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 | |
|---|---|---|---|---|---|---|
601
Invesco Senior Loan ETF
BKLN
$7.1B
| $176M | 0.03% |
8,397,079
+5,186,912
| +162% | +$108M |
|
602
CALL
DraftKings
DKNG
$11.4B
| $175M | 0.03% |
4,079,959
+302,180
| +8% | +$10.8M |
|
603
lululemon athletica
LULU
$13B
| $175M | 0.03% |
736,343
+238,057
| +48% | +$65.6M |
|
604
PGIM Ultra Short Bond ETF
PULS
$17.7B
| $175M | 0.03% |
3,510,704
-605,929
| -15% | -$30M |
|
605
Teleflex
TFX
$5.85B
| $174M | 0.03% |
1,467,625
-1,850,171
| -56% | -$233M |
|
606
Hartford Financial Services
HIG
$38.5B
| $173M | 0.03% |
1,367,024
-915,367
| -40% | -$114M |
|
607
PUT
Oracle
ORCL
$331B
| $173M | 0.03% |
791,800
-791,000
| -50% | -$128M |
|
608
NuScale Power
SMR
$2.8B
| $173M | 0.03% |
4,372,655
+1,204,570
| +38% | +$30.2M |
|
609
Revvity
RVTY
$12.3B
| $173M | 0.03% |
1,786,145
+1,120,971
| +169% | +$106M |
|
610
Ross Stores
ROST
$76.6B
| $173M | 0.03% |
1,352,941
-524,329
| -28% | -$72.8M |
|
611
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
| $172M | 0.03% |
2,883,952
-435,267
| -13% | -$25.8M |
|
612
iShares Preferred and Income Securities ETF
PFF
$13.2B
| $172M | 0.03% |
5,598,807
-293,352
| -5% | -$8.83M |
|
613
Expeditors International
EXPD
$22.9B
| $172M | 0.03% |
1,501,980
-283,336
| -16% | -$31.7M |
|
614
Canadian Natural Resources
CNQ
$96.9B
| $171M | 0.03% |
5,433,396
+3,426,263
| +171% | +$104M |
|
615
First Trust Value Line Dividend Fund
FVD
$8.29B
| $171M | 0.03% |
3,815,572
-153,586
| -4% | -$6.75M |
|
616
Fortive
FTV
$19B
| $170M | 0.03% |
3,255,113
-2,992,119
| -48% | -$157M |
|
|
FITB
617
Fifth Third Bancorp
FITB
$52B
| $169M | 0.03% |
4,115,691
-132,164
| -3% | -$4.96M |
|
618
DexCom
DXCM
$27.6B
| $169M | 0.03% |
1,932,691
-61,819
| -3% | -$4.85M |
|
619
Otis Worldwide
OTIS
$27.4B
| $169M | 0.03% |
1,702,315
-792,256
| -32% | -$76.5M |
|
620
CALL
Parsons
PSN
$6.28B
| $168M | 0.03% |
2,343,400
| – | – |
|
621
MP Materials
MP
$7.35B
| $168M | 0.03% |
5,053,685
+949,703
| +23% | +$24.2M |
|
622
Curtiss-Wright
CW
$27.7B
| $167M | 0.03% |
342,650
+14,067
| +4% | +$5.55M |
|
623
CALL
ServiceNow
NOW
$102B
| $167M | 0.03% |
814,130
-288,780
| -26% | -$54.5M |
|
624
CALL
BridgeBio Pharma
BBIO
$16.5B
| $167M | 0.03% |
3,863,500
-22,700
| -0.6% | -$826K |
|
|
HDV
625
iShares Core High Dividend ETF
HDV
$14.4B
| $166M | 0.03% |
7,096,850
-37,015
| -0.5% | -$853K |
|
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.