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CIK: 0001610520
Total reported value
$786.0B
$786.0B
9085 檔
9.8%
The Q4 2025 SEC filing reveals that UBS Group AG held a total portfolio value of $786.0B, covering 9085 public equity positions.
UBS Group AG executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 4 holdings and trimming 107 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 9.8% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 9085 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.25% | -0.13% | -9.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.03% | -0.07% | +13.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.64% | +0.03% | -5.61% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.00% | +0.87% | -55.30% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.53% | +0.32% | -4.75% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 1.51% | +0.21% | +2.03% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.47% | +0.24% | -10.51% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.20% | -0.17% | -3.59% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.16% | +0.07% | -7.86% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.15% | +0.58% | -39.90% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.15% | +0.19% | -2.68% | |
| 12 | UBS | UBS Group AG | Stock-Financials | 1.10% | +0.04% | +5.51% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | -0.08% | +8.93% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 0.82% | -0.42% | +10.23% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.05% | -0.90% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 0.76% | — | +1.47% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.72% | +1.13% | -11.06% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.60% | +0.03% | -13.68% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 0.51% | +1.29% | -7.14% | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.08% | +20.27% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.49% | +0.58% | -5.39% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | -0.22% | -31.28% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | -0.04% | +3.55% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.15% | +1070.19% | |
| 25 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.06% | +25.28% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | -0.02% | -7.55% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.44% | — | -3.27% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.08% | -10.95% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | +0.01% | -3.42% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.41% | +0.07% | +8.75% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | — | -1.48% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.07% | +7.96% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.04% | -4.57% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.02% | -7.05% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.05% | -3.23% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.03% | -4.63% | |
| 37 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.38% | -0.05% | +0.40% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.01% | -16.89% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.37% | +0.03% | -11.68% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.37% | -0.08% | +12.45% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | -0.11% | -31.92% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.40% | -14.80% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.34% | -0.02% | +8.66% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.33% | -0.18% | +291.31% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.12% | +2.94% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.32% | -0.10% | +27.03% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.08% | +1.02% | |
| 48 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.31% | -0.08% | -12.05% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.31% | -0.04% | -13.90% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.30% | +0.18% | +10.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.3% | +13.61% | Add |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +291.31% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.51% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.86% | Trim |
| 5 | UBS | UBS Group AG | +0.2% | +5.51% | Add |
| 6 | MU | Micron Technology Inc | +0.2% | -7.14% | Trim |
| 7 | MP | Mp Materials CORP | +0.2% | +250.97% | Add |
| 8 | GLD | Spdr Gold Shares | +0.2% | +10.23% | Add |
| 9 | LLY | Eli Lilly & Co | +0.2% | -11.06% | Trim |
| 10 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +165.15% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | +2.03% | Add |
| 12 | WMT | Walmart Inc | +0.1% | +25.28% | Add |
| 13 | SNOW | Snowflake Inc | +0.1% | +87.34% | Add |
| 14 | EA | Electronic Arts Inc | +0.1% | +172.77% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | -5.39% | Trim |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +8.93% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -5.61% | Trim |
| 18 | LITE | Lumentum Holdings Inc | +0.1% | +113.49% | Add |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +8.66% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +8.75% | Add |
| 21 | WBD | Warner Bros Discovery Inc | +0.1% | +36.85% | Add |
| 22 | RKLB | Rocket Lab CORP | +0.1% | +1.49% | Add |
| 23 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +27.03% | Add |
| 24 | BSX | Boston Scientific CORP | +0.1% | +42.10% | Add |
| 25 | XME | Ss Spdr S&p Metals Mining | +0.1% | +380.01% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | +5.88% | Add |
| 27 | XLV | Ss Health Care Select Sector | +0.1% | +26.43% | Add |
| 28 | DASH | Doordash Inc - A | +0.1% | +193.92% | Add |
| 29 | KVUE | Kenvue Inc | +0.1% | +69.51% | Add |
| 30 | NKE | Nike Inc -cl B | +0.1% | +61.43% | Add |
| 31 | BAC | Bank Of America CORP | +0.1% | +3.55% | Add |
| 32 | V | Visa Inc-class A Shares | +0.1% | +1.47% | Add |
| 33 | ROIV | Roivant Sciences Ltd. | +0.1% | +569.98% | Add |
| 34 | 8QR | Confluent Inc-class A | +0.1% | +175.31% | Add |
| 35 | ISRG | Intuitive Surgical Inc | +0.1% | +3.58% | Add |
| 36 | CRH | CRH plc | +0.1% | +45.76% | Add |
| 37 | SCHW | Schwab (charles) CORP | +0.1% | +32.61% | Add |
| 38 | MRVL | Marvell Technology Inc | +0.1% | +15.11% | Add |
| 39 | ✓ | Cyberark Software LTD. Cmn | +0.1% | +33.79% | Add |
| 40 | EXK | Exact Sciences CORP | 0% | +398.19% | Add |
| 41 | SJM | Jm Smucker Co/the | 0% | +238.67% | Add |
| 42 | B | Barrick Mining CORP | 0% | +45.00% | Add |
| 43 | GE | General Electric | 0% | +17.64% | Add |
| 44 | PCAR | Paccar Inc | 0% | +74.38% | Add |
| 45 | EAT | Brinker International Inc | 0% | +103.20% | Add |
| 46 | BA | Boeing Co/the | 0% | +20.49% | Add |
| 47 | KWEB | Kranesh Csi China Internet | 0% | +58.56% | Add |
| 48 | C | Citigroup Inc | 0% | +3.08% | Add |
| 49 | ABVX | Abivax Sa-adr | 0% | -0.84% | Trim |
| 50 | SOXX | Ishares Semiconductor ETF | 0% | +39.32% | Add |
According to official SEC Form 13F filings, UBS Group AG reported a total U.S. public equity portfolio value of $786.0B across 9085 disclosed positions in Q4 2025.
During Q4 2025, UBS Group AG's top holdings by market value included NVDA (3.3%)、MSFT (3.0%)、AAPL (2.6%). The largest single position, NVDA, represented 3.3% of total portfolio value.
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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
TTE
市值: $832.5M
Top Position Liquidated / Trimmed
KEL
前期市值: $620.1M
In Q4 2025, UBS Group AG made 200 total portfolio adjustments, initiating 2 new buys, adding to 87 positions, trimming 107 holdings, and fully liquidating 4 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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