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 | |
|---|---|---|---|---|---|---|
651
CMS Energy
CMS
$23.1B
| $161M | 0.03% |
2,318,001
+580,591
| +33% | +$41.4M |
|
652
Prudential Financial
PRU
$41.7B
| $160M | 0.03% |
1,491,766
-166,180
| -10% | -$17.2M |
|
653
PUT
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
| $160M | 0.03% |
2,695,100
-1,076,200
| -29% | -$59.9M |
|
654
Alerian MLP ETF
AMLP
$13B
| $160M | 0.03% |
3,275,284
-118,584
| -3% | -$5.75M |
|
655
Arch Capital
ACGL
$36.1B
| $159M | 0.03% |
1,751,120
-210,525
| -11% | -$19.4M |
|
656
CALL
AST SpaceMobile
ASTS
$16.8B
| $159M | 0.03% |
3,408,922
| – | – |
|
657
DuPont de Nemours
DD
$18.6B
| $159M | 0.03% |
1,846,398
-451,460
| -20% | -$37.5M |
|
658
Vanguard Real Estate ETF
VNQ
$39.9B
| $159M | 0.03% |
1,782,135
+157,632
| +10% | +$13.9M |
|
659
PUT
ServiceNow
NOW
$102B
| $159M | 0.03% |
771,000
-266,290
| -26% | -$50.2M |
|
660
GoDaddy
GDDY
$12.3B
| $158M | 0.03% |
879,534
+21,586
| +3% | +$3.87M |
|
661
Baxter International
BAX
$11.6B
| $158M | 0.03% |
5,228,627
+355,854
| +7% | +$10.8M |
|
662
VICI Properties
VICI
$29.4B
| $158M | 0.03% |
4,841,058
+1,582,707
| +49% | +$50.4M |
|
663
Generac Holdings
GNRC
$11.9B
| $157M | 0.03% |
1,098,006
+279,821
| +34% | +$34.1M |
|
664
CALL
Walt Disney
DIS
$165B
| $157M | 0.03% |
1,266,835
+553,084
| +77% | +$57.5M |
|
665
PUT
Deutsche Bank
DB
$66.3B
| $157M | 0.03% |
5,359,800
-2,413,300
| -31% | -$63.7M |
|
666
IonQ
IONQ
$12.3B
| $156M | 0.03% |
3,638,334
+1,049,132
| +41% | +$35.2M |
|
667
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.67B
| $156M | 0.03% |
7,996,275
-1,709,069
| -18% | -$33.3M |
|
668
CALL
PayPal
PYPL
$49.5B
| $156M | 0.03% |
2,094,222
+456,400
| +28% | +$31.3M |
|
669
Tractor Supply
TSCO
$16.3B
| $156M | 0.03% |
2,947,827
+552,663
| +23% | +$28.3M |
|
670
Hertz
HTZ
$572M
| $155M | 0.03% |
22,725,155
+20,334,790
| +851% | +$127M |
|
671
Fair Isaac
FICO
$28.7B
| $155M | 0.03% |
84,899
+16,489
| +24% | +$31M |
|
672
Ares Capital
ARCC
$13.5B
| $155M | 0.03% |
7,063,189
+2,040,848
| +41% | +$43.4M |
|
673
Domino's
DPZ
$11B
| $155M | 0.03% |
343,208
-782
| -0.2% | -$367K |
|
674
Regeneron Pharmaceuticals
REGN
$68.8B
| $154M | 0.03% |
293,515
+6,352
| +2% | +$3.55M |
|
675
BlackRock Flexible Income ETF
BINC
$16B
| $154M | 0.03% |
2,914,482
+357,420
| +14% | +$18.6M |
|
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.