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 | |
|---|---|---|---|---|---|---|
|
26
Tesla
TSLA
$1.2T
| $2.54B | 0.44% |
7,982,126
+1,478,430
| +23% | +$445M |
|
27
Netflix
NFLX
$287B
| $2.51B | 0.43% |
18,755,600
+2,567,040
| +16% | +$290M |
|
28
Vanguard Value ETF
VTV
$188B
| $2.43B | 0.42% |
13,769,824
+343,858
| +3% | +$58.1M |
|
29
Oracle
ORCL
$346B
| $2.34B | 0.41% |
10,705,824
+18,588
| +0.2% | +$3M |
|
30
CALL
iShares MSCI Emerging Markets ETF
EEM
$28.6B
| $2.32B | 0.4% |
48,180,600
+14,063,800
| +41% | +$632M |
|
31
Vanguard S&P 500 ETF
VOO
$967B
| $2.29B | 0.4% |
4,027,962
+27,635
| +0.7% | +$14.5M |
|
32
Chevron
CVX
$387B
| $2.22B | 0.39% |
15,536,860
+1,328,974
| +9% | +$187M |
|
33
AbbVie
ABBV
$454B
| $2.19B | 0.38% |
11,804,484
+91,644
| +0.8% | +$17M |
|
34
Mastercard
MA
$469B
| $2.13B | 0.37% |
3,790,811
+191,072
| +5% | +$106M |
|
35
Home Depot
HD
$324B
| $2.05B | 0.36% |
5,594,029
-1,310,463
| -19% | -$474M |
|
36
SPDR Gold Trust
GLD
$130B
| $2.02B | 0.35% |
6,619,040
-1,459,229
| -18% | -$442M |
|
37
Goldman Sachs
GS
$317B
| $2B | 0.35% |
2,831,346
-160,494
| -5% | -$93M |
|
38
Walmart Inc
WMT
$863B
| $1.93B | 0.33% |
19,781,952
-1,040,322
| -5% | -$99.1M |
|
39
iShares Core S&P 500 ETF
IVV
$875B
| $1.93B | 0.33% |
3,100,486
-713,682
| -19% | -$410M |
|
40
ExxonMobil
XOM
$650B
| $1.92B | 0.33% |
17,846,765
+388,941
| +2% | +$41.6M |
|
41
Johnson & Johnson
JNJ
$624B
| $1.92B | 0.33% |
12,540,157
+631,134
| +5% | +$97M |
|
42
Coca-Cola
KO
$349B
| $1.89B | 0.33% |
26,649,274
-706,148
| -3% | -$50.3M |
|
43
TSMC
TSM
$2.16T
| $1.88B | 0.33% |
8,315,134
-1,719
| -0% | -$318K |
|
44
Cisco
CSCO
$444B
| $1.8B | 0.31% |
25,946,968
-5,138,034
| -17% | -$316M |
|
45
Procter & Gamble
PG
$342B
| $1.77B | 0.31% |
11,122,475
-1,520,559
| -12% | -$248M |
|
46
iShares Core MSCI EAFE ETF
IEFA
$185B
| $1.74B | 0.3% |
20,884,114
-2,252,811
| -10% | -$179M |
|
|
47
PUT
Apple
AAPL
$4.72T
| $1.69B | 0.29% |
8,257,000
+355,100
| +4% | +$71.7M |
|
48
Honeywell
HON
$78B
| $1.68B | 0.29% |
7,668,698
+453,382
| +6% | +$91.8M |
|
49
Salesforce
CRM
$129B
| $1.68B | 0.29% |
6,154,612
+202,056
| +3% | +$54M |
|
50
Qualcomm
QCOM
$180B
| $1.67B | 0.29% |
10,462,588
+1,631,145
| +18% | +$240M |
|
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.