UBS Group AG Portfolio
UBS Group AG 13F filer (CIK 0001610520).
Q3 2025 · 8791 positions · Total reported value $624.19B · Top-10 concentration 21.8%
Turnover: 57.6% · 891 new · 3674 cut · 1106 exited
In its Q3 2025 13F filing, UBS Group AG disclosed 8791 equity positions with a combined reported value of $624.19B. The filing implies a diversified portfolio: its ten largest positions account for 21.8% of reported value. HoldingsHub classifies the profile as Mega / Diversified / High Turnover.
The largest disclosed positions as of Q3 2025 were SPY ($26.97B), NVDA ($22.29B), MSFT ($17.61B). By sector, the heaviest allocations are Technology 25.6%, Consumer Discretionary 11.8%. Versus the prior quarter, allocation shifted toward Other (+1.0pp) and away from Consumer Discretionary (-0.9pp).
Versus the prior quarter, UBS Group AG opened 891 new positions, trimmed 3674 and fully exited 1106, a turnover rate of 57.6% of positions. The portfolio's overlap with the prior quarter was 81% of names.
Figures come from the fund's SEC Form 13F filing. 13F reports are filed within 45 days of quarter end and cover long positions of $100,000 or more; they exclude short positions and non-13F asset classes, so treat this page as a quarter-end snapshot rather than the fund's live book.
Sector Allocation
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 40.48M | $26.97B | 4.32% | Add |
| 2 | NVDA | NVIDIA CORPORATION | 119.45M | $22.29B | 3.57% | Reduce |
| 3 | MSFT | MICROSOFT CORP | 34.01M | $17.61B | 2.82% | Reduce |
| 4 | AAPL | APPLE INC | 63.34M | $16.13B | 2.58% | Reduce |
| 5 | QQQ | INVESCO QQQ TR | 19.15M | $11.50B | 1.84% | Add |
| 6 | AMZN | AMAZON COM INC | 42.91M | $9.42B | 1.51% | Add |
| 7 | AVGO | BROADCOM INC | 26.43M | $8.72B | 1.40% | Reduce |
| 8 | META | META PLATFORMS INC. CLASS A | 11.61M | $8.52B | 1.36% | Add |
| 9 | GOOGL | ALPHABET INC | 32.34M | $7.86B | 1.26% | Hold |
| 10 | JPM | JPMORGAN CHASE & CO | 22.54M | $7.11B | 1.14% | Reduce |
| 11 | GOOG | ALPHABET INC | 24.76M | $6.03B | 0.97% | Reduce |
| 12 | UBS | UBS GROUP AG | 138.64M | $5.68B | 0.91% | Add |
| 13 | TSLA | TESLA INC | 11.06M | $4.92B | 0.79% | Reduce |
| 14 | IWM | ISHARES TR | 19.77M | $4.78B | 0.77% | Reduce |
| 15 | V | VISA INC | 13.15M | $4.49B | 0.72% | Reduce |
| 16 | HYG | ISHARES TR | 53.29M | $4.33B | 0.69% | Add |
| 17 | EEM | ISHARES TR | 80.54M | $4.30B | 0.69% | Add |
| 18 | GLD | SPDR GOLD TR | 11.64M | $4.14B | 0.66% | Add |
| 19 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 14.15M | $3.95B | 0.63% | Reduce |
| 20 | ORCL | ORACLE CORP | 13.44M | $3.78B | 0.61% | Add |
| 21 | LLY | ELI LILLY & CO | 4.65M | $3.55B | 0.57% | Add |
| 22 | IVV | ISHARES TR | 4.77M | $3.19B | 0.51% | Add |
| 23 | NFLX | NETFLIX INC. | 2.55M | $3.06B | 0.49% | Add |
| 24 | ABBV | ABBVIE INC | 13.05M | $3.02B | 0.48% | Add |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | 6.00M | $3.02B | 0.48% | Reduce |
| 26 | VUG | VANGUARD INDEX FDS | 5.80M | $2.78B | 0.45% | Reduce |
| 27 | IWF | ISHARES TR | 5.89M | $2.76B | 0.44% | Reduce |
| 28 | HD | HOME DEPOT INC | 6.75M | $2.73B | 0.44% | Add |
| 29 | COST | COSTCO WHOLESALE CORPORATION | 2.95M | $2.73B | 0.44% | Reduce |
| 30 | MA | MASTERCARD INCORPORATED | 4.73M | $2.69B | 0.43% | Add |
| 31 | BAC | BANK OF AMER CORP | 51.89M | $2.68B | 0.43% | Reduce |
| 32 | VTV | VANGUARD INDEX FDS | 13.60M | $2.54B | 0.41% | Reduce |
| 33 | VOO | VANGUARD INDEX FDS | 4.10M | $2.51B | 0.40% | Add |
| 34 | AMD | ADVANCED MICRO DEVICES INC | 15.03M | $2.43B | 0.39% | Reduce |
| 35 | PLTR | PALANTIR TECHNOLOGIES INC | 13.02M | $2.38B | 0.38% | Reduce |
| 36 | MS | MORGAN STANLEY | 14.74M | $2.34B | 0.38% | Add |
| 37 | XOM | EXXON MOBIL CORP | 20.77M | $2.34B | 0.38% | Add |
| 38 | TLT | ISHARES TR | 24.96M | $2.23B | 0.36% | Add |
| 39 | GS | GOLDMAN SACHS GROUP INC | 2.76M | $2.20B | 0.35% | Reduce |
| 40 | JNJ | JOHNSON & JOHNSON | 11.80M | $2.19B | 0.35% | Reduce |
| 41 | KO | COCA COLA CO | 31.32M | $2.08B | 0.33% | Add |
| 42 | CSCO | CISCO SYS INC | 30.31M | $2.07B | 0.33% | Hold |
| 43 | WMT | WALMART INC | 19.91M | $2.05B | 0.33% | Reduce |
| 44 | PG | PROCTER & GAMBLE CO | 13.29M | $2.04B | 0.33% | Add |
| 45 | MU | MICRON TECHNOLOGY INC | 11.91M | $1.99B | 0.32% | Reduce |
| 46 | CVX | CHEVRON CORPORATION | 12.77M | $1.98B | 0.32% | Reduce |
| 47 | PANW | PALO ALTO NETWORKS INC | 9.19M | $1.87B | 0.30% | Add |
| 48 | IEFA | ISHARES TR | 21.27M | $1.86B | 0.30% | Add |
| 49 | XLF | SELECT SECTOR SPDR TR | 34.25M | $1.85B | 0.30% | Reduce |
| 50 | CRM | SALESFORCE INC | 7.50M | $1.78B | 0.28% | Add |