§ 13F · FUND PROFILE
UBS Group AG.
UBS Group AG is a Swiss multinational investment bank and wealth management firm that maintains an extensive portfolio of over 22,000 positions totaling $638.4 trillion in assets under management. The bank is known for its diversified investment approach across major market sectors, with significant holdings in technology stocks like Microsoft and Apple, as well as broad market ETFs like SPY.
AUM · $638366.6T (13F)Positions · 22854Turnover · 97% · Q4Filed · Jan 29, 2026
CONCENTRATION
9%
Top 10 holdings
NEW BUYS
+1839
+$55219.8T deployed
EXITS
0
No exits
SECTOR SHIFT
RETAIL → OTHER
0pp · +1pp
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 15.23M | $7366.7T | 1.2% | +354% |
| 2 | AAPL | APPLE INC | 24.84M | $6753.4T | 1.1% | NEW |
| 3 | UBS | UBS GROUP AG | 135.63M | $6281.0T | 1.0% | — |
| 4 | NVDA | NVIDIA CORPORATION | 33.17M | $6185.3T | 1.0% | — |
| 5 | NVDA | NVIDIA CORPORATION | 31.00M | $5781.0T | 0.9% | — |
| 6 | GOOGL | ALPHABET INC | 15.56M | $4869.0T | 0.8% | +357% |
| 7 | AMZN | AMAZON COM INC | 20.50M | $4731.1T | 0.8% | — |
| 8 | SPY | SPDR S&P 500 ETF TR | 6.88M | $4692.3T | 0.8% | — |
| 9 | AVGO | BROADCOM INC | 12.27M | $4246.0T | 0.7% | NEW |
| 10 | MSFT | MICROSOFT CORP | 8.25M | $3988.7T | 0.6% | +146% |
§ 02 · SECTOR ALLOCATION
Where the money is
Other36.4% (+1pp)
Technology12.0% (±0)
Semiconductors9.1% (±0)
Financial Services6.5% (±0)
Media5.8% (±0)
Retail5.1% (±0)
§ 03 · THE UBS SIGNAL
AC read
UBS Group AG's 13F filing reveals the characteristic trading patterns of a major global investment bank operating across multiple business lines. With $638.4 trillion in assets under management spread across 22,854 positions, the firm maintains an extraordinarily diversified portfolio reflected in its low Herfindahl-Hirschman Index of 0.002. The portfolio's structure suggests significant client-driven activity, with top holdings including multiple positions in SPY totaling over $25 trillion and substantial stakes in major technology names like Microsoft ($15.4 trillion combined), Apple ($13.3 trillion combined), and NVIDIA ($19.1 trillion combined across multiple positions).
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Busy quarter
+1839 buys · −0 exits · 21419 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed