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 | |
|---|---|---|---|---|---|---|
826
First Horizon
FHN
$12.1B
| $122M | 0.02% |
5,752,982
+1,906,728
| +50% | +$36.3M |
|
827
CALL
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $122M | 0.02% |
3,550,772
-7,101,106
| -67% | -$235M |
|
828
BridgeBio Pharma
BBIO
$16.5B
| $121M | 0.02% |
2,812,499
+613,985
| +28% | +$22.3M |
|
829
iShares Russell Top 200 Growth ETF
IWY
$16B
| $121M | 0.02% |
491,459
+32,049
| +7% | +$7.13M |
|
830
Zebra Technologies
ZBRA
$12.4B
| $121M | 0.02% |
391,744
-55,253
| -12% | -$15M |
|
831
F5
FFIV
$22.1B
| $121M | 0.02% |
409,946
-14,020
| -3% | -$3.87M |
|
832
PUT
Alibaba
BABA
$269B
| $120M | 0.02% |
1,062,308
-4,089,460
| -79% | -$484M |
|
833
PUT
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
| $120M | 0.02% |
2,742,600
+1,872,000
| +215% | +$79.4M |
|
834
Carlisle Companies
CSL
$13.6B
| $120M | 0.02% |
322,447
+73,252
| +29% | +$27.2M |
|
835
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
| $120M | 0.02% |
1,130,527
-138,656
| -11% | -$14.6M |
|
836
Toronto Dominion Bank
TD
$198B
| $120M | 0.02% |
1,635,786
+309,603
| +23% | +$20.2M |
|
837
Vanguard S&P 500 Value ETF
VOOV
$6.58B
| $120M | 0.02% |
636,448
+103,072
| +19% | +$18.6M |
|
838
Hormel Foods
HRL
$13.9B
| $120M | 0.02% |
3,956,734
+964,466
| +32% | +$29.1M |
|
839
Invesco S&P 500 Quality ETF
SPHQ
$19.4B
| $120M | 0.02% |
1,678,247
+143,470
| +9% | +$9.7M |
|
840
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
| $120M | 0.02% |
2,295,131
+4,231
| +0.2% | +$201K |
|
841
Capital Group Global Growth Equity ETF
CGGO
$11.2B
| $119M | 0.02% |
3,735,352
-559,609
| -13% | -$16.5M |
|
842
Booz Allen Hamilton
BAH
$8.7B
| $119M | 0.02% |
1,146,653
+6,689
| +0.6% | +$749K |
|
843
VeriSign
VRSN
$25.3B
| $119M | 0.02% |
412,329
-60,682
| -13% | -$16.4M |
|
844
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
| $119M | 0.02% |
1,284,615
-60,264
| -4% | -$5.43M |
|
845
Cboe Global Markets
CBOE
$29.8B
| $119M | 0.02% |
509,731
-211,825
| -29% | -$47.2M |
|
846
Becton Dickinson
BDX
$43.1B
| $119M | 0.02% |
689,997
-606,001
| -47% | -$111M |
|
847
Invesco MSCI USA ETF
PBUS
$11.2B
| $119M | 0.02% |
1,907,260
+1,749,212
| +1,107% | +$100M |
|
848
DraftKings
DKNG
$11.4B
| $119M | 0.02% |
2,763,806
-2,334,716
| -46% | -$83.7M |
|
849
PUT
Mercado Libre
MELI
$91.3B
| $118M | 0.02% |
45,300
-13,000
| -22% | -$30.4M |
|
850
PUT
Walmart Inc
WMT
$871B
| $118M | 0.02% |
1,208,900
-861,736
| -42% | -$82.1M |
|
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.