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 | |
|---|---|---|---|---|---|---|
301
SoFi Technologies
SOFI
$21.1B
| $371M | 0.06% |
20,352,844
+5,923,047
| +41% | +$78.1M |
|
302
Monolithic Power Systems
MPWR
$65.5B
| $368M | 0.06% |
502,536
+145,246
| +41% | +$92.5M |
|
303
Berkshire Hathaway Class A
BRK.A
$1.07T
| $364M | 0.06% |
499
-21
| -4% | -$16M |
|
304
PUT
Alphabet (Google) Class C
GOOG
$3.9T
| $361M | 0.06% |
2,035,400
-42,400
| -2% | -$7.01M |
|
305
Johnson Controls International
JCI
$87.5B
| $360M | 0.06% |
3,408,885
+864,853
| +34% | +$79.6M |
|
306
Duke Energy
DUK
$102B
| $358M | 0.06% |
3,037,105
-570,395
| -16% | -$67.3M |
|
307
Vanguard Mega Cap Growth ETF
MGK
$31.9B
| $355M | 0.06% |
4,843,240
+392,725
| +9% | +$25.9M |
|
308
Carvana
CVNA
$43.3B
| $353M | 0.06% |
5,244,880
-241,900
| -4% | -$13.3M |
|
309
PUT
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
| $351M | 0.06% |
3,230,000
+429,800
| +15% | +$44M |
|
310
MPLX
MPLX
$59.5B
| $351M | 0.06% |
6,809,249
+869,016
| +15% | +$44.2M |
|
|
AZEK
311
DELISTED
The AZEK Co
AZEK
| $349M | 0.06% |
6,413,445
+4,710,348
| +277% | +$236M |
|
312
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
| $349M | 0.06% |
790,995
+1,202
| +0.2% | +$499K |
|
313
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
| $346M | 0.06% |
6,609,996
-108,943
| -2% | -$5.44M |
|
314
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
| $346M | 0.06% |
610,592
-61,199
| -9% | -$32.8M |
|
315
eBay
EBAY
$48.6B
| $345M | 0.06% |
4,633,463
-5,900,922
| -56% | -$418M |
|
316
CALL
Broadcom
AVGO
$1.82T
| $345M | 0.06% |
1,251,270
-1,000,802
| -44% | -$217M |
|
317
Fortinet
FTNT
$112B
| $344M | 0.06% |
3,256,430
-446,637
| -12% | -$45.1M |
|
318
General Dynamics
GD
$105B
| $343M | 0.06% |
1,176,905
-454,305
| -28% | -$125M |
|
|
JNPR
319
DELISTED
Juniper Networks
JNPR
| $343M | 0.06% |
8,590,693
+3,819,916
| +80% | +$137M |
|
320
Pacer US Cash Cows 100 ETF
COWZ
$18.2B
| $342M | 0.06% |
6,203,671
-967,109
| -13% | -$51.2M |
|
321
Diamondback Energy
FANG
$57.6B
| $342M | 0.06% |
2,487,670
-52,843
| -2% | -$7.32M |
|
322
State Street SPDR S&P Biotech ETF
XBI
$10.1B
| $341M | 0.06% |
4,117,555
-3,083,227
| -43% | -$246M |
|
323
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
| $340M | 0.06% |
8,391,174
+1,108,971
| +15% | +$42.5M |
|
324
CALL
State Street Energy Select Sector SPDR ETF
XLE
$39.5B
| $339M | 0.06% |
8,000,440
+621,200
| +8% | +$25.9M |
|
325
NXP Semiconductors
NXPI
$68B
| $339M | 0.06% |
1,551,054
-202,755
| -12% | -$39.6M |
|
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.