Filed: 2/14/2025ACC: 0000950123-25-002409
📋 What this filing means
UBS GROUP AG filed this quarterly 13F‑HR report disclosing 8630 equity positions with a total reported market value of $541.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8630
Positions
$541.09B
Total AUM (reported)
7.49B
Total Shares
Allocation by class
COM$298.80B55.2%
CL A$24.77B4.6%
SHS$12.52B2.3%
COM NEW$11.46B2.1%
COM CL A$10.74B2.0%
TR UNIT$9.92B1.8%
SPONSORED ADS$7.46B1.4%
Portfolio Concentration
Top 3$51.57B9.5%
4–10$51.86B9.6%
11–25$53.38B9.9%
Rest$384.28B71.0%
Top 3 weight
9.5%
Top 10 weight
19.1%
Voting Authority Distribution
Total shares with voting rights: 7.49B
Sole
Full voting authority
131.88M
shares
% of voting shares1.8%
Shared
Joint voting authority
4.91B
shares
% of voting shares65.6%
None
No voting authority
2.44B
shares
% of voting shares32.7%
Investment Discretion (by position count)
Sole3050
Shared0
Other5580
Dominant voting typeShared · 65.6% of voting shares
Institutional Holdings8630
Rows:
APPLE INC
DFNDShares75.13M
TypeSH
Market value$18.82B
3.48%
Sole
419.66K
Shared
36.35M
None
38.37M
NVIDIA CORPORATION
DFNDShares123.12M
TypeSH
Market value$16.53B
3.06%
Sole
356.15K
Shared
69.51M
None
53.25M
MICROSOFT CORP
DFNDShares38.48M
TypeSH
Market value$16.22B
3.00%
Sole
54.93K
Shared
16.06M
None
22.37M
SPDR S&P 500 ETF TR
DFNDShares16.93M
TypeSH
Market value$9.92B
1.83%
Sole
7.38K
Shared
9.76M
None
7.16M
AMAZON COM INC
DFNDShares42.39M
TypeSH
Market value$9.30B
1.72%
Sole
151.72K
Shared
15.12M
None
27.12M
BROADCOM INC
DFNDShares30.22M
TypeSH
Market value$7.01B
1.30%
Sole
1K
Shared
12.69M
None
17.53M
META PLATFORMS INC
DFNDShares11.58M
TypeSH
Market value$6.78B
1.25%
Sole
17.75K
Shared
6.05M
None
5.51M
ALPHABET INC
DFNDShares34.58M
TypeSH
Market value$6.55B
1.21%
Sole
86.52K
Shared
13.73M
None
20.77M
INVESCO QQQ TR
DFNDShares12.16M
TypeSH
Market value$6.22B
1.15%
Sole
1.43K
Shared
7.56M
None
4.60M
JPMORGAN CHASE & CO.
DFNDShares25.41M
TypeSH
Market value$6.09B
1.13%
Sole
0.00
Shared
11.48M
None
13.93M
TESLA INC
DFNDShares13.57M
TypeSH
Market value$5.48B
1.01%
Sole
109.18K
Shared
10.88M
None
2.57M
UBS GROUP AG
DFNDShares158.90M
TypeSH
Market value$4.82B
0.89%
Sole
1.75K
Shared
153.92M
None
4.98M
ALPHABET INC
DFNDShares24.50M
TypeSH
Market value$4.67B
0.86%
Sole
274.88K
Shared
9.20M
None
15.02M
ISHARES TR
DFNDShares20.63M
TypeSH
Market value$4.56B
0.84%
Sole
0.00
Shared
17.33M
None
3.30M
VISA INC
DFNDShares13.51M
TypeSH
Market value$4.27B
0.79%
Sole
127.98K
Shared
5.69M
None
7.69M
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares16.75M
TypeSH
Market value$3.31B
0.61%
Sole
0.00
Shared
11.15M
None
5.60M
ISHARES TR
DFNDShares79.10M
TypeSH
Market value$3.31B
0.61%
Sole
0.00
Shared
72.80M
None
6.29M
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.77M
TypeSH
Market value$3.07B
0.57%
Sole
1.92K
Shared
3.56M
None
3.21M
UNITEDHEALTH GROUP INC
DFNDShares6.06M
TypeSH
Market value$3.07B
0.57%
Sole
794.60K
Shared
1.75M
None
3.52M
ELI LILLY & CO
DFNDShares3.82M
TypeSH
Market value$2.95B
0.54%
Sole
25.10K
Shared
1.30M
None
2.49M
SPDR GOLD TR
DFNDShares12.11M
TypeSH
Market value$2.93B
0.54%
Sole
9.88K
Shared
7.84M
None
4.26M
COSTCO WHSL CORP NEW
DFNDShares3.03M
TypeSH
Market value$2.78B
0.51%
Sole
5.00
Shared
1.06M
None
1.97M
CISCO SYS INC
DFNDShares46.89M
TypeSH
Market value$2.78B
0.51%
Sole
0.00
Shared
31.26M
None
15.63M
HOME DEPOT INC
DFNDShares7.05M
TypeSH
Market value$2.74B
0.51%
Sole
0.00
Shared
2.27M
None
4.78M
ADVANCED MICRO DEVICES INC
DFNDShares21.99M
TypeSH
Market value$2.66B
0.49%
Sole
0.00
Shared
16.11M
None
5.88M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 75.13M | SH | $18.82B 3.48% | 419.66K | 36.35M | 38.37M |
NVIDIA CORPORATIONDFND | COM | 123.12M | SH | $16.53B 3.06% | 356.15K | 69.51M | 53.25M |
MICROSOFT CORPDFND | COM | 38.48M | SH | $16.22B 3.00% | 54.93K | 16.06M | 22.37M |
SPDR S&P 500 ETF TRDFND | TR UNIT | 16.93M | SH | $9.92B 1.83% | 7.38K | 9.76M | 7.16M |
AMAZON COM INCDFND | COM | 42.39M | SH | $9.30B 1.72% | 151.72K | 15.12M | 27.12M |
BROADCOM INCDFND | COM | 30.22M | SH | $7.01B 1.30% | 1K | 12.69M | 17.53M |
META PLATFORMS INCDFND | CL A | 11.58M | SH | $6.78B 1.25% | 17.75K | 6.05M | 5.51M |
ALPHABET INCDFND | CAP STK CL A | 34.58M | SH | $6.55B 1.21% | 86.52K | 13.73M | 20.77M |
INVESCO QQQ TRDFND | UNIT SER 1 | 12.16M | SH | $6.22B 1.15% | 1.43K | 7.56M | 4.60M |
JPMORGAN CHASE & CO.DFND | COM | 25.41M | SH | $6.09B 1.13% | 0.00 | 11.48M | 13.93M |
TESLA INCDFND | COM | 13.57M | SH | $5.48B 1.01% | 109.18K | 10.88M | 2.57M |
UBS GROUP AGDFND | SHS | 158.90M | SH | $4.82B 0.89% | 1.75K | 153.92M | 4.98M |
ALPHABET INCDFND | CAP STK CL C | 24.50M | SH | $4.67B 0.86% | 274.88K | 9.20M | 15.02M |
ISHARES TRDFND | RUSSELL 2000 ETF | 20.63M | SH | $4.56B 0.84% | 0.00 | 17.33M | 3.30M |
VISA INCDFND | COM CL A | 13.51M | SH | $4.27B 0.79% | 127.98K | 5.69M | 7.69M |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 16.75M | SH | $3.31B 0.61% | 0.00 | 11.15M | 5.60M |
ISHARES TRDFND | MSCI EMG MKT ETF | 79.10M | SH | $3.31B 0.61% | 0.00 | 72.80M | 6.29M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.77M | SH | $3.07B 0.57% | 1.92K | 3.56M | 3.21M |
UNITEDHEALTH GROUP INCDFND | COM | 6.06M | SH | $3.07B 0.57% | 794.60K | 1.75M | 3.52M |
ELI LILLY & CODFND | COM | 3.82M | SH | $2.95B 0.54% | 25.10K | 1.30M | 2.49M |
SPDR GOLD TRDFND | GOLD SHS | 12.11M | SH | $2.93B 0.54% | 9.88K | 7.84M | 4.26M |
COSTCO WHSL CORP NEWDFND | COM | 3.03M | SH | $2.78B 0.51% | 5.00 | 1.06M | 1.97M |
CISCO SYS INCDFND | COM | 46.89M | SH | $2.78B 0.51% | 0.00 | 31.26M | 15.63M |
HOME DEPOT INCDFND | COM | 7.05M | SH | $2.74B 0.51% | 0.00 | 2.27M | 4.78M |
ADVANCED MICRO DEVICES INCDFND | COM | 21.99M | SH | $2.66B 0.49% | 0.00 | 16.11M | 5.88M |
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