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 | |
|---|---|---|---|---|---|---|
|
IPG
551
DELISTED
Interpublic Group of Companies
IPG
| $192M | 0.03% |
7,854,808
+1,389,784
| +21% | +$33.8M |
|
552
Huntington Bancshares
HBAN
$35.1B
| $192M | 0.03% |
11,464,212
-2,772,054
| -19% | -$41.8M |
|
553
W.R. Berkley
WRB
$28B
| $192M | 0.03% |
2,614,241
+4,571
| +0.2% | +$328K |
|
554
CALL
Cencora
COR
$60.3B
| $192M | 0.03% |
640,400
+1,300
| +0.2% | +$375K |
|
555
Darden Restaurants
DRI
$22.5B
| $191M | 0.03% |
877,801
+10,839
| +1% | +$2.25M |
|
556
DTE Energy
DTE
$31.1B
| $191M | 0.03% |
1,443,377
+383,416
| +36% | +$51.6M |
|
557
Plains All American Pipeline
PAA
$17.4B
| $191M | 0.03% |
10,405,116
+2,241,021
| +27% | +$39.1M |
|
558
Consolidated Edison
ED
$41.6B
| $191M | 0.03% |
1,898,366
-367,084
| -16% | -$38.9M |
|
559
Ametek
AME
$55.5B
| $190M | 0.03% |
1,051,234
-276,619
| -21% | -$47.6M |
|
560
iShares Core S&P US Growth ETF
IUSG
$31.1B
| $190M | 0.03% |
1,262,661
-7,787
| -0.6% | -$1.06M |
|
561
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
| $190M | 0.03% |
788,870
+7,802
| +1% | +$1.7M |
|
562
PUT
iShares China Large-Cap ETF
FXI
$4.31B
| $189M | 0.03% |
5,152,100
-8,750,500
| -63% | -$306M |
|
563
PUT
SPDR Gold Trust
GLD
$131B
| $189M | 0.03% |
620,600
-416,300
| -40% | -$126M |
|
564
Public Service Enterprise Group
PEG
$39.8B
| $189M | 0.03% |
2,242,532
+344,579
| +18% | +$27.8M |
|
565
Simon Property Group
SPG
$74.5B
| $187M | 0.03% |
1,162,795
-58,167
| -5% | -$9.19M |
|
566
Carlyle Group
CG
$16.3B
| $187M | 0.03% |
3,629,764
-1,140,192
| -24% | -$49.1M |
|
567
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $186M | 0.03% |
2,048,251
-31,029
| -1% | -$2.66M |
|
568
iShares Biotechnology ETF
IBB
$9.31B
| $186M | 0.03% |
1,467,367
+52,237
| +4% | +$6.41M |
|
569
iShares MSCI EAFE Value ETF
EFV
$27.6B
| $186M | 0.03% |
2,922,647
+71,279
| +2% | +$4.36M |
|
570
Ares Management
ARES
$28.5B
| $185M | 0.03% |
1,070,704
+137,508
| +15% | +$21.7M |
|
571
Dow Inc
DOW
$21.6B
| $185M | 0.03% |
6,986,597
-473,871
| -6% | -$13.8M |
|
572
CALL
Snowflake
SNOW
$92.9B
| $185M | 0.03% |
826,346
-255,012
| -24% | -$46.1M |
|
573
Iron Mountain
IRM
$38.2B
| $185M | 0.03% |
1,800,227
+654,941
| +57% | +$61.7M |
|
574
Devon Energy
DVN
$51.9B
| $184M | 0.03% |
5,793,357
-564,431
| -9% | -$18M |
|
|
FYBR
575
DELISTED
Frontier Communications
FYBR
| $184M | 0.03% |
5,061,380
+830,939
| +20% | +$30.1M |
|
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.