Data as of Q4 2025 (Dec 31, 2025)

UBS Group AG

•CIK: 1610520•Filing: Q4 2025

UBS Group AG, with $302.3 billion in assets under management, is known for its strategic focus on technology and healthcare, as evidenced by top holdings like Microsoft and Eli Lilly. Recently, the fund has made notable moves by adding VGT and VWO significantly, while exiting IPG and WNS Holdings, reflecting a shift towards growth-oriented sectors.

Total AUM
$266.8B
+ $35.1B in options
QoQ Performance
-12.4%
Positions
5,517
+ 439 options
Top 10 Concentration
24.2%
Latest Filing
Q4 2025

Top Holdings Allocation

MSFT4.5%
V1.3%
LLY1.3%
NDQ1.2%
VUG0.9%
AAPL0.9%
NVDA0.8%
ABBV0.8%

📈 Biggest Buys

MSFT
MICROSOFT CORP
+1443.9%
4.5% of portfolio
V
VISA INC
+781.9%
1.3% of portfolio
LLY
ELI LILLY & CO
+1148.2%
1.3% of portfolio
GS
GOLDMAN SACHS GROUP INC
+1503.0%
0.7% of portfolio
NFLX
NETFLIX INC
+990.4%
0.6% of portfolio

📉 Biggest Sells

NVDACALL
NVIDIA CORPORATION
-85.2%
0.8% of portfolio
AAPLPUT
APPLE INC
-80.3%
0.9% of portfolio
AVGOPUT
BROADCOM INC
-92.1%
0.2% of portfolio
GOOGLPUT
ALPHABET INC
-86.7%
0.3% of portfolio
SPYCALL
SPDR S&P 500 ETF TR
-73.8%
0.5% of portfolio

Sector Breakdown

Other57.8%
Technology17.1%
Financial6.1%
Healthcare5.4%
Consumer3.7%
Communication2.5%
ETF2.3%
Energy1.4%

🚪 Exited Positionssold since Q3 2025

JPM
JPMORGAN CHASE & CO.
SOLD
$6.2B
UBS
UBS GROUP AG
SOLD
$5.4B
IWF
ISHARES TR
SOLD
$2.8B
PG
PROCTER AND GAMBLE CO
SOLD
$1.8B
CHV
CHEVRON CORP NEW
SOLD
$1.7B
+8591 more exited positions

Changes from Q3 2025

↑126 increased
↓74 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

MSFT4.5%
MICROSOFT CORP
$13.6B
V1.3%
VISA INC
$4.1B
LLY1.3%
ELI LILLY & CO
$3.8B
NDQ1.2%
INVESCO QQQ TR
$3.7B
VUG0.9%
VANGUARD INDEX FDS
$2.7B

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