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 | |
|---|---|---|---|---|---|---|
701
Fidelity National Financial
FNF
$13.9B
| $148M | 0.03% |
2,644,390
+1,395,425
| +112% | +$81.6M |
|
702
PUT
ExxonMobil
XOM
$651B
| $148M | 0.03% |
1,374,800
-288,700
| -17% | -$30.9M |
|
703
PUT
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
| $148M | 0.03% |
1,351,000
+1,046,600
| +344% | +$112M |
|
704
Deckers Outdoor
DECK
$13.3B
| $148M | 0.03% |
1,436,711
+446,047
| +45% | +$49.4M |
|
705
BP
BP
$113B
| $148M | 0.03% |
4,945,821
+3,049,401
| +161% | +$89.4M |
|
706
CarMax
KMX
$8.27B
| $148M | 0.03% |
2,198,171
-801,581
| -27% | -$53.9M |
|
707
Vanguard Russell 2000 ETF
VTWO
$17.3B
| $148M | 0.03% |
1,692,589
+180,854
| +12% | +$14.7M |
|
708
Amcor
AMCR
$20.6B
| $147M | 0.03% |
3,201,544
-3,493,020
| -52% | -$161M |
|
709
PUT
Palo Alto Networks
PANW
$264B
| $147M | 0.03% |
717,900
-3,500
| -0.5% | -$650K |
|
710
Casey's General Stores
CASY
$31.9B
| $146M | 0.03% |
285,944
+7,376
| +3% | +$3.4M |
|
711
CALL
Exelon
EXC
$48.6B
| $145M | 0.03% |
3,347,200
-154,500
| -4% | -$6.88M |
|
712
Cincinnati Financial
CINF
$28.3B
| $145M | 0.03% |
973,628
-33,448
| -3% | -$4.79M |
|
713
CAVA Group
CAVA
$7.22B
| $145M | 0.03% |
1,721,236
+278,858
| +19% | +$23.8M |
|
714
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
| $145M | 0.03% |
1,777,376
-22,475
| -1% | -$1.66M |
|
715
NetApp
NTAP
$32.9B
| $145M | 0.03% |
1,357,284
+48,744
| +4% | +$4.62M |
|
716
PUT
Strategy Inc
MSTR
$33.5B
| $145M | 0.03% |
357,600
-23,000
| -6% | -$8.38M |
|
717
Global X Artificial Intelligence & Technology ETF
AIQ
$9.23B
| $144M | 0.03% |
3,304,892
+81,074
| +3% | +$3.15M |
|
718
Edwards Lifesciences
EW
$47.6B
| $144M | 0.02% |
1,836,495
-423,399
| -19% | -$31.6M |
|
719
Stride
LRN
$3.69B
| $144M | 0.02% |
989,270
+222,982
| +29% | +$32.3M |
|
720
CALL
Danaher
DHR
$135B
| $143M | 0.02% |
726,400
-82,800
| -10% | -$16.1M |
|
721
Verisk Analytics
VRSK
$26.4B
| $143M | 0.02% |
460,503
-102,837
| -18% | -$31.2M |
|
722
Western Midstream Partners
WES
$19.6B
| $143M | 0.02% |
3,692,788
+429,328
| +13% | +$16.3M |
|
723
Icon
ICLR
$12.8B
| $142M | 0.02% |
979,192
+599,104
| +158% | +$85M |
|
724
LyondellBasell Industries
LYB
$19.5B
| $142M | 0.02% |
2,456,580
-386,458
| -14% | -$22.5M |
|
725
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
| $142M | 0.02% |
2,415,792
+607,671
| +34% | +$35.6M |
|
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.