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 | |
|---|---|---|---|---|---|---|
101
iShares S&P 500 Growth ETF
IVW
$72.9B
| $973M | 0.17% |
8,834,680
-114,464
| -1% | -$11.3M |
|
102
Vanguard Small-Cap ETF
VB
$79.3B
| $971M | 0.17% |
4,098,496
+35,405
| +0.9% | +$7.9M |
|
103
CrowdStrike
CRWD
$187B
| $962M | 0.17% |
7,555,252
-1,050,952
| -12% | -$114M |
|
104
Intel
INTC
$504B
| $962M | 0.17% |
42,931,296
+5,181,081
| +14% | +$107M |
|
105
Lam Research
LRCX
$400B
| $961M | 0.17% |
9,876,133
-565,522
| -5% | -$44.9M |
|
106
CALL
Alcon
ALC
$32.8B
| $960M | 0.17% |
10,878,100
+9,989,500
| +1,124% | +$896M |
|
|
107
CALL
Apple
AAPL
$4.72T
| $956M | 0.17% |
4,659,165
+321,596
| +7% | +$64.9M |
|
108
PUT
Meta Platforms (Facebook)
META
$1.54T
| $949M | 0.16% |
1,285,860
+163,842
| +15% | +$101M |
|
109
Wells Fargo
WFC
$261B
| $943M | 0.16% |
11,767,236
-2,247,855
| -16% | -$162M |
|
110
Walt Disney
DIS
$161B
| $942M | 0.16% |
7,595,638
-559,632
| -7% | -$58.1M |
|
111
PUT
iShares MSCI Emerging Markets ETF
EEM
$28.6B
| $941M | 0.16% |
19,502,400
-3,483,400
| -15% | -$157M |
|
112
Deutsche Bank
DB
$65.3B
| $938M | 0.16% |
32,027,203
+2,650,822
| +9% | +$70M |
|
113
Adobe
ADBE
$84.3B
| $935M | 0.16% |
2,417,071
+133,188
| +6% | +$51.3M |
|
114
PUT
Amazon
AMZN
$2.51T
| $928M | 0.16% |
4,229,729
+348,529
| +9% | +$69M |
|
115
Liberty Broadband Class C
LBRDK
$4.26B
| $926M | 0.16% |
9,410,082
-2,273,007
| -19% | -$204M |
|
116
GE Aerospace
GE
$362B
| $926M | 0.16% |
3,596,130
-1,204,465
| -25% | -$264M |
|
117
PepsiCo
PEP
$184B
| $920M | 0.16% |
6,968,535
-531,318
| -7% | -$71.6M |
|
118
Vanguard FTSE Emerging Markets ETF
VWO
$119B
| $918M | 0.16% |
18,562,113
+1,122,936
| +6% | +$52.1M |
|
119
Intuitive Surgical
ISRG
$119B
| $915M | 0.16% |
1,683,008
-273,585
| -14% | -$143M |
|
120
TJX Companies
TJX
$170B
| $907M | 0.16% |
7,342,977
-138,966
| -2% | -$17.6M |
|
121
iShares China Large-Cap ETF
FXI
$4.29B
| $900M | 0.16% |
24,472,872
-821,737
| -3% | -$28.8M |
|
122
Intuit
INTU
$77B
| $894M | 0.15% |
1,134,602
+121,308
| +12% | +$82.1M |
|
123
iShares Russell 2000 ETF
IWM
$81.2B
| $883M | 0.15% |
4,093,561
-623,117
| -13% | -$125M |
|
124
Constellation Energy
CEG
$98.4B
| $874M | 0.15% |
2,706,772
+304,523
| +13% | +$80.6M |
|
125
Applied Materials
AMAT
$447B
| $873M | 0.15% |
4,766,535
-1,029,171
| -18% | -$163M |
|
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.