UBS Group AG
Institutional investor · Portfolio as of Q2 2025
Top Holdings10,201 positions
MICROSOFT CORP | 31.6M | $15.7B | 2.7% | $240.02 | +105.21% | 26 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 96.2M | $15.2B | 2.6% | $50.64 | +211.24% | 26 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 54.1M | $11.1B | 1.9% | $114.70 | +78.01% | 26 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 35.9M | $7.9B | 1.4% | $135.08 | +62.41% | 26 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 25.5M | $7B | 1.2% | $63.93 | +327.27% | 26 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 9.2M | $6.8B | 1.2% | $376.96 | +95.01% | 26 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 10.2M | $6.3B | 1.1% | $407.92 | +49.43% | 26 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 20.4M | $5.9B | 1.0% | $122.90 | +130.36% | 26 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 8.9M | $4.9B | 0.9% | — | — | — | Increased — |
ALPHABET INC | 25.8M | $4.5B | 0.8% | $99.26 | +76.93% | 26 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 12M | $4.2B | 0.7% | $207.98 | +69.06% | 26 qtrssince 2019-Q1 | Increased 47 |
UBS GROUP AG | 115.9M | $3.9B | 0.7% | $19.34 | +70.48% | 26 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 21.8M | $3.9B | 0.7% | $115.57 | +52.95% | 26 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 6M | $3.7B | 0.6% | — | — | — | Decreased — |
INVESCO QQQ TR | 5.5M | $3.1B | 0.5% | $319.96 | +70.88% | 26 qtrssince 2019-Q1 | Increased 46 |
ELI LILLY & CO | 3.9M | $3.1B | 0.5% | $513.99 | +50.38% | 26 qtrssince 2019-Q1 | Increased 46 |
ISHARES TR | 13.8M | $3B | 0.5% | — | — | — | Increased — |
ISHARES TR | 36.1M | $2.9B | 0.5% | — | — | — | Decreased — |
NVIDIA CORPORATION | 18.4M | $2.9B | 0.5% | — | — | — | Increased — |
COSTCO WHOLESALE CORPORATION | 2.9M | $2.9B | 0.5% | $386.70 | +154.16% | 26 qtrssince 2019-Q1 | Increased 49 |
UBS Group AG manages $577.6B across 10201 positions as of Q2 2025. Top holdings: MSFT (2.7%), NVDA (2.6%), AAPL (1.9%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1015 new positions, 993 exits, 3953 increased. Top move: COST (INCREASED, conviction 49). Portfolio: $577.6B across 10201 positions.
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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