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 $577.63 billion in total holdings as of June 30, 2025.
UBS Group owns shares of 8,874 different stocks, but just 491 companies or ETFs make up 80% of its holdings.
Approximately 7.45% of the portfolio was purchased this quarter.
About 11.00% of the portfolio was sold this quarter.
This quarter, UBS Group has purchased 8,852 new stocks and bought additional shares in 3,937 stocks.
UBS Group sold shares of 3,698 stocks and completely divested from 997 stocks this quarter.

Largest Holdings

NVIDIA: $20,655,657,312
Microsoft: $17,505,232,245
Apple: $13,756,777,553
SPDR S&P 500 ETF Trust: $12,602,814,095
Invesco QQQ: $9,459,198,907

Largest New Holdings this Quarter

773121108 - ROCKET LAB CORP: $858,616,033 Holding
H2927K103 - AMRIZE LTD: $765,769,930 Holding
06849F108 - BARRICK MNG CORP: $196,861,262 Holding
172573107 - CIRCLE INTERNET GROUP INC: $138,055,961 Holding
29287L700 - TCW ETF TRUST: $46,264,001 Holding

Largest Purchases this Quarter

Invesco QQQ: 3,250,545 shares (about $1.79B)
Alcon: 9,923,675 shares (about $876.06M)
ROCKET LAB CORP: 24,003,803 shares (about $858.62M)
AMRIZE LTD: 15,454,489 shares (about $765.77M)
Tesla: 2,316,703 shares (about $735.92M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 7,322,401 shares (about $4.52B)
Microsoft: 2,940,864 shares (about $1.46B)
Apple: 5,917,643 shares (about $1.21B)
UBS Group: 31,031,688 shares (about $1.05B)
iShares China Large-Cap ETF: 25,040,037 shares (about $920.47M)

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
NVDA NVIDIA	$20,655,657,312	$737,938,902 ▼	-3.4%	130,740,283	3.6%	Computer and Technology
MSFT Microsoft	$17,505,232,245	$1,462,815,162 ▼	-7.7%	35,192,763	3.0%	Computer and Technology
AAPL Apple	$13,756,777,553	$1,214,122,814 ▼	-8.1%	67,050,629	2.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$12,602,814,095	$4,524,145,458 ▼	-26.4%	20,397,854	2.2%	Finance
QQQ Invesco QQQ	$9,459,198,907	$1,793,130,644 ▲	23.4%	17,147,413	1.6%	Finance
AMZN Amazon.com	$9,225,225,546	$512,860,983 ▼	-5.3%	42,049,435	1.6%	Retail/Wholesale
META Meta Platforms	$8,448,866,039	$350,978,033 ▼	-4.0%	11,446,932	1.5%	Computer and Technology
AVGO Broadcom	$8,009,567,840	$869,518,078 ▼	-9.8%	29,057,021	1.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$6,598,307,243	$748,845,647 ▼	-10.2%	22,759,847	1.1%	Finance
GOOGL Alphabet	$5,677,041,322	$225,697,937 ▼	-3.8%	32,213,819	1.0%	Computer and Technology
IWM iShares Russell 2000 ETF	$5,346,891,015	$609,150,786 ▲	12.9%	24,778,215	0.9%	Finance
V Visa	$5,177,057,545	$188,051,167 ▲	3.8%	14,581,207	0.9%	Business Services
TSLA Tesla	$5,012,838,077	$735,923,875 ▲	17.2%	15,780,514	0.9%	Auto/Tires/Trucks
GOOG Alphabet	$4,481,191,235	$421,580,817 ▼	-8.6%	25,261,803	0.8%	Computer and Technology
UBS UBS Group	$4,147,692,614	$1,049,491,689 ▼	-20.2%	122,640,231	0.7%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$3,929,365,829	$94,123,631 ▲	2.5%	48,721,213	0.7%	ETF
TSM Taiwan Semiconductor Manufacturing	$3,896,617,988	$92,273,385 ▲	2.4%	17,204,371	0.7%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$3,691,999,484	$458,319,316 ▲	14.2%	76,533,986	0.6%	Finance
LLY Eli Lilly and Company	$3,529,747,699	$53,857,728 ▲	1.5%	4,528,046	0.6%	Medical
NFLX Netflix	$3,317,470,940	$43,828,386 ▲	1.3%	2,477,333	0.6%	Consumer Discretionary
BRK.B Berkshire Hathaway	$3,132,917,267	$240,723,324 ▼	-7.1%	6,449,384	0.5%	Finance
GLD SPDR Gold Shares	$3,041,286,472	$559,418,224 ▼	-15.5%	9,976,992	0.5%	Finance
COST Costco Wholesale	$3,040,645,098	$151,935,983 ▲	5.3%	3,071,545	0.5%	Retail/Wholesale
ORCL Oracle	$2,646,467,178	$161,649,775 ▼	-5.8%	12,104,776	0.5%	Computer and Technology
VUG Vanguard Growth ETF	$2,593,767,734	$17,627,187 ▲	0.7%	5,916,441	0.4%	ETF
MA Mastercard	$2,589,380,746	$122,282,640 ▼	-4.5%	4,607,931	0.4%	Business Services
IWF iShares Russell 1000 Growth ETF	$2,555,406,484	$124,966,207 ▼	-4.7%	6,018,669	0.4%	ETF
BAC Bank of America	$2,538,700,821	$433,715,955 ▼	-14.6%	53,649,637	0.4%	Finance
CVX Chevron	$2,478,701,664	$220,464,775 ▲	9.8%	17,310,578	0.4%	Energy
VTV Vanguard Value ETF	$2,433,749,390	$60,773,463 ▲	2.6%	13,770,224	0.4%	ETF
ABBV AbbVie	$2,392,861,575	$128,310,939 ▼	-5.1%	12,891,184	0.4%	Medical
AMD Advanced Micro Devices	$2,337,661,028	$184,134,265 ▼	-7.3%	16,474,003	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$2,296,605,500	$15,770,217 ▲	0.7%	4,043,106	0.4%	ETF
XOM Exxon Mobil	$2,221,844,132	$25,056,277 ▲	1.1%	20,610,799	0.4%	Energy
HD Home Depot	$2,203,553,698	$500,340,043 ▼	-18.5%	6,010,129	0.4%	Retail/Wholesale
GS The Goldman Sachs Group	$2,196,393,133	$210,030,475 ▼	-8.7%	3,103,346	0.4%	Finance
WMT Walmart	$2,117,647,077	$223,192,041 ▼	-9.5%	21,657,262	0.4%	Retail/Wholesale
CSCO Cisco Systems	$2,106,341,625	$893,658,387 ▼	-29.8%	30,359,493	0.4%	Computer and Technology
JNJ Johnson & Johnson	$2,098,576,192	$45,958,045 ▲	2.2%	13,738,633	0.4%	Medical
KO CocaCola	$2,037,433,599	$97,207,882 ▼	-4.6%	28,797,648	0.4%	Consumer Staples
PG Procter & Gamble	$2,008,450,213	$325,048,647 ▼	-13.9%	12,606,391	0.3%	Consumer Staples
XLF Financial Select Sector SPDR Fund	$2,004,586,390	$52,150,151 ▲	2.7%	38,277,380	0.3%	ETF
CRM Salesforce	$1,973,796,211	$13,920,006 ▼	-0.7%	7,238,242	0.3%	Computer and Technology
IVV iShares Core S&P 500 ETF	$1,925,091,757	$443,125,154 ▼	-18.7%	3,100,486	0.3%	ETF
PALANTIR TECHNOLOGIES INC	$1,900,642,827	$108,299,424 ▼	-5.4%	13,942,509	0.3%	CL A
MS Morgan Stanley	$1,873,008,799	$220,668,459 ▼	-10.5%	13,296,953	0.3%	Finance
QCOM QUALCOMM	$1,813,882,533	$179,490,161 ▲	11.0%	11,389,442	0.3%	Computer and Technology
HON Honeywell International	$1,765,067,850	$77,785,646 ▲	4.6%	7,579,302	0.3%	Multi-Sector Conglomerates
IEFA iShares Core MSCI EAFE ETF	$1,743,405,837	$188,064,662 ▼	-9.7%	20,884,114	0.3%	ETF
XLK Technology Select Sector SPDR Fund	$1,741,972,714	$167,206,250 ▲	10.6%	6,879,014	0.3%	ETF
IWD iShares Russell 1000 Value ETF	$1,692,589,365	$29,908,312 ▲	1.8%	8,714,356	0.3%	ETF
UBER Uber Technologies	$1,678,107,608	$412,472,116 ▼	-19.7%	17,986,148	0.3%	Computer and Technology
ACN Accenture	$1,617,084,567	$695,540,642 ▲	75.5%	5,410,300	0.3%	Computer and Technology
MCD McDonald's	$1,615,204,578	$405,830,265 ▼	-20.1%	5,528,304	0.3%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$1,608,642,268	$286,073,053 ▲	21.6%	18,228,241	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$1,603,637,942	$3,432,091 ▲	0.2%	18,908,595	0.3%	ETF
ADI Analog Devices	$1,598,147,683	$216,204,515 ▲	15.6%	6,714,342	0.3%	Computer and Technology
UNH UnitedHealth Group	$1,588,782,722	$322,166,740 ▼	-16.9%	5,092,742	0.3%	Medical
VO Vanguard Mid-Cap ETF	$1,588,254,358	$14,481,203 ▲	0.9%	5,675,783	0.3%	ETF
RTX RTX	$1,586,169,702	$216,578,616 ▲	15.8%	10,862,688	0.3%	Aerospace
MU Micron Technology	$1,580,630,842	$141,965,636 ▼	-8.2%	12,824,591	0.3%	Computer and Technology
PANW Palo Alto Networks	$1,569,227,813	$90,879,396 ▼	-5.5%	7,668,236	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,563,354,444	$38,507,519 ▲	2.5%	27,422,460	0.3%	ETF
CRWD CrowdStrike	$1,553,142,372	$321,257,469 ▼	-17.1%	3,049,503	0.3%	Computer and Technology
SLV iShares Silver Trust	$1,497,121,122	$365,610,230 ▲	32.3%	45,630,025	0.3%	ETF
ALC Alcon	$1,485,380,565	$876,062,029 ▲	143.8%	16,825,788	0.3%	Medical
IBM International Business Machines	$1,476,713,351	$85,661,298 ▼	-5.5%	5,009,544	0.3%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,454,503,932	$146,213,346 ▼	-9.1%	16,271,439	0.3%	Finance
MRK Merck & Co., Inc.	$1,450,613,649	$363,047,946 ▼	-20.0%	18,325,084	0.3%	Medical
RSP Invesco S&P 500 Equal Weight ETF	$1,443,632,244	$118,756,549 ▼	-7.6%	7,943,393	0.2%	ETF
ETN Eaton	$1,436,392,460	$258,617,121 ▼	-15.3%	4,023,621	0.2%	Industrials
TXN Texas Instruments	$1,392,696,689	$53,819,049 ▼	-3.7%	6,707,912	0.2%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,387,175,353	$45,951,548 ▼	-3.2%	22,366,581	0.2%	ETF
BLACKROCK INC	$1,365,417,355	$12,010,765 ▲	0.9%	1,301,327	0.2%	COM
VIG Vanguard Dividend Appreciation ETF	$1,341,552,905	$9,697,469 ▼	-0.7%	6,554,712	0.2%	ETF
INTC Intel	$1,323,939,300	$99,817,290 ▲	8.2%	59,104,433	0.2%	Computer and Technology
FXI iShares China Large-Cap ETF	$1,321,730,503	$920,471,760 ▼	-41.1%	35,955,672	0.2%	ETF
AMGN Amgen	$1,300,858,375	$40,868,805 ▲	3.2%	4,659,068	0.2%	Medical
ABT Abbott Laboratories	$1,298,235,035	$148,012,474 ▼	-10.2%	9,545,144	0.2%	Medical
NEE NextEra Energy	$1,296,130,822	$241,449,424 ▼	-15.7%	18,670,856	0.2%	Utilities
BSX Boston Scientific	$1,283,698,263	$233,820,399 ▲	22.3%	11,951,385	0.2%	Medical
MRVL Marvell Technology	$1,282,128,601	$698,676,178 ▲	119.7%	16,564,969	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$1,267,590,821	$2,533,560 ▲	0.2%	4,170,667	0.2%	ETF
DE Deere & Company	$1,244,046,210	$28,383,912 ▼	-2.2%	2,446,550	0.2%	Industrials
AXP American Express	$1,217,905,513	$259,577,950 ▼	-17.6%	3,818,125	0.2%	Finance
VGT Vanguard Information Technology ETF	$1,216,255,872	$1,655,547 ▼	-0.1%	1,833,699	0.2%	ETF
WFC Wells Fargo & Company	$1,205,167,925	$296,272,143 ▼	-19.7%	15,042,036	0.2%	Finance
DB Deutsche Bank Aktiengesellschaft	$1,191,423,081	$10,623,428 ▲	0.9%	40,690,679	0.2%	Finance
DIS Walt Disney	$1,186,102,698	$40,321,603 ▼	-3.3%	9,564,573	0.2%	Consumer Discretionary
SBUX Starbucks	$1,183,824,141	$276,729,106 ▲	30.5%	12,919,613	0.2%	Retail/Wholesale
VZ Verizon Communications	$1,176,847,637	$57,601,889 ▲	5.1%	27,197,773	0.2%	Computer and Technology
LINDE PLC	$1,157,216,986	$317,978,299 ▼	-21.6%	2,466,467	0.2%	SHS
TMO Thermo Fisher Scientific	$1,152,501,806	$12,773,206 ▼	-1.1%	2,842,455	0.2%	Medical
UNP Union Pacific	$1,148,227,814	$732,575 ▲	0.1%	4,990,559	0.2%	Transportation
BA Boeing	$1,146,260,896	$42,241,248 ▲	3.8%	5,470,629	0.2%	Aerospace
BX Blackstone	$1,144,995,560	$52,693,743 ▲	4.8%	7,654,737	0.2%	Finance
NOW ServiceNow	$1,125,083,357	$280,125,044 ▼	-19.9%	1,094,354	0.2%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$1,123,423,072	$93,011,950 ▲	9.0%	7,615,395	0.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$1,094,726,783	$65,710,175 ▼	-5.7%	10,016,715	0.2%	ETF
GE GE Aerospace	$1,089,307,940	$317,610,251 ▼	-22.6%	4,232,130	0.2%	Aerospace

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

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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

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