UBS Group AG
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.1ptsvs SPY
Invested
$666.2B
Holdings
8,030
Trades YTD
1
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.1%
02
$AAPL
APPLE INC
Held since at least Q1 2024
2.5%
03
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
2.3%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
2.1%
05
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
1.7%
06
$GOOGL
ALPHABET INC
Held since at least Q1 2024
1.4%
07
$AVGO
BROADCOM INC
Held since at least Q1 2024
1.4%
08
$AMZN
AMAZON COM INC
Held since at least Q1 2024
1.4%
09
$META
META PLATFORMS INC
Held since at least Q1 2024
1.1%
10
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
1.1%
Recent trades · Last 90 days
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.