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 | |
|---|---|---|---|---|---|---|
926
CALL
Intel
INTC
$466B
| $105M | 0.02% |
4,698,413
-1,027,310
| -18% | -$21.3M |
|
927
CALL
Verizon
VZ
$194B
| $105M | 0.02% |
2,431,426
+606,000
| +33% | +$26.2M |
|
928
Dropbox
DBX
$6.81B
| $105M | 0.02% |
3,670,588
-247,631
| -6% | -$7.01M |
|
929
CALL
Futu Holdings
FUTU
$13.9B
| $105M | 0.02% |
848,610
+63,494
| +8% | +$6.49M |
|
930
Citizens Financial Group
CFG
$30.4B
| $105M | 0.02% |
2,339,287
-953,791
| -29% | -$37.5M |
|
931
AvalonBay Communities
AVB
$27.1B
| $105M | 0.02% |
514,025
-75,194
| -13% | -$15.4M |
|
932
Vanguard International High Dividend Yield ETF
VYMI
$20.2B
| $104M | 0.02% |
1,302,461
+151,888
| +13% | +$11.6M |
|
933
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
| $104M | 0.02% |
1,309,271
+47,893
| +4% | +$3.59M |
|
934
Rapid7
RPD
$634M
| $104M | 0.02% |
4,498,660
-397,224
| -8% | -$9.42M |
|
935
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
| $103M | 0.02% |
1,040,281
-48,628
| -4% | -$4.59M |
|
936
Brinker International
EAT
$8.02B
| $103M | 0.02% |
573,796
-140,205
| -20% | -$22M |
|
937
Wheaton Precious Metals
WPM
$50.6B
| $103M | 0.02% |
1,151,644
-62,884
| -5% | -$5.29M |
|
938
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.73B
| $103M | 0.02% |
982,542
+127,743
| +15% | +$12.7M |
|
939
Royal Bank of Canada
RY
$291B
| $103M | 0.02% |
782,534
+13,802
| +2% | +$1.69M |
|
940
PUT
Johnson & Johnson
JNJ
$635B
| $102M | 0.02% |
670,744
-149,300
| -18% | -$22.9M |
|
941
Tradeweb Markets
TW
$21.3B
| $102M | 0.02% |
699,430
-87,302
| -11% | -$12.2M |
|
942
Agilent Technologies
A
$39.1B
| $102M | 0.02% |
866,321
-38,366
| -4% | -$4.25M |
|
943
CALL
Moderna
MRNA
$21.5B
| $102M | 0.02% |
3,703,628
+750,700
| +25% | +$19.8M |
|
944
TC Energy
TRP
$73.5B
| $102M | 0.02% |
2,081,451
-332,289
| -14% | -$16.3M |
|
945
Cytokinetics
CYTK
$11B
| $101M | 0.02% |
3,070,665
+936,446
| +44% | +$32.6M |
|
946
Lithia Motors
LAD
$7.78B
| $101M | 0.02% |
300,296
+113,623
| +61% | +$35.1M |
|
947
Broadridge
BR
$17.2B
| $101M | 0.02% |
416,587
-161,228
| -28% | -$38.3M |
|
948
Zimmer Biomet
ZBH
$17.7B
| $101M | 0.02% |
1,109,965
+292,413
| +36% | +$28.3M |
|
949
Cameco
CCJ
$38.3B
| $101M | 0.02% |
1,359,799
-60,507
| -4% | -$3.23M |
|
950
CALL
Vertex
VERX
$1.92B
| $101M | 0.02% |
2,849,520
| – | – |
|
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.