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 | |
|---|---|---|---|---|---|---|
326
Logitech
LOGI
$15.2B
| $339M | 0.06% |
3,757,572
+1,800,178
| +92% | +$146M |
|
327
iShares Russell 1000 ETF
IWB
$47.7B
| $338M | 0.06% |
995,872
+20,504
| +2% | +$6.44M |
|
328
Illinois Tool Works
ITW
$81.4B
| $338M | 0.06% |
1,365,168
-178,854
| -12% | -$43.2M |
|
329
PUT
Analog Devices
ADI
$181B
| $337M | 0.06% |
1,415,599
-12,200
| -0.9% | -$2.54M |
|
330
Southwest Airlines
LUV
$22B
| $334M | 0.06% |
10,303,749
-11,353,191
| -52% | -$342M |
|
|
CYBR
331
CALL
DELISTED
CyberArk
CYBR
| $333M | 0.06% |
819,104
+816,092
| +27,095% | +$297M |
|
|
SKX
332
DELISTED
Skechers
SKX
| $333M | 0.06% |
5,273,079
+3,102,962
| +143% | +$178M |
|
333
CALL
Bank of America
BAC
$435B
| $331M | 0.06% |
6,992,776
-413,655
| -6% | -$17.4M |
|
334
Avis
CAR
$5.63B
| $330M | 0.06% |
1,951,173
+20,058
| +1% | +$2.16M |
|
335
Yum! Brands
YUM
$41B
| $329M | 0.06% |
2,223,591
+426,658
| +24% | +$62.3M |
|
336
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
| $329M | 0.06% |
3,029,712
-1,254,516
| -29% | -$128M |
|
337
Aflac
AFL
$63.9B
| $329M | 0.06% |
3,120,386
+115,192
| +4% | +$12.1M |
|
338
Elevance Health
ELV
$81.9B
| $329M | 0.06% |
845,918
-89,488
| -10% | -$36M |
|
339
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
| $325M | 0.06% |
3,465,922
-90,537
| -3% | -$8.33M |
|
340
Janus Henderson AAA CLO ETF
JAAA
$29.1B
| $325M | 0.06% |
6,407,743
+437,221
| +7% | +$22.1M |
|
341
Ford
F
$57.3B
| $325M | 0.06% |
29,950,597
+2,261,684
| +8% | +$23M |
|
342
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $323M | 0.06% |
1,136,980
+16,001
| +1% | +$4.13M |
|
343
Occidental Petroleum
OXY
$57B
| $322M | 0.06% |
7,670,607
+1,120,428
| +17% | +$46.8M |
|
344
Welltower
WELL
$178B
| $322M | 0.06% |
2,095,044
-661,116
| -24% | -$98.8M |
|
345
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
| $321M | 0.06% |
5,115,328
+258,333
| +5% | +$15.2M |
|
346
Vanguard Small-Cap Value ETF
VBR
$37.1B
| $319M | 0.06% |
1,633,911
-36,940
| -2% | -$6.84M |
|
347
Moody's
MCO
$82.4B
| $317M | 0.05% |
632,215
-269,956
| -30% | -$125M |
|
348
iShares Russell Mid-Cap Growth ETF
IWP
$20B
| $317M | 0.05% |
2,283,766
+17,979
| +0.8% | +$2.27M |
|
349
Electronic Arts
EA
$52.4B
| $315M | 0.05% |
1,972,747
-456,790
| -19% | -$67.6M |
|
|
FISV
350
Fiserv Inc
FISV
$27.2B
| $315M | 0.05% |
1,826,316
-235,028
| -11% | -$42.6M |
|
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.