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 | |
|---|---|---|---|---|---|---|
476
CALL
State Street Technology Select Sector SPDR ETF
XLK
$115B
| $230M | 0.04% |
1,818,212
+1,350,660
| +289% | +$150M |
|
477
CF Industries
CF
$19.2B
| $230M | 0.04% |
2,501,501
+796,630
| +47% | +$67.9M |
|
478
Vanguard Financials ETF
VFH
$13.3B
| $230M | 0.04% |
1,803,271
-103,341
| -5% | -$12.3M |
|
479
Entegris
ENTG
$19.7B
| $230M | 0.04% |
2,845,748
+680,068
| +31% | +$51.7M |
|
480
Nu Holdings
NU
$68.1B
| $229M | 0.04% |
16,688,125
+2,993,644
| +22% | +$35.8M |
|
481
CALL
MP Materials
MP
$7.35B
| $229M | 0.04% |
6,876,080
| – | – |
|
482
Corteva
CTVA
$59.7B
| $227M | 0.04% |
3,047,558
-152,701
| -5% | -$10.2M |
|
483
Vanguard Small-Cap Growth ETF
VBK
$23.2B
| $226M | 0.04% |
817,759
-47,451
| -5% | -$12.2M |
|
484
CALL
CNX Resources
CNX
$4.85B
| $226M | 0.04% |
6,717,280
| – | – |
|
485
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
| $226M | 0.04% |
6,401,958
-347,601
| -5% | -$11.7M |
|
486
PUT
Roblox
RBLX
$34B
| $225M | 0.04% |
2,136,830
+1,031,830
| +93% | +$81.1M |
|
487
EQT Corp
EQT
$33.2B
| $224M | 0.04% |
3,846,090
+95,103
| +3% | +$5.13M |
|
488
GE HealthCare
GEHC
$27.6B
| $223M | 0.04% |
3,005,378
+487,977
| +19% | +$34M |
|
489
Vanguard Mega Cap Value ETF
MGV
$13.2B
| $222M | 0.04% |
1,690,061
+6,514
| +0.4% | +$817K |
|
490
Ulta Beauty
ULTA
$20.4B
| $221M | 0.04% |
472,191
+101,698
| +27% | +$42.1M |
|
491
Vanguard Russell 1000 ETF
VONE
$8.19B
| $221M | 0.04% |
785,817
+112,191
| +17% | +$29.1M |
|
|
492
CALL
UBS Group
UBS
$170B
| $221M | 0.04% |
6,524,746
+323,869
| +5% | +$10M |
|
493
Match Group
MTCH
$8.84B
| $220M | 0.04% |
7,130,831
+2,133,704
| +43% | +$63.8M |
|
494
Dominion Energy
D
$62.5B
| $220M | 0.04% |
3,885,912
+418,959
| +12% | +$23M |
|
495
Vanguard Total World Stock ETF
VT
$76.3B
| $220M | 0.04% |
1,707,993
+87,596
| +5% | +$10.5M |
|
496
Workday
WDAY
$33.4B
| $219M | 0.04% |
914,415
-11,314
| -1% | -$2.76M |
|
497
PUT
Apollo Global Management
APO
$70.7B
| $219M | 0.04% |
1,544,500
+115,100
| +8% | +$15.3M |
|
498
WEC Energy
WEC
$37.7B
| $219M | 0.04% |
2,100,833
+639,453
| +44% | +$68M |
|
499
iShares S&P 100 ETF
OEF
$19.8B
| $218M | 0.04% |
717,633
+34,478
| +5% | +$9.61M |
|
500
PUT
Snowflake
SNOW
$92.9B
| $218M | 0.04% |
975,100
+118,900
| +14% | +$21.5M |
|
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.