Filed: 5/13/2025ACC: 0000950123-25-004922
📋 What this filing means
UBS GROUP AG filed this quarterly 13F‑HR report disclosing 8852 equity positions with a total reported market value of $543.98B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8852
Positions
$543.98B
Total AUM (reported)
8B
Total Shares
Allocation by class
COM$293.85B54.0%
CL A$26.08B4.8%
TR UNIT$15.51B2.9%
SHS$13.55B2.5%
COM NEW$11.74B2.2%
COM CL A$9.95B1.8%
SPONSORED ADS$7.75B1.4%
Portfolio Concentration
Top 3$46.39B8.5%
4–10$52.94B9.7%
11–25$53.59B9.9%
Rest$391.06B71.9%
Top 3 weight
8.5%
Top 10 weight
18.3%
Voting Authority Distribution
Total shares with voting rights: 8B
Sole
Full voting authority
5.55B
shares
% of voting shares69.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.45B
shares
% of voting shares30.6%
Investment Discretion (by position count)
Sole0
Shared0
Other8852
Dominant voting typeSole · 69.4% of voting shares
Institutional Holdings8852
Rows:
APPLE INC
DFNDShares72.97M
TypeSH
Market value$16.21B
2.98%
Sole
35.28M
Shared
0.00
None
37.69M
SPDR S&P 500 ETF TR
DFNDShares27.72M
TypeSH
Market value$15.51B
2.85%
Sole
20.47M
Shared
0.00
None
7.25M
NVIDIA CORPORATION
DFNDShares135.41M
TypeSH
Market value$14.68B
2.70%
Sole
81.87M
Shared
0.00
None
53.54M
MICROSOFT CORP
DFNDShares38.13M
TypeSH
Market value$14.31B
2.63%
Sole
15.95M
Shared
0.00
None
22.18M
AMAZON COM INC
DFNDShares44.39M
TypeSH
Market value$8.45B
1.55%
Sole
17.20M
Shared
0.00
None
27.18M
META PLATFORMS INC
DFNDShares11.92M
TypeSH
Market value$6.87B
1.26%
Sole
6.42M
Shared
0.00
None
5.50M
INVESCO QQQ TR
DFNDShares13.90M
TypeSH
Market value$6.52B
1.20%
Sole
9.32M
Shared
0.00
None
4.58M
JPMORGAN CHASE & CO.
DFNDShares25.34M
TypeSH
Market value$6.22B
1.14%
Sole
11.27M
Shared
0.00
None
14.07M
BROADCOM INC
DFNDShares32.21M
TypeSH
Market value$5.39B
0.99%
Sole
13.93M
Shared
0.00
None
18.28M
ALPHABET INC
DFNDShares33.49M
TypeSH
Market value$5.18B
0.95%
Sole
14.43M
Shared
0.00
None
19.06M
VISA INC
DFNDShares14.05M
TypeSH
Market value$4.92B
0.91%
Sole
6.41M
Shared
0.00
None
7.65M
UBS GROUP AG
DFNDShares153.67M
TypeSH
Market value$4.71B
0.87%
Sole
149.96M
Shared
0.00
None
3.71M
ISHARES TR
DFNDShares21.96M
TypeSH
Market value$4.38B
0.81%
Sole
18.79M
Shared
0.00
None
3.16M
ALPHABET INC
DFNDShares27.64M
TypeSH
Market value$4.32B
0.79%
Sole
13.04M
Shared
0.00
None
14.60M
ISHARES TR
DFNDShares47.55M
TypeSH
Market value$3.75B
0.69%
Sole
46.35M
Shared
0.00
None
1.20M
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.94M
TypeSH
Market value$3.70B
0.68%
Sole
3.77M
Shared
0.00
None
3.18M
ELI LILLY & CO
DFNDShares4.46M
TypeSH
Market value$3.68B
0.68%
Sole
1.81M
Shared
0.00
None
2.65M
TESLA INC
DFNDShares13.46M
TypeSH
Market value$3.49B
0.64%
Sole
11.15M
Shared
0.00
None
2.31M
SPDR GOLD TR
DFNDShares11.81M
TypeSH
Market value$3.40B
0.63%
Sole
7.57M
Shared
0.00
None
4.24M
UNITEDHEALTH GROUP INC
DFNDShares6.13M
TypeSH
Market value$3.21B
0.59%
Sole
2.73M
Shared
0.00
None
3.39M
ISHARES TR
DFNDShares67.03M
TypeSH
Market value$2.93B
0.54%
Sole
60.68M
Shared
0.00
None
6.35M
ABBVIE INC
DFNDShares13.58M
TypeSH
Market value$2.85B
0.52%
Sole
3.83M
Shared
0.00
None
9.75M
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares16.80M
TypeSH
Market value$2.79B
0.51%
Sole
11.17M
Shared
0.00
None
5.63M
COSTCO WHSL CORP NEW
DFNDShares2.92M
TypeSH
Market value$2.76B
0.51%
Sole
1M
Shared
0.00
None
1.92M
HOME DEPOT INC
DFNDShares7.37M
TypeSH
Market value$2.70B
0.50%
Sole
2.73M
Shared
0.00
None
4.65M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 72.97M | SH | $16.21B 2.98% | 35.28M | 0.00 | 37.69M |
SPDR S&P 500 ETF TRDFND | TR UNIT | 27.72M | SH | $15.51B 2.85% | 20.47M | 0.00 | 7.25M |
NVIDIA CORPORATIONDFND | COM | 135.41M | SH | $14.68B 2.70% | 81.87M | 0.00 | 53.54M |
MICROSOFT CORPDFND | COM | 38.13M | SH | $14.31B 2.63% | 15.95M | 0.00 | 22.18M |
AMAZON COM INCDFND | COM | 44.39M | SH | $8.45B 1.55% | 17.20M | 0.00 | 27.18M |
META PLATFORMS INCDFND | CL A | 11.92M | SH | $6.87B 1.26% | 6.42M | 0.00 | 5.50M |
INVESCO QQQ TRDFND | UNIT SER 1 | 13.90M | SH | $6.52B 1.20% | 9.32M | 0.00 | 4.58M |
JPMORGAN CHASE & CO.DFND | COM | 25.34M | SH | $6.22B 1.14% | 11.27M | 0.00 | 14.07M |
BROADCOM INCDFND | COM | 32.21M | SH | $5.39B 0.99% | 13.93M | 0.00 | 18.28M |
ALPHABET INCDFND | CAP STK CL A | 33.49M | SH | $5.18B 0.95% | 14.43M | 0.00 | 19.06M |
VISA INCDFND | COM CL A | 14.05M | SH | $4.92B 0.91% | 6.41M | 0.00 | 7.65M |
UBS GROUP AGDFND | SHS | 153.67M | SH | $4.71B 0.87% | 149.96M | 0.00 | 3.71M |
ISHARES TRDFND | RUSSELL 2000 ETF | 21.96M | SH | $4.38B 0.81% | 18.79M | 0.00 | 3.16M |
ALPHABET INCDFND | CAP STK CL C | 27.64M | SH | $4.32B 0.79% | 13.04M | 0.00 | 14.60M |
ISHARES TRDFND | IBOXX HI YD ETF | 47.55M | SH | $3.75B 0.69% | 46.35M | 0.00 | 1.20M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.94M | SH | $3.70B 0.68% | 3.77M | 0.00 | 3.18M |
ELI LILLY & CODFND | COM | 4.46M | SH | $3.68B 0.68% | 1.81M | 0.00 | 2.65M |
TESLA INCDFND | COM | 13.46M | SH | $3.49B 0.64% | 11.15M | 0.00 | 2.31M |
SPDR GOLD TRDFND | GOLD SHS | 11.81M | SH | $3.40B 0.63% | 7.57M | 0.00 | 4.24M |
UNITEDHEALTH GROUP INCDFND | COM | 6.13M | SH | $3.21B 0.59% | 2.73M | 0.00 | 3.39M |
ISHARES TRDFND | MSCI EMG MKT ETF | 67.03M | SH | $2.93B 0.54% | 60.68M | 0.00 | 6.35M |
ABBVIE INCDFND | COM | 13.58M | SH | $2.85B 0.52% | 3.83M | 0.00 | 9.75M |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 16.80M | SH | $2.79B 0.51% | 11.17M | 0.00 | 5.63M |
COSTCO WHSL CORP NEWDFND | COM | 2.92M | SH | $2.76B 0.51% | 1M | 0.00 | 1.92M |
HOME DEPOT INCDFND | COM | 7.37M | SH | $2.70B 0.50% | 2.73M | 0.00 | 4.65M |
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