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[13F-HR] UBS Group AG SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
13F-HR
Rhea-AI Filing Summary

UBS Group AG submitted a Form 13F for the quarter ended 06-30-2025, reporting 22,017 holdings with a combined value of $577,633,314,592. The filing is a 13F Combination Report, indicating some positions are reported by other affiliated managers; the report lists 12 other included managers. The report is signed by Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG ha presentato un Form 13F per il trimestre terminato il 06-30-2025, segnalando 22,017 partecipazioni per un valore complessivo di $577,633,314,592. La dichiarazione è un 13F Combination Report, il che indica che alcune posizioni sono riportate da altri gestori affiliati; il rapporto elenca 12 altri gestori inclusi. Il documento è firmato da Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG presentó un Formulario 13F correspondiente al trimestre finalizado el 06-30-2025, informando 22,017 participaciones por un valor total de $577,633,314,592. La presentación es un 13F Combination Report, lo que indica que algunas posiciones son reportadas por otros gestores afiliados; el informe enumera 12 otros gestores incluidos. El informe está firmado por Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG는 분기 종료일이 06-30-2025인 분기에 대한 Form 13F를 제출했으며, 총 가치가 $577,633,314,59222,017개의 보유 종목을 보고했습니다. 해당 제출은 일부 포지션이 다른 계열 매니저들에 의해 보고되었음을 나타내는 13F Combination Report이며, 보고서에는 포함된 다른 매니저 12명이 기재되어 있습니다. 보고서는 그룹 주식보유 보고 책임자인 Andrew Johnson의 서명으로 제출되었습니다.

UBS Group AG a déposé un Formulaire 13F pour le trimestre clos le 06-30-2025, déclarant 22,017 avoirs pour une valeur combinée de $577,633,314,592. Le dépôt est un 13F Combination Report, ce qui indique que certaines positions sont déclarées par d'autres gestionnaires affiliés ; le rapport énumère 12 autres gestionnaires inclus. Le rapport est signé par Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG reichte ein Formular 13F für das zum 06-30-2025 beendete Quartal ein und meldete 22,017 Bestände mit einem Gesamtwert von $577,633,314,592. Die Einreichung ist ein 13F Combination Report, was darauf hinweist, dass einige Positionen von anderen verbundenen Managern gemeldet werden; der Bericht listet 12 weitere eingeschlossene Manager auf. Der Bericht ist von Andrew Johnson, Head Group Shareholding Reporting, unterzeichnet.

Positive
  • Comprehensive scale disclosed: 22,017 reported positions totaling $577,633,314,592 reflects material asset size.
  • Aggregated affiliate reporting: Listing 12 other included managers shows consolidated disclosure across UBS entities.
Negative
  • None.

Insights

TL;DR: Large-scale holdings disclosure: 22,017 positions valued at $577.6B; combination filing shows multi-manager reporting.

UBS Group AG’s Form 13F summary shows a substantial aggregated equity position with 22,017 information-table entries and a total reported value of $577,633,314,592. The designation as a 13F Combination Report and the listing of 12 other included managers confirm holdings are distributed across affiliated reporting entities rather than a single manager. The filing provides scale and structure but does not disclose position-level details in the summary page provided.

TL;DR: The filing documents coordinated reporting across affiliates; summary-level transparency is high but granular holdings are in the information table.

The cover information indicates an organized reporting framework: a 13F Combination Report with 12 other included managers and an information-table entry total of 22,017. From a compliance perspective, the filing meets the structural disclosure expectations for large institutional managers by aggregating value ($577,633,314,592) and enumerating affiliated filers. Detailed security-level positions would appear in the accompanying information table referenced but not reproduced here.

UBS Group AG ha presentato un Form 13F per il trimestre terminato il 06-30-2025, segnalando 22,017 partecipazioni per un valore complessivo di $577,633,314,592. La dichiarazione è un 13F Combination Report, il che indica che alcune posizioni sono riportate da altri gestori affiliati; il rapporto elenca 12 altri gestori inclusi. Il documento è firmato da Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG presentó un Formulario 13F correspondiente al trimestre finalizado el 06-30-2025, informando 22,017 participaciones por un valor total de $577,633,314,592. La presentación es un 13F Combination Report, lo que indica que algunas posiciones son reportadas por otros gestores afiliados; el informe enumera 12 otros gestores incluidos. El informe está firmado por Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG는 분기 종료일이 06-30-2025인 분기에 대한 Form 13F를 제출했으며, 총 가치가 $577,633,314,59222,017개의 보유 종목을 보고했습니다. 해당 제출은 일부 포지션이 다른 계열 매니저들에 의해 보고되었음을 나타내는 13F Combination Report이며, 보고서에는 포함된 다른 매니저 12명이 기재되어 있습니다. 보고서는 그룹 주식보유 보고 책임자인 Andrew Johnson의 서명으로 제출되었습니다.

UBS Group AG a déposé un Formulaire 13F pour le trimestre clos le 06-30-2025, déclarant 22,017 avoirs pour une valeur combinée de $577,633,314,592. Le dépôt est un 13F Combination Report, ce qui indique que certaines positions sont déclarées par d'autres gestionnaires affiliés ; le rapport énumère 12 autres gestionnaires inclus. Le rapport est signé par Andrew Johnson, Head Group Shareholding Reporting.

UBS Group AG reichte ein Formular 13F für das zum 06-30-2025 beendete Quartal ein und meldete 22,017 Bestände mit einem Gesamtwert von $577,633,314,592. Die Einreichung ist ein 13F Combination Report, was darauf hinweist, dass einige Positionen von anderen verbundenen Managern gemeldet werden; der Bericht listet 12 weitere eingeschlossene Manager auf. Der Bericht ist von Andrew Johnson, Head Group Shareholding Reporting, unterzeichnet.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2025
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: UBS Group AG
Address: BAHNHOFSTRASSE 45
Zurich, V8 CH-8001
Form 13F File Number: 028-16612
CRD Number (if applicable):
SEC File Number (if applicable):

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Andrew Johnson
Title: Head Group Shareholding Reporting
Phone: (615) 393-7153
Signature, Place, and Date of Signing:
/s/ Andrew Johnson Nashville, TN 08-13-2025
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
UBS AM, a distinct business unit of UBS Asset Management Americas LLC 028-02682
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 028-06327
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 12
Form 13F Information Table Entry Total: 22,017
Form 13F Information Table Value Total: 577,633,314,592
(round to nearest dollar)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK
1 UBS Financial Services Inc 028-11496
4 Credit Suisse International 028-11516
8 Credit Suisse Hedging-Griffo Wealth Management S.A. 028-13460
30 UBS AG 028-10396
31 UBS Switzerland AG 028-21410
34 UBS Europe SE 028-21431
35 UBS Bank (Canada) 028-22388
39 UBS La Maison de Gestion 028-21440
40 UBS Securities LLC 028-21410
43 UBS Brasil Administradora de Valores Mobiliarios Ltda 028-21429
44 UBS (Monaco) S.A. 028-22657
61 UBS SuMi TRUST Wealth Management Co., Ltd. 028-25092

FAQ

What does UBS's 13F report show for Q2 2025?

The Form 13F summary reports 22,017 information-table entries valued at $577,633,314,592 for the quarter ended 06-30-2025.

Is this a full holdings report or a combination report for UBS?

This is a 13F Combination Report, indicating some holdings are reported by other reporting managers rather than all being listed solely under UBS Group AG.

How many other managers are included with UBS on this 13F filing?

12 other included managers are listed in the report summary.

Who signed the UBS 13F cover page?

Andrew Johnson, Head Group Shareholding Reporting, is the person signing the report on behalf of the reporting manager.

How large is the total value reported on UBS's 13F summary?

The Form 13F information table value total is $577,633,314,592 (rounded to the nearest dollar).
UBS Group

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