UBS Group AG

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$505B

Total Positions

9,085

New This Quarter

1,317

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA2.34%

MSFT2.20%

AAPL1.96%

AVGO1.33%

AMZN1.30%

SPY1.20%

GOOGL1.13%

UBS1.06%

GOOG1.01%

META0.99%

Other7.19%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

QMMM3Q held

QMMM HOLDINGS LTD

Avg $1.26 · $1.2M est. P&L

Est. P&L

+9376.19%

TERN12Q held

TERNS PHARMACEUTICALS INC

Avg $4.08 · $11.9M est. P&L

Est. P&L

+894.38%

AFJK5Q held

AIMEI HEALTH TECHNOLOGY CO L

Avg $10.63 · $94,542 est. P&L

Est. P&L

+676.85%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 8983 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	77.5M	$14.5B	2.3%	—	$116.75	+60.63%	28 qtrs	Decreased 0
MSFT Microsoft Corp	28M	$13.6B	2.2%	—	$241.84	+101.57%	28 qtrs	Decreased 0
AAPL Apple Inc	44.5M	$12.1B	2.0%	—	$137.42	+98.53%	28 qtrs	Decreased 0
AVGO Broadcom Inc	23.8M	$8.2B	1.3%	—	$162.56	+115.21%	28 qtrs	Increased 51
AMZN Amazon.com Inc	34.6M	$8B	1.3%	—	$137.87	+68.65%	28 qtrs	Decreased 0
SPY SPDR S&P 500 ETF TR	10.8M	$7.4B	1.2%	—	$458.33	+49.89%	28 qtrs	Increased 60
GOOGL Alphabet Inc	22.2M	$6.9B	1.1%	—	$117.25	+167.66%	28 qtrs	Decreased 0
UBS UBS GROUP AG	140.5M	$6.5B	1.1%	—	$23.63	+96.87%	28 qtrs	Increased 53
GOOG Alphabet Inc	19.9M	$6.2B	1.0%	—	$128.46	+144.86%	28 qtrs	Decreased 0
META Meta Platforms Inc	9.3M	$6.1B	1.0%	—	$380.00	+75.25%	28 qtrs	Increased 45
JPM JPMORGAN CHASE & CO.	18.9M	$6.1B	1.0%	—	$124.02	+159.60%	28 qtrs	Decreased 0
V Visa Inc	11.6M	$4.1B	0.7%	—	$210.97	+67.27%	28 qtrs	Increased 46
LLY Eli Lilly & Co	3.6M	$3.8B	0.6%	—	$516.18	+108.83%	28 qtrs	Decreased 0
QQQ INVESCO QQQ TR	6M	$3.7B	0.6%	—	$348.17	+77.91%	28 qtrs	Decreased 0
VUG VANGUARD INDEX FDS	5.6M	$2.7B	0.4%	—	$180.38	+172.58%	28 qtrs	Decreased 0
WMT Walmart Inc	23.7M	$2.6B	0.4%	—	$70.75	+58.20%	28 qtrs	Increased 48
VOO VANGUARD INDEX FDS	4M	$2.5B	0.4%	—	$330.20	+91.31%	28 qtrs	Decreased 0
VTV VANGUARD INDEX FDS	12.6M	$2.4B	0.4%	—	$109.08	+76.36%	28 qtrs	Decreased 0
ABBV AbbVie Inc	10.5M	$2.4B	0.4%	—	$98.39	+131.64%	28 qtrs	Decreased 0
MU Micron Technology Inc	8.4M	$2.4B	0.4%	—	$91.77	+218.86%	28 qtrs	Decreased 0
HD Home Depot Inc/The	6.9M	$2.4B	0.4%	—	$251.71	+37.60%	28 qtrs	Increased 42
COST Costco Wholesale Corp	2.7M	$2.3B	0.4%	—	$386.92	+123.42%	28 qtrs	Decreased 0
IWF ISHARES TR	4.9M	$2.3B	0.4%	—	$166.54	+186.40%	28 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	4.5M	$2.3B	0.4%	—	—	—	28 qtrs	Decreased 0
CSCO Cisco Systems Inc	29.5M	$2.3B	0.4%	—	$48.64	+58.32%	28 qtrs	Increased 43
Showing 25 of 8,983 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

JAVAJ P MORGAN EXCHANGE TRADED F

Q1 2024 → Q4 2025+544,992 shares+$42.5M

FBNDFIDELITY MERRIMACK STR TR

Q1 2024 → Q4 2025+3.4M shares+$157.8M

FDUSFIDUS INVT CORP

Q1 2024 → Q4 2025+376,830 shares+$7.2M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer