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 | |
|---|---|---|---|---|---|---|
376
Genuine Parts
GPC
$17.1B
| $296M | 0.05% |
2,441,684
-426,260
| -15% | -$51.3M |
|
377
Robinhood
HOOD
$85.2B
| $295M | 0.05% |
3,146,341
-634,755
| -17% | -$37.6M |
|
378
Corning
GLW
$126B
| $293M | 0.05% |
5,567,128
-375,827
| -6% | -$17.6M |
|
379
CALL
Netflix
NFLX
$292B
| $290M | 0.05% |
2,168,730
-1,127,750
| -34% | -$128M |
|
380
Cummins
CMI
$91.7B
| $290M | 0.05% |
886,654
-22,500
| -2% | -$6.97M |
|
|
BNY
381
Bank of New York Mellon
BNY
$108B
| $290M | 0.05% |
3,180,299
-401,516
| -11% | -$34.1M |
|
382
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
| $288M | 0.05% |
7,046,582
-34,560
| -0.5% | -$1.38M |
|
383
Marathon Petroleum
MPC
$90.3B
| $287M | 0.05% |
1,729,011
-175,784
| -9% | -$26.4M |
|
384
SharkNinja
SN
$21B
| $286M | 0.05% |
2,886,811
+2,222,660
| +335% | +$192M |
|
385
Roblox
RBLX
$34B
| $285M | 0.05% |
2,707,574
+1,290,265
| +91% | +$101M |
|
386
Norfolk Southern
NSC
$78.8B
| $285M | 0.05% |
1,111,496
+89,395
| +9% | +$21.1M |
|
387
PUT
Jabil
JBL
$32.8B
| $284M | 0.05% |
1,304,100
-9,900
| -0.8% | -$1.6M |
|
388
Synopsys
SNPS
$71.5B
| $283M | 0.05% |
551,245
-16,755
| -3% | -$7.81M |
|
389
AutoZone
AZO
$48.3B
| $282M | 0.05% |
76,015
-10,748
| -12% | -$39.6M |
|
390
Autodesk
ADSK
$44.3B
| $282M | 0.05% |
910,041
-37,344
| -4% | -$10.6M |
|
391
Coinbase
COIN
$41.7B
| $281M | 0.05% |
801,183
+343,949
| +75% | +$80.4M |
|
392
Shopify
SHOP
$148B
| $280M | 0.05% |
2,429,468
+946,112
| +64% | +$94.6M |
|
393
T. Rowe Price
TROW
$25B
| $279M | 0.05% |
2,895,566
+669,673
| +30% | +$61.5M |
|
394
American Airlines Group
AAL
$9.58B
| $279M | 0.05% |
24,838,091
+3,961,153
| +19% | +$42.4M |
|
|
BPMC
395
DELISTED
Blueprint Medicines
BPMC
| $278M | 0.05% |
2,167,028
+1,953,223
| +914% | +$203M |
|
396
PUT
Citigroup
C
$222B
| $278M | 0.05% |
3,262,100
-12,600
| -0.4% | -$911K |
|
397
Truist Financial
TFC
$63.2B
| $276M | 0.05% |
6,429,769
-350,490
| -5% | -$13.7M |
|
398
Vanguard Short-Term Bond ETF
BSV
$44.6B
| $276M | 0.05% |
3,508,060
+106,198
| +3% | +$8.3M |
|
399
Take-Two Interactive
TTWO
$43B
| $274M | 0.05% |
1,129,821
-169,794
| -13% | -$38.3M |
|
400
Crown Castle
CCI
$32.7B
| $272M | 0.05% |
2,652,055
-854,424
| -24% | -$86.5M |
|
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.