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 | |
|---|---|---|---|---|---|---|
126
Rockwell Automation
ROK
$51.3B
| $868M | 0.15% |
2,614,280
+218,584
| +9% | +$62.3M |
|
127
Quanta Services
PWR
$98.1B
| $858M | 0.15% |
2,268,675
-292,738
| -11% | -$94M |
|
128
TransDigm Group
TDG
$67.9B
| $846M | 0.15% |
556,399
+205,990
| +59% | +$289M |
|
129
Caterpillar
CAT
$412B
| $840M | 0.15% |
2,163,518
+129,794
| +6% | +$43.3M |
|
130
CALL
SPDR Gold Trust
GLD
$130B
| $834M | 0.14% |
2,737,352
+40,348
| +1% | +$12.2M |
|
131
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
| $834M | 0.14% |
19,675,550
+898,736
| +5% | +$37.4M |
|
|
SCHW
132
Charles Schwab
SCHW
$177B
| $826M | 0.14% |
9,053,713
-1,087,418
| -11% | -$91.1M |
|
133
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
| $819M | 0.14% |
13,650,187
-1,588,151
| -10% | -$88.6M |
|
134
CALL
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| $805M | 0.14% |
9,985,800
+6,854,300
| +219% | +$540M |
|
135
CME Group
CME
$91.9B
| $805M | 0.14% |
2,919,981
-30,179
| -1% | -$8.21M |
|
136
ServiceNow
NOW
$95.1B
| $799M | 0.14% |
3,886,640
-807,300
| -17% | -$152M |
|
137
Alibaba
BABA
$273B
| $799M | 0.14% |
7,046,547
+2,855,773
| +68% | +$338M |
|
138
Air Products & Chemicals
APD
$65.5B
| $796M | 0.14% |
2,821,512
+267,873
| +10% | +$73.3M |
|
139
CALL
Microsoft
MSFT
$2.83T
| $786M | 0.14% |
1,580,110
-1,253,329
| -44% | -$544M |
|
140
PUT
Bank of America
BAC
$430B
| $781M | 0.14% |
16,508,000
-2,078,600
| -11% | -$87.4M |
|
141
Mondelez International
MDLZ
$77.1B
| $776M | 0.13% |
11,511,726
+1,181,945
| +11% | +$78.9M |
|
142
Trane Technologies
TT
$106B
| $767M | 0.13% |
1,752,550
-235,099
| -12% | -$92.7M |
|
|
AMRZ
143
Amrize Ltd
AMRZ
$26.8B
| $766M | 0.13% |
+15,454,489
| New | +$780M |
|
144
Chubb
CB
$137B
| $764M | 0.13% |
2,635,906
-207,013
| -7% | -$59.6M |
|
145
Booking.com
BKNG
$134B
| $755M | 0.13% |
3,260,000
+7,525
| +0.2% | +$1.54M |
|
146
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
| $753M | 0.13% |
8,213,071
+1,454,298
| +22% | +$133M |
|
147
Progressive
PGR
$120B
| $750M | 0.13% |
2,808,866
-147,531
| -5% | -$40.4M |
|
148
CALL
iShares Silver Trust
SLV
$27.8B
| $746M | 0.13% |
22,750,934
+3,878,646
| +21% | +$119M |
|
149
Lockheed Martin
LMT
$131B
| $745M | 0.13% |
1,608,434
-214,975
| -12% | -$101M |
|
150
S&P Global
SPGI
$124B
| $744M | 0.13% |
1,411,153
-204,928
| -13% | -$102M |
|
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.