UBS Group AG Form 13F-HR Summary
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by UBS Group AG, an institutional investment manager, for the quarter ended March 31, 2019. The report was signed on May 14, 2019, by Rollins Simmons and Jennifer Sator. It is a combination report that includes holdings reported by three other managers: UBS Financial Services Inc., UBS Swiss Financial Advisors AG, and UBS AG New York Branch.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the issuer's operational financial performance. Consequently, the filing does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for UBS Group AG itself.
- Total Value of Reported Holdings: $242,068,153,000 (242,068,153 thousands)
- Total Number of Holdings Entries: 12,989
- Number of Other Included Managers: 3
Material Changes
The filing text does not provide comparative data for the prior period (December 31, 2018) or detail specific material changes in holdings values or quantities. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing type does not contain management commentary, forward-looking guidance, risk factors, or contingencies regarding the business operations of UBS Group AG. It strictly lists securities held for the reporting period.
Key Facts for Investor Verification
- Verify the total reported equity exposure of approximately $242 billion across 12,989 positions.
- Confirm that the report aggregates holdings from UBS Group AG and three subsidiary managers (UBS Financial Services Inc., UBS Swiss Financial Advisors AG, UBS AG New York Branch).
- Note that this document does not reflect the bank's own financial health, only its investment portfolio positions.
- Check the filing date (May 14, 2019) to ensure it aligns with the required 45-day submission window for the March 31 quarter.