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 | |
|---|---|---|---|---|---|---|
1576
iShares US Financials ETF
IYF
$4.39B
| $47.1M | 0.01% |
389,548
-20,400
| -5% | -$2.3M |
|
|
BSCP
1577
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
| $47.1M | 0.01% |
2,277,429
-307,208
| -12% | -$6.36M |
|
1578
CALL
Vertiv
VRT
$112B
| $47M | 0.01% |
366,336
-741,236
| -67% | -$72.1M |
|
1579
UDR
UDR
$12.9B
| $46.9M | 0.01% |
1,149,820
-810,263
| -41% | -$33.6M |
|
1580
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.26B
| $46.9M | 0.01% |
395,788
-5,532
| -1% | -$644K |
|
1581
Ryan Specialty Holdings
RYAN
$5.41B
| $46.8M | 0.01% |
688,362
+75,073
| +12% | +$5.18M |
|
1582
CACI
CACI
$10.8B
| $46.7M | 0.01% |
97,918
-7,727
| -7% | -$3.42M |
|
|
PPLI
1583
People Inc
PPLI
$3.1B
| $46.7M | 0.01% |
1,249,628
+769,589
| +160% | +$27.8M |
|
1584
iShares MSCI United Kingdom ETF
EWU
$4.04B
| $46.7M | 0.01% |
1,174,668
-70,169
| -6% | -$2.7M |
|
1585
Suzano
SUZ
$10.2B
| $46.7M | 0.01% |
4,957,731
+2,338,134
| +89% | +$21.4M |
|
1586
Solventum
SOLV
$13.5B
| $46.6M | 0.01% |
614,876
+36,447
| +6% | +$2.58M |
|
1587
Houlihan Lokey
HLI
$9.68B
| $46.6M | 0.01% |
258,856
+22,651
| +10% | +$3.81M |
|
1588
Signet Jewelers
SIG
$3.55B
| $46.6M | 0.01% |
585,397
+24,647
| +4% | +$1.64M |
|
1589
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.15B
| $46.4M | 0.01% |
1,422,611
-513,263
| -27% | -$15.2M |
|
1590
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.07B
| $46.4M | 0.01% |
220,005
+11,097
| +5% | +$2.01M |
|
1591
Brown-Forman Class B
BF.B
$12B
| $46.3M | 0.01% |
1,721,960
-1,354,730
| -44% | -$43.5M |
|
1592
PUT
Booking.com
BKNG
$138B
| $46.3M | 0.01% |
200,000
-82,500
| -29% | -$16.9M |
|
|
FLXR
1593
TCW Flexible Income ETF
FLXR
$3.4B
| $46.3M | 0.01% |
+1,172,725
| New | +$45.8M |
|
1594
CALL
Applied Materials
AMAT
$426B
| $46.1M | 0.01% |
251,856
+38,845
| +18% | +$6.16M |
|
1595
TTM Technologies
TTMI
$13.6B
| $46.1M | 0.01% |
1,128,711
+819,115
| +265% | +$22.6M |
|
1596
Sun Life Financial
SLF
$45.6B
| $46M | 0.01% |
692,667
+112,514
| +19% | +$6.9M |
|
1597
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
| $46M | 0.01% |
704,009
-11,296
| -2% | -$720K |
|
1598
PUT
NetEase
NTES
$76.5B
| $46M | 0.01% |
341,600
+31,600
| +10% | +$3.63M |
|
1599
Chord Energy
CHRD
$7.79B
| $46M | 0.01% |
474,567
-373,272
| -44% | -$35.5M |
|
|
PR
1600
Permian Resources
PR
$17.9B
| $46M | 0.01% |
3,374,183
+452,376
| +15% | +$5.82M |
|
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.