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 | |
|---|---|---|---|---|---|---|
501
PUT
Pinduoduo
PDD
$118B
| $218M | 0.04% |
2,083,400
+413,600
| +25% | +$43.4M |
|
502
M&T Bank
MTB
$36.2B
| $218M | 0.04% |
1,123,002
-111,379
| -9% | -$19.7M |
|
503
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $218M | 0.04% |
1,647,734
-29,249
| -2% | -$3.67M |
|
504
Cencora
COR
$60.3B
| $218M | 0.04% |
725,367
-408,407
| -36% | -$118M |
|
505
On Holding
ONON
$11.9B
| $217M | 0.04% |
4,175,824
-253,597
| -6% | -$12.9M |
|
506
Roper Technologies
ROP
$36.3B
| $216M | 0.04% |
381,758
-19,245
| -5% | -$10.9M |
|
507
Sysco
SYY
$39.7B
| $216M | 0.04% |
2,852,727
+485,985
| +21% | +$35.3M |
|
508
Clorox
CLX
$11.6B
| $216M | 0.04% |
1,799,291
+489,309
| +37% | +$65.3M |
|
509
iShares 0-3 Month Treasury Bond ETF
SGOV
$98.6B
| $215M | 0.04% |
2,136,929
+443,341
| +26% | +$44.6M |
|
510
CALL
Mastercard
MA
$477B
| $215M | 0.04% |
382,820
-312,980
| -45% | -$173M |
|
511
CALL
Berkshire Hathaway Class B
BRK.B
$1.07T
| $215M | 0.04% |
442,602
+86,242
| +24% | +$43.8M |
|
512
Five Below
FIVE
$11.2B
| $215M | 0.04% |
1,638,048
+1,175,545
| +254% | +$114M |
|
513
CALL
JPMorgan Chase
JPM
$939B
| $214M | 0.04% |
739,620
-304,421
| -29% | -$77.7M |
|
514
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $214M | 0.04% |
1,935,717
+669,502
| +53% | +$73.8M |
|
515
Aptiv
APTV
$12B
| $213M | 0.04% |
3,126,551
-43,037
| -1% | -$2.66M |
|
|
EXE
516
Expand Energy Corp
EXE
$21.9B
| $213M | 0.04% |
1,820,051
+759,693
| +72% | +$84.8M |
|
517
State Street SPDR S&P Dividend ETF
SDY
$21.9B
| $213M | 0.04% |
1,567,632
-46,968
| -3% | -$6.23M |
|
518
AGNC Investment
AGNC
$12.3B
| $212M | 0.04% |
23,096,255
+11,589,810
| +101% | +$104M |
|
519
D.R. Horton
DHI
$41.2B
| $210M | 0.04% |
1,626,755
+14,507
| +0.9% | +$1.79M |
|
520
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| $209M | 0.04% |
2,591,313
-1,948,537
| -43% | -$154M |
|
521
Carrier Global
CARR
$57.2B
| $208M | 0.04% |
2,847,870
-1,510,459
| -35% | -$102M |
|
522
VanEck Junior Gold Miners ETF
GDXJ
$7.06B
| $208M | 0.04% |
3,082,017
-1,537,307
| -33% | -$97.2M |
|
523
Baidu
BIDU
$35.8B
| $206M | 0.04% |
2,404,609
-48,377
| -2% | -$4.17M |
|
524
Constellation Brands
STZ
$22.2B
| $205M | 0.04% |
1,262,863
+489,575
| +63% | +$87.8M |
|
525
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$38.9B
| $205M | 0.04% |
3,767,295
+97,449
| +3% | +$5.02M |
|
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.