Managers / Q4 2025 · view latest →
UBS Group AG
CIK 0001610520 · Part of the UBS family · BAHNHOFSTRASSE 45, ZURICH · 41-44-234-1111
Reported Value
$616.7B
Q4 2025
Positions
24,019
Filings on Record
30
2019–present window
Filed
Jan 29, 2026
original filing
Summary
Ubs Group Ag reported $616.7B in U.S.-listed holdings across 24,019 positions for Q4 2025.
Its largest position, MSFT, represents 1.2% of the portfolio.
Compared with Q3 2025, the fund opened 1317 new positions and exited 1094.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $666.3B | 22,771 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $616.7B | 24,019 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $638.4B | 22,854 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $577.6B | 22,017 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $544.0B | 23,156 | May 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $541.1B | 23,016 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $459.0B | 22,560 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $404.8B | 21,355 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $401.5B | 18,453 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $334.1B | 18,527 | Feb 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $290.1B | 17,347 | Nov 9, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $296.1B | 17,107 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $273.6B | 18,413 | May 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $228.1B | 19,366 | Nov 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $243.5B | 19,057 | Aug 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $300.0B | 19,884 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $349.1B | 20,787 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $317.6B | 18,647 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $310.2B | 15,199 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $301.3B | 14,846 | May 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $295.8B | 14,104 | Feb 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $265.3B | 13,785 | Nov 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $236.8B | 13,600 | Jul 31, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $212.2B | 13,681 | May 1, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $287.4B | 13,930 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $259.8B | 13,771 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $259.6B | 13,618 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $242.1B | 12,989 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $220.5B | 14,003 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 14 additional managers.
- UBS AM, a distinct business unit of UBS Asset Management Americas LLC028-02682
- OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC)028-06327
- UBS Financial Services Inc028-11496
- Credit Suisse International028-11516
- Credit Suisse Hedging-Griffo Wealth Management S.A.028-13460
- UBS AG028-10396
- UBS Switzerland AG028-21410
- UBS Europe SE028-21431
- UBS Bank (Canada)028-22388
- UBS La Maison de Gestion028-21440
- UBS Securities LLC028-21410
- UBS Brasil Administradora de Valores Mobiliarios Ltda028-21429
- UBS (Monaco) S.A.028-22657
- UBS SuMi TRUST Wealth Management Co., Ltd.028-25092
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.