— Know what they know.
Not Investment Advice
Bank ← All Institutions

UBS Group

UBS Group AG

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

Q2 2025 · Filed 2025-08-14
Market Value
$478.3B
+5.9%
Holdings
18,942
+528
New Purchases
528
Added To
4,441
Closed
10,068
Reduced
3,683
Top 10 Concentration
17.7%
Turnover
55.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.18% 2.43% +0.74% $15.2B
MSFT 3.29% 2.73% +0.55% $15.7B
AVGO 1.47% 1.02% +0.45% $7.0B
NFLX 0.53% 0.33% +0.19% $2.5B
META 1.42% 1.24% +0.18% $6.8B
AMRZ 0.16% 0.00% +0.16% $766M
ORCL 0.49% 0.33% +0.16% $2.3B
TSLA 0.53% 0.37% +0.16% $2.5B
SU 0.13% 0.04% +0.09% $624M
TSM 0.39% 0.31% +0.09% $1.9B
PATH 0.10% 0.02% +0.08% $471M
QQQ 0.64% 0.56% +0.08% $3.1B
CEG 0.18% 0.11% +0.08% $874M
KVUE 0.11% 0.04% +0.07% $545M
SOXX 0.11% 0.04% +0.07% $539M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 2.32% 2.99% -0.67% $11.1B
UNH 0.29% 0.64% -0.35% $1.4B
SPY 1.32% 1.58% -0.26% $6.3B
UBS 0.82% 1.00% -0.18% $3.9B
BRK-B 0.54% 0.71% -0.16% $2.6B
MRK 0.28% 0.42% -0.14% $1.3B
MCD 0.31% 0.44% -0.13% $1.5B
HD 0.43% 0.56% -0.13% $2.1B
HPE 0.03% 0.15% -0.11% $150M
PG 0.37% 0.48% -0.11% $1.8B
GLD 0.42% 0.52% -0.09% $2.0B
LUV 0.07% 0.16% -0.09% $334M
EBAY 0.07% 0.16% -0.09% $345M
SCHX 0.01% 0.09% -0.09% $30M
ABBV 0.46% 0.54% -0.09% $2.2B

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 $173.9B 36.4%
Large Cap 1,053 $237.9B 49.8%
Mid Cap 1,493 $49.9B 10.5%
Small Cap 2,520 $14.2B 3.0%
Micro Cap 4,642 $1.7B 0.4%

Portfolio Analytics

Avg Market Cap
$10.7B
Median Market Cap
$355M
Avg P/E
28.7
Median P/E
17.9
Avg Dividend Yield
0.04%
Avg Beta
-7.21
# Stocks
5,911
# ETFs / Funds
3,900

Top Holdings (18,942 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 MSFT 3.29% 31,597,858 $15.7B $497.41 $3.4B -1,300,257 -4.0%
2 NVDA 3.18% 96,193,013 $15.2B $157.99 $4.2B -5,233,049 -5.2%
3 AAPL 2.32% 54,134,464 $11.1B $205.17 -$2.4B -6,594,339 -10.9%
4 AMZN 1.65% 35,880,479 $7.9B $219.39 $722M -1,697,865 -4.5%
5 AVGO 1.47% 25,517,251 $7.0B $275.65 $2.4B -2,079,126 -7.5%
6 META 1.42% 9,202,573 $6.8B $738.09 $1.2B -505,737 -5.2%
7 SPY 1.32% 10,242,587 $6.3B $617.85 -$812M -2,522,372 -19.8%
8 JPM 1.24% 20,436,627 $5.9B $289.91 $536M -1,529,846 -7.0%
9 GOOGL 0.95% 25,816,156 $4.5B $176.23 $279M -1,799,952 -6.5%
10 V 0.89% 11,954,399 $4.2B $355.05 $191M +389,781 +3.4%
11 UBS 0.82% 115,915,485 $3.9B $33.82 -$591M -31,355,557 -21.3%
12 GOOG 0.81% 21,791,946 $3.9B $177.39 $52M -2,617,809 -10.7%
13 QQQ 0.64% 5,540,629 $3.1B $551.64 $527M +147,528 +2.7%
14 LLY 0.64% 3,919,407 $3.1B $779.53 -$115M +80,555 +2.1%
15 COST 0.61% 2,938,539 $2.9B $989.94 $328M +209,380 +7.7%
16 BRK-B 0.54% 5,365,582 $2.6B $485.77 -$579M -614,692 -10.3%
17 VUG 0.54% 5,916,441 $2.6B $438.40 $415M +40,308 +0.7%
18 IWF 0.53% 6,018,469 $2.6B $424.58 $276M -294,329 -4.7%
19 TSLA 0.53% 7,982,126 $2.5B $317.66 $850M +1,478,430 +22.7%
20 NFLX 0.53% 1,875,560 $2.5B $1,339.13 $1.0B +256,704 +15.9%
21 VTV 0.51% 13,769,824 $2.4B $176.74 $114M +343,858 +2.6%
22 ORCL 0.49% 10,705,824 $2.3B $218.63 $846M +18,588 +0.2%
23 VOO 0.48% 4,027,962 $2.3B $568.03 $232M +27,635 +0.7%
24 CVX 0.47% 15,536,860 $2.2B $143.19 -$152M +1,328,974 +9.4%
25 ABBV 0.46% 11,804,484 $2.2B $185.62 -$263M +91,644 +0.8%
26 MA 0.45% 3,790,811 $2.1B $561.94 $157M +191,072 +5.3%
27 HD 0.43% 5,594,029 $2.1B $366.64 -$479M -1,310,463 -19.0%
28 GLD 0.42% 6,619,040 $2.0B $304.83 -$310M -1,459,229 -18.1%
29 GS 0.42% 2,831,346 $2.0B $707.75 $369M -160,494 -5.4%
30 WMT 0.40% 19,781,952 $1.9B $97.78 $106M -1,040,322 -5.0%
31 IVV 0.40% 3,100,486 $1.9B $620.90 -$218M -713,682 -18.7%
32 XOM 0.40% 17,846,765 $1.9B $107.80 -$152M +388,941 +2.2%
33 JNJ 0.40% 12,540,157 $1.9B $152.75 -$59M +631,134 +5.3%
34 KO 0.39% 26,649,274 $1.9B $70.75 -$74M -706,148 -2.6%
35 TSM 0.39% 8,315,134 $1.9B $226.49 $503M -1,719 -0.0%
36 CSCO 0.38% 25,946,968 $1.8B $69.38 -$118M -5,138,034 -16.5%
37 PG 0.37% 11,122,475 $1.8B $159.32 -$383M -1,520,559 -12.0%
38 IEFA 0.36% 20,884,114 $1.7B $83.48 -$7M -2,252,811 -9.7%
39 HON 0.35% 7,227,802 $1.7B $232.88 $243M +427,316 +6.3%
40 CRM 0.35% 6,154,612 $1.7B $272.69 $81M +202,056 +3.4%
41 QCOM 0.35% 10,462,588 $1.7B $159.26 $310M +1,631,145 +18.5%
42 VO 0.33% 5,675,783 $1.6B $279.83 $134M +51,750 +0.9%
43 MS 0.33% 11,121,603 $1.6B $140.86 $152M -1,005,119 -8.3%
44 VEA 0.33% 27,422,460 $1.6B $57.01 $204M +675,452 +2.5%
45 RTX 0.32% 10,410,088 $1.5B $146.02 $334M +1,454,212 +16.2%
46 IWD 0.32% 7,814,256 $1.5B $194.23 $20M -146,116 -1.8%
47 MCD 0.31% 5,018,720 $1.5B $292.17 -$513M -1,318,921 -20.8%
48 BAC 0.30% 30,148,861 $1.4B $47.32 -$110M -6,673,340 -18.1%
49 ETN 0.30% 3,993,221 $1.4B $356.99 $152M -692,438 -14.8%
50 PANW 0.29% 6,786,670 $1.4B $204.64 $171M -349,450 -4.9%
51 IJH 0.29% 22,366,581 $1.4B $62.02 $39M -740,915 -3.2%
52 UNH 0.29% 4,405,182 $1.4B $311.97 -$1.5B -1,089,486 -19.8%
53 VIG 0.28% 6,554,712 $1.3B $204.67 $61M -47,281 -0.7%
54 MRK 0.28% 16,900,814 $1.3B $79.16 -$553M -4,160,455 -19.8%
55 IBM 0.28% 4,501,144 $1.3B $294.78 $173M -141,038 -3.0%
56 TXN 0.28% 6,380,658 $1.3B $207.62 $132M -258,119 -3.9%
57 AMD 0.28% 9,271,682 $1.3B $141.90 $67M -2,879,061 -23.7%
58 RSP 0.27% 7,143,393 $1.3B $181.74 $90M +166,858 +2.4%
59 NEE 0.27% 18,550,956 $1.3B $69.42 -$250M -3,136,896 -14.5%
60 AMGN 0.27% 4,577,668 $1.3B $279.21 -$120M +91,273 +2.0%
61 VTI 0.26% 4,170,667 $1.3B $303.93 $124M +8,336 +0.2%
62 XLK 0.26% 5,001,008 $1.3B $253.23 $158M -366,936 -6.8%
63 UBER 0.26% 13,436,198 $1.3B $93.30 -$115M -5,352,911 -28.5%
64 ACN 0.26% 4,183,123 $1.3B $298.89 $376M +1,380,530 +49.3%
65 BLK 0.26% 1,186,877 $1.2B $1,049.25 $158M +38,004 +3.3%
66 BSX 0.26% 11,504,665 $1.2B $107.41 $300M +2,224,498 +24.0%
67 ADI 0.25% 5,073,643 $1.2B $238.02 $369M +917,246 +22.1%
68 ABT 0.25% 8,816,667 $1.2B $136.01 -$101M -982,247 -10.0%
69 AXP 0.25% 3,742,425 $1.2B $318.98 -$7M -721,075 -16.2%
70 VGT 0.25% 1,796,699 $1.2B $663.28 $216M -2,496 -0.1%
71 MU 0.25% 9,572,765 $1.2B $123.25 $246M -1,177,251 -11.0%
72 DE 0.24% 2,293,546 $1.2B $508.49 $96M +12,780 +0.6%
73 PLTR 0.24% 8,268,425 $1.1B $136.32 $375M -644,356 -7.2%
74 IJR 0.23% 10,006,675 $1.1B $109.29 -$16M -600,746 -5.7%
75 LIN 0.22% 2,281,167 $1.1B $469.18 -$199M -444,032 -16.3%
76 SBUX 0.22% 11,651,013 $1.1B $91.63 $155M +2,348,367 +25.2%
77 EFA 0.22% 11,924,839 $1.1B $89.39 $168M +932,421 +8.5%
78 UNP 0.22% 4,470,559 $1.0B $230.08 -$23M +20,084 +0.5%
79 VZ 0.21% 23,259,647 $1.0B $43.27 -$12M +813,920 +3.6%
80 BA 0.21% 4,787,225 $1.0B $209.53 $185M -11,172 -0.2%
81 BX 0.21% 6,704,742 $1.0B $149.58 $125M +424,383 +6.8%
82 TLT 0.21% 11,304,049 $998M $88.25 -$60M -317,560 -2.7%
83 MMC 0.21% 4,539,709 $993M $218.64 -$165M -205,119 -4.3%
84 AGG 0.21% 9,981,683 $990M $99.20 $2M -12,553 -0.1%
85 TMO 0.20% 2,405,949 $976M $405.46 -$328M -214,005 -8.2%
86 IVW 0.20% 8,834,680 $973M $110.10 $142M -114,464 -1.3%
87 VB 0.20% 4,098,496 $971M $236.98 $70M +35,405 +0.9%
88 CRWD 0.20% 1,888,813 $962M $509.31 $203M -262,738 -12.2%
89 INTC 0.20% 42,931,296 $962M $22.40 $104M +5,181,081 +13.7%
90 LRCX 0.20% 9,876,133 $961M $97.34 $202M -565,522 -5.4%
91 WFC 0.20% 11,767,236 $943M $80.12 -$63M -2,247,855 -16.0%
92 DIS 0.20% 7,595,638 $942M $124.01 $137M -559,632 -6.9%
93 DB 0.20% 32,027,203 $938M $29.28 $238M +2,650,822 +9.0%
94 ADBE 0.20% 2,417,071 $935M $386.88 $59M +133,188 +5.8%
95 LBRDK 0.19% 9,410,082 $926M $98.38 -$68M -2,273,007 -19.5%
96 GE 0.19% 3,596,130 $926M $257.39 -$35M -1,204,465 -25.1%
97 PEP 0.19% 6,968,535 $920M $132.04 -$204M -531,318 -7.1%
98 VWO 0.19% 18,562,113 $918M $49.46 $129M +1,122,936 +6.4%
99 ISRG 0.19% 1,683,008 $915M $543.41 -$54M -273,585 -14.0%
100 TJX 0.19% 7,342,977 $907M $123.49 -$5M -138,966 -1.9%

Options Breakdown

1,825 Calls $46.1B Call Value 1,682 Puts $53.2B Put Value 1.15 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 4,202,276 $2.6B
NVDA 16,114,331 $2.5B
EEM 48,180,600 $2.3B
IWM 6,885,854 $1.5B
QQQ 2,674,760 $1.5B
TSLA 4,231,488 $1.3B
ALC 10,878,100 $960M
AAPL 4,659,165 $956M
GLD 2,737,352 $834M
HYG 9,985,800 $805M

Top Puts

SymbolSharesValueStatus
QQQ 8,932,024 $4.9B
SPY 5,952,991 $3.7B
IWM 13,798,800 $3.0B
HYG 36,144,100 $2.9B
NVDA 18,432,939 $2.9B
AAPL 8,257,000 $1.7B
TSM 7,235,100 $1.6B
TSLA 3,566,900 $1.1B
MSFT 2,014,795 $1.0B
META 1,285,860 $949M

New Positions

SymbolValue% Port
AMRZ $766M 0.16%
RKLB $239M 0.05%
CRCL $134M 0.03%
B $93M 0.02%
FLXR $46M 0.01%
VBIL $36M 0.01%
FWRD $22M —%
CABO Note
0% due 03/15/26
$19M —%
EMRAF $19M —%
GLXY $18M —%
AAUC $18M —%
SMA $16M —%
ETOR $15M —%
JMTG $14M —%
TPYP $14M —%

Sold Out Positions

SymbolValue% Port
TAOX —%
ACH —%
SPRB —%
LION —%
WINN —%
HGER —%
PSNYW —%
KF —%
SNGX —%
REBN —%
RKLB —%
NEUP —%
TSPY —%
SCKT —%
SLGL —%
View SEC EDGAR Filings for UBS Group →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

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