EdgeMarket › What Ubs Group Ag reported owning
What Ubs Group Ag reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
666.3BPositions
10,408Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 14.5B | 2.2% | 83.2M | 214.72 | +22.4% |
| AAPL Apple Inc. | 12.7B | 1.9% | 50.0M | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 12.2B | 1.8% | 33.0M | 483.24 | -4.4% |
| SPY SPDR S&P 500 ETF TRUST | 8.0B | 1.2% | 12.3M | 765.72 | +20.0% |
| AVGO Broadcom Inc. | 7.6B | 1.1% | 24.6M | 368.45 | +26.5% |
| AMZN AMAZON COM INC | 7.2B | 1.1% | 34.4M | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 6.9B | 1.0% | 24.2M | 344.82 | +73.0% |
| IEFA iShares Core MSCI EAFE ETF | 6.3B | 0.9% | 69.3M | 100.85 | +16.8% |
| JPM JPMORGAN CHASE & CO | 5.6B | 0.8% | 19.1M | 351.58 | +20.3% |
| GOOG Alphabet Inc. | 5.3B | 0.8% | 18.5M | 341.75 | +70.7% |
| META Meta Platforms, Inc. | 5.3B | 0.8% | 9.2M | 549.90 | -26.5% |
| UBS UBS Group AG | 4.2B | 0.6% | 106.9M | 53.29 | +34.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 3.8B | 0.6% | 13.4M | 82.97 | +15.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 3.7B | 0.6% | 11.0M | 418.95 | +83.3% |
| LLY ELI LILLY & Co | 3.7B | 0.6% | 4.0M | 1,255.40 | +78.0% |
| V VISA INC. | 3.6B | 0.5% | 12.0M | 371.04 | +7.9% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 3.5B | 0.5% | 6.1M | 713.44 | +26.1% |
| VONG Vanguard Russell 1000 Growth ETF | 3.2B | 0.5% | 28.8M | 125.99 | +11.3% |
| IVV iShares Core S&P 500 ETF | 3.1B | 0.5% | 4.7M | 769.31 | +20.0% |
| ABBV AbbVie Inc. | 3.1B | 0.5% | 14.1M | 264.96 | +26.7% |
| VONV Vanguard Russell 1000 Value ETF | 2.9B | 0.4% | 31.3M | 112.82 | +29.1% |
| USIG iShares Broad USD Investment Grade Corporate B | 2.9B | 0.4% | 56.1M | 50.20 | -2.6% |
| GLD SPDR GOLD TRUST | 2.8B | 0.4% | 6.6M | 423.36 | +37.3% |
| VOO Vanguard S&P 500 ETF | 2.8B | 0.4% | 4.7M | 703.71 | +20.0% |
| XOM ExxonMobil Holdings Corp | 2.7B | 0.4% | 16.1M | 165.11 | +52.1% |
| VUG Vanguard Morningstar Growth ETF | 2.7B | 0.4% | 6.1M | 87.50 | +15.9% |
| VTV Vanguard Morningstar Value ETF | 2.6B | 0.4% | 13.5M | 226.40 | +24.6% |
| IEMG iShares Core MSCI Emerging Markets ETF | 2.6B | 0.4% | 37.6M | 81.57 | +31.9% |
| JNJ JOHNSON & JOHNSON | 2.5B | 0.4% | 10.2M | 270.24 | +51.1% |
| WMT Walmart Inc. | 2.5B | 0.4% | 20.1M | 103.70 | +1.1% |
| CSCO CISCO SYSTEMS, INC. | 2.5B | 0.4% | 32.0M | 111.04 | +65.5% |
| COST COSTCO WHOLESALE CORP /NEW | 2.5B | 0.4% | 2.5M | 947.74 | -4.7% |
| HD HOME DEPOT, INC. | 2.4B | 0.4% | 7.2M | 335.61 | -16.5% |
| NFLX NETFLIX INC | 2.2B | 0.3% | 23.1M | 79.59 | -34.4% |
| KO COCA COLA CO | 2.2B | 0.3% | 29.0M | 91.10 | +28.9% |
| unmapped CUSIP 084670702 | 2.2B | 0.3% | 4.6M | — | — |
| RSP Invesco S&P 500 Equal Weight ETF | 2.2B | 0.3% | 11.3M | 221.67 | +18.8% |
| CVX CHEVRON CORP | 2.2B | 0.3% | 10.5M | 205.27 | +34.0% |
| NEE NEXTERA ENERGY INC | 2.2B | 0.3% | 23.4M | 83.65 | +9.8% |
| MBB iShares MBS ETF | 2.1B | 0.3% | 21.8M | 93.12 | -0.6% |
| IWF iShares Russell 1000 Growth Fund | 2.1B | 0.3% | 4.8M | 122.39 | +11.2% |
| MU MICRON TECHNOLOGY INC | 2.0B | 0.3% | 6.0M | 966.78 | +724.8% |
| TSLA Tesla, Inc. | 2.0B | 0.3% | 5.5M | 362.86 | +12.0% |
| ORCL ORACLE CORP | 2.0B | 0.3% | 13.4M | 146.47 | -37.7% |
| VEA Vanguard FTSE Developed Markets ETF | 2.0B | 0.3% | 30.7M | 73.42 | +24.7% |
| MS MORGAN STANLEY | 2.0B | 0.3% | 11.9M | 214.20 | +48.6% |
| RTX RTX Corp | 1.9B | 0.3% | 9.9M | 209.91 | +34.1% |
| MA Mastercard Inc | 1.8B | 0.3% | 3.6M | 580.63 | -2.0% |
| MCD MCDONALDS CORP | 1.8B | 0.3% | 5.7M | 270.95 | -13.5% |
| ETN Eaton Corp plc | 1.7B | 0.3% | 4.9M | 419.20 | +21.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →