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 | |
|---|---|---|---|---|---|---|
676
iShares Russell 2000 Value ETF
IWN
$14.4B
| $153M | 0.03% |
972,092
-108,809
| -10% | -$16.2M |
|
677
Madrigal Pharmaceuticals
MDGL
$12.6B
| $153M | 0.03% |
505,714
+184,207
| +57% | +$54.9M |
|
678
PPG Industries
PPG
$25.9B
| $152M | 0.03% |
1,339,866
-189,600
| -12% | -$20.5M |
|
679
IQVIA
IQV
$34.7B
| $152M | 0.03% |
965,987
+194,169
| +25% | +$29.2M |
|
680
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
| $152M | 0.03% |
3,520,025
+1,164,204
| +49% | +$48.3M |
|
681
Equity Residential
EQR
$25.4B
| $152M | 0.03% |
2,253,374
+320,549
| +17% | +$22M |
|
682
iShares Core S&P US Value ETF
IUSV
$27.2B
| $152M | 0.03% |
1,606,861
-12,656
| -0.8% | -$1.14M |
|
|
SNDK
683
Sandisk
SNDK
$213B
| $152M | 0.03% |
3,350,745
-74,055
| -2% | -$2.83M |
|
684
Seagate
STX
$193B
| $151M | 0.03% |
1,047,203
-1,073,822
| -51% | -$111M |
|
685
Church & Dwight Co
CHD
$23.1B
| $151M | 0.03% |
1,572,000
+262,594
| +20% | +$25.9M |
|
686
Samsara
IOT
$19.3B
| $151M | 0.03% |
3,786,022
-488,667
| -11% | -$20.2M |
|
687
Canadian Pacific Kansas City
CP
$82B
| $150M | 0.03% |
1,895,809
+428,544
| +29% | +$33M |
|
688
Elanco Animal Health
ELAN
$12.4B
| $150M | 0.03% |
10,506,691
+6,066,677
| +137% | +$70.9M |
|
689
Unity
U
$12.5B
| $150M | 0.03% |
6,198,149
-130,842
| -2% | -$2.88M |
|
690
iShares Core S&P Total US Stock Market ETF
ITOT
$93.2B
| $150M | 0.03% |
1,109,577
+40,752
| +4% | +$5.09M |
|
691
CALL
ExxonMobil
XOM
$651B
| $150M | 0.03% |
1,389,234
+132,192
| +11% | +$14.1M |
|
692
Snap-on
SNA
$20.9B
| $150M | 0.03% |
480,995
+91,943
| +24% | +$29.3M |
|
|
693
Hewlett Packard
HPE
$63.2B
| $150M | 0.03% |
7,316,604
-35,242,074
| -83% | -$591M |
|
694
iShares Russell 3000 ETF
IWV
$19.5B
| $149M | 0.03% |
425,778
-12,553
| -3% | -$4.08M |
|
|
SPYM
695
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
| $149M | 0.03% |
2,055,143
+196,575
| +11% | +$13.2M |
|
696
Albemarle
ALB
$13.5B
| $149M | 0.03% |
2,382,762
-619,252
| -21% | -$36.6M |
|
697
PUT
Procter & Gamble
PG
$343B
| $149M | 0.03% |
937,200
-277,700
| -23% | -$45.3M |
|
698
J.M. Smucker
SJM
$12.6B
| $149M | 0.03% |
1,517,181
+245,452
| +19% | +$27M |
|
699
XPeng
XPEV
$11.8B
| $149M | 0.03% |
8,332,084
+908,248
| +12% | +$17.7M |
|
700
Agnico Eagle Mines
AEM
$72.6B
| $149M | 0.03% |
1,251,542
-362,580
| -22% | -$42.1M |
|
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.