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 | |
|---|---|---|---|---|---|---|
1376
PUT
ASML
ASML
$675B
| $58M | 0.01% |
72,400
-83,100
| -53% | -$59.6M |
|
1377
Invesco Preferred ETF
PGX
$3.84B
| $58M | 0.01% |
5,212,678
-313,373
| -6% | -$3.45M |
|
1378
CG Oncology
CGON
$6.11B
| $58M | 0.01% |
2,229,245
+524,527
| +31% | +$12.6M |
|
1379
Avantis International Equity ETF
AVDE
$17.7B
| $57.9M | 0.01% |
782,569
+303,262
| +63% | +$21.2M |
|
1380
CALL
Alphatec Holdings
ATEC
$1.27B
| $57.8M | 0.01% |
5,211,600
| – | – |
|
1381
Antero Midstream
AM
$10.8B
| $57.8M | 0.01% |
3,049,230
+415,345
| +16% | +$7.42M |
|
1382
NorthWestern Energy
NWE
$4.48B
| $57.8M | 0.01% |
1,126,356
+289,284
| +35% | +$16M |
|
1383
Essential Utilities
WTRG
$11.2B
| $57.7M | 0.01% |
1,553,976
-72,696
| -4% | -$2.83M |
|
1384
Organon & Co
OGN
$3.55B
| $57.7M | 0.01% |
5,959,792
+4,185,464
| +236% | +$43.2M |
|
1385
Hawaiian Electric Industries
HE
$2.33B
| $57.6M | 0.01% |
5,414,938
-109,745
| -2% | -$1.14M |
|
1386
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
| $57.6M | 0.01% |
566,504
-62,427
| -10% | -$6.26M |
|
1387
Telus
TU
$16B
| $57.6M | 0.01% |
3,583,476
-2,057,516
| -36% | -$31.9M |
|
1388
Petrobras
PBR
$121B
| $57.5M | 0.01% |
4,598,810
+1,465,307
| +47% | +$17.6M |
|
1389
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
| $57.5M | 0.01% |
1,436,472
-30,818
| -2% | -$1.16M |
|
1390
CALL
Zoom
ZM
$25.8B
| $57.4M | 0.01% |
736,412
-157,440
| -18% | -$12.2M |
|
1391
Roivant Sciences
ROIV
$25.2B
| $57.4M | 0.01% |
5,093,068
-1,704,135
| -25% | -$18.5M |
|
|
1392
CALL
Accenture
ACN
$89.9B
| $57.4M | 0.01% |
191,944
+37,616
| +24% | +$11.5M |
|
1393
CALL
Costco
COST
$415B
| $57.1M | 0.01% |
57,706
+5,700
| +11% | +$5.67M |
|
1394
Varonis Systems
VRNS
$5.25B
| $57.1M | 0.01% |
1,125,600
-1,272,047
| -53% | -$57.8M |
|
1395
PUT
Ferrari
RACE
$63.3B
| $57.1M | 0.01% |
116,400
+43,900
| +61% | +$20.4M |
|
1396
Vornado Realty Trust
VNO
$7.47B
| $57.1M | 0.01% |
1,493,106
-158,504
| -10% | -$5.93M |
|
1397
Gates Industrial Corporation Ltd.
GTES
$6.81B
| $57.1M | 0.01% |
2,478,180
+980,082
| +65% | +$19.8M |
|
1398
Vanguard International Dividend Appreciation ETF
VIGI
$8.89B
| $56.9M | 0.01% |
631,574
+2,419
| +0.4% | +$209K |
|
1399
Vipshop
VIPS
$6.84B
| $56.9M | 0.01% |
3,781,180
+1,991,044
| +111% | +$28.2M |
|
1400
Patrick Industries
PATK
$2.8B
| $56.8M | 0.01% |
616,092
+339,350
| +123% | +$28.9M |
|
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.