UBS Group AG

Institutional manager·CIK 0001610520
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$666.2B
Holdings
8,030
Trades YTD
1

Performance · Fund vs SPY

Cumulative return · quarterly snapshots
-5%+0%+20%UBS +18.9%SPY +17.7%Q1 '25Q2 '25Q3 '25Q4 '25

Coverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.

Top holdings · current snapshot

Source: 13F-HR
01
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.1%
02
$AAPL
APPLE INC
Held since at least Q1 2024
2.5%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.3%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.1%
05
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.7%
06
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.4%
07
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.4%
08
$AMZN
AMAZON COM INC
Held since at least Q1 2024
1.4%
09
$META
META PLATFORMS INC
Held since at least Q1 2024
1.1%
10
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
1.1%
See all 8,030 holdings · Pro →

Recent trades · Last 90 days

UBS Group AG
Insider · Form 4
SOLD
$GLSTGlobal Star Acquisition Inc.
$768
Feb 25FORM 4
See full trade history →

Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 05:44 UTC.