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 | |
|---|---|---|---|---|---|---|
576
Dover
DOV
$27.2B
| $184M | 0.03% |
1,003,554
+217,569
| +28% | +$37.9M |
|
577
Veeva Systems
VEEV
$30.3B
| $184M | 0.03% |
637,816
-35,005
| -5% | -$8.68M |
|
578
CALL
CrowdStrike
CRWD
$187B
| $184M | 0.03% |
1,441,960
-1,222,928
| -46% | -$133M |
|
579
nVent Electric
NVT
$24.5B
| $182M | 0.03% |
2,489,742
+1,089,218
| +78% | +$66.9M |
|
580
Extra Space Storage
EXR
$31.2B
| $182M | 0.03% |
1,234,929
+81,709
| +7% | +$11.9M |
|
581
First Trust Preferred Securities and Income ETF
FPE
$6.3B
| $182M | 0.03% |
10,214,470
+279,475
| +3% | +$4.88M |
|
582
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
| $181M | 0.03% |
3,699,419
-1,527,885
| -29% | -$74.6M |
|
583
iShares TIPS Bond ETF
TIP
$14.5B
| $180M | 0.03% |
1,638,519
+2,166
| +0.1% | +$236K |
|
584
CALL
VanEck Semiconductor ETF
SMH
$67.6B
| $180M | 0.03% |
646,404
-349,868
| -35% | -$81.1M |
|
585
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.97B
| $180M | 0.03% |
3,552,462
+183,977
| +5% | +$9.3M |
|
586
DoorDash
DASH
$75.3B
| $179M | 0.03% |
728,051
-1,207,352
| -62% | -$242M |
|
587
Invesco NASDAQ 100 ETF
QQQM
$95.1B
| $179M | 0.03% |
789,979
+150,779
| +24% | +$30.9M |
|
588
CALL
Stellantis
STLA
$16.5B
| $179M | 0.03% |
17,880,310
+2,110,000
| +13% | +$20.8M |
|
589
Coca-Cola Europacific Partners
CCEP
$46.5B
| $179M | 0.03% |
1,934,192
-273,722
| -12% | -$24.5M |
|
590
NiSource
NI
$22.4B
| $179M | 0.03% |
4,437,948
+1,762,351
| +66% | +$69.1M |
|
591
Datadog
DDOG
$87.9B
| $179M | 0.03% |
1,332,588
+78,768
| +6% | +$8.72M |
|
592
Hubbell
HUBB
$25.7B
| $179M | 0.03% |
438,135
+75,866
| +21% | +$28.1M |
|
593
Putnam Focused Large Cap Value ETF
PVAL
$12.9B
| $178M | 0.03% |
4,428,869
+606,589
| +16% | +$22.9M |
|
594
PUT
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
| $178M | 0.03% |
4,353,000
+1,999,200
| +85% | +$79.7M |
|
595
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
| $177M | 0.03% |
6,126,711
-8,434
| -0.1% | -$226K |
|
596
Alnylam Pharmaceuticals
ALNY
$36.3B
| $177M | 0.03% |
543,486
+264,848
| +95% | +$73.3M |
|
597
Kroger
KR
$34.8B
| $177M | 0.03% |
2,461,868
-153,486
| -6% | -$10.6M |
|
598
PUT
iShares Silver Trust
SLV
$28.1B
| $176M | 0.03% |
5,364,100
+1,789,100
| +50% | +$54.7M |
|
599
TKO Group
TKO
$13.5B
| $176M | 0.03% |
967,142
-149,853
| -13% | -$24.1M |
|
600
Quest Diagnostics
DGX
$25.1B
| $176M | 0.03% |
978,481
+36,769
| +4% | +$6.39M |
|
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.