Filed: 11/13/2025ACC: 0001193125-25-279802
📋 What this filing means
UBS GROUP AG filed this quarterly 13F‑HR report disclosing 8862 equity positions with a total reported market value of $638.37B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
8862
Positions
$638.37B
Total AUM (reported)
7.90B
Total Shares
Allocation by class
COM$328.28B51.4%
CL A$30.20B4.7%
TR UNIT$26.97B4.2%
SHS$17.99B2.8%
COM NEW$14.15B2.2%
COM CL A$14.10B2.2%
UNIT SER 1$11.50B1.8%
Portfolio Concentration
Top 3$66.87B10.5%
4–10$69.26B10.8%
11–25$62.25B9.8%
Rest$439.99B68.9%
Top 3 weight
10.5%
Top 10 weight
21.3%
Voting Authority Distribution
Total shares with voting rights: 7.90B
Sole
Full voting authority
5.55B
shares
% of voting shares70.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.34B
shares
% of voting shares29.7%
Investment Discretion (by position count)
Sole0
Shared0
Other8862
Dominant voting typeSole · 70.3% of voting shares
Institutional Holdings8862
Rows:
SPDR S&P 500 ETF TR
DFNDShares40.48M
TypeSH
Market value$26.97B
4.22%
Sole
33M
Shared
0.00
None
7.49M
NVIDIA CORPORATION
DFNDShares119.45M
TypeSH
Market value$22.29B
3.49%
Sole
68.58M
Shared
0.00
None
50.87M
MICROSOFT CORP
DFNDShares34.01M
TypeSH
Market value$17.61B
2.76%
Sole
12.81M
Shared
0.00
None
21.20M
APPLE INC
DFNDShares63.34M
TypeSH
Market value$16.13B
2.53%
Sole
29.63M
Shared
0.00
None
33.71M
INVESCO QQQ TR
DFNDShares19.15M
TypeSH
Market value$11.50B
1.80%
Sole
14.63M
Shared
0.00
None
4.51M
AMAZON COM INC
DFNDShares42.91M
TypeSH
Market value$9.42B
1.48%
Sole
16.95M
Shared
0.00
None
25.96M
BROADCOM INC
DFNDShares26.43M
TypeSH
Market value$8.72B
1.37%
Sole
9.20M
Shared
0.00
None
17.23M
META PLATFORMS INC
DFNDShares11.61M
TypeSH
Market value$8.52B
1.34%
Sole
6.19M
Shared
0.00
None
5.41M
ALPHABET INC
DFNDShares32.34M
TypeSH
Market value$7.86B
1.23%
Sole
14.56M
Shared
0.00
None
17.78M
JPMORGAN CHASE & CO.
DFNDShares22.54M
TypeSH
Market value$7.11B
1.11%
Sole
9.43M
Shared
0.00
None
13.11M
ALPHABET INC
DFNDShares24.76M
TypeSH
Market value$6.03B
0.94%
Sole
10.77M
Shared
0.00
None
14M
UBS GROUP AG
DFNDShares138.64M
TypeSH
Market value$5.68B
0.89%
Sole
134.66M
Shared
0.00
None
3.98M
TESLA INC
DFNDShares11.06M
TypeSH
Market value$4.92B
0.77%
Sole
9.09M
Shared
0.00
None
1.98M
ISHARES TR
DFNDShares19.77M
TypeSH
Market value$4.78B
0.75%
Sole
16.85M
Shared
0.00
None
2.93M
VISA INC
DFNDShares13.15M
TypeSH
Market value$4.49B
0.70%
Sole
5.82M
Shared
0.00
None
7.33M
ISHARES TR
DFNDShares53.29M
TypeSH
Market value$4.33B
0.68%
Sole
52.12M
Shared
0.00
None
1.17M
ISHARES TR
DFNDShares80.54M
TypeSH
Market value$4.30B
0.67%
Sole
75.41M
Shared
0.00
None
5.13M
SPDR GOLD TR
DFNDShares11.64M
TypeSH
Market value$4.14B
0.65%
Sole
7.39M
Shared
0.00
None
4.25M
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares14.15M
TypeSH
Market value$3.95B
0.62%
Sole
8.63M
Shared
0.00
None
5.52M
ORACLE CORP
DFNDShares13.44M
TypeSH
Market value$3.78B
0.59%
Sole
5.66M
Shared
0.00
None
7.78M
ELI LILLY & CO
DFNDShares4.65M
TypeSH
Market value$3.55B
0.56%
Sole
1.93M
Shared
0.00
None
2.72M
ISHARES TR
DFNDShares4.77M
TypeSH
Market value$3.19B
0.50%
Sole
1.61M
Shared
0.00
None
3.16M
NETFLIX INC
DFNDShares2.55M
TypeSH
Market value$3.06B
0.48%
Sole
1.38M
Shared
0.00
None
1.17M
ABBVIE INC
DFNDShares13.05M
TypeSH
Market value$3.02B
0.47%
Sole
3.61M
Shared
0.00
None
9.44M
BERKSHIRE HATHAWAY INC DEL
DFNDShares6M
TypeSH
Market value$3.02B
0.47%
Sole
2.78M
Shared
0.00
None
3.22M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRDFND | TR UNIT | 40.48M | SH | $26.97B 4.22% | 33M | 0.00 | 7.49M |
NVIDIA CORPORATIONDFND | COM | 119.45M | SH | $22.29B 3.49% | 68.58M | 0.00 | 50.87M |
MICROSOFT CORPDFND | COM | 34.01M | SH | $17.61B 2.76% | 12.81M | 0.00 | 21.20M |
APPLE INCDFND | COM | 63.34M | SH | $16.13B 2.53% | 29.63M | 0.00 | 33.71M |
INVESCO QQQ TRDFND | UNIT SER 1 | 19.15M | SH | $11.50B 1.80% | 14.63M | 0.00 | 4.51M |
AMAZON COM INCDFND | COM | 42.91M | SH | $9.42B 1.48% | 16.95M | 0.00 | 25.96M |
BROADCOM INCDFND | COM | 26.43M | SH | $8.72B 1.37% | 9.20M | 0.00 | 17.23M |
META PLATFORMS INCDFND | CL A | 11.61M | SH | $8.52B 1.34% | 6.19M | 0.00 | 5.41M |
ALPHABET INCDFND | CAP STK CL A | 32.34M | SH | $7.86B 1.23% | 14.56M | 0.00 | 17.78M |
JPMORGAN CHASE & CO.DFND | COM | 22.54M | SH | $7.11B 1.11% | 9.43M | 0.00 | 13.11M |
ALPHABET INCDFND | CAP STK CL C | 24.76M | SH | $6.03B 0.94% | 10.77M | 0.00 | 14M |
UBS GROUP AGDFND | SHS | 138.64M | SH | $5.68B 0.89% | 134.66M | 0.00 | 3.98M |
TESLA INCDFND | COM | 11.06M | SH | $4.92B 0.77% | 9.09M | 0.00 | 1.98M |
ISHARES TRDFND | RUSSELL 2000 ETF | 19.77M | SH | $4.78B 0.75% | 16.85M | 0.00 | 2.93M |
VISA INCDFND | COM CL A | 13.15M | SH | $4.49B 0.70% | 5.82M | 0.00 | 7.33M |
ISHARES TRDFND | IBOXX HI YD ETF | 53.29M | SH | $4.33B 0.68% | 52.12M | 0.00 | 1.17M |
ISHARES TRDFND | MSCI EMG MKT ETF | 80.54M | SH | $4.30B 0.67% | 75.41M | 0.00 | 5.13M |
SPDR GOLD TRDFND | GOLD SHS | 11.64M | SH | $4.14B 0.65% | 7.39M | 0.00 | 4.25M |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 14.15M | SH | $3.95B 0.62% | 8.63M | 0.00 | 5.52M |
ORACLE CORPDFND | COM | 13.44M | SH | $3.78B 0.59% | 5.66M | 0.00 | 7.78M |
ELI LILLY & CODFND | COM | 4.65M | SH | $3.55B 0.56% | 1.93M | 0.00 | 2.72M |
ISHARES TRDFND | CORE S&P500 ETF | 4.77M | SH | $3.19B 0.50% | 1.61M | 0.00 | 3.16M |
NETFLIX INCDFND | COM | 2.55M | SH | $3.06B 0.48% | 1.38M | 0.00 | 1.17M |
ABBVIE INCDFND | COM | 13.05M | SH | $3.02B 0.47% | 3.61M | 0.00 | 9.44M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6M | SH | $3.02B 0.47% | 2.78M | 0.00 | 3.22M |
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