Filed: 8/14/2025ACC: 0000950123-25-008111
📋 What this filing means
UBS GROUP AG filed this quarterly 13F‑HR report disclosing 8874 equity positions with a total reported market value of $577.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8874
Positions
$577.63B
Total AUM (reported)
8.09B
Total Shares
Allocation by class
COM$308.93B53.5%
CL A$30.53B5.3%
SHS$14.72B2.5%
TR UNIT$12.61B2.2%
COM NEW$12.46B2.2%
COM CL A$11.81B2.0%
UNIT SER 1$9.46B1.6%
Portfolio Concentration
Top 3$51.92B9.0%
4–10$60.02B10.4%
11–25$56.99B9.9%
Rest$408.71B70.8%
Top 3 weight
9.0%
Top 10 weight
19.4%
Voting Authority Distribution
Total shares with voting rights: 8.09B
Sole
Full voting authority
5.74B
shares
% of voting shares71.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.35B
shares
% of voting shares29.0%
Investment Discretion (by position count)
Sole0
Shared0
Other8874
Dominant voting typeSole · 71.0% of voting shares
Institutional Holdings8874
Rows:
NVIDIA CORPORATION
DFNDShares130.74M
TypeSH
Market value$20.66B
3.58%
Sole
78.41M
Shared
0.00
None
52.33M
MICROSOFT CORP
DFNDShares35.19M
TypeSH
Market value$17.51B
3.03%
Sole
13.82M
Shared
0.00
None
21.37M
APPLE INC
DFNDShares67.05M
TypeSH
Market value$13.76B
2.38%
Sole
32.64M
Shared
0.00
None
34.41M
SPDR S&P 500 ETF TR
DFNDShares20.40M
TypeSH
Market value$12.60B
2.18%
Sole
13.17M
Shared
0.00
None
7.23M
INVESCO QQQ TR
DFNDShares17.15M
TypeSH
Market value$9.46B
1.64%
Sole
12.58M
Shared
0.00
None
4.57M
AMAZON COM INC
DFNDShares42.05M
TypeSH
Market value$9.23B
1.60%
Sole
15.92M
Shared
0.00
None
26.13M
META PLATFORMS INC
DFNDShares11.45M
TypeSH
Market value$8.45B
1.46%
Sole
6.04M
Shared
0.00
None
5.40M
BROADCOM INC
DFNDShares29.06M
TypeSH
Market value$8.01B
1.39%
Sole
10.98M
Shared
0.00
None
18.08M
JPMORGAN CHASE & CO.
DFNDShares22.76M
TypeSH
Market value$6.60B
1.14%
Sole
8.97M
Shared
0.00
None
13.79M
ALPHABET INC
DFNDShares32.21M
TypeSH
Market value$5.68B
0.98%
Sole
13.93M
Shared
0.00
None
18.28M
ISHARES TR
DFNDShares24.78M
TypeSH
Market value$5.35B
0.93%
Sole
21.82M
Shared
0.00
None
2.95M
VISA INC
DFNDShares14.58M
TypeSH
Market value$5.18B
0.90%
Sole
7.14M
Shared
0.00
None
7.44M
TESLA INC
DFNDShares15.78M
TypeSH
Market value$5.01B
0.87%
Sole
13.64M
Shared
0.00
None
2.14M
ALPHABET INC
DFNDShares25.26M
TypeSH
Market value$4.48B
0.78%
Sole
11.81M
Shared
0.00
None
13.45M
UBS GROUP AG
DFNDShares122.64M
TypeSH
Market value$4.15B
0.72%
Sole
118.58M
Shared
0.00
None
4.06M
ISHARES TR
DFNDShares48.72M
TypeSH
Market value$3.93B
0.68%
Sole
47.61M
Shared
0.00
None
1.11M
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares17.20M
TypeSH
Market value$3.90B
0.67%
Sole
11.83M
Shared
0.00
None
5.37M
ISHARES TR
DFNDShares76.53M
TypeSH
Market value$3.69B
0.64%
Sole
71.38M
Shared
0.00
None
5.16M
ELI LILLY & CO
DFNDShares4.53M
TypeSH
Market value$3.53B
0.61%
Sole
1.83M
Shared
0.00
None
2.70M
NETFLIX INC
DFNDShares2.48M
TypeSH
Market value$3.32B
0.57%
Sole
1.41M
Shared
0.00
None
1.06M
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.45M
TypeSH
Market value$3.13B
0.54%
Sole
3.29M
Shared
0.00
None
3.16M
SPDR GOLD TR
DFNDShares9.98M
TypeSH
Market value$3.04B
0.53%
Sole
5.79M
Shared
0.00
None
4.19M
COSTCO WHSL CORP NEW
DFNDShares3.07M
TypeSH
Market value$3.04B
0.53%
Sole
1.21M
Shared
0.00
None
1.86M
ORACLE CORP
DFNDShares12.10M
TypeSH
Market value$2.65B
0.46%
Sole
3.75M
Shared
0.00
None
8.35M
VANGUARD INDEX FDS
DFNDShares5.92M
TypeSH
Market value$2.59B
0.45%
Sole
18.66K
Shared
0.00
None
5.90M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 130.74M | SH | $20.66B 3.58% | 78.41M | 0.00 | 52.33M |
MICROSOFT CORPDFND | COM | 35.19M | SH | $17.51B 3.03% | 13.82M | 0.00 | 21.37M |
APPLE INCDFND | COM | 67.05M | SH | $13.76B 2.38% | 32.64M | 0.00 | 34.41M |
SPDR S&P 500 ETF TRDFND | TR UNIT | 20.40M | SH | $12.60B 2.18% | 13.17M | 0.00 | 7.23M |
INVESCO QQQ TRDFND | UNIT SER 1 | 17.15M | SH | $9.46B 1.64% | 12.58M | 0.00 | 4.57M |
AMAZON COM INCDFND | COM | 42.05M | SH | $9.23B 1.60% | 15.92M | 0.00 | 26.13M |
META PLATFORMS INCDFND | CL A | 11.45M | SH | $8.45B 1.46% | 6.04M | 0.00 | 5.40M |
BROADCOM INCDFND | COM | 29.06M | SH | $8.01B 1.39% | 10.98M | 0.00 | 18.08M |
JPMORGAN CHASE & CO.DFND | COM | 22.76M | SH | $6.60B 1.14% | 8.97M | 0.00 | 13.79M |
ALPHABET INCDFND | CAP STK CL A | 32.21M | SH | $5.68B 0.98% | 13.93M | 0.00 | 18.28M |
ISHARES TRDFND | RUSSELL 2000 ETF | 24.78M | SH | $5.35B 0.93% | 21.82M | 0.00 | 2.95M |
VISA INCDFND | COM CL A | 14.58M | SH | $5.18B 0.90% | 7.14M | 0.00 | 7.44M |
TESLA INCDFND | COM | 15.78M | SH | $5.01B 0.87% | 13.64M | 0.00 | 2.14M |
ALPHABET INCDFND | CAP STK CL C | 25.26M | SH | $4.48B 0.78% | 11.81M | 0.00 | 13.45M |
UBS GROUP AGDFND | SHS | 122.64M | SH | $4.15B 0.72% | 118.58M | 0.00 | 4.06M |
ISHARES TRDFND | IBOXX HI YD ETF | 48.72M | SH | $3.93B 0.68% | 47.61M | 0.00 | 1.11M |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 17.20M | SH | $3.90B 0.67% | 11.83M | 0.00 | 5.37M |
ISHARES TRDFND | MSCI EMG MKT ETF | 76.53M | SH | $3.69B 0.64% | 71.38M | 0.00 | 5.16M |
ELI LILLY & CODFND | COM | 4.53M | SH | $3.53B 0.61% | 1.83M | 0.00 | 2.70M |
NETFLIX INCDFND | COM | 2.48M | SH | $3.32B 0.57% | 1.41M | 0.00 | 1.06M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.45M | SH | $3.13B 0.54% | 3.29M | 0.00 | 3.16M |
SPDR GOLD TRDFND | GOLD SHS | 9.98M | SH | $3.04B 0.53% | 5.79M | 0.00 | 4.19M |
COSTCO WHSL CORP NEWDFND | COM | 3.07M | SH | $3.04B 0.53% | 1.21M | 0.00 | 1.86M |
ORACLE CORPDFND | COM | 12.10M | SH | $2.65B 0.46% | 3.75M | 0.00 | 8.35M |
VANGUARD INDEX FDSDFND | GROWTH ETF | 5.92M | SH | $2.59B 0.45% | 18.66K | 0.00 | 5.90M |
Page 1 of 355
…