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 | |
|---|---|---|---|---|---|---|
176
United Parcel Service
UPS
$97B
| $642M | 0.11% |
6,361,749
-498,034
| -7% | -$49M |
|
177
Philip Morris
PM
$298B
| $637M | 0.11% |
3,499,169
-566,424
| -14% | -$97.3M |
|
178
PUT
Broadcom
AVGO
$1.87T
| $631M | 0.11% |
2,288,500
-74,500
| -3% | -$16.2M |
|
179
PUT
Advanced Micro Devices
AMD
$880B
| $628M | 0.11% |
4,424,100
+1,197,800
| +37% | +$130M |
|
180
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
| $626M | 0.11% |
4,246,295
-1,130,996
| -21% | -$154M |
|
181
CALL
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
| $626M | 0.11% |
11,945,016
+1,194,416
| +11% | +$59.1M |
|
|
182
Suncor Energy
SU
$78.4B
| $624M | 0.11% |
16,670,606
+12,465,500
| +296% | +$451M |
|
183
Microchip Technology
MCHP
$44.2B
| $624M | 0.11% |
8,869,404
-728,640
| -8% | -$40M |
|
184
Sherwin-Williams
SHW
$76.6B
| $622M | 0.11% |
1,812,580
-234,065
| -11% | -$81.1M |
|
185
Strategy Inc
MSTR
$34.2B
| $620M | 0.11% |
1,534,683
-646,506
| -30% | -$235M |
|
186
CALL
Rocket Lab Corp
RKLB
$43.7B
| $620M | 0.11% |
17,330,323
-27,228
| -0.2% | -$666K |
|
187
Nike
NKE
$60.8B
| $615M | 0.11% |
8,652,251
+1,378,580
| +19% | +$82.8M |
|
188
Energy Transfer Partners
ET
$70.3B
| $609M | 0.11% |
33,576,026
+524,400
| +2% | +$9.15M |
|
189
Newmont
NEM
$101B
| $605M | 0.1% |
10,379,028
+1,745,726
| +20% | +$93.2M |
|
190
Danaher
DHR
$135B
| $601M | 0.1% |
3,043,804
+76,928
| +3% | +$14.9M |
|
191
HCA Healthcare
HCA
$83.5B
| $599M | 0.1% |
1,564,282
+456,114
| +41% | +$164M |
|
192
EOG Resources
EOG
$77.5B
| $593M | 0.1% |
4,956,518
+439,672
| +10% | +$50.2M |
|
193
Vistra
VST
$57B
| $589M | 0.1% |
3,037,401
+76,805
| +3% | +$11.4M |
|
194
Kinder Morgan
KMI
$72.9B
| $584M | 0.1% |
19,868,839
+1,677,803
| +9% | +$46M |
|
195
Prologis
PLD
$135B
| $580M | 0.1% |
5,517,760
+408,397
| +8% | +$42.8M |
|
196
Pfizer
PFE
$143B
| $577M | 0.1% |
23,817,659
-1,232
| -0% | -$28.7K |
|
197
iShares Silver Trust
SLV
$27.8B
| $575M | 0.1% |
17,514,991
+5,475,510
| +45% | +$167M |
|
198
Stryker
SYK
$122B
| $574M | 0.1% |
1,449,838
-156,909
| -10% | -$58.7M |
|
199
Apollo Global Management
APO
$68.6B
| $573M | 0.1% |
4,042,136
+349,340
| +9% | +$46.3M |
|
200
Bristol-Myers Squibb
BMY
$126B
| $573M | 0.1% |
12,385,689
+2,753,268
| +29% | +$135M |
|
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.