Ubs Group Ag

Investment Portfolio & 13F Holdings Analysis

About

UBS Group AG is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 19543 holdings worth $358.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 19,543
Total Value: 358922292316
Accession Number: 0000950123-25-004922
Form Type: 13F-HR
CIK: 0001610520
Manager Name: Ubs Group Ag

Data Enrichment

70% identified

13,652 identified5,891 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

19,543 positions • $358,922,292.316K total value

19,543 positions

Manager:

SEC FilingSEC DataHachi Filing

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NVIDIA CORP

NVDA|67066G104

60926716(+39.9%)

Value:

$6.6T(+12.9%)

Apple Inc.

AAPL|037833100

29404674(-12.1%)

Value:

$6.5T(-22.0%)

MICROSOFT CORP

MSFT|594918104

15096336(-21.5%)

Value:

$5.7T(-30.1%)

UBS Group AG

UBS|H42097107

146710071(+8155.6%)

Value:

$4.5T(+8240.0%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

5532728(-24.3%)

Value:

$3.1T(-27.7%)

Meta Platforms, Inc.

META|30303M102

5283533(+12.9%)

Value:

$3.0T(+11.2%)

ELI LILLY & Co

LLY|532457108

3627128(+74.5%)

Value:

$3.0T(+86.7%)

AMAZON COM INC

AMZN|023135106

14202995(-41.6%)

Value:

$2.7T(-49.4%)

JPMORGAN CHASE & CO

JPM|46625H100

10405284(-14.3%)

Value:

$2.6T(-12.3%)

SPDR GOLD TRUST

GLD|78463V107

8078269(+33.4%)

Value:

$2.3T(+58.7%)

Broadcom Inc.

AVGO|11135F101

13025938(-16.4%)

Value:

$2.2T(-39.6%)

464287200

IVV|464287200

3808583(+20.3%)

Value:

$2.1T(+14.8%)

Alphabet Inc.

GOOG|02079K107

13304889(+7.7%)

Value:

$2.1T(-11.6%)

922908363

VOO|922908363

3971307(+3.6%)

Value:

$2.0T(-1.1%)

JOHNSON & JOHNSON

JNJ|478160104

11778179(+56.6%)

Value:

$2.0T(+79.6%)

COCA COLA CO

KO|191216100

26783801(+65.1%)

Value:

$1.9T(+89.9%)

VISA INC.

V|92826C839

5283862(-24.1%)

Value:

$1.9T(-15.8%)

46432F842

IEFA|46432F842

23134625(-5.2%)

Value:

$1.8T(+2.0%)

Alphabet Inc.

GOOGL|02079K305

9978563(-48.3%)

Value:

$1.5T(-57.7%)

CHEVRON CORP

CVX|166764100

9050853(+62.7%)

Value:

$1.5T(+87.9%)

Instrument	Shares		Other Manager	Value
Nvidia Corp(NVDAcusip67066G104)	60.9M	QoQ +39.87% (+17.4M) YoY +662.52% (-52.9M)	All Managers (Combined)	$6.6B	QoQ +12.88% (+$753.7M) YoY -8.53% (-$616.4M)
Apple Inc.(AAPLcusip037833100)	29.4M	QoQ -12.09% (-4.0M) YoY -41.41% (-20.8M)	All Managers (Combined)	$6.5B	QoQ -22.02% (-$1845.4M) YoY -24.11% (-$2075.8M)
Microsoft Corp(MSFTcusip594918104)	15.1M	QoQ -21.49% (-4.1M) YoY -47.95% (-13.9M)	All Managers (Combined)	$5.7B	QoQ -30.08% (-$2438.6M) YoY -53.56% (-$6537.0M)
Ubs Group Ag(UBScusipH42097107)	146.7M	QoQ +8155.55% (+144.9M) YoY +4.24% (+6.0M)	All Managers (Combined)	$4.5B	QoQ +8239.95% (+$4439.8M) YoY +3.94% (+$170.5M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	5.5M	QoQ -24.29% (-1.8M) YoY -34.73% (-2.9M)	All Managers (Combined)	$3.1B	QoQ -27.74% (-$1188.5M) YoY -30.20% (-$1339.6M)
Meta Platforms, Inc.(METAcusip30303M102)	5.3M	QoQ +12.94% (+605.4K) YoY +69.88% (+2.2M)	All Managers (Combined)	$3.0B	QoQ +11.17% (+$306.1M) YoY +101.64% (+$1535.0M)
Eli Lilly & Co(LLYcusip532457108)	3.6M	QoQ +74.51% (+1.5M) YoY +36.64% (+972.7K)	All Managers (Combined)	$3.0B	QoQ +86.70% (+$1391.2M) YoY +45.06% (+$930.6M)
Amazon Com Inc(AMZNcusip023135106)	14.2M	QoQ -41.63% (-10.1M) YoY -54.04% (-16.7M)	All Managers (Combined)	$2.7B	QoQ -49.38% (-$2636.5M) YoY -51.52% (-$2872.6M)
Jpmorgan Chase & Co(JPMcusip46625H100)	10.4M	QoQ -14.34% (-1.7M) YoY -39.77% (-6.9M)	All Managers (Combined)	$2.6B	QoQ -12.34% (-$359.6M) YoY -26.24% (-$908.0M)
Spdr Gold Trust(GLDcusip78463V107)	8.1M	QoQ +33.36% (+2.0M) YoY +73.24% (+3.4M)	All Managers (Combined)	$2.3B	QoQ +58.70% (+$861.1M) YoY +142.65% (+$1368.4M)
Broadcom Inc.(AVGOcusip11135F101)	13.0M	QoQ -16.40% (-2.6M) YoY +409.45% (-10.5M)	All Managers (Combined)	$2.2B	QoQ -39.62% (-$1431.6M) YoY -35.64% (-$1207.9M)
(IVVcusip464287200)	3.8M	QoQ +20.31% (+643.2K) YoY +28.59% (+847.0K)	All Managers (Combined)	$2.1B	QoQ +14.84% (+$276.6M) YoY +37.44% (+$583.0M)
Alphabet Inc.(GOOGcusip02079K107)	13.3M	QoQ +7.72% (-953.9K) YoY -16.08% (-2.5M)	All Managers (Combined)	$2.1B	QoQ -11.62% (-$273.5M) YoY -13.89% (-$335.4M)
(VOOcusip922908363)	4.0M	QoQ +3.65% (-140.2K) YoY +22.85% (+738.9K)	All Managers (Combined)	$2.0B	QoQ -1.13% (-$23.4M) YoY +31.34% (+$487.1M)
Johnson & Johnson(JNJcusip478160104)	11.8M	QoQ +56.60% (+4.3M) YoY +17.84% (+1.8M)	All Managers (Combined)	$2.0B	QoQ +79.58% (+$865.6M) YoY +23.54% (+$372.3M)
Coca Cola Co(KOcusip191216100)	26.8M	QoQ +65.09% (+10.6M) YoY +14.79% (+3.5M)	All Managers (Combined)	$1.9B	QoQ +89.91% (+$908.2M) YoY +34.38% (+$490.9M)
Visa Inc.(Vcusip92826C839)	5.3M	QoQ -24.08% (-1.7M) YoY -45.81% (-4.5M)	All Managers (Combined)	$1.9B	QoQ -15.81% (-$347.9M) YoY -31.95% (-$869.7M)
(IEFAcusip46432F842)	23.1M	QoQ -5.22% (-1.3M) YoY -3.25% (-777.8K)	All Managers (Combined)	$1.8B	QoQ +2.01% (-$34.6M) YoY -1.38% (-$24.6M)
Alphabet Inc.(GOOGLcusip02079K305)	10.0M	QoQ -48.25% (-9.3M) YoY -59.93% (-14.9M)	All Managers (Combined)	$1.5B	QoQ -57.72% (-$2107.1M) YoY -58.94% (-$2215.9M)
Chevron Corp(CVXcusip166764100)	9.1M	QoQ +62.68% (+3.5M) YoY +2.47% (+218.2K)	All Managers (Combined)	$1.5B	QoQ +87.90% (+$708.3M) YoY +8.67% (+$120.9M)