UBS Group Top Holdings and 13F Report (2025)

About UBS Group

UBS Group NYSE: UBS has filed 13-F forms with the SEC as an investor. UBS Group is itself a publicly traded company. For more information on UBS Group stock, visit the UBS Group stock profile here.

Investment Activity

UBS Group has $543.98 billion in total holdings as of March 31, 2025.
UBS Group owns shares of 8,852 different stocks, but just 488 companies or ETFs make up 80% of its holdings.
Approximately 10.60% of the portfolio was purchased this quarter.
About 6.67% of the portfolio was sold this quarter.
This quarter, UBS Group has purchased 8,628 new stocks and bought additional shares in 4,165 stocks.
UBS Group sold shares of 3,436 stocks and completely divested from 863 stocks this quarter.

Largest Holdings

Apple: $16,208,442,260
SPDR S&P 500 ETF Trust: $15,506,433,238
NVIDIA: $14,675,852,633
Microsoft: $14,314,982,242
Amazon.com: $8,445,090,213

Largest New Holdings this Quarter

80004C200 - SANDISK CORP: $166,544,525 Holding
N72482206 - QIAGEN NV: $91,551,756 Holding
69344A834 - PGIM ETF TR: $33,846,693 Holding
218937100 - CORE NATURAL RESOURCES INC: $32,893,404 Holding
092528843 - BLACKROCK ETF TRUST II: $26,139,952 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 10,790,032 shares (about $6.04B)
iShares iBoxx $ High Yield Corporate Bond ETF: 21,696,837 shares (about $1.71B)
NVIDIA: 12,292,739 shares (about $1.33B)
Invesco QQQ: 1,734,840 shares (about $813.50M)
Eaton: 2,144,664 shares (about $582.98M)

Largest Sales this Quarter

Energy Select Sector SPDR Fund: 10,448,775 shares (about $976.44M)
Financial Select Sector SPDR Fund: 16,064,491 shares (about $800.17M)
Strategy: 2,422,211 shares (about $698.25M)
Newmont: 13,329,539 shares (about $643.55M)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 5,840,957 shares (about $634.85M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$16,208,442,260	$481,175,118 ▼	-2.9%	72,968,272	3.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$15,506,433,238	$6,035,835,920 ▲	63.7%	27,720,255	2.9%	Finance
NVDA NVIDIA	$14,675,852,633	$1,332,287,053 ▲	10.0%	135,411,078	2.7%	Computer and Technology
MSFT Microsoft	$14,314,982,242	$131,005,855 ▼	-0.9%	38,133,627	2.6%	Computer and Technology
AMZN Amazon.com	$8,445,090,213	$380,067,752 ▲	4.7%	44,387,103	1.6%	Retail/Wholesale
META Meta Platforms	$6,871,625,587	$198,511,640 ▲	3.0%	11,922,454	1.3%	Computer and Technology
QQQ Invesco QQQ	$6,516,519,343	$813,501,173 ▲	14.3%	13,896,868	1.2%	Finance
JPM JPMorgan Chase & Co.	$6,216,607,237	$15,789,961 ▼	-0.3%	25,342,875	1.1%	Finance
AVGO Broadcom	$5,393,162,907	$332,708,859 ▲	6.6%	32,211,449	1.0%	Computer and Technology
GOOGL Alphabet	$5,179,592,574	$168,488,167 ▼	-3.2%	33,494,520	1.0%	Computer and Technology
V Visa	$4,924,509,611	$189,878,873 ▲	4.0%	14,051,560	0.9%	Business Services
UBS UBS Group	$4,706,970,878	$160,055,993 ▼	-3.3%	153,671,919	0.9%	Finance
IWM iShares Russell 2000 ETF	$4,379,868,383	$265,056,977 ▲	6.4%	21,955,328	0.8%	Finance
GOOG Alphabet	$4,317,943,952	$490,086,636 ▲	12.8%	27,638,379	0.8%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,751,546,894	$1,711,663,471 ▲	83.9%	47,554,150	0.7%	ETF
BRK.B Berkshire Hathaway	$3,698,733,187	$92,824,439 ▲	2.6%	6,944,934	0.7%	Finance
LLY Eli Lilly and Company	$3,682,696,352	$531,161,717 ▲	16.9%	4,458,956	0.7%	Medical
TSLA Tesla	$3,489,281,258	$26,978,038 ▼	-0.8%	13,463,811	0.6%	Auto/Tires/Trucks
GLD SPDR Gold Shares	$3,403,559,529	$86,318,676 ▼	-2.5%	11,812,173	0.6%	Finance
UNH UnitedHealth Group	$3,208,192,182	$33,075,858 ▲	1.0%	6,125,427	0.6%	Medical
EEM iShares MSCI Emerging Markets ETF	$2,929,349,573	$527,125,307 ▼	-15.3%	67,033,171	0.5%	Finance
ABBV AbbVie	$2,845,792,846	$173,643,472 ▼	-5.8%	13,582,440	0.5%	Medical
TSM Taiwan Semiconductor Manufacturing	$2,788,296,190	$7,000,054 ▲	0.3%	16,796,965	0.5%	Computer and Technology
COST Costco Wholesale	$2,759,847,365	$107,955,106 ▼	-3.8%	2,918,065	0.5%	Retail/Wholesale
HD Home Depot	$2,702,787,519	$117,695,332 ▲	4.6%	7,374,792	0.5%	Retail/Wholesale
CSCO Cisco Systems	$2,668,348,237	$225,070,995 ▼	-7.8%	43,240,127	0.5%	Computer and Technology
MA Mastercard	$2,644,974,437	$154,539,145 ▲	6.2%	4,825,539	0.5%	Business Services
CVX Chevron	$2,638,315,845	$116,071,489 ▼	-4.2%	15,770,912	0.5%	Energy
BAC Bank of America	$2,621,279,632	$479,530,489 ▲	22.4%	62,815,232	0.5%	Finance
PG Procter & Gamble	$2,496,076,369	$80,770,902 ▼	-3.1%	14,646,616	0.5%	Consumer Staples
XOM Exxon Mobil	$2,423,599,127	$237,688,628 ▼	-8.9%	20,378,366	0.4%	Energy
VTV Vanguard Value ETF	$2,319,270,462	$35,332,067 ▲	1.5%	13,426,366	0.4%	ETF
NFLX Netflix	$2,279,666,568	$276,908,256 ▼	-10.8%	2,444,604	0.4%	Consumer Discretionary
IWF iShares Russell 1000 Growth ETF	$2,279,560,448	$42,052,180 ▲	1.9%	6,312,998	0.4%	ETF
JNJ Johnson & Johnson	$2,228,518,372	$420,502,894 ▼	-15.9%	13,437,762	0.4%	Medical
FXI iShares China Large-Cap ETF	$2,186,086,210	$535,107,292 ▼	-19.7%	60,995,709	0.4%	ETF
VUG Vanguard Growth ETF	$2,179,024,721	$23,564,499 ▼	-1.1%	5,876,233	0.4%	ETF
KO Coca-Cola	$2,160,890,753	$17,016,840 ▲	0.8%	30,171,611	0.4%	Consumer Staples
MCD McDonald's	$2,160,764,913	$267,532,735 ▼	-11.0%	6,917,325	0.4%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$2,143,181,000	$35,372,729 ▼	-1.6%	3,814,168	0.4%	ETF
WMT Walmart	$2,101,679,958	$21,051,954 ▼	-1.0%	23,939,856	0.4%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$2,063,524,922	$83,971,866 ▲	4.2%	4,015,343	0.4%	ETF
MRK Merck & Co., Inc.	$2,056,521,788	$361,111,661 ▲	21.3%	22,911,339	0.4%	Medical
BABA Alibaba Group	$1,957,664,224	$158,041,164 ▲	8.8%	14,804,993	0.4%	Retail/Wholesale
CRM Salesforce	$1,956,153,596	$4,350,921 ▲	0.2%	7,289,289	0.4%	Computer and Technology
GS The Goldman Sachs Group	$1,857,442,815	$82,266,357 ▲	4.6%	3,400,104	0.3%	Finance
XLF Financial Select Sector SPDR Fund	$1,856,995,400	$800,172,297 ▼	-30.1%	37,281,578	0.3%	ETF
AMD Advanced Micro Devices	$1,825,857,986	$433,644,889 ▼	-19.2%	17,771,637	0.3%	Computer and Technology
ORCL Oracle	$1,795,740,891	$175,274,344 ▲	10.8%	12,844,152	0.3%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$1,763,226,468	$976,438,024 ▼	-35.6%	18,868,127	0.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$1,750,308,376	$97,169,172 ▼	-5.3%	23,136,925	0.3%	ETF
MS Morgan Stanley	$1,734,128,396	$188,019,772 ▼	-9.8%	14,863,533	0.3%	Finance
UBER Uber Technologies	$1,632,579,194	$233,862,094 ▲	16.7%	22,407,071	0.3%	Computer and Technology
IWD iShares Russell 1000 Value ETF	$1,610,719,595	$70,882,130 ▼	-4.2%	8,560,372	0.3%	ETF
QCOM QUALCOMM	$1,576,409,721	$15,142,874 ▼	-1.0%	10,262,416	0.3%	Computer and Technology
NEE NextEra Energy	$1,570,139,207	$40,545,252 ▲	2.7%	22,148,952	0.3%	Utilities
HON Honeywell International	$1,534,189,312	$120,134,457 ▲	8.5%	7,245,286	0.3%	Multi-Sector Conglomerates
RSP Invesco S&P 500 Equal Weight ETF	$1,489,229,727	$311,525,226 ▲	26.5%	8,596,835	0.3%	ETF
LINDE PLC	$1,464,064,849	$126,185,648 ▲	9.4%	3,144,199	0.3%	SHS
EFA iShares MSCI EAFE ETF	$1,463,548,754	$594,035,871 ▼	-28.9%	17,907,118	0.3%	Finance
VO Vanguard Mid-Cap ETF	$1,454,487,415	$15,873,578 ▲	1.1%	5,624,033	0.3%	ETF
TMO Thermo Fisher Scientific	$1,430,081,502	$117,325,621 ▲	8.9%	2,873,958	0.3%	Medical
ABT Abbott Laboratories	$1,410,519,269	$18,924,379 ▲	1.4%	10,633,391	0.3%	Medical
AMGN Amgen	$1,405,930,128	$83,302,551 ▲	6.3%	4,512,695	0.3%	Medical
PANW Palo Alto Networks	$1,384,287,991	$18,832,342 ▼	-1.3%	8,112,330	0.3%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$1,364,232,018	$62,757,083 ▲	4.8%	14,986,620	0.3%	ETF
VEA Vanguard FTSE Developed Markets ETF	$1,359,550,416	$1,275,020 ▼	-0.1%	26,747,008	0.2%	ETF
IJH iShares Core S&P Mid-Cap ETF	$1,348,322,392	$36,961,924 ▼	-2.7%	23,107,496	0.2%	ETF
WFC Wells Fargo & Company	$1,345,336,775	$275,692,840 ▲	25.8%	18,739,891	0.2%	Finance
IBM International Business Machines	$1,317,932,289	$271,389,508 ▼	-17.1%	5,300,138	0.2%	Computer and Technology
CRWD CrowdStrike	$1,297,590,655	$131,473,204 ▲	11.3%	3,680,273	0.2%	Computer and Technology
ETN Eaton	$1,290,664,878	$582,984,015 ▲	82.4%	4,748,059	0.2%	Industrials
XLK Technology Select Sector SPDR Fund	$1,284,041,305	$83,077,021 ▼	-6.1%	6,218,720	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,280,740,021	$8,274,255 ▲	0.7%	6,602,093	0.2%	ETF
TXN Texas Instruments	$1,251,993,440	$191,094,957 ▼	-13.2%	6,967,131	0.2%	Computer and Technology
AXP American Express	$1,246,212,695	$95,993,811 ▲	8.3%	4,631,900	0.2%	Finance
PEP PepsiCo	$1,244,409,328	$133,090,941 ▼	-9.7%	8,299,382	0.2%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$1,243,799,340	$61,190,169 ▲	5.2%	14,736,959	0.2%	CL A
RTX RTX	$1,242,405,391	$20,352,611 ▼	-1.6%	9,379,476	0.2%	Aerospace
INTC Intel	$1,241,062,986	$71,466,735 ▼	-5.4%	54,648,304	0.2%	Computer and Technology
BLACKROCK INC	$1,220,845,622	$24,667,162 ▼	-2.0%	1,289,880	0.2%	COM
MU Micron Technology	$1,214,413,046	$185,263,817 ▼	-13.2%	13,976,442	0.2%	Computer and Technology
UNP Union Pacific	$1,178,217,471	$105,298,783 ▼	-8.2%	4,987,375	0.2%	Transportation
DE Deere & Company	$1,174,487,359	$44,135,797 ▼	-3.6%	2,502,370	0.2%	Industrials
VZ Verizon Communications	$1,173,306,858	$64,974,527 ▼	-5.2%	25,866,553	0.2%	Computer and Technology
ADI Analog Devices	$1,170,895,193	$77,262,599 ▼	-6.2%	5,805,996	0.2%	Computer and Technology
TMUS T-Mobile US	$1,159,266,750	$396,465,482 ▼	-25.5%	4,346,544	0.2%	Computer and Technology
MMC Marsh & McLennan Companies	$1,157,880,376	$112,803,844 ▲	10.8%	4,744,828	0.2%	Finance
VTI Vanguard Total Stock Market ETF	$1,143,975,053	$24,374,460 ▼	-2.1%	4,162,331	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,110,320,182	$133,909,937 ▼	-10.8%	10,617,961	0.2%	ETF
GE GE Aerospace	$1,094,038,913	$138,223,390 ▲	14.5%	5,466,095	0.2%	Industrials
ISRG Intuitive Surgical	$1,092,913,797	$55,731,743 ▼	-4.9%	2,206,703	0.2%	Medical
NOW ServiceNow	$1,088,186,443	$124,889,686 ▲	13.0%	1,366,828	0.2%	Computer and Technology
SLV iShares Silver Trust	$1,068,744,972	$160,698,583 ▼	-13.1%	34,486,769	0.2%	ETF
PH Parker-Hannifin	$1,032,058,181	$435,359,797 ▲	73.0%	1,697,883	0.2%	Industrials
BX Blackstone	$1,020,737,720	$74,057,401 ▲	7.8%	7,302,459	0.2%	Finance
ADBE Adobe	$998,617,005	$99,208,472 ▼	-9.0%	2,603,752	0.2%	Computer and Technology
VGT Vanguard Information Technology ETF	$995,915,445	$28,725,530 ▼	-2.8%	1,836,195	0.2%	ETF
LBRDK Liberty Broadband	$993,646,719	$66,285,418 ▼	-6.3%	11,683,089	0.2%	Consumer Discretionary
AGG iShares Core U.S. Aggregate Bond ETF	$988,629,826	$129,218,405 ▲	15.0%	9,994,236	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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UBS Group Top Holdings and 13F Report (2025)

About UBS Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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Terms & Info

UBS Group Top Holdings and 13F Report (2025)

About UBS Group

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUBS Group

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools