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 | Miscellaneous | 36.29% |
| 2 | Technology | 18.3% |
| 3 | Financials | 9.6% |
| 4 | Industrials | 6.81% |
| 5 | Consumer Discretionary | 6.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Arista Networks
ANET
$244B
| $739M | 0.13% |
7,220,026
-285,391
| -4% | -$24.7M |
|
152
AT&T
T
$176B
| $737M | 0.13% |
25,466,613
-2,020,627
| -7% | -$55.7M |
|
153
iShares MSCI USA Quality Factor ETF
QUAL
$47.5B
| $732M | 0.13% |
4,002,949
-329,597
| -8% | -$56.9M |
|
154
Western Digital
WDC
$169B
| $731M | 0.13% |
11,427,216
-5,662,033
| -33% | -$270M |
|
155
KLA
KLAC
$242B
| $730M | 0.13% |
8,145,990
+852,660
| +12% | +$64.1M |
|
156
Automatic Data Processing
ADP
$110B
| $719M | 0.12% |
2,330,355
-226,217
| -9% | -$69.5M |
|
157
Williams Companies
WMB
$90.7B
| $711M | 0.12% |
11,320,489
-2,702,621
| -19% | -$160M |
|
158
CALL
Meta Platforms (Facebook)
META
$1.57T
| $707M | 0.12% |
958,499
-133,627
| -12% | -$82.6M |
|
159
PUT
Alphabet (Google) Class A
GOOGL
$4.14T
| $701M | 0.12% |
3,976,501
+712,742
| +22% | +$117M |
|
160
State Street Financial Select Sector SPDR ETF
XLF
$55B
| $700M | 0.12% |
13,366,264
-2,323,114
| -15% | -$115M |
|
161
iShares S&P 500 Value ETF
IVE
$50.1B
| $697M | 0.12% |
3,567,406
+8,662
| +0.2% | +$1.61M |
|
162
American Tower
AMT
$81.9B
| $696M | 0.12% |
3,150,463
-571,161
| -15% | -$123M |
|
163
Ferrari
RACE
$72.1B
| $694M | 0.12% |
1,414,722
+250,184
| +21% | +$116M |
|
164
Parker-Hannifin
PH
$121B
| $690M | 0.12% |
988,566
-699,517
| -41% | -$442M |
|
165
Emerson Electric
EMR
$85.2B
| $689M | 0.12% |
5,168,889
-1,265,975
| -20% | -$145M |
|
166
Ameriprise Financial
AMP
$49.5B
| $682M | 0.12% |
1,278,522
-86,423
| -6% | -$42.7M |
|
167
PUT
Visa
V
$700B
| $682M | 0.12% |
1,921,440
+534,669
| +39% | +$186M |
|
168
Lowe's Companies
LOW
$115B
| $680M | 0.12% |
3,067,047
+144,297
| +5% | +$32.2M |
|
|
169
PUT
State Street Financial Select Sector SPDR ETF
XLF
$55B
| $679M | 0.12% |
12,966,100
+2,124,500
| +20% | +$105M |
|
170
SLB Ltd
SLB
$85.3B
| $678M | 0.12% |
20,068,953
+2,342,788
| +13% | +$81.3M |
|
171
Marvell Technology
MRVL
$201B
| $677M | 0.12% |
8,742,268
+2,096,145
| +32% | +$131M |
|
172
GE Vernova
GEV
$251B
| $653M | 0.11% |
1,234,395
-213,390
| -15% | -$88.8M |
|
173
O'Reilly Automotive
ORLY
$71.1B
| $649M | 0.11% |
7,197,709
+272,404
| +4% | +$24.8M |
|
174
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
| $644M | 0.11% |
2,257,123
+32,332
| +1% | +$8.52M |
|
175
T-Mobile US
TMUS
$195B
| $642M | 0.11% |
2,696,351
-546,993
| -17% | -$134M |
|
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's Q2 2025 filing shows 1,070 new, 4,355 increased, 4,309 reduced and 1,039 closed positions. Its largest new stake was Amrize Ltd: 15,454,489 shares worth $766M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $1.44B.
By sector, the portfolio is most concentrated in Miscellaneous at 36% of assets, down from 37% a quarter earlier, followed by Technology and Financials.
- 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 1,070 new positions and closed 1,039 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.