UBS Group AG
Institutional investor · Portfolio as of Q4 2025
Top Holdings10,435 positions
NVIDIA CORPORATION | 77.5M | $14.5B | 2.3% | $50.64 | +267.45% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 28M | $13.6B | 2.2% | $240.02 | +100.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 44.5M | $12.1B | 2.0% | $114.70 | +136.37% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 23.8M | $8.2B | 1.3% | $66.36 | +418.67% | 28 qtrssince 2019-Q1 | Increased 51 |
AMAZON COM INC | 34.6M | $8B | 1.3% | $135.98 | +69.75% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 10.8M | $7.4B | 1.2% | $453.94 | +49.06% | 28 qtrssince 2019-Q1 | Increased 60 |
ALPHABET INC | 22.2M | $6.9B | 1.1% | $99.26 | +214.73% | 28 qtrssince 2019-Q1 | Decreased 0 |
UBS GROUP AG | 140.5M | $6.5B | 1.1% | $23.24 | +94.23% | 28 qtrssince 2019-Q1 | Increased 53 |
ALPHABET INC | 19.9M | $6.2B | 1.0% | $115.57 | +170.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 9.3M | $6.1B | 1.0% | $379.37 | +73.55% | 28 qtrssince 2019-Q1 | Increased 45 |
JPMORGAN CHASE & CO. | 18.9M | $6.1B | 1.0% | $122.90 | +158.52% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 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 TR | 6M | $3.7B | 0.6% | $348.17 | +77.91% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 4.9M | $3.3B | 0.5% | — | — | — | Decreased — |
NVIDIA CORPORATION | 17.2M | $3.2B | 0.5% | — | — | — | Increased — |
VANGUARD INDEX FDS | 5.6M | $2.7B | 0.4% | $29.97 | +170.48% | 28 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 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: Diversified Scout. HoldingsIntel Score: 2.5/5.0.
Active quarter - 1317 new positions, 1094 exits, 3623 increased. Top move: SPY (INCREASED, conviction 60). Portfolio: $616.7B across 10435 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