UBS AG
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 112,518,796
- Description
- UBS is a Zurich-headquartered global financial institution and the world's largest wealth manager by assets. The firm operates across wealth management, investment banking, asset management, and personal banking, with a dominant position in serving ultra-high-net-worth and institutional clients. Following its acquisition of Credit Suisse in 2023, UBS significantly expanded its global scale and market presence. Its 13F portfolio captures equity positions tied to wealth management, trading, and banking book activities across its combined operations.
- Website
- https://www.ubs.com/
- Founded
- 1998
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/16/2014 | 10,447 | 112,518,796 | 13F-HR/A - RESTATEMENT | UBS AG |
| Q1 2014 | 5/15/2014 | 10,447 | 115,086,428 | 13F-HR | UBS AG |
| Q4 2013 | 5/21/2014 | 10,423 | 106,959,312 | 13F-HR/A - RESTATEMENT | UBS AG |
| Q4 2013 | 2/14/2014 | 10,423 | 110,949,132 | 13F-HR | UBS AG |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
18.63 M
(16.6% of total reported value)
· QoQ Δ:
-4.131 M
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.37 M | 70.9% | 5.732 M | 0 | 5.732 M |
| ETFs | 26.68 M | 28.5% | 3.904 M | 0 | 3.904 M |
| Debt | 548.3 K | 0.6% | 42.3 K | 0 | 42.3 K |
| Other | 63.86 K | 0.1% | 13.29 K | 0 | 13.29 K |
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Fund Snapshot
Q1 2014
Latest filed
5/16/2014
Total value ($000)
112,518,796
Holdings
10447
QoQ value change ($000)
5,559,484
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.