UBS Group AG
Institutional investor · Portfolio as of Q4 2025
Top Holdings10,435 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 77.5M | $14.5B | 2.3% | $116.75 | +60.63% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 28M | $13.6B | 2.2% | $241.84 | +101.57% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 44.5M | $12.1B | 2.0% | $137.87 | +96.66% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 23.8M | $8.2B | 1.3% | $161.63 | +113.35% | 28 qtrssince 2019-Q1 | Increased 51 |
AMAZON.COM INC | 34.6M | $8B | 1.3% | $137.87 | +68.65% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 10.8M | $7.4B | 1.2% | $458.33 | +49.89% | 28 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC-CL A | 22.2M | $6.9B | 1.1% | $117.25 | +167.66% | 28 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG- REG | 140.5M | $6.5B | 1.1% | $23.63 | +96.87% | 28 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC-CL C | 19.9M | $6.2B | 1.0% | $128.46 | +144.86% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 9.3M | $6.1B | 1.0% | $380.00 | +75.25% | 28 qtrssince 2019-Q1 | Increased 45 |
JPMORGAN CHASE & CO | 18.9M | $6.1B | 1.0% | $124.02 | +159.60% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 11.6M | $4.1B | 0.7% | $210.33 | +65.75% | 28 qtrssince 2019-Q1 | Increased 46 |
MICROSOFT CORP | 8.2M | $4B | 0.6% | — | — | — | Increased — |
ELI LILLY & CO | 3.6M | $3.8B | 0.6% | $517.12 | +106.82% | 28 qtrssince 2019-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 6M | $3.7B | 0.6% | $348.17 | +77.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 4.9M | $3.3B | 0.5% | — | — | — | Decreased — |
NVIDIA CORP | 17.2M | $3.2B | 0.5% | — | — | — | Increased — |
VANGUARD GROWTH ETF | 5.6M | $2.7B | 0.4% | $30.00 | +170.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES RUSSELL 2000 ETF ETF | 10.8M | $2.7B | 0.4% | — | — | — | Increased — |
APPLE INC | 9.8M | $2.7B | 0.4% | — | — | — | Increased — |
UBS Group AG manages $616.7B across 10435 positions as of Q4 2025. Top holdings: NVDA (2.3%), MSFT (2.2%), AAPL (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 1256 new positions, 1028 exits, 3639 increased. Top move: SPY (INCREASED, conviction 60). Portfolio: $616.7B across 10435 positions.
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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