UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.64B |
| 2 |
Eaton
ETN
|
+$670M |
| 3 |
Hewlett Packard
HPE
|
+$663M |
| 4 |
SPDR Gold Trust
GLD
|
+$534M |
| 5 |
JPMorgan Chase
JPM
|
+$511M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Strategy Inc
MSTR
|
+$726M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$562M |
| 3 |
Microsoft
MSFT
|
+$557M |
| 4 |
Phillips 66
PSX
|
+$548M |
| 5 |
Boeing
BA
|
+$465M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.49% |
| 2 | Financials | 10% |
| 3 | Healthcare | 7.03% |
| 4 | Consumer Discretionary | 6.75% |
| 5 | Industrials | 6.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
CALL
State Street SPDR S&P 500 ETF Trust
SPY
$783B
| $1.5B | 0.28% |
2,690,048
+1,048,422
| +64% | +$616M |
|
52
iShares Russell 1000 Value ETF
IWD
$82.2B
| $1.5B | 0.28% |
7,960,372
+823,288
| +12% | +$157M |
|
53
Oracle
ORCL
$346B
| $1.49B | 0.27% |
10,687,236
+1,293,595
| +14% | +$211M |
|
54
CALL
iShares MSCI Emerging Markets ETF
EEM
$28B
| $1.49B | 0.27% |
34,116,800
+3,937,800
| +13% | +$171M |
|
55
Vanguard Mid-Cap ETF
VO
$107B
| $1.45B | 0.27% |
22,496,132
+245,512
| +1% | +$16.5M |
|
56
Honeywell
HON
$78.3B
| $1.44B | 0.26% |
7,215,316
+595,053
| +9% | +$120M |
|
57
Morgan Stanley
MS
$333B
| $1.41B | 0.26% |
12,126,722
+1,159,371
| +11% | +$149M |
|
58
Amgen
AMGN
$212B
| $1.4B | 0.26% |
4,486,395
+418,781
| +10% | +$124M |
|
59
TSMC
TSM
$2.03T
| $1.38B | 0.25% |
8,316,853
-369,521
| -4% | -$71.8M |
|
60
Uber
UBER
$144B
| $1.37B | 0.25% |
18,789,109
+3,992,524
| +27% | +$288M |
|
61
Vanguard FTSE Developed Markets ETF
VEA
$225B
| $1.36B | 0.25% |
26,747,008
-25,084
| -0.1% | -$1.27M |
|
62
Qualcomm
QCOM
$172B
| $1.36B | 0.25% |
8,831,443
+88,831
| +1% | +$14.5M |
|
63
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $1.35B | 0.25% |
23,107,496
-633,452
| -3% | -$39.3M |
|
64
CALL
iShares Russell 2000 ETF
IWM
$80.4B
| $1.35B | 0.25% |
6,757,650
+2,799,920
| +71% | +$607M |
|
65
Thermo Fisher Scientific
TMO
$214B
| $1.3B | 0.24% |
2,619,954
+189,283
| +8% | +$103M |
|
66
Abbott
ABT
$187B
| $1.3B | 0.24% |
9,798,914
+714,664
| +8% | +$91M |
|
67
Vanguard Dividend Appreciation ETF
VIG
$113B
| $1.28B | 0.24% |
6,601,993
+42,553
| +0.6% | +$8.46M |
|
|
68
Eaton
ETN
$150B
| $1.27B | 0.23% |
4,685,659
+2,152,764
| +85% | +$670M |
|
69
Linde
LIN
$236B
| $1.27B | 0.23% |
2,725,199
+156,694
| +6% | +$70.5M |
|
70
Advanced Micro Devices
AMD
$741B
| $1.25B | 0.23% |
12,150,743
-3,694,948
| -23% | -$411M |
|
71
Palo Alto Networks
PANW
$260B
| $1.22B | 0.22% |
7,136,120
-200,291
| -3% | -$37M |
|
72
Invesco S&P 500 Equal Weight ETF
RSP
$98.2B
| $1.21B | 0.22% |
6,976,535
+410,033
| +6% | +$72.9M |
|
73
American Express
AXP
$227B
| $1.2B | 0.22% |
4,463,500
+879,088
| +25% | +$260M |
|
74
Texas Instruments
TXN
$253B
| $1.19B | 0.22% |
6,638,777
-294,111
| -4% | -$55.1M |
|
75
RTX Corp
RTX
$295B
| $1.19B | 0.22% |
8,955,876
+18,429
| +0.2% | +$2.34M |
|
Similar funds
UBS Group's Q1 2025 Portfolio in Review
As of Q1 2025, UBS Group held 11,092 positions worth $544B, up 0.53% from $541B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
UBS Group deployed $24.2B of net new capital in Q1 2025, opening 1,200 new positions and adding to 4,608 existing holdings. Its largest new stake was Sandisk: 3,424,800 shares worth $163M.
By sector, the portfolio is most concentrated in Technology at 16% of assets, down from 18% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Strategy Inc, an estimated $726M trimmed.
- UBS Group's largest Q1 2025 buy was Sandisk: 3,424,800 shares worth $163M.
- UBS Group added most to State Street SPDR S&P 500 ETF Trust in Q1 2025, an estimated $1.64B increase.
- UBS Group's biggest Q1 2025 reduction was Strategy Inc, cutting an estimated $726M.
- UBS Group fully exited Smartsheet Inc. in Q1 2025, selling an estimated $432M.
- UBS Group's ten largest holdings make up 14% of its $544B portfolio in Q1 2025.
- UBS Group opened 1,200 new positions and closed 929 in Q1 2025.
- UBS Group's portfolio value rose 0.53% quarter-over-quarter to $544B.
Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.