UBS Group AG Portfolio
UBS Group AG 13F filer (CIK 0001610520).
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
Q1 2025
Q4 2024
Q3 2024
Q2 2024
Q1 2024
Q4 2023
Q3 2023
Q2 2023
Q1 2023
Q4 2022
Q3 2022
Q2 2022
Q1 2022
Q4 2021
Q3 2021
Q2 2026 · 8744 positions · Total reported value $746.41B · Top-10 concentration 21.4%
Turnover: 57.6% · 891 new · 3674 cut · 1106 exited
Sector Allocation
Technology
26.9%
Consumer Discretionary
10.5%
Financials
9.4%
Industrials
7.6%
Health Care
7.3%
Energy
2.3%
Utilities
2.0%
Other
34.0%
| # | Symbol | Company | Shares | Value | Weight | Change |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 30.02M | $22.42B | 3.00% | Add |
| 2 | NVDA | NVIDIA CORPORATION | 110.83M | $22.18B | 2.97% | Reduce |
| 3 | AAPL | APPLE INC | 66.40M | $19.21B | 2.57% | Add |
| 4 | MSFT | MICROSOFT CORP | 45.44M | $16.95B | 2.27% | Add |
| 5 | QQQ | INVESCO QQQ TR | 22.99M | $16.93B | 2.27% | Add |
| 6 | MU | MICRON TECHNOLOGY INC | 12.24M | $14.12B | 1.89% | Add |
| 7 | LLY | ELI LILLY & CO | 11.55M | $13.85B | 1.85% | Add |
| 8 | AMZN | AMAZON COM INC | 54.46M | $12.98B | 1.74% | Add |
| 9 | AVGO | BROADCOM INC | 32.19M | $12.16B | 1.63% | Add |
| 10 | JPM | JPMORGAN CHASE & CO | 27.27M | $8.93B | 1.20% | Add |
| 11 | AMD | ADVANCED MICRO DEVICES INC | 13.78M | $8.00B | 1.07% | Reduce |
| 12 | GOOG | ALPHABET INC | 21.87M | $7.73B | 1.03% | Add |
| 13 | META | META PLATFORMS INC. CLASS A | 12.21M | $6.88B | 0.92% | Hold |
| 14 | IEFA | ISHARES TR | 69.61M | $6.72B | 0.90% | Hold |
| 15 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 13.50M | $6.45B | 0.86% | Reduce |
| 16 | UBS | UBS GROUP AG | 116.35M | $5.77B | 0.77% | Reduce |
| 17 | TSLA | TESLA INC | 11.72M | $4.93B | 0.66% | Reduce |
| 18 | INTC | INTEL CORP | 34.56M | $4.83B | 0.65% | Reduce |
| 19 | V | VISA INC | 13.89M | $4.77B | 0.64% | Add |
| 20 | IWM | ISHARES TR | 15.76M | $4.74B | 0.64% | Reduce |
| 21 | GLD | SPDR GOLD TR | 12.45M | $4.59B | 0.61% | Reduce |
| 22 | VO | VANGUARD INDEX FDS | 55.52M | $4.47B | 0.60% | Add |
| 23 | VONG | VANGUARD RUSSELL 1000 GROWTH | 29.80M | $3.81B | 0.51% | Add |
| 24 | MRVL | MARVELL TECHNOLOGY INC | 12.45M | $3.71B | 0.50% | Reduce |
| 25 | ABBV | ABBVIE INC | 14.68M | $3.69B | 0.49% | Reduce |
| 26 | CSCO | CISCO SYS INC | 30.54M | $3.59B | 0.48% | Reduce |
| 27 | VONV | VANGUARD RUSSELL 1000 VALUE | 33.20M | $3.53B | 0.47% | Add |
| 28 | LRCX | LAM RESEARCH CORP | 8.02M | $3.48B | 0.47% | Add |
| 29 | PANW | PALO ALTO NETWORKS INC | 10.05M | $3.43B | 0.46% | Reduce |
| 30 | ORCL | ORACLE CORP | 22.85M | $3.35B | 0.45% | Reduce |
| 31 | VOO | VANGUARD INDEX FDS | 4.79M | $3.29B | 0.44% | Add |
| 32 | AMAT | APPLIED MATLS INC | 4.37M | $3.16B | 0.42% | Add |
| 33 | VUG | VANGUARD INDEX FDS | 36.06M | $3.11B | 0.42% | Add |
| 34 | IEMG | ISHARES INC | 37.28M | $3.09B | 0.41% | Reduce |
| 35 | USIG | ISHARES TR | 58.74M | $3.01B | 0.40% | Add |
| 36 | JNJ | JOHNSON & JOHNSON | 11.77M | $2.99B | 0.40% | Add |
| 37 | VTV | VANGUARD INDEX FDS | 13.66M | $2.98B | 0.40% | Add |
| 38 | TXN | TEXAS INSTRS INC | 9.49M | $2.83B | 0.38% | Reduce |
| 39 | MS | MORGAN STANLEY | 13.45M | $2.81B | 0.38% | Hold |
| 40 | IVV | ISHARES TR | 3.65M | $2.74B | 0.37% | Reduce |
| 41 | GS | GOLDMAN SACHS GROUP INC | 2.67M | $2.70B | 0.36% | Add |
| 42 | WMT | WALMART INC | 23.70M | $2.68B | 0.36% | Add |
| 43 | UNH | UNITEDHEALTH GROUP INCORPORATED | 6.42M | $2.67B | 0.36% | Add |
| 44 | COST | COSTCO WHOLESALE CORPORATION | 2.85M | $2.66B | 0.36% | Add |
| 45 | KO | COCA COLA CO | 30.39M | $2.47B | 0.33% | Reduce |
| 46 | GEV | GE VERNOVA INC | 2.07M | $2.43B | 0.33% | Add |
| 47 | MA | MASTERCARD INCORPORATED | 4.70M | $2.41B | 0.32% | Add |
| 48 | XLK | SELECT SECTOR SPDR TR | 12.66M | $2.41B | 0.32% | Reduce |
| 49 | NFLX | NETFLIX INC. | 33.21M | $2.37B | 0.32% | Add |
| 50 | HD | HOME DEPOT INC | 6.67M | $2.35B | 0.32% | Reduce |