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CIK: 0001610520
Total reported value
$786.0B
$786.0B
8862 檔
12.0%
As reported in its official Q3 2025 Form 13F filing, UBS Group AG's tracked investment portfolio stood at $786.0B with 8862 total positions.
UBS Group AG executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 8 holdings and trimming 96 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, NVDA, MSFT) accounted for 12.0% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 8862 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.22% | +0.87% | +98.48% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.49% | -0.13% | -8.63% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.76% | -0.07% | -3.37% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.53% | +0.03% | -5.54% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.80% | +0.58% | +11.66% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | +0.32% | +2.06% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.37% | +0.21% | -9.04% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.17% | +1.39% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.23% | +0.24% | +0.38% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.11% | +0.19% | -0.97% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.07% | -1.97% | |
| 12 | UBS | UBS Group AG | Stock-Financials | 0.89% | +0.04% | +13.05% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | -0.05% | -29.89% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.08% | -20.20% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | -9.80% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.68% | -0.23% | +9.37% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.67% | -0.22% | +5.24% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.42% | +16.69% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.62% | +0.03% | -17.74% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.59% | -0.08% | +11.04% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +1.13% | +2.70% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.11% | +53.92% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.48% | -0.15% | +2.96% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | -0.02% | +1.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | -0.08% | -6.93% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | — | -1.90% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | -0.01% | -2.13% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | -0.07% | +12.23% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.04% | -3.99% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | +0.01% | +2.60% | |
| 31 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | -0.04% | -3.28% | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.02% | -1.22% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +1.32% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.39% | -0.08% | +51.05% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +0.58% | -8.78% | |
| 36 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.37% | -0.05% | -6.61% | |
| 37 | MS | Morgan Stanley | Stock-Financials | 0.37% | +0.03% | +10.87% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.40% | +0.77% | |
| 39 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.35% | -0.08% | +36.94% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.05% | -10.99% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | -0.03% | -14.14% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.33% | +0.04% | +18.48% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.33% | -0.04% | +8.74% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.07% | -0.16% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.06% | -8.05% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.06% | +5.45% | |
| 47 | MU | Micron Technology Inc | Stock-Tech | 0.31% | +1.29% | -7.11% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.31% | -0.12% | -26.21% | |
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.29% | +0.18% | +19.86% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.08% | +1.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.4% | +98.48% | Add |
| 2 | NVDA | Nvidia CORP | +0.8% | -8.63% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +11.66% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -9.04% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | +0.38% | Trim |
| 6 | ORCL | Oracle CORP | +0.3% | +11.04% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -1.97% | Trim |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | -6.61% | Trim |
| 9 | MRVL | Marvell Technology Inc | +0.1% | +6.53% | Add |
| 10 | MSFT | Microsoft CORP | +0.1% | -3.37% | Trim |
| 11 | TSLA | Tesla Inc | +0.1% | -29.89% | Trim |
| 12 | EEM | Ishares Msci Emerging Market | +0.1% | +5.24% | Add |
| 13 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +82.38% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -17.74% | Trim |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +53.92% | Add |
| 16 | APP | Applovin Corp-class A | +0.1% | +52.88% | Trim |
| 17 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +36.94% | Add |
| 18 | ALC | Alcon Inc. | +0.1% | +14.20% | Add |
| 19 | CRWV | Coreweave Inc-cl A | +0.1% | +179.51% | Add |
| 20 | MU | Micron Technology Inc | +0.1% | -7.11% | Trim |
| 21 | BE | Bloom Energy Corp- A | +0.1% | +109.05% | Add |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +1.39% | Trim |
| 23 | SOFI | Sofi Technologies Inc | +0.1% | -27.98% | Add |
| 24 | MDT | Medtronic plc | +0.1% | +89.79% | Add |
| 25 | SE | Sea Ltd-adr | +0.1% | +46.74% | Add |
| 26 | RIOT | Riot Platforms Inc | +0.1% | +888.74% | Add |
| 27 | EWJ | Ishares Msci Japan ETF | +0.1% | +292.20% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +2.96% | Add |
| 29 | WDAY | Workday Inc-class A | +0.1% | +152.28% | Add |
| 30 | NSC | Norfolk Southern CORP | +0.1% | +75.30% | Add |
| 31 | MP | Mp Materials CORP | +0.1% | -14.99% | Trim |
| 32 | SW | Smurfit Westrock Plc | +0.1% | +271.97% | Add |
| 33 | NBIS | Nebius Group N.V. | +0.1% | +195.97% | Add |
| 34 | ABVX | Abivax Sa-adr | +0.1% | +2560.96% | Add |
| 35 | MS | Morgan Stanley | +0.1% | +10.87% | Trim |
| 36 | EWZ | Ishares Msci Brazil ETF | +0.1% | +3.65% | Add |
| 37 | JBL | Jabil Inc | +0.1% | +24.99% | Add |
| 38 | BIDU | Baidu Inc - Spon Adr | +0.1% | +78.86% | Add |
| 39 | SNOW | Snowflake Inc | +0.1% | -1.44% | Add |
| 40 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +54.90% | Add |
| 41 | SNPS | Synopsys Inc | +0.1% | +119.02% | Add |
| 42 | ✓ | Ferrovial Se | +0.1% | -7.37% | Add |
| 43 | ASTS | Ast Spacemobile Inc | +0.1% | +61.03% | Add |
| 44 | AMD | Advanced Micro Devices | 0% | -8.78% | Trim |
| 45 | VUG | Vanguard Growth ETF | 0% | -1.90% | Trim |
| 46 | PANW | Palo Alto Networks Inc | 0% | +19.86% | Add |
| 47 | DB | Deutsche Bank Aktiengesellschaft | 0% | -1.94% | Trim |
| 48 | GEV | GE Vernova Inc | 0% | -10.44% | Trim |
| 49 | CEG | Constellation Energy | 0% | -7.30% | Add |
| 50 | ANET | Arista Networks Inc | 0% | -9.95% | Trim |
According to official SEC Form 13F filings, UBS Group AG reported a total U.S. public equity portfolio value of $786.0B across 8862 disclosed positions in Q3 2025.
During Q3 2025, UBS Group AG's top holdings by market value included SPY (4.2%)、NVDA (3.5%)、MSFT (2.8%). The largest single position, SPY, represented 4.2% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
RKLB
市值: $959.3M
Top Position Liquidated / Trimmed
HES
前期市值: $443.4M
In Q3 2025, UBS Group AG made 200 total portfolio adjustments, initiating 4 new buys, adding to 92 positions, trimming 96 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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