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 $541.09 billion in total holdings as of December 31, 2024.
UBS Group owns shares of 8,630 different stocks, but just 465 companies or ETFs make up 80% of its holdings.
Approximately 18.77% of the portfolio was purchased this quarter.
About 4.07% of the portfolio was sold this quarter.
This quarter, UBS Group has purchased 8,233 new stocks and bought additional shares in 5,449 stocks.
UBS Group sold shares of 1,717 stocks and completely divested from 935 stocks this quarter.

Largest Holdings

Apple: $18,815,171,223
NVIDIA: $16,533,561,744
Microsoft: $16,220,421,385
SPDR S&P 500 ETF Trust: $9,922,465,096
Amazon.com: $9,299,828,016

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $1,348,985,304 Holding
512807306 - LAM RESEARCH CORP: $785,256,247 Holding
040413205 - ARISTA NETWORKS INC: $455,656,719 Holding
G3265R107 - APTIV PLC: $277,128,009 Holding
86800U302 - SUPER MICRO COMPUTER INC: $259,025,501 Holding

Largest Purchases this Quarter

BLACKROCK INC: 1,315,942 shares (about $1.35B)
Strategy: 4,084,652 shares (about $1.18B)
Energy Select Sector SPDR Fund: 13,304,948 shares (about $1.14B)
iShares iBoxx $ High Yield Corporate Bond ETF: 12,070,926 shares (about $949.38M)
Palo Alto Networks: 4,810,254 shares (about $875.27M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 8,053,560 shares (about $4.72B)
iShares Russell 2000 ETF: 12,754,615 shares (about $2.82B)
Invesco QQQ: 3,018,973 shares (about $1.54B)
UnitedHealth Group: 1,017,270 shares (about $514.60M)
NVIDIA: 3,823,882 shares (about $513.51M)

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	$18,815,171,223	$377,709,488 ▼	-2.0%	75,134,459	3.5%	Computer and Technology
NVDA NVIDIA	$16,533,561,744	$513,509,114 ▼	-3.0%	123,118,339	3.1%	Computer and Technology
MSFT Microsoft	$16,220,421,385	$270,691,515 ▲	1.7%	38,482,613	3.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$9,922,465,096	$4,720,030,445 ▼	-32.2%	16,930,223	1.8%	Finance
AMZN Amazon.com	$9,299,828,016	$79,518,125 ▼	-0.8%	42,389,480	1.7%	Retail/Wholesale
AVGO Broadcom	$7,007,201,018	$85,838,064 ▲	1.2%	30,224,297	1.3%	Computer and Technology
META Meta Platforms	$6,779,052,931	$94,863,745 ▲	1.4%	11,578,031	1.3%	Computer and Technology
GOOGL Alphabet	$6,546,764,643	$220,156 ▼	0.0%	34,584,071	1.2%	Computer and Technology
QQQ Invesco QQQ	$6,217,593,574	$1,543,389,567 ▼	-19.9%	12,162,028	1.1%	Finance
JPM JPMorgan Chase & Co.	$6,090,370,699	$363,975,904 ▲	6.4%	25,407,245	1.1%	Finance
TSLA Tesla	$5,479,264,370	$169,556,666 ▼	-3.0%	13,567,909	1.0%	Auto/Tires/Trucks
UBS UBS Group	$4,817,768,682	$65,886,088 ▼	-1.3%	158,897,384	0.9%	Finance
GOOG Alphabet	$4,666,050,998	$177,776,311 ▼	-3.7%	24,501,423	0.9%	Computer and Technology
IWM iShares Russell 2000 ETF	$4,557,665,690	$2,818,259,731 ▼	-38.2%	20,626,655	0.8%	Finance
V Visa	$4,269,624,865	$18,886,234 ▲	0.4%	13,509,761	0.8%	Business Services
TSM Taiwan Semiconductor Manufacturing	$3,308,904,662	$320,429,302 ▲	10.7%	16,754,796	0.6%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$3,307,775,273	$266,737,495 ▲	8.8%	79,095,535	0.6%	Finance
BRK.B Berkshire Hathaway	$3,068,996,607	$134,417,011 ▼	-4.2%	6,770,642	0.6%	Finance
UNH UnitedHealth Group	$3,066,662,433	$514,596,202 ▼	-14.4%	6,062,275	0.6%	Medical
LLY Eli Lilly and Company	$2,945,823,076	$189,587,760 ▼	-6.0%	3,815,833	0.5%	Medical
GLD SPDR Gold Shares	$2,932,616,817	$87,084,234 ▲	3.1%	12,111,745	0.5%	Finance
COST Costco Wholesale	$2,778,322,142	$66,121,708 ▲	2.4%	3,032,209	0.5%	Retail/Wholesale
CSCO Cisco Systems	$2,775,731,949	$211,778,706 ▲	8.3%	46,887,364	0.5%	Computer and Technology
HD Home Depot	$2,743,799,316	$207,059,377 ▲	8.2%	7,053,650	0.5%	Retail/Wholesale
AMD Advanced Micro Devices	$2,656,466,344	$634,526,056 ▲	31.4%	21,992,436	0.5%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$2,578,215,515	$382,960,540 ▲	17.4%	53,346,069	0.5%	ETF
ABBV AbbVie	$2,560,871,663	$152,093,785 ▲	6.3%	14,411,208	0.5%	Medical
PG Procter & Gamble	$2,534,963,227	$67,455,486 ▲	2.7%	15,120,568	0.5%	Consumer Staples
XLE Energy Select Sector SPDR Fund	$2,511,285,826	$1,139,701,846 ▲	83.1%	29,316,902	0.5%	ETF
IWF iShares Russell 1000 Growth ETF	$2,488,406,132	$30,988,724 ▼	-1.2%	6,196,539	0.5%	ETF
NFLX Netflix	$2,443,595,673	$197,045,895 ▲	8.8%	2,741,547	0.5%	Consumer Discretionary
VUG Vanguard Growth ETF	$2,437,923,304	$61,055,823 ▲	2.6%	5,939,780	0.5%	ETF
CRM Salesforce	$2,431,607,499	$35,901,693 ▲	1.5%	7,273,076	0.4%	Computer and Technology
XOM Exxon Mobil	$2,407,085,821	$315,770,874 ▲	15.1%	22,376,925	0.4%	Energy
MA Mastercard	$2,392,520,820	$44,717,378 ▲	1.9%	4,543,595	0.4%	Business Services
CVX Chevron	$2,384,753,811	$727,380,397 ▲	43.9%	16,464,746	0.4%	Energy
FXI iShares China Large-Cap ETF	$2,311,192,250	$456,024,380 ▲	24.6%	75,926,158	0.4%	ETF
JNJ Johnson & Johnson	$2,310,066,744	$348,139,387 ▲	17.7%	15,973,356	0.4%	Medical
IVV iShares Core S&P 500 ETF	$2,282,383,002	$334,787,614 ▲	17.2%	3,877,120	0.4%	ETF
BAC Bank of America	$2,255,688,350	$348,243,846 ▲	18.3%	51,323,967	0.4%	Finance
MCD McDonald's	$2,253,542,824	$10,156,006 ▲	0.5%	7,773,786	0.4%	Retail/Wholesale
VTV Vanguard Value ETF	$2,238,455,312	$38,215,412 ▲	1.7%	13,221,827	0.4%	ETF
WMT Walmart	$2,184,631,831	$149,014,797 ▲	7.3%	24,179,655	0.4%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$2,075,466,485	$230,366,599 ▲	12.5%	3,851,945	0.4%	ETF
MS Morgan Stanley	$2,071,247,686	$348,044,631 ▼	-14.4%	16,475,085	0.4%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,033,677,667	$949,378,330 ▲	87.6%	25,857,313	0.4%	ETF
ORCL Oracle	$1,931,439,419	$196,059,459 ▲	11.3%	11,590,491	0.4%	Computer and Technology
EFA iShares MSCI EAFE ETF	$1,903,511,238	$594,192,829 ▲	45.4%	25,175,390	0.4%	Finance
MRK Merck & Co., Inc.	$1,879,004,005	$157,421,828 ▲	9.1%	18,888,259	0.3%	Medical
KO Coca-Cola	$1,863,691,585	$42,386,110 ▲	2.3%	29,934,012	0.3%	Consumer Staples
GS The Goldman Sachs Group	$1,860,736,134	$465,479,935 ▲	33.4%	3,249,513	0.3%	Finance
IEFA iShares Core MSCI EAFE ETF	$1,716,334,727	$46,763,609 ▲	2.8%	24,421,382	0.3%	ETF
IWD iShares Russell 1000 Value ETF	$1,654,522,361	$234,183,156 ▲	16.5%	8,937,084	0.3%	ETF
QCOM QUALCOMM	$1,591,656,203	$120,164,790 ▲	8.2%	10,360,996	0.3%	Computer and Technology
NEE NextEra Energy	$1,546,855,561	$178,772,995 ▲	13.1%	21,577,006	0.3%	Utilities
XLK Technology Select Sector SPDR Fund	$1,539,530,962	$206,031,089 ▲	15.5%	6,621,069	0.3%	ETF
HON Honeywell International	$1,508,480,997	$645,933,811 ▲	74.9%	6,677,945	0.3%	Multi-Sector Conglomerates
TXN Texas Instruments	$1,505,806,932	$317,792,698 ▲	26.7%	8,030,542	0.3%	Computer and Technology
PANW Palo Alto Networks	$1,496,201,219	$875,273,818 ▲	141.0%	8,222,693	0.3%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$1,479,298,471	$60,730,566 ▼	-3.9%	23,740,948	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,469,264,064	$17,858,622 ▲	1.2%	5,562,655	0.3%	ETF
MSTR Strategy	$1,465,404,794	$1,182,996,911 ▲	418.9%	5,059,750	0.3%	Computer and Technology
IBM International Business Machines	$1,405,053,557	$152,447,049 ▲	12.2%	6,391,546	0.3%	Computer and Technology
PEP PepsiCo	$1,396,976,741	$228,009,712 ▲	19.5%	9,187,010	0.3%	Consumer Staples
BA Boeing	$1,372,937,316	$836,939,013 ▲	156.1%	7,756,708	0.3%	Aerospace
TMO Thermo Fisher Scientific	$1,372,457,781	$258,381,074 ▼	-15.8%	2,638,175	0.3%	Medical
IJR iShares Core S&P Small-Cap ETF	$1,370,949,548	$65,079,713 ▲	5.0%	11,898,538	0.3%	ETF
XLI Industrial Select Sector SPDR Fund	$1,367,954,192	$622,137,121 ▲	83.4%	10,382,166	0.3%	ETF
MU Micron Technology	$1,355,700,364	$338,755,866 ▲	33.3%	16,108,607	0.3%	Computer and Technology
BLACKROCK INC	$1,348,985,304	$1,348,985,304 ▲	New Holding	1,315,942	0.2%	COM
ADI Analog Devices	$1,314,938,311	$192,246,768 ▲	17.1%	6,189,110	0.2%	Computer and Technology
TMUS T-Mobile US	$1,287,528,685	$126,545,613 ▲	10.9%	5,833,048	0.2%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,284,535,136	$33,960,643 ▲	2.7%	6,559,440	0.2%	ETF
NOW ServiceNow	$1,282,701,735	$325,447,299 ▲	34.0%	1,209,959	0.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$1,280,241,439	$6,231,711 ▲	0.5%	26,772,092	0.2%	ETF
ADBE Adobe	$1,272,862,707	$89,531,427 ▲	7.6%	2,862,424	0.2%	Computer and Technology
DHR Danaher	$1,270,158,687	$8,745,396 ▲	0.7%	5,533,255	0.2%	Medical
AXP American Express	$1,268,810,491	$157,345,593 ▲	14.2%	4,275,112	0.2%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$1,248,575,263	$476,739,623 ▼	-27.6%	14,297,209	0.2%	ETF
UNP Union Pacific	$1,238,964,806	$29,755,343 ▲	2.5%	5,433,103	0.2%	Transportation
VTI Vanguard Total Stock Market ETF	$1,231,987,237	$5,360,905 ▼	-0.4%	4,251,017	0.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,227,353,347	$279,962,895 ▼	-18.6%	11,487,770	0.2%	Finance
ISRG Intuitive Surgical	$1,210,545,813	$205,165,773 ▲	20.4%	2,319,231	0.2%	Medical
LINDE PLC	$1,202,924,738	$9,626,061 ▲	0.8%	2,873,205	0.2%	SHS
RSP Invesco S&P 500 Equal Weight ETF	$1,191,301,505	$92,626,753 ▲	8.4%	6,798,502	0.2%	ETF
ABT Abbott Laboratories	$1,186,606,130	$50,079,905 ▲	4.4%	10,490,727	0.2%	Medical
VGT Vanguard Information Technology ETF	$1,174,677,823	$43,843,740 ▲	3.9%	1,889,157	0.2%	ETF
BX Blackstone	$1,167,739,452	$63,230,897 ▲	5.7%	6,772,645	0.2%	Finance
TJX TJX Companies	$1,165,463,977	$78,187,145 ▲	7.2%	9,647,082	0.2%	Retail/Wholesale
INTC Intel	$1,158,794,403	$232,543,630 ▲	25.1%	57,795,232	0.2%	Computer and Technology
UBER Uber Technologies	$1,157,982,643	$425,376,097 ▲	58.1%	19,197,325	0.2%	Computer and Technology
ACN Accenture	$1,156,045,966	$16,388,841 ▲	1.4%	3,286,182	0.2%	Computer and Technology
BABA Alibaba Group	$1,153,974,432	$467,643,134 ▲	68.1%	13,609,794	0.2%	Retail/Wholesale
CRWD CrowdStrike	$1,131,654,510	$188,871,978 ▲	20.0%	3,307,384	0.2%	Computer and Technology
AMGN Amgen	$1,106,498,641	$76,100,625 ▲	7.4%	4,245,314	0.2%	Medical
RTX RTX	$1,103,173,457	$8,001,807 ▲	0.7%	9,533,127	0.2%	Aerospace
DE Deere & Company	$1,100,097,222	$421,014,166 ▲	62.0%	2,596,406	0.2%	Industrials
VZ Verizon Communications	$1,091,685,890	$69,696,092 ▲	6.8%	27,298,972	0.2%	Computer and Technology
DIS Walt Disney	$1,089,162,452	$56,307,357 ▼	-4.9%	9,781,432	0.2%	Consumer Discretionary
UPS United Parcel Service	$1,067,389,968	$192,297,456 ▲	22.0%	8,464,631	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

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

Financial Calendars

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