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 | |
|---|---|---|---|---|---|---|
51
PUT
TSMC
TSM
$2.16T
| $1.64B | 0.28% |
7,235,100
+1,325,980
| +22% | +$246M |
|
52
Vanguard Mid-Cap ETF
VO
$106B
| $1.59B | 0.28% |
22,703,132
+207,000
| +0.9% | +$13.6M |
|
53
Morgan Stanley
MS
$338B
| $1.57B | 0.27% |
11,121,603
-1,005,119
| -8% | -$123M |
|
54
Vanguard FTSE Developed Markets ETF
VEA
$226B
| $1.56B | 0.27% |
27,422,460
+675,452
| +3% | +$36.2M |
|
55
RTX Corp
RTX
$282B
| $1.52B | 0.26% |
10,410,088
+1,454,212
| +16% | +$194M |
|
56
iShares Russell 1000 Value ETF
IWD
$81.3B
| $1.52B | 0.26% |
7,814,256
-146,116
| -2% | -$27.1M |
|
57
CALL
iShares Russell 2000 ETF
IWM
$81.2B
| $1.49B | 0.26% |
6,885,854
+128,204
| +2% | +$25.8M |
|
58
CALL
Invesco QQQ Trust
QQQ
$460B
| $1.48B | 0.26% |
2,674,760
-980,307
| -27% | -$488M |
|
59
McDonald's
MCD
$187B
| $1.47B | 0.25% |
5,018,720
-1,318,921
| -21% | -$407M |
|
60
Bank of America
BAC
$430B
| $1.43B | 0.25% |
30,148,861
-6,673,340
| -18% | -$281M |
|
61
Eaton
ETN
$161B
| $1.43B | 0.25% |
3,993,221
-692,438
| -15% | -$213M |
|
62
Palo Alto Networks
PANW
$265B
| $1.39B | 0.24% |
6,786,670
-349,450
| -5% | -$64.9M |
|
63
iShares Core S&P Mid-Cap ETF
IJH
$122B
| $1.39B | 0.24% |
22,366,581
-740,915
| -3% | -$43.5M |
|
64
UnitedHealth
UNH
$385B
| $1.37B | 0.24% |
4,405,182
-1,089,486
| -20% | -$416M |
|
|
65
CALL
Tesla
TSLA
$1.2T
| $1.34B | 0.23% |
4,231,488
+563,665
| +15% | +$170M |
|
66
Vanguard Dividend Appreciation ETF
VIG
$110B
| $1.34B | 0.23% |
6,554,712
-47,281
| -0.7% | -$9.16M |
|
67
Merck
MRK
$322B
| $1.34B | 0.23% |
16,900,814
-4,160,455
| -20% | -$331M |
|
68
IBM
IBM
$194B
| $1.33B | 0.23% |
4,501,144
-141,038
| -3% | -$36.3M |
|
69
Texas Instruments
TXN
$259B
| $1.32B | 0.23% |
6,380,658
-258,119
| -4% | -$45.8M |
|
70
Advanced Micro Devices
AMD
$880B
| $1.32B | 0.23% |
9,271,682
-2,879,061
| -24% | -$313M |
|
71
Invesco S&P 500 Equal Weight ETF
RSP
$95.3B
| $1.3B | 0.22% |
7,143,393
+166,858
| +2% | +$28.8M |
|
72
NextEra Energy
NEE
$187B
| $1.29B | 0.22% |
18,550,956
-3,136,896
| -14% | -$218M |
|
73
Amgen
AMGN
$201B
| $1.28B | 0.22% |
4,577,668
+91,273
| +2% | +$25.9M |
|
74
Vanguard Total Stock Market ETF
VTI
$654B
| $1.27B | 0.22% |
4,170,667
+8,336
| +0.2% | +$2.34M |
|
75
State Street Technology Select Sector SPDR ETF
XLK
$116B
| $1.27B | 0.22% |
10,002,016
-733,872
| -7% | -$81.4M |
|
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.