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 | |
|---|---|---|---|---|---|---|
351
iShares US Technology ETF
IYW
$23.7B
| $314M | 0.05% |
1,810,133
-60,505
| -3% | -$9.17M |
|
352
PUT
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| $313M | 0.05% |
3,542,240
+2,178,900
| +160% | +$190M |
|
353
ON Semiconductor
ON
$33.8B
| $312M | 0.05% |
5,948,481
+1,617,856
| +37% | +$70.3M |
|
354
Vertex Pharmaceuticals
VRTX
$121B
| $312M | 0.05% |
700,002
-37,416
| -5% | -$17.2M |
|
355
PUT
Eli Lilly
LLY
$1.07T
| $312M | 0.05% |
399,730
-54,970
| -12% | -$42.7M |
|
356
PUT
Berkshire Hathaway Class B
BRK.B
$1.07T
| $311M | 0.05% |
641,200
+32,900
| +5% | +$16.7M |
|
357
Warner Bros
WBD
$64.6B
| $311M | 0.05% |
27,161,332
+1,226,101
| +5% | +$11.4M |
|
|
358
PUT
Accenture
ACN
$89.9B
| $309M | 0.05% |
1,035,233
+908,933
| +720% | +$277M |
|
359
CALL
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
| $307M | 0.05% |
2,823,008
+2,069,808
| +275% | +$212M |
|
360
Kimberly-Clark
KMB
$36.4B
| $305M | 0.05% |
2,366,167
+263,027
| +13% | +$35.7M |
|
361
iShares Core Dividend Growth ETF
DGRO
$42.6B
| $305M | 0.05% |
4,769,579
+103,606
| +2% | +$6.32M |
|
362
Kraft Heinz
KHC
$30.4B
| $304M | 0.05% |
11,783,283
+2,162,161
| +22% | +$60M |
|
363
Stellantis
STLA
$16.5B
| $304M | 0.05% |
30,312,666
+4,948,270
| +20% | +$48.8M |
|
364
PUT
iShares MSCI EAFE ETF
EFA
$76.4B
| $303M | 0.05% |
3,394,300
-1,497,900
| -31% | -$128M |
|
365
Keurig Dr Pepper
KDP
$40.4B
| $302M | 0.05% |
9,144,842
+432,514
| +5% | +$14.6M |
|
366
Hilton Worldwide
HLT
$74B
| $302M | 0.05% |
1,134,365
+122,985
| +12% | +$29.3M |
|
367
Valero Energy
VLO
$89.8B
| $302M | 0.05% |
2,243,287
+285,338
| +15% | +$35.6M |
|
368
CALL
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
| $301M | 0.05% |
2,749,600
+1,999,600
| +267% | +$215M |
|
369
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.1B
| $300M | 0.05% |
3,612,286
+45,510
| +1% | +$3.7M |
|
370
KKR & Co
KKR
$89.2B
| $300M | 0.05% |
2,251,392
-89,621
| -4% | -$10.5M |
|
|
371
CALL
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| $298M | 0.05% |
3,381,952
+1,380,281
| +69% | +$120M |
|
372
CALL
Corning
GLW
$126B
| $298M | 0.05% |
5,672,200
+235,300
| +4% | +$11M |
|
373
Vanguard Health Care ETF
VHT
$18.2B
| $298M | 0.05% |
1,200,147
-70,405
| -6% | -$17.4M |
|
|
AXON
374
Axon Enterprise
AXON
$40.5B
| $297M | 0.05% |
358,858
+34,097
| +10% | +$23.2M |
|
375
PUT
Uber
UBER
$134B
| $297M | 0.05% |
3,181,800
+1,024,900
| +48% | +$84.4M |
|
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.