Filed: 1/29/2026ACC: 0001610520-26-000004
📋 What this filing means
UBS GROUP AG filed this quarterly 13F‑HR report disclosing 9085 equity positions with a total reported market value of $616.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9085
Positions
$616.68B
Total AUM (reported)
8.08B
Total Shares
Allocation by class
COM$320.77B52.0%
CL A$29.33B4.8%
SHS$18.03B2.9%
COM NEW$15.71B2.5%
COM CL A$14.41B2.3%
TR UNIT$12.34B2.0%
SPONSORED ADS$9.84B1.6%
Portfolio Concentration
Top 3$55.01B8.9%
4–10$61.78B10.0%
11–25$62.91B10.2%
Rest$436.98B70.9%
Top 3 weight
8.9%
Top 10 weight
18.9%
Voting Authority Distribution
Total shares with voting rights: 8.08B
Sole
Full voting authority
5.79B
shares
% of voting shares71.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.30B
shares
% of voting shares28.4%
Investment Discretion (by position count)
Sole0
Shared0
Other9085
Dominant voting typeSole · 71.6% of voting shares
Institutional Holdings9085
Rows:
NVIDIA CORPORATION
DFNDShares107.61M
TypeSH
Market value$20.07B
3.25%
Sole
62.39M
Shared
0.00
None
45.22M
MICROSOFT CORP
DFNDShares38.63M
TypeSH
Market value$18.68B
3.03%
Sole
18.64M
Shared
0.00
None
19.99M
APPLE INC
DFNDShares59.78M
TypeSH
Market value$16.25B
2.64%
Sole
28.16M
Shared
0.00
None
31.62M
SPDR S&P 500 ETF TR
DFNDShares18.10M
TypeSH
Market value$12.34B
2.00%
Sole
11.17M
Shared
0.00
None
6.93M
AMAZON COM INC
DFNDShares40.88M
TypeSH
Market value$9.43B
1.53%
Sole
16.02M
Shared
0.00
None
24.86M
BROADCOM INC
DFNDShares26.97M
TypeSH
Market value$9.33B
1.51%
Sole
10.88M
Shared
0.00
None
16.09M
ALPHABET INC
DFNDShares28.94M
TypeSH
Market value$9.06B
1.47%
Sole
12.36M
Shared
0.00
None
16.58M
META PLATFORMS INC
DFNDShares11.19M
TypeSH
Market value$7.39B
1.20%
Sole
5.97M
Shared
0.00
None
5.22M
ALPHABET INC
DFNDShares22.82M
TypeSH
Market value$7.16B
1.16%
Sole
9.26M
Shared
0.00
None
13.55M
INVESCO QQQ TR
DFNDShares11.51M
TypeSH
Market value$7.07B
1.15%
Sole
7.11M
Shared
0.00
None
4.40M
JPMORGAN CHASE & CO.
DFNDShares21.93M
TypeSH
Market value$7.07B
1.15%
Sole
9.24M
Shared
0.00
None
12.69M
UBS GROUP AG
DFNDShares146.28M
TypeSH
Market value$6.77B
1.10%
Sole
143.13M
Shared
0.00
None
3.15M
ISHARES TR
DFNDShares21.54M
TypeSH
Market value$5.30B
0.86%
Sole
18.59M
Shared
0.00
None
2.95M
SPDR GOLD TR
DFNDShares12.83M
TypeSH
Market value$5.09B
0.82%
Sole
8.64M
Shared
0.00
None
4.19M
TESLA INC
DFNDShares10.96M
TypeSH
Market value$4.93B
0.80%
Sole
9.43M
Shared
0.00
None
1.53M
VISA INC
DFNDShares13.35M
TypeSH
Market value$4.68B
0.76%
Sole
6.12M
Shared
0.00
None
7.22M
ELI LILLY & CO
DFNDShares4.14M
TypeSH
Market value$4.44B
0.72%
Sole
1.53M
Shared
0.00
None
2.61M
TAIWAN SEMICONDUCTOR MFG LTD
DFNDShares12.22M
TypeSH
Market value$3.71B
0.60%
Sole
6.85M
Shared
0.00
None
5.37M
MICRON TECHNOLOGY INC
DFNDShares11.06M
TypeSH
Market value$3.16B
0.51%
Sole
7.75M
Shared
0.00
None
3.31M
ORACLE CORP
DFNDShares16.17M
TypeSH
Market value$3.15B
0.51%
Sole
8.82M
Shared
0.00
None
7.34M
ADVANCED MICRO DEVICES INC
DFNDShares14.22M
TypeSH
Market value$3.05B
0.49%
Sole
11.31M
Shared
0.00
None
2.91M
ISHARES TR
DFNDShares55.35M
TypeSH
Market value$3.03B
0.49%
Sole
50.14M
Shared
0.00
None
5.21M
BANK AMERICA CORP
DFNDShares53.73M
TypeSH
Market value$2.96B
0.48%
Sole
40.62M
Shared
0.00
None
13.11M
NETFLIX INC
DFNDShares29.85M
TypeSH
Market value$2.80B
0.45%
Sole
18M
Shared
0.00
None
11.84M
WALMART INC
DFNDShares24.95M
TypeSH
Market value$2.78B
0.45%
Sole
12.38M
Shared
0.00
None
12.57M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONDFND | COM | 107.61M | SH | $20.07B 3.25% | 62.39M | 0.00 | 45.22M |
MICROSOFT CORPDFND | COM | 38.63M | SH | $18.68B 3.03% | 18.64M | 0.00 | 19.99M |
APPLE INCDFND | COM | 59.78M | SH | $16.25B 2.64% | 28.16M | 0.00 | 31.62M |
SPDR S&P 500 ETF TRDFND | TR UNIT | 18.10M | SH | $12.34B 2.00% | 11.17M | 0.00 | 6.93M |
AMAZON COM INCDFND | COM | 40.88M | SH | $9.43B 1.53% | 16.02M | 0.00 | 24.86M |
BROADCOM INCDFND | COM | 26.97M | SH | $9.33B 1.51% | 10.88M | 0.00 | 16.09M |
ALPHABET INCDFND | CAP STK CL A | 28.94M | SH | $9.06B 1.47% | 12.36M | 0.00 | 16.58M |
META PLATFORMS INCDFND | CL A | 11.19M | SH | $7.39B 1.20% | 5.97M | 0.00 | 5.22M |
ALPHABET INCDFND | CAP STK CL C | 22.82M | SH | $7.16B 1.16% | 9.26M | 0.00 | 13.55M |
INVESCO QQQ TRDFND | UNIT SER 1 | 11.51M | SH | $7.07B 1.15% | 7.11M | 0.00 | 4.40M |
JPMORGAN CHASE & CO.DFND | COM | 21.93M | SH | $7.07B 1.15% | 9.24M | 0.00 | 12.69M |
UBS GROUP AGDFND | SHS | 146.28M | SH | $6.77B 1.10% | 143.13M | 0.00 | 3.15M |
ISHARES TRDFND | RUSSELL 2000 ETF | 21.54M | SH | $5.30B 0.86% | 18.59M | 0.00 | 2.95M |
SPDR GOLD TRDFND | GOLD SHS | 12.83M | SH | $5.09B 0.82% | 8.64M | 0.00 | 4.19M |
TESLA INCDFND | COM | 10.96M | SH | $4.93B 0.80% | 9.43M | 0.00 | 1.53M |
VISA INCDFND | COM CL A | 13.35M | SH | $4.68B 0.76% | 6.12M | 0.00 | 7.22M |
ELI LILLY & CODFND | COM | 4.14M | SH | $4.44B 0.72% | 1.53M | 0.00 | 2.61M |
TAIWAN SEMICONDUCTOR MFG LTDDFND | SPONSORED ADS | 12.22M | SH | $3.71B 0.60% | 6.85M | 0.00 | 5.37M |
MICRON TECHNOLOGY INCDFND | COM | 11.06M | SH | $3.16B 0.51% | 7.75M | 0.00 | 3.31M |
ORACLE CORPDFND | COM | 16.17M | SH | $3.15B 0.51% | 8.82M | 0.00 | 7.34M |
ADVANCED MICRO DEVICES INCDFND | COM | 14.22M | SH | $3.05B 0.49% | 11.31M | 0.00 | 2.91M |
ISHARES TRDFND | MSCI EMG MKT ETF | 55.35M | SH | $3.03B 0.49% | 50.14M | 0.00 | 5.21M |
BANK AMERICA CORPDFND | COM | 53.73M | SH | $2.96B 0.48% | 40.62M | 0.00 | 13.11M |
NETFLIX INCDFND | COM | 29.85M | SH | $2.80B 0.45% | 18M | 0.00 | 11.84M |
WALMART INCDFND | COM | 24.95M | SH | $2.78B 0.45% | 12.38M | 0.00 | 12.57M |
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