UBS Group AG
Sector Allocation
- Technology28.1%$176.8B
- Other25.5%$160.4B
- Financials11.8%$74.6B
- Industrials7.7%$48.3B
- Healthcare7.2%$45.1B
- Consumer Discretionary6.0%$38.0B
- Consumer Staples3.1%$19.6B
- Energy3.0%$19.2B
- Materials2.4%$15.3B
- Utilities1.8%$11.5B
AUM History
13fpro.ai/research/fund/ubs-group-ag-1610520
Conviction and streaks
Stable · top 10 = 16.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$16.6BAAPL
$15.0BMSFT
$13.4BAVGO
$9.5BSPY
$9.2BGOOGL
$9.0BAMZN
$8.2BMU
$7.0BGOOG
$6.8B- ISHARES$6.7B
JPM
$6.2BUBS
$5.3BMETA
$4.8BLLY
$4.6BTSM
$4.6B- VANGUARD$4.5B
V
$4.4BQQQ
$4.2B- VANGUARD$3.8B
AMD
$3.6B
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/ubs-group-ag-1610520
UBS Group AG 13F holdings — Q2 2026
$786.0B portfolio (+18.0% QoQ) · 10,407 holdings · Q2 2026 13F · top 10 are 16% of the stock portfolio
Includes $156.8B of put/call options ($59.7B puts, $97.1B calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $629.2B. Weights use the stock portfolio.
$16.6B
2.6% of stocks
-0.1%This quarter-4.4%Since filed10+ qtrsHeld$15.0B
2.4% of stocks
+4%This quarter+12.6%Since filed10+ qtrsHeld$13.4B
2.1% of stocks
+9%This quarter+6.9%Since filed10+ qtrsHeld$9.5B
1.5% of stocks
+2%This quarter-15.8%Since filed10+ qtrsHeld$9.2B
1.5% of stocks
-0.3%This quarter-0.7%Since filed10+ qtrsHeld$9.0B
1.4% of stocks
+5%This quarter-6.4%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$8.2B
1.3% of stocks
-0.5%This quarter-4.0%Since filed10+ qtrsHeld$7.0B
1.1% of stocks
+0.7%This quarter+3.5%Since filed10+ qtrsHeld$6.8B
1.1% of stocks
+4%This quarter-6.4%Since filed10+ qtrsHeld- 10
ISHARES TR - CORE MSCI EAFE
$6.7B
1.1% of stocks
+0.4%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — UBS Group AG (Q2 2026)
10,407 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ELI LILLY & Co | Healthcare | $8.8B | — | 7.30M | +4571% | — | — | 13F | |
| 12 | SPDR S&P 500 ETF TRUST | — | $8.4B | — | 11.29M | +155% | — | — | 13F | |
| 13 | INVESCO QQQ TRUST, SERIES 1 | — | $7.1B | — | 9.69M | +90% | — | — | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $6.2B | 1.0% | 18.81M | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | INVESCO QQQ TRUST, SERIES 1 | — | $5.6B | — | 7.61M | +10% | — | — | 13F | |
| 16 | UBS Group AG | Financials | $5.3B | 0.8% | 107.14M | +0.2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | MICRON TECHNOLOGY INC | Technology | $4.9B | — | 4.21M | +175% | — | — | 13F | |
| 18 | SPDR S&P 500 ETF TRUST | — | $4.8B | — | 6.46M | +80% | — | — | 13F | |
| 19 | Meta Platforms, Inc. | Technology | $4.8B | 0.8% | 8.54M | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ELI LILLY & Co | Healthcare | $4.6B | 0.7% | 3.87M | -4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $4.6B | 0.7% | 9.57M | -13% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $4.5B | 0.7% | 55.52M | +314% | — | — | 13F |
| 23 | VISA INC. | Financials | $4.4B | 0.7% | 12.70M | +5% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $4.2B | 0.7% | 5.69M | -7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRWetf/fund | — | $3.8B | 0.6% | 29.80M | +3% | — | — | 13F |
| 26 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $3.6B | 0.6% | 6.15M | -21% | |||
| 27 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000VAL | — | $3.5B | 0.6% | 33.20M | +6% | |||
| 28 | $AMZN CALL | AMAZON COM INC | Consumer Discretionary | $3.4B | — | 14.15M | +339% | |||
| 29 | $LRCX | LAM RESEARCH CORP | Technology | $3.3B | 0.5% | 7.69M | +18% | |||
| 30 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $3.3B | 0.5% | 4.77M | +2% | |||
| 31 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.3B | 0.5% | 27.79M | -13% | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $3.2B | 0.5% | 12.85M | -9% | |||
| 33 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $3.1B | 0.5% | 36.06M | +494% | |||
| 34 | — | ISHARES INC - CORE MSCI EMKT | — | $3.1B | 0.5% | 37.28M | -1.0% | |||
| 35 | — | ISHARES TR - USD INV GRDE ETF | — | $3.0B | 0.5% | 58.74M | +5% | |||
| 36 | — | VANGUARD INDEX FDS - VALUE ETF | — | $3.0B | 0.5% | 13.66M | +1% | |||
| 37 | $NVDA CALL | NVIDIA CORP | Technology | $2.9B | — | 14.55M | -7% | |||
| 38 | $JNJ | JOHNSON & JOHNSON | Healthcare | $2.8B | 0.5% | 11.04M | +8% | |||
| 39 | — | ISHARES TR - CORE S&P500 ETF | — | $2.7B | 0.4% | 3.65M | -22% | |||
| 40 | $INTC | INTEL CORP | Technology | $2.7B | 0.4% | 19.50M | -28% | |||
| 41 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $2.7B | 0.4% | 3.72M | +16% | |||
| 42 | $NVDA PUT | NVIDIA CORP | Technology | $2.6B | — | 13.21M | -4% | |||
| 43 | $AMD CALL | ADVANCED MICRO DEVICES INC | Technology | $2.6B | — | 4.51M | +59% | |||
| 44 | $GLD | SPDR GOLD TRUST | Financials | $2.6B | 0.4% | 7.10M | +8% | |||
| 45 | $WMT | Walmart Inc. | Consumer Staples | $2.5B | 0.4% | 22.45M | +12% | |||
| 46 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.5B | 0.4% | 2.68M | +8% | |||
| 47 | $AAPL PUT | Apple Inc. | Technology | $2.4B | — | 8.40M | -8% | |||
| 48 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.4B | 0.4% | 5.72M | +5% | |||
| 49 | — | ISHARES TR - RUS 1000 GRW ETF | — | $2.3B | 0.4% | 18.73M | +288% | |||
| 50 | $SPCX CALL | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $2.3B | — | 13.56M | New | |||
| 51 | $PANW | Palo Alto Networks Inc | Technology | $2.3B | 0.4% | 6.76M | -18% | |||
| 52 | $JPM CALL | JPMORGAN CHASE & CO | Financials | $2.3B | — | 6.94M | +809% | |||
| 53 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.3B | 0.4% | 11.90M | -3% | |||
| 54 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.2B | 0.4% | 7.51M | -13% | |||
| 55 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.2B | 0.4% | 6.35M | -12% | |||
| 56 | $ETN | Eaton Corp plc | Industrials | $2.2B | 0.4% | 5.24M | +8% | |||
| 57 | $MU PUT | MICRON TECHNOLOGY INC | Technology | $2.2B | — | 1.93M | -23% | |||
| 58 | $GEV | GE Vernova Inc. | Industrials | $2.2B | 0.3% | 1.89M | +19% | |||
| 59 | $KO | COCA COLA CO | Consumer Staples | $2.2B | 0.3% | 27.15M | -6% | |||
| 60 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.2B | 0.3% | 30.90M | +0.8% | |||
| 61 | $MS | MORGAN STANLEY | Financials | $2.2B | 0.3% | 10.53M | -12% | |||
| 62 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.1B | 0.3% | 2.05M | +3% | |||
| 63 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.1B | 0.3% | 4.14M | -9% | |||
| 64 | $NEE | NEXTERA ENERGY INC | Utilities | $2.0B | 0.3% | 23.33M | -0.1% | |||
| 65 | $RTX | RTX Corp | Industrials | $2.0B | 0.3% | 10.79M | +9% | |||
| 66 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.0B | 0.3% | 25.92M | +7% | |||
| 67 | $GOOGL CALL | Alphabet Inc. | Technology | $2.0B | — | 5.53M | +62% | |||
| 68 | $ORCL | ORACLE CORP | Technology | $2.0B | 0.3% | 13.40M | -0.2% | |||
| 69 | $RKLB CALL | Rocket Lab Corp | Industrials | $1.9B | — | 18.89M | +9% | |||
| 70 | $MA | Mastercard Inc | Financials | $1.9B | 0.3% | 3.73M | +2% | |||
| 71 | $MP CALL | MP Materials Corp. / DE | Materials | $1.9B | — | 34.04M | -0.1% | |||
| 72 | $MSFT PUT | MICROSOFT CORP | Technology | $1.8B | — | 4.93M | +36% | |||
| 73 | $NFLX | NETFLIX INC | Communication Services | $1.8B | 0.3% | 25.71M | +11% | |||
| 74 | $TSLA CALL | Tesla, Inc. | Consumer Discretionary | $1.8B | — | 4.33M | -3% | |||
| 75 | — PUT | ISHARES TR - RUSSELL 2000 ETF | — | $1.8B | — | 6.04M | -9% | |||
| 76 | $CAT | CATERPILLAR INC | Industrials | $1.8B | 0.3% | 1.70M | +21% | |||
| 77 | $AMD PUT | ADVANCED MICRO DEVICES INC | Technology | $1.8B | — | 3.11M | -20% | |||
| 78 | $UNP | UNION PACIFIC CORP | Industrials | $1.8B | 0.3% | 6.64M | +16% | |||
| 79 | $AAPL CALL | Apple Inc. | Technology | $1.8B | — | 6.20M | +50% | |||
| 80 | $AVGO CALL | Broadcom Inc. | Technology | $1.8B | — | 4.74M | +163% | |||
| 81 | $CVX | CHEVRON CORP | Energy | $1.8B | 0.3% | 10.69M | +2% | |||
| 82 | $MRK | Merck & Co., Inc. | Healthcare | $1.8B | 0.3% | 13.74M | -1% | |||
| 83 | — | ISHARES TR - MBS ETF | — | $1.7B | 0.3% | 18.50M | -15% | |||
| 84 | $MRVL | Marvell Technology, Inc. | Technology | $1.7B | 0.3% | 5.86M | -34% | |||
| 85 | $IVZ | Invesco Ltd. | Financials | $1.7B | 0.3% | 8.19M | -28% | |||
| 86 | $MSFT CALL | MICROSOFT CORP | Technology | $1.7B | — | 4.62M | +36% | |||
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.6B | 0.3% | 4.46M | +0.6% | |||
| 88 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.6B | 0.3% | 11.19M | -5% | |||
| 89 | $KLAC | KLA CORP | Technology | $1.6B | 0.3% | 5.36M | +872% | |||
| 90 | $UBER | Uber Technologies, Inc | Technology | $1.6B | 0.3% | 22.40M | +24% | |||
| 91 | $LIN | LINDE PLC | Materials | $1.6B | 0.3% | 3.11M | -9% | |||
| 92 | $GOOGL PUT | Alphabet Inc. | Technology | $1.6B | — | 4.52M | +9% | |||
| 93 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | — | $1.6B | 0.3% | 13.06M | +2% | |||
| 94 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.6B | 0.3% | 5.83M | +3% | |||
| 95 | — | ISHARES TR - RUSSELL 2000 ETF | — | $1.5B | 0.2% | 5.13M | -24% | |||
| 96 | $ADI | ANALOG DEVICES INC | Technology | $1.5B | 0.2% | 3.87M | +11% | |||
| 97 | — | ISHARES TR - RUS 1000 VAL ETF | — | $1.5B | 0.2% | 6.33M | -4% | |||
| 98 | — | ISHARES TR - CORE S&P SCP ETF | — | $1.5B | 0.2% | 10.23M | +0.8% | |||
| 99 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.5B | 0.2% | 3.56M | +3% | |||
| 100 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.5B | 0.2% | 6.25M | -1% | |||
| 101 | $SLB | SLB LIMITED/NV | Energy | $1.5B | 0.2% | 31.45M | -5% | |||
| 102 | $AMZN PUT | AMAZON COM INC | Consumer Discretionary | $1.4B | — | 6.08M | +21% | |||
| 103 | $NBIS | Nebius Group N.V. | Technology | $1.4B | 0.2% | 5.24M | +68% | |||
| 104 | $SNDK | Sandisk Corp | Technology | $1.4B | 0.2% | 627K | -12% | |||
| 105 | $GLD CALL | SPDR GOLD TRUST | Financials | $1.4B | — | 3.86M | -27% | |||
| 106 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $1.4B | 0.2% | 48.93M | +0.9% | |||
| 107 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.4B | 0.2% | 11.84M | +671% | |||
| 108 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.4B | 0.2% | 9.25M | -7% | |||
| 109 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $1.4B | 0.2% | 4.07M | +0.6% | |||
| 110 | $AXP | AMERICAN EXPRESS CO | Financials | $1.4B | 0.2% | 4.08M | -11% | |||
| 111 | — CALL | ISHARES TR - RUSSELL 2000 ETF | — | $1.4B | — | 4.59M | -6% | |||
| 112 | $INTC PUT | INTEL CORP | Technology | $1.3B | — | 9.49M | +1% | |||
| 113 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.3B | 0.2% | 1.72M | +15% | |||
| 114 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $1.3B | 0.2% | 22.50M | -18% | |||
| 115 | — | ISHARES TR - MSCI EAFE ETF | — | $1.3B | 0.2% | 12.33M | -15% | |||
| 116 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $1.3B | 0.2% | 21.42M | +1% | |||
| 117 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $1.3B | 0.2% | 2.52M | +3% | |||
| 118 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.3B | 0.2% | 4.14M | -6% | |||
| 119 | $ASML | ASML HOLDING NV | Technology | $1.2B | 0.2% | 624K | -19% | |||
| 120 | $QCOM | QUALCOMM INC/DE | Technology | $1.2B | 0.2% | 6.58M | -37% | |||
| 121 | $VRT | Vertiv Holdings Co | Technology | $1.2B | 0.2% | 3.62M | -34% | |||
| 122 | $MRVL PUT | Marvell Technology, Inc. | Technology | $1.2B | — | 4.07M | -58% | |||
| 123 | $AMGN | AMGEN INC | Healthcare | $1.2B | 0.2% | 3.31M | +5% | |||
| 124 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.2B | 0.2% | 4.22M | +7% | |||
| 125 | $META PUT | Meta Platforms, Inc. | Technology | $1.2B | — | 2.09M | +5% | |||
| 126 | — | ISHARES INC - MSCI STH KOR ETF | — | $1.2B | 0.2% | 5.82M | +3% | |||
| 127 | $DE | DEERE & CO | Industrials | $1.2B | 0.2% | 1.84M | +18% | |||
| 128 | $JBL | JABIL INC | Technology | $1.2B | 0.2% | 3.03M | +79% | |||
| 129 | $TT | Trane Technologies plc | Technology | $1.2B | 0.2% | 2.37M | -5% | |||
| 130 | $BLK | BlackRock, Inc. | Financials | $1.1B | 0.2% | 1.19M | -3% | |||
| 131 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.1B | 0.2% | 8.21M | -4% | |||
| 132 | $TSM PUT | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $1.1B | — | 2.36M | -18% | |||
| 133 | — | ISHARES TR - CORE US AGGBD ET | — | $1.1B | 0.2% | 11.36M | +3% | |||
| 134 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $1.1B | 0.2% | 20.61M | +12% | |||
| 135 | $UNH CALL | UNITEDHEALTH GROUP INC | Healthcare | $1.1B | — | 2.63M | +1002% | |||
| 136 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $1.1B | 0.2% | 2.18M | +0.2% | |||
| 137 | $PLTR | Palantir Technologies Inc. | Technology | $1.1B | 0.2% | 9.24M | +36% | |||
| 138 | $ANET | Arista Networks, Inc. | Technology | $1.1B | 0.2% | 6.30M | +12% | |||
| 139 | $SNPS | SYNOPSYS INC | Technology | $1.1B | 0.2% | 2.40M | +25% | |||
| 140 | $BA | BOEING CO | Industrials | $1.1B | 0.2% | 4.90M | -31% | |||
| 141 | $PWR | QUANTA SERVICES, INC. | Industrials | $1.0B | 0.2% | 1.45M | -23% | |||
| 142 | $GLW | CORNING INC /NY | Materials | $1.0B | 0.2% | 4.07M | -7% | |||
| 143 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.0B | 0.2% | 10.78M | +6% | |||
| 144 | $DELL | Dell Technologies Inc. | Technology | $1.0B | 0.2% | 2.41M | -25% | |||
| 145 | $RVMD | Revolution Medicines, Inc. | Healthcare | $1.0B | 0.2% | 5.45M | +24% | |||
| 146 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $1.0B | 0.2% | 10.57M | -0.5% | |||
| 147 | — PUT | ISHARES TR - IBOXX HI YD ETF | — | $1.0B | — | 12.64M | -50% | |||
| 148 | $OKE | ONEOK INC /NEW/ | Energy | $1.0B | 0.2% | 11.59M | -9% | |||
| 149 | $APH | AMPHENOL CORP /DE/ | Technology | $1.0B | 0.2% | 5.71M | -9% | |||
| 150 | $AZN | ASTRAZENECA PLC | Healthcare | $1.0B | 0.2% | 5.30M | -11% |
What changed in Q2 2026
Against the previous quarter's 13F: 1,207 new, 4,244 added to, 4,410 trimmed, 1,213 sold out. Share-count changes; largest moves by dollar size first.
New positions (1,207)
$SPCXCALLSPACE EXPLORATION TECHNOLOGIES CORP$2.3Bfirst bought this quarter
$HONAHoneywell Aerospace Inc.$612.0M
first bought this quarter
- CALLISHARES INC - MSCI WORLD ETF$607.9M
first bought this quarter
- $SPCXSPACE EXPLORATION TECHNOLOGIES CORP$570.3M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$129.7M
first bought this quarter
$CBRSCerebras Systems Inc.$125.0M
first bought this quarter
+1,201 more in the Excel export
Added to (4,244)
now $8.8B
now $8.4B
- VANGUARD INDEX FDS - MID CAP ETF+314%
now $4.5B
now $7.1B
now $4.9B
now $3.4B
+4,238 more in the Excel export
Trimmed (4,410)
$MRVLPUTMarvell Technology, Inc.-58%
now $1.2B
$XOM.R34088EXXON MOBIL CORP-62%
now $841.9M · held 10+ qtrs
$INTCINTEL CORP-28%
now $2.7B · held 10+ qtrs
- CALLISHARES TR - MSCI EMG MKT ETF-65%
now $563.7M
- PUTISHARES TR - IBOXX HI YD ETF-50%
now $1.0B
now $3.6B · held 10+ qtrs
+4,404 more in the Excel export
Sold out (1,213)
- PUTISHARES TRwas $742.9M
$HOLXHOLOGIC INCwas $384.7M
held 9+ qtrs
$CWANClearwater Analytics Holdings, Inc.was $348.5M
held 9+ qtrs
$APLSApellis Pharmaceuticals, Inc.was $249.7M
held 9+ qtrs
$CTRACoterra Energy Inc.was $243.9M
held 9+ qtrs
$FOLDAMICUS THERAPEUTICS, INC.was $230.8M
+1,207 more in the Excel export
Holdings by quarter
Every 13F UBS Group AG has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow UBS Group AG?
Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 28, 2026.
Average quality of UBS Group AG's top 20 holdings: 80/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
10%
Last quarter; 35% over the last 4
Top 10 weight
16%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
UBS Group AG disclosed 10,407 positions worth $786.0B in its Form 13F-HR for Q2 2026 — $629.2B in common stock plus $156.8B of put/call option positions (reported at underlying notional value, not premium at risk), led by $NVDA (NVIDIA CORP) at 2.6% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 1207 new positions and exited 1213 — including a new stake in $SPCX. The portfolio is most concentrated in Technology (28.1% of disclosed assets). All figures are sourced directly from UBS Group AG’s Form 13F-HR filing with the SEC under CIK 1610520.
Funds like this
managers whose biggest positions overlap UBS Group AG'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: UBS Group AG
13F Pro is an AI hedge fund tracker and stock research platform. For UBS Group AG (SEC CIK: 1610520), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in UBS Group AG's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.