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 | |
|---|---|---|---|---|---|---|
201
Spotify
SPOT
$96.4B
| $567M | 0.1% |
739,457
+169,086
| +30% | +$109M |
|
202
Howmet Aerospace
HWM
$115B
| $566M | 0.1% |
3,038,651
+227,405
| +8% | +$35M |
|
203
Capital One
COF
$123B
| $562M | 0.1% |
2,642,457
+925,226
| +54% | +$173M |
|
204
Zscaler
ZS
$22.6B
| $562M | 0.1% |
1,790,335
+253,958
| +17% | +$63.3M |
|
205
Altria Group
MO
$120B
| $554M | 0.1% |
9,451,763
-2,372,652
| -20% | -$139M |
|
206
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
| $551M | 0.1% |
5,027,382
+434,969
| +9% | +$46.7M |
|
207
Freeport-McMoran
FCX
$91.3B
| $549M | 0.1% |
12,655,161
-1,094,698
| -8% | -$41.6M |
|
208
VanEck Gold Miners ETF
GDX
$22.9B
| $546M | 0.09% |
10,490,250
+91,435
| +0.9% | +$4.54M |
|
|
209
Kenvue
KVUE
$36.3B
| $545M | 0.09% |
26,026,298
+18,413,270
| +242% | +$419M |
|
210
Travelers Companies
TRV
$78.5B
| $542M | 0.09% |
2,026,277
+251,839
| +14% | +$66.4M |
|
211
iShares Semiconductor ETF
SOXX
$46.2B
| $539M | 0.09% |
2,258,781
+1,262,672
| +127% | +$253M |
|
212
iShares Gold Trust
IAU
$62.9B
| $535M | 0.09% |
8,586,566
-373,776
| -4% | -$23.2M |
|
213
Arm
ARM
$302B
| $533M | 0.09% |
3,292,334
+437,309
| +15% | +$54.3M |
|
214
Intercontinental Exchange
ICE
$81B
| $532M | 0.09% |
2,899,176
-1,216,471
| -30% | -$209M |
|
215
ASML
ASML
$693B
| $521M | 0.09% |
650,027
+69,085
| +12% | +$49.6M |
|
216
CRH
CRH
$65.5B
| $520M | 0.09% |
5,663,677
-4,269,905
| -43% | -$389M |
|
217
Alcon
ALC
$32.8B
| $520M | 0.09% |
5,887,688
-80,825
| -1% | -$7.25M |
|
218
PUT
Netflix
NFLX
$287B
| $515M | 0.09% |
3,849,000
-1,112,000
| -22% | -$126M |
|
219
Target
TGT
$61.1B
| $511M | 0.09% |
5,177,950
-1,024,533
| -17% | -$98.4M |
|
220
PUT
Marvell Technology
MRVL
$188B
| $507M | 0.09% |
6,555,101
+5,912,801
| +921% | +$369M |
|
221
Gilead Sciences
GILD
$162B
| $506M | 0.09% |
4,560,822
-65,400
| -1% | -$6.96M |
|
222
Phillips 66
PSX
$83B
| $501M | 0.09% |
4,196,893
-436,975
| -9% | -$49M |
|
223
Chipotle Mexican Grill
CMG
$41.1B
| $500M | 0.09% |
8,906,160
-921,674
| -9% | -$46.9M |
|
224
Medtronic
MDT
$105B
| $498M | 0.09% |
5,713,158
+662,193
| +13% | +$56.2M |
|
225
Comcast
CMCSA
$78.3B
| $498M | 0.09% |
13,944,305
-732,655
| -5% | -$25.3M |
|
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.