UBS Group AG
Institutional investor · Portfolio as of Q4 2025
Top Holdings10,435 positions
NVIDIA | 77.5M | $14.5B | 2.3% | $50.64 | +267.45% | 28 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT | 28M | $13.6B | 2.2% | $240.02 | +100.22% | 28 qtrssince 2019-Q1 | Decreased 0 |
APPLE | 44.5M | $12.1B | 2.0% | $114.70 | +136.37% | 28 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM | 23.8M | $8.2B | 1.3% | $66.36 | +418.67% | 28 qtrssince 2019-Q1 | Increased 51 |
AMAZON.COM | 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 - CLASS A | 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 - CLASS C | 19.9M | $6.2B | 1.0% | $115.57 | +170.98% | 28 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS | 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% | $122.29 | +158.52% | 28 qtrssince 2019-Q1 | Decreased 0 |
VISA - CLASS A | 11.6M | $4.1B | 0.7% | $210.33 | +65.75% | 28 qtrssince 2019-Q1 | Increased 46 |
MICROSOFT | 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% | $346.66 | +76.61% | 28 qtrssince 2019-Q1 | Decreased 0 |
STATE STR SPDR S&P 500 ETF T | 4.9M | $3.3B | 0.5% | — | — | — | Decreased — |
NVIDIA | 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 | 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
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR