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 | |
|---|---|---|---|---|---|---|
801
Hims & Hers Health
HIMS
$6.5B
| $127M | 0.02% |
2,550,841
+763,261
| +43% | +$34.5M |
|
802
Zillow
Z
$7.04B
| $127M | 0.02% |
1,811,185
-195,665
| -10% | -$13.2M |
|
803
Baker Hughes
BKR
$56.8B
| $127M | 0.02% |
3,308,006
-403,455
| -11% | -$15.2M |
|
804
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.4B
| $127M | 0.02% |
2,008,204
-276,626
| -12% | -$16.1M |
|
805
AeroVironment
AVAV
$7.57B
| $127M | 0.02% |
444,583
+94,707
| +27% | +$16M |
|
806
Vanguard Energy ETF
VDE
$10.1B
| $127M | 0.02% |
1,063,096
-138,667
| -12% | -$16.1M |
|
807
Veralto
VLTO
$22.6B
| $127M | 0.02% |
1,254,214
-309,159
| -20% | -$29.8M |
|
808
CALL
Alibaba
BABA
$269B
| $127M | 0.02% |
1,115,753
-4,346,698
| -80% | -$515M |
|
809
BellRing Brands
BRBR
$1.51B
| $126M | 0.02% |
2,180,930
+1,048,915
| +93% | +$70M |
|
810
Brookfield
BN
$102B
| $126M | 0.02% |
3,059,742
+56,700
| +2% | +$2.1M |
|
811
Resideo Technologies
REZI
$5.23B
| $125M | 0.02% |
5,677,610
+2,212,536
| +64% | +$42.2M |
|
812
iShares MSCI ACWI ETF
ACWI
$32.6B
| $124M | 0.02% |
962,858
+416,577
| +76% | +$49.9M |
|
813
PUT
Chevron
CVX
$388B
| $123M | 0.02% |
862,000
-93,200
| -10% | -$13.1M |
|
|
TGI
814
DELISTED
Triumph Group
TGI
| $123M | 0.02% |
4,780,774
+2,298,720
| +93% | +$58.6M |
|
815
Vanguard Communication Services ETF
VOX
$5.53B
| $123M | 0.02% |
719,607
+58,940
| +9% | +$9.06M |
|
|
P
816
Everpure Inc
P
$24.8B
| $123M | 0.02% |
2,131,653
+567,214
| +36% | +$28.2M |
|
|
LNW
817
DELISTED
Light & Wonder
LNW
| $123M | 0.02% |
1,273,673
+508,930
| +67% | +$43.6M |
|
818
IDEX
IEX
$16.5B
| $123M | 0.02% |
697,920
+326,086
| +88% | +$57.8M |
|
819
James Hardie Industries
JHX
$15.4B
| $123M | 0.02% |
4,556,131
+2,864,446
| +169% | +$69.2M |
|
820
Lincoln Electric
LECO
$13.8B
| $122M | 0.02% |
590,754
+144,917
| +33% | +$27.7M |
|
821
Ameren
AEE
$31.5B
| $122M | 0.02% |
1,274,681
-58,513
| -4% | -$5.68M |
|
822
Global Payments
GPN
$22.1B
| $122M | 0.02% |
1,528,816
-444,402
| -23% | -$35.2M |
|
823
State Street SPDR S&P Regional Banking ETF
KRE
$4.86B
| $122M | 0.02% |
2,056,929
+706,143
| +52% | +$39.3M |
|
824
Lennar Class A
LEN
$20.4B
| $122M | 0.02% |
1,104,007
-460,021
| -29% | -$49.8M |
|
825
BWX Technologies
BWXT
$16B
| $122M | 0.02% |
847,646
+421,042
| +99% | +$49.2M |
|
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.