UBS Group AG

Q1 2025 13F-HR Holdings

Location
Zurich, V8
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
10,170
Total value ($000)
$543,976,324
Net value change ($000)
+2,885,421 (0.5%)
New positions
921
Sold out positions
759
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 1,293,623 22.1%
GLD 861,051 58.7%
BRK-B 705,873 28.5%
JPM 603,456 12.6%
LLY 544,867 20.8%
LUV 509,455 233.9%
UBER 476,444 53.4%
HPE 458,783 231.8%
ETN 433,111 51.5%
TFX 418,961 1060.0%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -2,465,401 -18.3%
MSFT -2,092,738 -14.5%
AAPL -1,769,245 -11.6%
AVGO -1,555,231 -25.2%
GOOGL -1,544,297 -26.6%
TSLA -1,246,760 -42.5%
AMZN -1,069,391 -13.0%
AMD -665,634 -34.8%
MSTR -665,607 -51.4%
QQQ -509,405 -16.8%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 92,366,503 (17.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type