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 | |
|---|---|---|---|---|---|---|
776
Principal Spectrum Preferred Securities Active ETF
PREF
$1.77B
| $131M | 0.02% |
6,921,965
-124,201
| -2% | -$2.31M |
|
777
iShares MSCI Japan ETF
EWJ
$21.7B
| $131M | 0.02% |
1,748,996
-101,238
| -5% | -$7.2M |
|
778
Grab
GRAB
$13.5B
| $131M | 0.02% |
26,008,863
+3,027,518
| +13% | +$14.1M |
|
779
Labcorp
LH
$24.3B
| $131M | 0.02% |
497,430
+55,790
| +13% | +$13.6M |
|
780
CALL
Chevron
CVX
$388B
| $131M | 0.02% |
911,718
+303,892
| +50% | +$42.8M |
|
781
Xylem
XYL
$28.5B
| $130M | 0.02% |
1,008,758
-831,438
| -45% | -$101M |
|
782
Packaging Corp of America
PKG
$22.7B
| $130M | 0.02% |
692,000
-14,737
| -2% | -$2.79M |
|
|
SW
783
Smurfit Westrock
SW
$25.5B
| $130M | 0.02% |
3,021,802
+1,122,329
| +59% | +$48M |
|
|
XYZ
784
Block Inc
XYZ
$45.9B
| $130M | 0.02% |
1,916,963
-1,308,527
| -41% | -$76.1M |
|
785
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
| $130M | 0.02% |
1,382,924
+281,255
| +26% | +$24.7M |
|
786
Coherent
COHR
$55.2B
| $129M | 0.02% |
1,451,419
+85,220
| +6% | +$6.13M |
|
787
CALL
Wells Fargo
WFC
$261B
| $129M | 0.02% |
1,615,300
-1,009,300
| -38% | -$72.8M |
|
788
Flowserve
FLS
$9.25B
| $129M | 0.02% |
2,470,633
-386,837
| -14% | -$18.2M |
|
789
BILL Holdings
BILL
$4.33B
| $129M | 0.02% |
2,795,604
+1,878,528
| +205% | +$83M |
|
790
Ferguson
FERG
$44.7B
| $129M | 0.02% |
593,658
-178,845
| -23% | -$32.9M |
|
791
United Microelectronic
UMC
$48.9B
| $129M | 0.02% |
16,888,821
+1,442,489
| +9% | +$10.7M |
|
792
Carnival Corporation Ltd
CCL
$36.1B
| $129M | 0.02% |
4,577,203
-307,524
| -6% | -$6.58M |
|
793
Vanguard Consumer Discretionary ETF
VCR
$5.84B
| $128M | 0.02% |
354,277
-47,454
| -12% | -$16.1M |
|
794
Cooper Companies
COO
$13.7B
| $128M | 0.02% |
1,802,486
-385,213
| -18% | -$29.5M |
|
795
Public Storage
PSA
$60.2B
| $128M | 0.02% |
437,035
+15,747
| +4% | +$4.66M |
|
|
NVO
796
Novo Nordisk
NVO
$216B
| $128M | 0.02% |
1,857,047
+424,021
| +30% | +$28.8M |
|
797
iShares Floating Rate Bond ETF
FLOT
$10.1B
| $128M | 0.02% |
2,508,797
-184,041
| -7% | -$9.35M |
|
798
CALL
Uber
UBER
$134B
| $128M | 0.02% |
1,368,150
-92,912
| -6% | -$7.65M |
|
799
PUT
Applied Materials
AMAT
$426B
| $128M | 0.02% |
696,500
-49,700
| -7% | -$7.88M |
|
800
iShares Core Universal USD Bond ETF
IUSB
$42.6B
| $127M | 0.02% |
2,750,687
+8,479
| +0.3% | +$387K |
|
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.