Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by UBS Group AG for the quarter ended March 31, 2025. The report discloses the equity securities held by UBS Group AG and 15 other included institutional investment managers, including entities such as UBS Financial Services Inc, Credit Suisse International, and various regional UBS subsidiaries.
Key Financial Metrics
As a Form 13F filing, this document reports portfolio holdings rather than the operating financial performance of UBS Group AG itself. Consequently, standard operating metrics such as revenue, profit, cash flow, margins, and debt are not disclosed in this text.
- Total Value of Reported Holdings: $543,976,324,078
- Total Number of Holdings Entries: 23,156
- Number of Included Managers: 15
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2024) to calculate material changes in holdings value or composition. The document serves as a snapshot of holdings at the end of the reporting period.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors related to UBS Group AG's business operations. The text includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total reported value of $543.98 billion against UBS's consolidated financial statements to understand the proportion of assets under management versus proprietary holdings.
- Confirm the list of 15 included managers to ensure all relevant UBS and Credit Suisse entities are accounted for in this consolidated report.
- Note that this filing does not disclose short positions or non-equity securities (e.g., bonds, derivatives).
- Review the specific Schedule 13F tables (not included in this summary text) to analyze individual security positions and potential concentration risks.