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 | |
|---|---|---|---|---|---|---|
1476
CALL
Mettler-Toledo International
MTD
$26.8B
| $52.9M | 0.01% |
45,000
+5,000
| +13% | +$5.59M |
|
1477
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.76B
| $52.9M | 0.01% |
1,553,379
-116,925
| -7% | -$3.78M |
|
1478
Tenet Healthcare
THC
$20.1B
| $52.8M | 0.01% |
299,772
-293,312
| -49% | -$44.2M |
|
1479
AES
AES
$10.6B
| $52.7M | 0.01% |
5,013,942
-969,426
| -16% | -$10.4M |
|
1480
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
| $52.7M | 0.01% |
2,098,563
-321,721
| -13% | -$5.17M |
|
1481
Global X Uranium ETF
URA
$5.52B
| $52.7M | 0.01% |
1,356,767
+7,166
| +0.5% | +$208K |
|
|
BLD
1482
DELISTED
TopBuild
BLD
| $52.6M | 0.01% |
162,582
+55,295
| +52% | +$16.4M |
|
1483
Bankunited
BKU
$3.38B
| $52.5M | 0.01% |
1,475,628
+854,357
| +138% | +$28.7M |
|
1484
Commercial Metals
CMC
$7.63B
| $52.5M | 0.01% |
1,073,047
-84,763
| -7% | -$3.93M |
|
1485
iShares MSCI KLD 400 Social ETF
DSI
$5.19B
| $52.3M | 0.01% |
449,836
-14,416
| -3% | -$1.54M |
|
1486
iShares Europe ETF
IEV
$1.63B
| $52.2M | 0.01% |
825,838
-21,393
| -3% | -$1.3M |
|
1487
Lamar Advertising Co
LAMR
$16.2B
| $52.2M | 0.01% |
429,767
+146,498
| +52% | +$17M |
|
1488
CALL
GE Aerospace
GE
$367B
| $52.1M | 0.01% |
202,500
-102,600
| -34% | -$22.5M |
|
1489
Dimensional US Small Cap ETF
DFAS
$15.2B
| $52.1M | 0.01% |
817,789
+95,128
| +13% | +$5.7M |
|
1490
Itron
ITRI
$3.73B
| $52M | 0.01% |
395,044
-251,006
| -39% | -$28.4M |
|
|
AXON
1491
CALL
Axon Enterprise
AXON
$40.5B
| $52M | 0.01% |
62,800
+53,100
| +547% | +$36.1M |
|
1492
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.04B
| $52M | 0.01% |
2,045,079
-84,512
| -4% | -$2.13M |
|
1493
Doximity
DOCS
$3.67B
| $52M | 0.01% |
847,487
-239,940
| -22% | -$13.4M |
|
1494
PUT
Roku
ROKU
$21.1B
| $51.9M | 0.01% |
591,000
-44,600
| -7% | -$3.12M |
|
1495
First Trust North American Energy Infrastructure Fund
EMLP
$4.18B
| $51.9M | 0.01% |
1,383,881
-65,794
| -5% | -$2.41M |
|
|
LIF
1496
CALL
Life360
LIF
$3.96B
| $51.6M | 0.01% |
+790,400
| New | +$40.6M |
|
|
SEE
1497
DELISTED
Sealed Air
SEE
| $51.6M | 0.01% |
1,661,631
+430,687
| +35% | +$12.8M |
|
1498
Post Holdings
POST
$4.12B
| $51.5M | 0.01% |
472,705
-731,706
| -61% | -$82M |
|
1499
Viatris
VTRS
$20.1B
| $51.4M | 0.01% |
5,759,399
+624,890
| +12% | +$5.28M |
|
|
CMA
1500
DELISTED
Comerica
CMA
| $51.4M | 0.01% |
861,433
+252,536
| +41% | +$14.1M |
|
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.