,949,222
-2,215,516
| -27% | -$181M |
|
236
JPMorgan Ultra-Short Income ETF
JPST
$40B
| $473M | 0.08% |
9,326,265
+502,393
| +6% | +$25.4M |
|
237
Vertiv
VRT
$114B
| $471M | 0.08% |
3,666,648
+166,870
| +5% | +$16.2M |
|
238
UiPath
PATH
$5.59B
| $471M | 0.08% |
36,777,224
+29,949,634
| +439% | +$359M |
|
239
Snowflake
SNOW
$93.7B
| $469M | 0.08% |
2,096,016
+631,039
| +43% | +$114M |
|
240
VanEck Semiconductor ETF
SMH
$68.6B
| $466M | 0.08% |
1,672,076
-474,359
| -22% | -$110M |
|
241
Northrop Grumman
NOC
$76.7B
| $462M | 0.08% |
923,194
-5,886
| -0.6% | -$2.89M |
|
242
CVS Health
CVS
$137B
| $459M | 0.08% |
6,658,180
-1,747,737
| -21% | -$115M |
|
243
PUT
JPMorgan Chase
JPM
$937B
| $459M | 0.08% |
1,583,600
-748,761
| -32% | -$191M |
|
244
ConocoPhillips
COP
$146B
| $458M | 0.08% |
5,098,236
-597,007
| -10% | -$53.7M |
|
245
Ferrovial N.V. Ordinary Shares
FER
$45.4B
| $454M | 0.08% |
8,560,476
+5,595,676
| +189% | +$273M |
|
246
Vanguard FTSE All-World ex-US ETF
VEU
$65.9B
| $448M | 0.08% |
6,662,747
+403,305
| +6% | +$25.5M |
|
|
HES
247
DELISTED
Hess
HES
| $442M | 0.08% |
3,187,790
+435,768
| +16% | +$58.8M |
|
248
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
| $441M | 0.08% |
3,273,146
-766,393
| -19% | -$103M |
|
249
Oneok
OKE
$59.1B
| $439M | 0.08% |
5,383,285
-780,186
| -13% | -$65M |
|
250
United Rentals
URI
$70.8B
| $436M | 0.08% |
578,860
-39,563
| -6% | -$26.5M |
|
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.