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UBS Group AG
UBS Group AG is a global investment bank and financial services company providing a wide range of services including wealth management, investment banking, and asset management.
Investment Strategy
Diversified investment strategies across various asset classes, including wealth management, asset management, and investment banking.
Latest 13F Filing Activity
UBS Group AG filed their most recent 13F report on Jun 30, 2025 disclosing 7,311 equity positions and 1,316 options positions with a total 13F market value of $578B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. UBS Group AG reduced exposure to Apple Inc., Unitedhealth Group Inc., SPDR S&P 500 Etf TR among others.
Top Holdings
Equity Positions (7,311)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.72% | $15.72B | 31,597,858 | $228.37 | $497.41 | +$3.37B |
N NVDA | NVIDIA CORPORATION | 2.63% | $15.20B | 96,193,013 | $50.79 | $157.99 | +$4.20B |
A AAPL | APPLE INC | 1.92% | $11.11B | 54,134,464 | $111.79 | $205.17 | -$2.38B |
A AMZN | AMAZON COM INC | 1.36% | $7.87B | 35,880,479 | $125.85 | $219.39 | +$722.2M |
A AVGO | BROADCOM INC | 1.22% | $7.03B | 25,517,251 | $66.74 | $275.65 | +$2.41B |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | Bought | Put | $4.93B | 89,320 | $551.64 | $456.22 | +40,833.24 | +$2.65B |
S SPY | SPDR S&P 500 ETF TR | Sold | Put | $3.68B | 59,530 | $617.85 | $543.49 | -63,122.57 | -$3.18B |
I IWM | ISHARES TR | Bought | Put | $2.98B | 137,988 | $215.79 | $196.42 | +33,178 | +$886.8M |
H HYG | ISHARES TR | Sold | Put | $2.92B | 361,441 | $80.65 | $78.59 | -37,387 | -$231.3M |
N NVDA | NVIDIA CORPORATION | Bought | Put | $2.91B | 184,329 | $157.99 | $87.87 | +25,931 | +$1.20B |
Industry Allocation
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