UBS Group AG
Institutional investor · Portfolio as of Q1 2025
Top Holdings10,170 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 60.7M | $13.5B | 2.5% | $137.87 | +60.14% | 25 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 32.9M | $12.3B | 2.3% | $241.84 | +55.80% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 101.4M | $11B | 2.0% | $116.75 | -6.08% | 25 qtrssince 2019-Q1 | Increased 55 |
AMAZON.COM INC | 37.6M | $7.1B | 1.3% | $136.97 | +40.70% | 25 qtrssince 2019-Q1 | Increased 50 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 12.8M | $7.1B | 1.3% | $411.07 | +34.01% | 25 qtrssince 2019-Q1 | Increased 63 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 12.3M | $6.9B | 1.3% | — | — | — | Increased — |
META PLATFORMS INC-CLASS A | 9.7M | $5.6B | 1.0% | $377.53 | +52.42% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 22M | $5.4B | 1.0% | $124.02 | +91.87% | 25 qtrssince 2019-Q1 | Increased 50 |
BROADCOM INC | 27.6M | $4.6B | 0.8% | $160.02 | +3.62% | 25 qtrssince 2019-Q1 | Increased 47 |
UBS GROUP AG- REG | 147.3M | $4.5B | 0.8% | $19.52 | +56.56% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 27.6M | $4.3B | 0.8% | $117.25 | +31.25% | 25 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 11.6M | $4.1B | 0.7% | $203.13 | +70.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 24.4M | $3.8B | 0.7% | $128.46 | +21.15% | 25 qtrssince 2019-Q1 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 6M | $3.2B | 0.6% | $332.17 | +58.45% | 25 qtrssince 2019-Q1 | Increased 49 |
ELI LILLY & CO | 3.8M | $3.2B | 0.6% | $508.56 | +60.70% | 25 qtrssince 2019-Q1 | Increased 51 |
ISHR IBX USD HIYLD CB ETF-UI | 39.9M | $3.1B | 0.6% | — | — | — | Increased — |
UNITEDHEALTH GROUP INC | 5.5M | $2.9B | 0.5% | $398.06 | +27.06% | 25 qtrssince 2019-Q1 | Increased 48 |
COSTCO WHOLESALE CORP | 2.7M | $2.6B | 0.5% | $340.96 | +175.04% | 25 qtrssince 2019-Q1 | Increased 39 |
HOME DEPOT INC | 6.9M | $2.5B | 0.5% | $222.79 | +57.84% | 25 qtrssince 2019-Q1 | Increased 41 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 5.4M | $2.5B | 0.5% | $313.76 | +48.93% | 25 qtrssince 2019-Q1 | Decreased 0 |
UBS Group AG manages $544B across 10170 positions as of Q1 2025. Top holdings: AAPL (2.5%), MSFT (2.3%), NVDA (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 1029 new positions, 806 exits, 4189 increased. Top move: SPY (INCREASED, conviction 63). Portfolio: $544.0B across 10170 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer