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 | |
|---|---|---|---|---|---|---|
976
Unum
UNM
$13.8B
| $98.8M | 0.02% |
1,223,278
+488,078
| +66% | +$38.5M |
|
977
AST SpaceMobile
ASTS
$16.8B
| $98.7M | 0.02% |
2,111,731
+610,399
| +41% | +$17.7M |
|
978
VF Corp
VFC
$6.68B
| $98.5M | 0.02% |
8,381,783
+2,724,020
| +48% | +$33.8M |
|
979
CALL
ODDITY Tech
ODD
$708M
| $98.4M | 0.02% |
+1,303,840
| New | +$79.5M |
|
980
Raymond James Financial
RJF
$32.5B
| $98.4M | 0.02% |
641,476
-235,758
| -27% | -$33.8M |
|
981
CALL
Marvell Technology
MRVL
$174B
| $98.1M | 0.02% |
1,267,600
+1,017,878
| +408% | +$63.5M |
|
982
Gentex
GNTX
$4.88B
| $98M | 0.02% |
4,455,318
+2,671,526
| +150% | +$58.4M |
|
983
iShares International Select Dividend ETF
IDV
$8.25B
| $97.8M | 0.02% |
2,834,900
+151,725
| +6% | +$4.95M |
|
984
CALL
State Street SPDR S&P Metals & Mining ETF
XME
$4.05B
| $97.7M | 0.02% |
1,452,800
+970,900
| +201% | +$57.6M |
|
985
MGM Resorts International
MGM
$11.7B
| $97.5M | 0.02% |
2,835,010
-340,781
| -11% | -$10.8M |
|
986
Fox Class A
FOXA
$23.2B
| $97.2M | 0.02% |
1,734,906
+206,319
| +13% | +$10.9M |
|
987
News Corp Class A
NWSA
$14.5B
| $97.1M | 0.02% |
3,267,423
+499,734
| +18% | +$13.7M |
|
988
Affirm
AFRM
$23.5B
| $97M | 0.02% |
1,403,591
-1,014,497
| -42% | -$52.6M |
|
989
Vale
VALE
$62.9B
| $96.9M | 0.02% |
9,982,354
+3,869,796
| +63% | +$36.5M |
|
990
Schwab U.S Small- Cap ETF
SCHA
$22.5B
| $96.8M | 0.02% |
3,825,354
-48,132
| -1% | -$1.14M |
|
991
CALL
Deutsche Bank
DB
$66.3B
| $96.7M | 0.02% |
3,303,676
+125,300
| +4% | +$3.31M |
|
992
CALL
Logitech
LOGI
$15.2B
| $96.4M | 0.02% |
1,070,085
+356,750
| +50% | +$28.9M |
|
993
VanEck Oil Services ETF
OIH
$2.06B
| $96.4M | 0.02% |
418,695
+29,855
| +8% | +$6.7M |
|
994
Mobileye
MBLY
$2.03B
| $96.3M | 0.02% |
5,355,481
-502,918
| -9% | -$7.68M |
|
995
Old Dominion Freight Line
ODFL
$48.5B
| $96.3M | 0.02% |
593,243
-103,641
| -15% | -$16.5M |
|
996
Trimble
TRMB
$12.3B
| $96.3M | 0.02% |
1,266,853
-81,516
| -6% | -$5.48M |
|
997
Airbnb
ABNB
$83.7B
| $96.2M | 0.02% |
726,590
-424,009
| -37% | -$53.7M |
|
998
Tapestry
TPR
$28.8B
| $96.1M | 0.02% |
1,094,613
-1,228,083
| -53% | -$93M |
|
999
MakeMyTrip
MMYT
$4.67B
| $96M | 0.02% |
979,793
+367,352
| +60% | +$37.1M |
|
1000
Seadrill
SDRL
$2.81B
| $95.9M | 0.02% |
3,652,361
-459,818
| -11% | -$10.9M |
|
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.