UBS Group AG
Institutional investor · Portfolio as of Q1 2025
Top Holdings10,170 positions
Apple Inc. | 60.7M | $13.5B | 2.5% | $114.70 | +92.47% | 25 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 32.9M | $12.3B | 2.3% | $240.02 | +54.58% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 101.4M | $11B | 2.0% | $50.64 | +113.49% | 25 qtrssince 2019-Q1 | Increased 55 |
Amazon.com, Inc. | 37.6M | $7.1B | 1.3% | $135.08 | +40.85% | 25 qtrssince 2019-Q1 | Increased 50 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 12.8M | $7.1B | 1.3% | $407.92 | +34.90% | 25 qtrssince 2019-Q1 | Increased 63 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 12.3M | $6.9B | 1.3% | — | — | — | Increased — |
Meta Platforms Inc | 9.7M | $5.6B | 1.0% | $376.96 | +52.16% | 25 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 22M | $5.4B | 1.0% | $122.90 | +93.72% | 25 qtrssince 2019-Q1 | Increased 50 |
Broadcom Inc | 27.6M | $4.6B | 0.8% | $63.93 | +158.91% | 25 qtrssince 2019-Q1 | Increased 47 |
UBS GROUP AG | 147.3M | $4.5B | 0.8% | $19.34 | +49.53% | 25 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 27.6M | $4.3B | 0.8% | $99.26 | +55.07% | 25 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 11.6M | $4.1B | 0.7% | $203.13 | +70.57% | 25 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 24.4M | $3.8B | 0.7% | $115.57 | +34.54% | 25 qtrssince 2019-Q1 | Increased 50 |
Berkshire Hathaway Inc. | 6M | $3.2B | 0.6% | $332.80 | +60.03% | 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 |
ISHARES TR | 39.9M | $3.1B | 0.6% | — | — | — | Increased — |
UnitedHealth Group Inc. | 5.5M | $2.9B | 0.5% | $391.18 | +28.68% | 25 qtrssince 2019-Q1 | Increased 48 |
Costco Wholesale Corporation | 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% | $218.41 | +61.26% | 25 qtrssince 2019-Q1 | Increased 41 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 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: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1081 new positions, 857 exits, 4191 increased. Top move: SPY (INCREASED, conviction 63). Portfolio: $544.0B across 10170 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR