UBS Group AG
Institutional investor · Portfolio as of Q3 2025
Top Holdings10,276 positions
STATE STR SPDR S&P 500 ETF T | 28.5M | $19B | 3.0% | — | — | — | Increased — |
NVIDIA CORPORATION | 87.5M | $16.3B | 2.6% | $50.64 | +267.58% | 27 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 30.4M | $15.7B | 2.5% | $240.02 | +114.03% | 27 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 49.8M | $12.7B | 2.0% | $114.70 | +121.17% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 36.3M | $8B | 1.2% | $135.98 | +61.48% | 27 qtrssince 2019-Q1 | Increased 51 |
BROADCOM INC | 23.6M | $7.8B | 1.2% | $63.93 | +412.25% | 27 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 9.2M | $6.8B | 1.1% | $376.99 | +94.14% | 27 qtrssince 2019-Q1 | Increased 50 |
JPMORGAN CHASE & CO. | 19.6M | $6.2B | 1.0% | $122.90 | +151.85% | 27 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 10.2M | $6.1B | 1.0% | — | — | — | Increased — |
STATE STR SPDR S&P 500 ETF T | 9M | $6B | 0.9% | $407.92 | +61.57% | 27 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 24.4M | $5.9B | 0.9% | $99.26 | +144.28% | 27 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG | 132.5M | $5.4B | 0.9% | $21.92 | +82.36% | 27 qtrssince 2019-Q1 | Increased 51 |
ALPHABET INC | 21.8M | $5.3B | 0.8% | $115.57 | +110.18% | 27 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 11.4M | $3.9B | 0.6% | $207.98 | +62.84% | 27 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TR | 6.2M | $3.7B | 0.6% | $348.17 | +71.74% | 27 qtrssince 2019-Q1 | Increased 50 |
ORACLE CORP | 11.5M | $3.2B | 0.5% | $113.53 | +144.92% | 27 qtrssince 2019-Q1 | Increased 49 |
ISHARES INC | 4.8M | $3.2B | 0.5% | $502.44 | +31.65% | 27 qtrssince 2019-Q1 | Increased 63 |
ISHARES TR | 39.3M | $3.2B | 0.5% | — | — | — | Increased — |
NVIDIA CORPORATION | 16.6M | $3.1B | 0.5% | — | — | — | Decreased — |
ELI LILLY & CO | 4M | $3B | 0.5% | $517.12 | +46.62% | 27 qtrssince 2019-Q1 | Increased 39 |
UBS Group AG manages $638.4B across 10276 positions as of Q3 2025. Top holdings: SPY puts (3.0%), NVDA (2.6%), MSFT (2.5%). Fund DNA: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1063 new positions, 1075 exits, 3564 increased. Top move: IVV (INCREASED, conviction 63). Portfolio: $638.4B across 10276 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR