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 | |
|---|---|---|---|---|---|---|
276
Colgate-Palmolive
CL
$72.6B
| $400M | 0.07% |
4,395,857
-746,423
| -15% | -$68.1M |
|
277
Pinduoduo
PDD
$118B
| $399M | 0.07% |
3,809,792
+733,742
| +24% | +$77M |
|
278
CALL
SoFi Technologies
SOFI
$21.1B
| $397M | 0.07% |
21,789,300
+10,425,100
| +92% | +$137M |
|
279
CALL
Advanced Micro Devices
AMD
$851B
| $394M | 0.07% |
2,778,221
+383,627
| +16% | +$41.8M |
|
280
Cheniere Energy
LNG
$56.5B
| $391M | 0.07% |
1,607,329
-478,884
| -23% | -$111M |
|
281
Nasdaq
NDAQ
$52.1B
| $391M | 0.07% |
4,376,574
-370,922
| -8% | -$29.6M |
|
282
Equinix
EQIX
$107B
| $391M | 0.07% |
491,847
-42,673
| -8% | -$36.2M |
|
283
Enterprise Products Partners
EPD
$83.8B
| $391M | 0.07% |
12,616,796
-545,223
| -4% | -$17M |
|
284
PUT
Palantir
PLTR
$295B
| $389M | 0.07% |
2,856,400
-272,935
| -9% | -$32M |
|
285
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
| $389M | 0.07% |
3,586,889
+11,099
| +0.3% | +$1.09M |
|
286
L3Harris
LHX
$55.9B
| $389M | 0.07% |
1,551,126
-28,710
| -2% | -$6.6M |
|
287
First Solar
FSLR
$21.8B
| $388M | 0.07% |
2,341,067
+824,862
| +54% | +$122M |
|
288
US Bancorp
USB
$99.6B
| $387M | 0.07% |
8,560,506
+829,122
| +11% | +$34.9M |
|
289
Ecolab
ECL
$75.6B
| $387M | 0.07% |
1,436,794
-135,950
| -9% | -$34.6M |
|
290
Charter Communications
CHTR
$15.2B
| $386M | 0.07% |
944,717
+116,778
| +14% | +$44.7M |
|
|
291
CALL
Palantir
PLTR
$295B
| $384M | 0.07% |
2,817,684
+122,841
| +5% | +$14.4M |
|
292
Amphenol
APH
$188B
| $384M | 0.07% |
3,885,651
-250,351
| -6% | -$20.5M |
|
293
Southern Company
SO
$110B
| $383M | 0.07% |
4,171,860
-618,555
| -13% | -$55.6M |
|
294
CoStar Group
CSGP
$11.3B
| $379M | 0.07% |
4,707,934
-31,545
| -0.7% | -$2.46M |
|
295
Sea Limited
SE
$61.2B
| $375M | 0.06% |
2,343,334
+1,043,120
| +80% | +$151M |
|
296
CALL
TSMC
TSM
$2.09T
| $375M | 0.06% |
1,654,137
-916,855
| -36% | -$170M |
|
297
Digital Realty Trust
DLR
$73.7B
| $374M | 0.06% |
2,147,658
+820,874
| +62% | +$134M |
|
298
Targa Resources
TRGP
$60.4B
| $374M | 0.06% |
2,147,424
+87,565
| +4% | +$14.7M |
|
299
Cintas
CTAS
$82.4B
| $373M | 0.06% |
1,672,330
+224,660
| +16% | +$48.4M |
|
300
Applovin
APP
$132B
| $371M | 0.06% |
1,060,864
-533,118
| -33% | -$173M |
|
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.