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 | |
|---|---|---|---|---|---|---|
426
Fidelity National Information Services
FIS
$21.5B
| $259M | 0.04% |
3,186,073
+706,626
| +28% | +$55M |
|
427
Cloudflare
NET
$93B
| $259M | 0.04% |
1,323,300
+316,070
| +31% | +$45.9M |
|
428
PUT
Intel
INTC
$464B
| $257M | 0.04% |
11,474,724
+302,358
| +3% | +$6.27M |
|
429
Marriott International
MAR
$98.7B
| $257M | 0.04% |
940,752
-184,263
| -16% | -$46.2M |
|
430
Vanguard Total International Stock ETF
VXUS
$153B
| $257M | 0.04% |
3,719,386
+52,575
| +1% | +$3.41M |
|
431
Allstate
ALL
$66.9B
| $256M | 0.04% |
1,274,063
-143,965
| -10% | -$28.7M |
|
432
PUT
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
| $256M | 0.04% |
1,737,900
+620,500
| +56% | +$84.6M |
|
433
PNC Financial Services
PNC
$100B
| $256M | 0.04% |
1,372,367
-737,825
| -35% | -$125M |
|
434
Enbridge
ENB
$124B
| $255M | 0.04% |
5,626,383
-440,553
| -7% | -$20M |
|
435
CALL
Alphabet (Google) Class C
GOOG
$3.9T
| $254M | 0.04% |
1,434,457
+283,633
| +25% | +$46.9M |
|
436
Eversource Energy
ES
$28.2B
| $253M | 0.04% |
3,984,309
+512,154
| +15% | +$31.6M |
|
437
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.85B
| $253M | 0.04% |
2,043,734
-48,638
| -2% | -$5.72M |
|
438
American Electric Power
AEP
$73.7B
| $251M | 0.04% |
2,418,151
-1,114,195
| -32% | -$116M |
|
|
ANSS
439
DELISTED
Ansys
ANSS
| $251M | 0.04% |
714,026
-440,134
| -38% | -$144M |
|
440
CALL
Visa
V
$677B
| $250M | 0.04% |
705,368
-394,803
| -36% | -$138M |
|
441
CALL
Pinduoduo
PDD
$118B
| $247M | 0.04% |
2,360,115
+697,918
| +42% | +$73.2M |
|
442
CALL
Jabil
JBL
$32.8B
| $246M | 0.04% |
1,128,000
-99,300
| -8% | -$16.1M |
|
443
Motorola Solutions
MSI
$69.4B
| $246M | 0.04% |
584,950
-130,330
| -18% | -$54.5M |
|
444
PUT
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $245M | 0.04% |
1,937,800
+703,800
| +57% | +$78.1M |
|
445
W.W. Grainger
GWW
$65.3B
| $245M | 0.04% |
235,236
-278
| -0.1% | -$289K |
|
446
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
| $245M | 0.04% |
4,963,965
+834,501
| +20% | +$40.9M |
|
447
Twilio
TWLO
$29.1B
| $244M | 0.04% |
1,965,741
+1,237,279
| +170% | +$132M |
|
448
PUT
Mastercard
MA
$477B
| $244M | 0.04% |
434,300
-95,700
| -18% | -$52.9M |
|
449
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
| $243M | 0.04% |
4,606,248
+76,082
| +2% | +$3.97M |
|
450
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
| $242M | 0.04% |
2,408,957
+283,008
| +13% | +$28.4M |
|
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.