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 | |
|---|---|---|---|---|---|---|
76
Uber
UBER
$140B
| $1.25B | 0.22% |
13,436,198
-5,352,911
| -28% | -$441M |
|
|
77
Accenture
ACN
$84.9B
| $1.25B | 0.22% |
4,183,123
+1,380,530
| +49% | +$420M |
|
78
Blackrock
BLK
$161B
| $1.25B | 0.22% |
1,186,877
+38,004
| +3% | +$35.9M |
|
79
Boston Scientific
BSX
$64.8B
| $1.24B | 0.21% |
11,504,665
+2,224,498
| +24% | +$225M |
|
80
Analog Devices
ADI
$185B
| $1.21B | 0.21% |
5,073,643
+917,246
| +22% | +$191M |
|
81
Abbott
ABT
$175B
| $1.2B | 0.21% |
8,816,667
-982,247
| -10% | -$130M |
|
82
American Express
AXP
$233B
| $1.19B | 0.21% |
3,742,425
-721,075
| -16% | -$203M |
|
83
Vanguard Information Technology ETF
VGT
$140B
| $1.19B | 0.21% |
14,373,592
-19,968
| -0.1% | -$1.45M |
|
84
Micron Technology
MU
$1.12T
| $1.18B | 0.2% |
9,572,765
-1,177,251
| -11% | -$110M |
|
85
Deere & Co
DE
$165B
| $1.17B | 0.2% |
2,293,546
+12,780
| +0.6% | +$6.26M |
|
|
86
PUT
Tesla
TSLA
$1.2T
| $1.13B | 0.2% |
3,566,900
+274,608
| +8% | +$82.7M |
|
87
Palantir
PLTR
$296B
| $1.13B | 0.2% |
8,268,425
-644,356
| -7% | -$75.6M |
|
88
iShares Core S&P Small-Cap ETF
IJR
$109B
| $1.09B | 0.19% |
10,006,675
-600,746
| -6% | -$62.1M |
|
89
Linde
LIN
$234B
| $1.07B | 0.19% |
2,281,167
-444,032
| -16% | -$203M |
|
90
Starbucks
SBUX
$118B
| $1.07B | 0.18% |
11,651,013
+2,348,367
| +25% | +$204M |
|
91
iShares MSCI EAFE ETF
EFA
$76.1B
| $1.07B | 0.18% |
11,924,839
+932,421
| +8% | +$79.6M |
|
92
Union Pacific
UNP
$181B
| $1.03B | 0.18% |
4,470,559
+20,084
| +0.5% | +$4.46M |
|
93
Verizon
VZ
$183B
| $1.01B | 0.17% |
23,259,647
+813,920
| +4% | +$35.2M |
|
94
Boeing
BA
$165B
| $1B | 0.17% |
4,787,225
-11,172
| -0.2% | -$2.11M |
|
95
Blackstone
BX
$152B
| $1B | 0.17% |
6,704,742
+424,383
| +7% | +$58.3M |
|
96
PUT
Microsoft
MSFT
$2.83T
| $1B | 0.17% |
2,014,795
-387,278
| -16% | -$168M |
|
97
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
| $998M | 0.17% |
11,304,049
-317,560
| -3% | -$27.7M |
|
|
MRSH
98
Marsh
MRSH
$84.2B
| $993M | 0.17% |
4,539,709
-205,119
| -4% | -$46.3M |
|
99
iShares Core US Aggregate Bond ETF
AGG
$137B
| $990M | 0.17% |
9,981,683
-12,553
| -0.1% | -$1.23M |
|
100
Thermo Fisher Scientific
TMO
$213B
| $976M | 0.17% |
2,405,949
-214,005
| -8% | -$89.5M |
|
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.