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UBS Group

UBS Group AG

BAHNHOFSTRASSE 45, ZURICH, V8 CH-8001 • 41-44-234-1111

Q1 2025 · Filed 2025-05-13
Market Value
$451.6B
+1.2%
Holdings
18,414
+527
New Purchases
527
Added To
4,745
Closed
9,562
Reduced
3,412
Top 10 Concentration
16.7%
Turnover
54.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 1.58% 1.31% +0.27% $7.1B
GLD 0.52% 0.33% +0.19% $2.3B
BRK-B 0.71% 0.56% +0.15% $3.2B
JPM 1.19% 1.07% +0.12% $5.4B
LLY 0.70% 0.59% +0.11% $3.2B
LUV 0.16% 0.05% +0.11% $727M
UBER 0.30% 0.20% +0.10% $1.4B
HPE 0.15% 0.04% +0.10% $657M
ETN 0.28% 0.19% +0.09% $1.3B
TFX 0.10% 0.01% +0.09% $458M
PH 0.23% 0.14% +0.09% $1.0B
SCHW 0.18% 0.09% +0.09% $794M
CRH 0.19% 0.11% +0.09% $874M
BAC 0.34% 0.26% +0.08% $1.5B
KO 0.43% 0.36% +0.07% $2.0B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 2.43% 3.02% -0.58% $11.0B
MSFT 2.73% 3.24% -0.50% $12.3B
AAPL 2.99% 3.42% -0.43% $13.5B
AVGO 1.02% 1.38% -0.36% $4.6B
GOOGL 0.95% 1.30% -0.36% $4.3B
TSLA 0.37% 0.66% -0.28% $1.7B
AMZN 1.58% 1.84% -0.26% $7.1B
AMD 0.28% 0.43% -0.15% $1.2B
MSTR 0.14% 0.29% -0.15% $629M
QQQ 0.56% 0.68% -0.12% $2.5B
BA 0.18% 0.30% -0.12% $818M
PSX 0.13% 0.23% -0.11% $572M
GOOG 0.84% 0.94% -0.09% $3.8B
TSM 0.31% 0.38% -0.08% $1.4B
IP 0.03% 0.10% -0.08% $123M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 68.1%
Healthcare 10.7%
Industrials 5.0%
Technology 4.1%
Consumer Cyclical 3.6%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $162.0B 36.0%
Large Cap 1,046 $226.1B 50.3%
Mid Cap 1,476 $46.7B 10.4%
Small Cap 2,457 $13.1B 2.9%
Micro Cap 4,329 $1.6B 0.4%

Portfolio Analytics

Avg Market Cap
$11.1B
Median Market Cap
$388M
Avg P/E
28.6
Median P/E
17.8
Avg Dividend Yield
0.04%
Avg Beta
-7.57
# Stocks
5,644
# ETFs / Funds
3,764

Top Holdings (18,414 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AAPL 2.99% 60,728,803 $13.5B $222.13 -$1.8B -204,566 -0.3%
2 MSFT 2.73% 32,898,115 $12.3B $375.39 -$2.1B -1,366,087 -4.0%
3 NVDA 2.43% 101,426,062 $11.0B $108.38 -$2.5B +1,210,426 +1.2%
4 AMZN 1.58% 37,578,344 $7.1B $190.26 -$1.1B +115,163 +0.3%
5 SPY 1.58% 12,764,959 $7.1B $559.39 $1.3B +2,788,562 +28.0%
6 META 1.24% 9,708,310 $5.6B $576.36 -$161M -124,039 -1.3%
7 JPM 1.19% 21,966,473 $5.4B $245.30 $603M +2,005,186 +10.0%
8 AVGO 1.02% 27,596,377 $4.6B $167.43 -$1.6B +958,642 +3.6%
9 UBS 1.00% 147,271,042 $4.5B $30.63 -$146M -6,313,770 -4.1%
10 GOOGL 0.95% 27,616,108 $4.3B $154.64 -$1.5B -3,101,544 -10.1%
11 V 0.90% 11,564,618 $4.1B $350.46 $167M -732,439 -6.0%
12 GOOG 0.84% 24,409,755 $3.8B $156.23 -$365M +2,465,761 +11.2%
13 BRK-B 0.71% 5,980,274 $3.2B $532.58 $706M +511,024 +9.3%
14 LLY 0.70% 3,838,852 $3.2B $825.91 $545M +437,713 +12.9%
15 UNH 0.64% 5,494,668 $2.9B $523.75 $280M +358,350 +7.0%
16 COST 0.57% 2,729,159 $2.6B $945.78 $140M +64,556 +2.4%
17 HD 0.56% 6,904,492 $2.5B $366.49 -$3M +390,442 +6.0%
18 QQQ 0.56% 5,393,101 $2.5B $468.92 -$509M -550,090 -9.3%
19 ABBV 0.54% 11,712,840 $2.5B $209.52 $219M -867,368 -6.9%
20 CVX 0.53% 14,207,886 $2.4B $167.29 $272M -322,634 -2.2%
21 GLD 0.52% 8,078,269 $2.3B $288.14 $861M +2,021,106 +33.4%
22 VTV 0.51% 13,425,966 $2.3B $172.74 $81M +204,139 +1.5%
23 IWF 0.50% 6,312,798 $2.3B $361.09 -$209M +116,259 +1.9%
24 VUG 0.48% 5,876,133 $2.2B $370.82 -$259M -63,647 -1.1%
25 PG 0.48% 12,643,034 $2.2B $170.42 -$26M -365,552 -2.8%
26 IVV 0.47% 3,814,168 $2.1B $561.90 -$139M -62,652 -1.6%
27 XOM 0.46% 17,457,824 $2.1B $118.93 $5M -1,799,453 -9.3%
28 VOO 0.46% 4,000,327 $2.1B $513.91 -$17M +152,874 +4.0%
29 MCD 0.44% 6,337,641 $2.0B $312.37 $131M -39,017 -0.6%
30 JNJ 0.44% 11,909,023 $2.0B $165.84 -$48M -2,080,894 -14.9%
31 MA 0.44% 3,599,739 $2.0B $548.12 $85M +14,144 +0.4%
32 KO 0.43% 27,355,422 $2.0B $71.62 $351M +1,522,699 +5.9%
33 CSCO 0.42% 31,085,002 $1.9B $61.71 $110M +548,163 +1.8%
34 MRK 0.42% 21,061,269 $1.9B $89.76 $172M +3,789,980 +21.9%
35 WMT 0.40% 20,822,274 $1.8B $87.79 -$48M +64,019 +0.3%
36 IEFA 0.39% 23,136,925 $1.8B $75.65 $34M -1,284,457 -5.3%
37 TSLA 0.37% 6,503,696 $1.7B $259.16 -$1.2B -757,244 -10.4%
38 GS 0.36% 2,991,840 $1.6B $546.29 $210M +503,533 +20.2%
39 CRM 0.35% 5,952,556 $1.6B $268.36 -$247M +436,833 +7.9%
40 NEE 0.34% 21,687,852 $1.5B $70.89 $34M +712,546 +3.4%
41 BAC 0.34% 36,822,201 $1.5B $41.73 $370M +10,283,657 +38.7%
42 NFLX 0.33% 1,618,856 $1.5B $932.53 $130M +71,468 +4.6%
43 IWD 0.33% 7,960,372 $1.5B $188.16 $177M +823,288 +11.5%
44 ORCL 0.33% 10,687,236 $1.5B $139.81 -$71M +1,293,595 +13.8%
45 VO 0.32% 5,624,033 $1.5B $258.62 -$15M +61,378 +1.1%
46 HON 0.32% 6,800,486 $1.4B $211.75 $31M +560,841 +9.0%
47 MS 0.31% 12,126,722 $1.4B $116.67 $36M +1,159,371 +10.6%
48 AMGN 0.31% 4,486,395 $1.4B $311.55 $338M +418,781 +10.3%
49 TSM 0.31% 8,316,853 $1.4B $166.00 -$335M -369,521 -4.3%
50 UBER 0.30% 18,789,109 $1.4B $72.86 $476M +3,992,524 +27.0%
51 VEA 0.30% 26,747,008 $1.4B $50.83 $79M -25,084 -0.1%
52 QCOM 0.30% 8,831,443 $1.4B $153.61 $14M +88,831 +1.0%
53 IJH 0.30% 23,107,496 $1.3B $58.35 -$131M -633,452 -2.7%
54 TMO 0.29% 2,619,954 $1.3B $497.60 $39M +189,283 +7.8%
55 ABT 0.29% 9,798,914 $1.3B $132.65 $272M +714,664 +7.9%
56 VIG 0.28% 6,601,993 $1.3B $193.99 -$4M +42,553 +0.6%
57 ETN 0.28% 4,685,659 $1.3B $271.83 $433M +2,152,764 +85.0%
58 LIN 0.28% 2,725,199 $1.3B $465.64 $194M +156,694 +6.1%
59 AMD 0.28% 12,150,743 $1.2B $102.74 -$666M -3,694,948 -23.3%
60 PANW 0.27% 7,136,120 $1.2B $170.64 -$117M -200,291 -2.7%
61 RSP 0.27% 6,976,535 $1.2B $173.23 $58M +410,033 +6.2%
62 AXP 0.27% 4,463,500 $1.2B $269.05 $137M +879,088 +24.5%
63 TXN 0.26% 6,638,777 $1.2B $179.70 -$107M -294,111 -4.2%
64 RTX 0.26% 8,955,876 $1.2B $132.46 $152M +18,429 +0.2%
65 MMC 0.26% 4,744,828 $1.2B $244.03 $249M +467,254 +10.9%
66 IBM 0.26% 4,642,182 $1.2B $248.66 $25M -494,764 -9.6%
67 VTI 0.25% 4,162,331 $1.1B $274.84 -$88M -88,686 -2.1%
68 PEP 0.25% 7,499,853 $1.1B $149.94 -$105M -584,128 -7.2%
69 IJR 0.25% 10,607,421 $1.1B $104.57 -$262M -1,291,117 -10.9%
70 XLK 0.25% 5,367,944 $1.1B $206.48 -$207M -289,555 -5.1%
71 BLK 0.24% 1,148,873 $1.1B $946.48 -$91M -762 -0.1%
72 DE 0.24% 2,280,766 $1.1B $469.35 $114M +23,960 +1.1%
73 TLT 0.23% 11,621,609 $1.1B $91.03 $74M +360,305 +3.2%
74 UNP 0.23% 4,450,475 $1.1B $236.24 -$50M -381,228 -7.9%
75 PH 0.23% 1,688,083 $1.0B $607.85 $408M +715,829 +73.6%
76 VZ 0.23% 22,445,727 $1.0B $45.36 $88M -819,719 -3.5%
77 WFC 0.22% 14,015,091 $1.0B $71.79 $174M +2,164,468 +18.3%
78 LBRDK 0.22% 11,683,089 $994M $85.05 $62M -779,370 -6.3%
79 AGG 0.22% 9,994,236 $989M $98.92 $147M +1,306,292 +15.0%
80 VGT 0.22% 1,799,195 $976M $542.38 -$199M -89,962 -4.8%
81 ISRG 0.21% 1,956,593 $969M $495.27 -$157M -201,170 -9.3%
82 GE 0.21% 4,800,595 $961M $200.15 $274M +680,041 +16.5%
83 IWM 0.21% 4,716,678 $941M $199.49 -$149M -217,847 -4.4%
84 BSX 0.21% 9,280,167 $936M $100.88 $109M +16,536 +0.2%
85 MU 0.21% 10,750,016 $934M $86.89 -$5M -405,735 -3.6%
86 SBUX 0.20% 9,302,646 $912M $98.09 $42M -236,460 -2.5%
87 TJX 0.20% 7,481,943 $911M $121.80 -$39M -386,239 -4.9%
88 FXI 0.20% 25,294,609 $907M $35.84 -$204M -11,172,849 -30.6%
89 VB 0.20% 4,063,091 $901M $221.75 -$75M +2,665 +0.1%
90 EFA 0.20% 10,992,418 $898M $81.73 $16M -673,072 -5.8%
91 BX 0.19% 6,280,359 $878M $139.78 -$178M +157,958 +2.6%
92 XLE 0.19% 9,388,407 $877M $93.45 $67M -70,405 -0.7%
93 ADBE 0.19% 2,283,883 $876M $383.53 -$215M -170,167 -6.9%
94 ACN 0.19% 2,802,593 $875M $312.04 -$164M -148,861 -5.0%
95 CRH 0.19% 9,933,582 $874M $87.97 $399M +4,797,341 +93.4%
96 TMUS 0.19% 3,243,344 $865M $266.71 $52M -440,604 -12.0%
97 CB 0.19% 2,842,919 $859M $301.99 $149M +276,221 +10.8%
98 INTC 0.19% 37,750,215 $857M $22.71 $66M -1,706,573 -4.3%
99 AMAT 0.19% 5,795,706 $841M $145.12 -$73M +176,039 +3.1%
100 ADI 0.19% 4,156,397 $838M $201.67 -$97M -246,814 -5.6%

Options Breakdown

1,790 Calls $42.1B Call Value 1,652 Puts $50.3B Put Value 1.2 P/C Ratio

Top Calls

SymbolSharesValueStatus
NVDA 18,145,177 $2.0B
QQQ 3,655,067 $1.7B
SPY 2,690,048 $1.5B
EEM 34,116,800 $1.5B
IWM 6,757,650 $1.3B
MSFT 2,833,439 $1.1B
AAPL 4,337,569 $964M
TSLA 3,667,823 $951M
FXI 21,798,500 $781M
GLD 2,697,004 $777M

Top Puts

SymbolSharesValueStatus
SPY 12,265,248 $6.9B
HYG 39,882,800 $3.1B
QQQ 4,848,700 $2.3B
IWM 10,481,000 $2.1B
AAPL 7,901,900 $1.8B
NVDA 15,839,839 $1.7B
EEM 22,985,800 $1.0B
TSM 5,909,120 $981M
MSFT 2,402,073 $902M
TSLA 3,292,292 $853M

New Positions

SymbolValue% Port
SNDK $163M 0.04%
QGEN $87M 0.02%
CNR $33M 0.01%
HIMU $26M 0.01%
OUT $19M —%
SAIL $18M —%
STWD Note
6.75% due 07/15/27
$15M —%
VG $14M —%
SFD $13M —%
KKR Note
6.25% due 03/01/28 D
$12M —%
SHLD $10M —%
CRWV $10M —%
KRMN $9M —%
$9M —%
UPST Note
0.25% due 08/15/26
$9M —%

Sold Out Positions

SymbolValue% Port
XEMD —%
FLIA —%
HARD —%
NFLY —%
SCMB —%
AACG —%
NTIP —%
XPND —%
LDSF —%
TSPA —%
IBUF —%
FLNT —%
OSTX —%
KRKR —%
SNTI —%
View SEC EDGAR Filings for UBS Group →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms