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 | |
|---|---|---|---|---|---|---|
451
MSCI
MSCI
$40B
| $242M | 0.04% |
419,731
-61,898
| -13% | -$34.3M |
|
452
Entergy
ETR
$54.1B
| $241M | 0.04% |
2,900,808
-570,861
| -16% | -$47.1M |
|
453
CALL
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
| $241M | 0.04% |
1,631,200
+1,141,000
| +233% | +$156M |
|
454
NIO
NIO
$11.3B
| $241M | 0.04% |
70,147,507
-4,807,962
| -6% | -$17.9M |
|
455
HEICO Corp
HEI
$48.9B
| $241M | 0.04% |
733,546
+291,118
| +66% | +$80.5M |
|
456
Fidelity Total Bond ETF
FBND
$26.9B
| $240M | 0.04% |
5,242,838
+99,820
| +2% | +$4.52M |
|
457
Vanguard Mid-Cap Value ETF
VOE
$23.7B
| $240M | 0.04% |
1,456,386
-1,009
| -0.1% | -$160K |
|
458
Reddit
RDDT
$32.5B
| $239M | 0.04% |
1,590,434
-1,071,612
| -40% | -$121M |
|
459
Rocket Lab Corp
RKLB
$39.9B
| $239M | 0.04% |
6,673,480
+2,264,161
| +51% | +$55.4M |
|
460
PUT
VanEck Gold Miners ETF
GDX
$23B
| $238M | 0.04% |
4,579,700
+153,400
| +3% | +$7.61M |
|
461
Estee Lauder
EL
$29B
| $238M | 0.04% |
2,950,076
-664,334
| -18% | -$42.7M |
|
462
Ingersoll Rand
IR
$33B
| $238M | 0.04% |
2,859,979
+745,392
| +35% | +$58.7M |
|
463
Monster Beverage
MNST
$91.4B
| $238M | 0.04% |
3,792,501
-4,577
| -0.1% | -$280K |
|
464
PUT
Target
TGT
$62.1B
| $236M | 0.04% |
2,387,955
-49,745
| -2% | -$4.78M |
|
465
Cadence Design Systems
CDNS
$90B
| $235M | 0.04% |
764,217
-261,648
| -26% | -$76.1M |
|
466
Archer Daniels Midland
ADM
$41.4B
| $235M | 0.04% |
4,455,004
-803,678
| -15% | -$39.1M |
|
467
Shift4
FOUR
$3.84B
| $235M | 0.04% |
2,370,535
+1,367,995
| +136% | +$119M |
|
468
MetLife
MET
$61B
| $234M | 0.04% |
2,911,792
-479,616
| -14% | -$37M |
|
469
iShares MSCI India ETF
INDA
$6.71B
| $234M | 0.04% |
4,199,172
+163,601
| +4% | +$8.74M |
|
470
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
| $233M | 0.04% |
3,529,872
+232,062
| +7% | +$13.8M |
|
471
United Airlines
UAL
$38.4B
| $233M | 0.04% |
2,926,956
+545,474
| +23% | +$40.2M |
|
472
CALL
iShares China Large-Cap ETF
FXI
$4.31B
| $233M | 0.04% |
6,330,700
-15,467,800
| -71% | -$542M |
|
473
CSX Corp
CSX
$98.6B
| $232M | 0.04% |
7,095,053
-2,230,073
| -24% | -$67.1M |
|
474
CALL
Rivian
RIVN
$22.9B
| $231M | 0.04% |
16,819,279
+3,746,144
| +29% | +$50.8M |
|
475
Vanguard Russell 1000 Value ETF
VONV
$20.4B
| $230M | 0.04% |
2,702,507
-16,260
| -0.6% | -$1.32M |
|
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.