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 | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.71T
| $15.7B | 2.72% |
31,597,858
-1,300,257
| -4% | -$565M |
|
|
2
NVIDIA
NVDA
$5.56T
| $15.2B | 2.63% |
96,193,013
-5,233,049
| -5% | -$659M |
|
|
3
Apple
AAPL
$4.67T
| $11.1B | 1.92% |
54,134,464
-6,594,339
| -11% | -$1.33B |
|
4
Amazon
AMZN
$2.79T
| $7.87B | 1.36% |
35,880,479
-1,697,865
| -5% | -$336M |
|
5
Broadcom
AVGO
$1.7T
| $7.03B | 1.22% |
25,517,251
-2,079,126
| -8% | -$451M |
|
6
Meta Platforms (Facebook)
META
$1.57T
| $6.79B | 1.18% |
9,202,573
-505,737
| -5% | -$313M |
|
|
7
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $6.33B | 1.1% |
10,242,587
-2,522,372
| -20% | -$1.44B |
|
8
JPMorgan Chase
JPM
$953B
| $5.92B | 1.03% |
20,436,627
-1,529,846
| -7% | -$390M |
|
9
PUT
Invesco QQQ Trust
QQQ
$489B
| $4.93B | 0.85% |
8,932,024
+4,083,324
| +84% | +$2.03B |
|
10
Alphabet (Google) Class A
GOOGL
$4.14T
| $4.55B | 0.79% |
25,816,156
-1,799,952
| -7% | -$295M |
|
11
Visa
V
$700B
| $4.24B | 0.73% |
11,954,399
+389,781
| +3% | +$136M |
|
|
12
UBS Group
UBS
$170B
| $3.92B | 0.68% |
115,915,485
-31,355,557
| -21% | -$970M |
|
|
13
Alphabet (Google) Class C
GOOG
$4.1T
| $3.87B | 0.67% |
21,791,946
-2,617,809
| -11% | -$433M |
|
|
14
PUT
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $3.68B | 0.64% |
5,952,991
-6,312,257
| -51% | -$3.61B |
|
|
15
Invesco QQQ Trust
QQQ
$489B
| $3.06B | 0.53% |
5,540,629
+147,528
| +3% | +$73.4M |
|
16
Eli Lilly
LLY
$1.02T
| $3.06B | 0.53% |
3,919,407
+80,555
| +2% | +$62.6M |
|
17
PUT
iShares Russell 2000 ETF
IWM
$81.2B
| $2.98B | 0.52% |
13,798,800
+3,317,800
| +32% | +$668M |
|
18
PUT
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.3B
| $2.92B | 0.5% |
36,144,100
-3,738,700
| -9% | -$295M |
|
|
19
PUT
NVIDIA
NVDA
$5.56T
| $2.91B | 0.5% |
18,432,939
+2,593,100
| +16% | +$326M |
|
20
Costco
COST
$406B
| $2.91B | 0.5% |
2,938,539
+209,380
| +8% | +$208M |
|
21
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.61B | 0.45% |
5,365,582
-614,692
| -10% | -$312M |
|
|
22
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $2.6B | 0.45% |
4,202,276
+1,512,228
| +56% | +$864M |
|
23
Vanguard Morningstar Growth ETF
VUG
$228B
| $2.59B | 0.45% |
35,498,646
+241,848
| +0.7% | +$15.9M |
|
24
iShares Russell 1000 Growth ETF
IWF
$126B
| $2.56B | 0.44% |
24,073,876
-1,177,316
| -5% | -$113M |
|
|
25
CALL
NVIDIA
NVDA
$5.56T
| $2.55B | 0.44% |
16,114,331
-2,030,846
| -11% | -$256M |
|
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.