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 | |
|---|---|---|---|---|---|---|
1001
CALL
McDonald's
MCD
$188B
| $95.4M | 0.02% |
326,624
-20,600
| -6% | -$6.35M |
|
1002
Skyworks Solutions
SWKS
$9.06B
| $95.2M | 0.02% |
1,277,309
+9,146
| +0.7% | +$611K |
|
1003
Molson Coors Class B
TAP
$7.68B
| $95M | 0.02% |
1,976,011
+500,101
| +34% | +$27.5M |
|
1004
CALL
Unity
U
$12.5B
| $94.9M | 0.02% |
3,921,822
+438,092
| +13% | +$9.64M |
|
|
WCN
1005
Waste Connections
WCN
$42.8B
| $94.3M | 0.02% |
504,793
-57,662
| -10% | -$11.1M |
|
1006
CALL
BILL Holdings
BILL
$4.33B
| $94.2M | 0.02% |
2,035,319
-630,136
| -24% | -$27.9M |
|
1007
International Paper
IP
$22.3B
| $94.1M | 0.02% |
2,008,844
-306,042
| -13% | -$14.5M |
|
1008
State Street Materials Select Sector SPDR ETF
XLB
$8.51B
| $94M | 0.02% |
2,142,016
+205,372
| +11% | +$8.71M |
|
1009
Equifax
EFX
$20.3B
| $93.7M | 0.02% |
361,447
-247,835
| -41% | -$63M |
|
1010
Global X US Infrastructure Development ETF
PAVE
$14.3B
| $93.7M | 0.02% |
2,149,080
+15,147
| +0.7% | +$606K |
|
1011
Crown Holdings
CCK
$12.8B
| $93.6M | 0.02% |
909,341
-461,927
| -34% | -$44M |
|
1012
BioMarin Pharmaceuticals
BMRN
$11.5B
| $93.2M | 0.02% |
1,695,593
+1,579
| +0.1% | +$93K |
|
|
B
1013
Barrick Mining
B
$62.2B
| $93.2M | 0.02% |
4,476,348
-13,033
| -0.3% | -$255K |
|
1014
CALL
Petrobras
PBR
$121B
| $93.1M | 0.02% |
7,445,940
+1,231,440
| +20% | +$14.8M |
|
1015
PUT
Delta Air Lines
DAL
$55.9B
| $93M | 0.02% |
1,891,000
+1,203,600
| +175% | +$55.3M |
|
1016
Marathon Digital Holdings
MARA
$4.62B
| $92.9M | 0.02% |
5,926,576
+34,421
| +0.6% | +$493K |
|
1017
ARK Innovation ETF
ARKK
$5.89B
| $92.8M | 0.02% |
1,320,434
-465,291
| -26% | -$25.6M |
|
1018
Incyte
INCY
$23.5B
| $92.7M | 0.02% |
1,361,182
+36,326
| +3% | +$2.3M |
|
1019
Brighthouse Financial
BHF
$3.63B
| $92.7M | 0.02% |
1,723,214
-323,088
| -16% | -$18.2M |
|
1020
GeneDx Holdings
WGS
$1.75B
| $92.5M | 0.02% |
1,001,720
+949,579
| +1,821% | +$74.5M |
|
1021
US Foods
USFD
$21.4B
| $92.5M | 0.02% |
1,200,557
+150,278
| +14% | +$10.7M |
|
1022
MongoDB
MDB
$24B
| $92.4M | 0.02% |
440,016
-385,563
| -47% | -$71.3M |
|
1023
Keysight
KEYS
$54.5B
| $92.3M | 0.02% |
563,474
+19,360
| +4% | +$2.95M |
|
1024
ZTO Express
ZTO
$18.2B
| $92.3M | 0.02% |
5,199,945
-1,906,490
| -27% | -$34.5M |
|
1025
Plains GP Holdings
PAGP
$5.23B
| $92.2M | 0.02% |
4,747,489
-1,440,637
| -23% | -$26.8M |
|
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.