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 | |
|---|---|---|---|---|---|---|
401
Cigna
CI
$76.6B
| $272M | 0.05% |
823,329
-207,898
| -20% | -$67M |
|
402
Capital Group Dividend Value ETF
CGDV
$36.6B
| $272M | 0.05% |
6,884,253
+471,851
| +7% | +$17.1M |
|
403
Cognizant
CTSH
$21.5B
| $272M | 0.05% |
3,481,511
-653,814
| -16% | -$50.1M |
|
|
CRWV
404
CoreWeave
CRWV
$39.2B
| $271M | 0.05% |
1,661,360
+1,393,725
| +521% | +$128M |
|
405
Arthur J. Gallagher & Co
AJG
$63.7B
| $271M | 0.05% |
846,124
-303,343
| -26% | -$100M |
|
406
Vanguard FTSE Europe ETF
VGK
$30B
| $271M | 0.05% |
3,491,997
+187,249
| +6% | +$13.8M |
|
407
Copart
CPRT
$25.9B
| $270M | 0.05% |
5,504,779
+174,317
| +3% | +$9.76M |
|
408
Toast
TOST
$16.8B
| $270M | 0.05% |
6,091,898
-1,210,956
| -17% | -$47.6M |
|
409
Gartner
IT
$9.41B
| $269M | 0.05% |
665,389
+308,802
| +87% | +$129M |
|
410
CALL
Box
BOX
$4.02B
| $268M | 0.05% |
7,847,528
+900
| +0% | +$29.5K |
|
411
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $267M | 0.05% |
7,785,116
-2,847,543
| -27% | -$94.3M |
|
412
General Mills
GIS
$19.2B
| $267M | 0.05% |
5,145,929
-121,817
| -2% | -$6.72M |
|
413
CALL
Citigroup
C
$222B
| $266M | 0.05% |
3,129,811
+650,752
| +26% | +$47M |
|
414
Infosys
INFY
$45B
| $266M | 0.05% |
14,346,570
+2,579,137
| +22% | +$46.1M |
|
415
Mettler-Toledo International
MTD
$26.8B
| $265M | 0.05% |
225,347
+122,661
| +119% | +$137M |
|
416
Atlassian
TEAM
$22B
| $264M | 0.05% |
1,301,316
+395,813
| +44% | +$82.4M |
|
417
PUT
VanEck Semiconductor ETF
SMH
$67.6B
| $264M | 0.05% |
947,300
+3,400
| +0.4% | +$788K |
|
418
iShares National Muni Bond ETF
MUB
$45.1B
| $264M | 0.05% |
2,525,891
-44,314
| -2% | -$4.61M |
|
419
Royal Caribbean
RCL
$78.7B
| $264M | 0.05% |
842,674
+58,088
| +7% | +$13.8M |
|
420
Rivian
RIVN
$22.9B
| $261M | 0.05% |
19,016,860
-10,135,326
| -35% | -$138M |
|
421
Hershey
HSY
$35.4B
| $261M | 0.05% |
1,573,813
+236,927
| +18% | +$39.1M |
|
422
iShares 3-7 Year Treasury Bond ETF
IEI
$18.1B
| $261M | 0.05% |
2,191,498
+485,955
| +28% | +$57.3M |
|
423
Jabil
JBL
$32.8B
| $261M | 0.05% |
1,196,020
-342,205
| -22% | -$55.5M |
|
424
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
| $261M | 0.05% |
3,217,340
-911,668
| -22% | -$74M |
|
425
iShares Expanded Tech-Software Sector ETF
IGV
$13B
| $259M | 0.04% |
2,369,230
-345,719
| -13% | -$34.2M |
|
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.