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 | |
|---|---|---|---|---|---|---|
251
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| $436M | 0.08% |
5,258,603
+143,652
| +3% | +$11.9M |
|
252
Aon
AON
$77.3B
| $435M | 0.08% |
1,219,986
-85,513
| -7% | -$31M |
|
253
Vanguard Russell 1000 Growth ETF
VONG
$42.5B
| $433M | 0.07% |
3,964,281
+336,447
| +9% | +$33.1M |
|
254
PUT
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $430M | 0.07% |
10,141,200
-1,439,000
| -12% | -$59.9M |
|
255
Vanguard High Dividend Yield ETF
VYM
$81.1B
| $427M | 0.07% |
3,204,174
+120,448
| +4% | +$15.3M |
|
256
iShares MSCI Emerging Markets ETF
EEM
$28B
| $427M | 0.07% |
8,850,986
-1,079,585
| -11% | -$48.5M |
|
257
CALL
Alphabet (Google) Class A
GOOGL
$3.91T
| $427M | 0.07% |
2,421,162
-193,491
| -7% | -$31.7M |
|
258
CALL
Amazon
AMZN
$2.5T
| $425M | 0.07% |
1,939,227
-988,332
| -34% | -$196M |
|
259
Vanguard Total Bond Market
BND
$157B
| $424M | 0.07% |
5,757,057
+20,640
| +0.4% | +$1.5M |
|
260
Fastenal
FAST
$54B
| $421M | 0.07% |
10,028,751
+3,983
| +0% | +$162K |
|
261
First Trust NASDAQ Cybersecurity ETF
CIBR
$13.8B
| $421M | 0.07% |
5,564,735
+149,837
| +3% | +$10.3M |
|
262
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $419M | 0.07% |
5,271,405
-132,936
| -2% | -$10.5M |
|
263
FedEx
FDX
$74.5B
| $419M | 0.07% |
1,841,443
+731,840
| +66% | +$160M |
|
264
Schwab US Dividend Equity ETF
SCHD
$102B
| $415M | 0.07% |
15,668,364
+183,170
| +1% | +$4.78M |
|
265
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
| $415M | 0.07% |
8,248,759
+1,630,314
| +25% | +$82.1M |
|
266
3M
MMM
$89B
| $414M | 0.07% |
2,717,440
-684,601
| -20% | -$97.8M |
|
267
Paychex
PAYX
$40.4B
| $412M | 0.07% |
2,834,658
-514,707
| -15% | -$77.5M |
|
268
Dell
DELL
$283B
| $412M | 0.07% |
3,359,251
-1,463,077
| -30% | -$150M |
|
269
PayPal
PYPL
$49.5B
| $409M | 0.07% |
5,504,675
+164,978
| +3% | +$11.3M |
|
270
TE Connectivity
TEL
$58.8B
| $409M | 0.07% |
2,424,206
+296,781
| +14% | +$45.1M |
|
271
PUT
CrowdStrike
CRWD
$187B
| $408M | 0.07% |
3,200,800
-249,200
| -7% | -$27M |
|
272
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.7B
| $406M | 0.07% |
4,262,778
+424,178
| +11% | +$36.4M |
|
273
iShares MSCI Brazil ETF
EWZ
$9.05B
| $406M | 0.07% |
14,057,791
+6,882,842
| +96% | +$186M |
|
274
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| $403M | 0.07% |
4,211,866
+403,027
| +11% | +$38.1M |
|
275
Flutter Entertainment
FLUT
$17.6B
| $401M | 0.07% |
1,403,927
+196,942
| +16% | +$48.3M |
|
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.