Data / Fund holdings / Every fund / UBS Group AG
UBS Group AGForm 13F · CIK 1610520
Holdings on 30 Jun 2026, as filed with the SEC on 13 Aug 2026, each set beside the March 2026 quarter.
What it bought and sold
The largest moves since the March 2026 quarter, by the dollars that moved.
New positions1,039
- Honeywell Aerospace Inc.HONA$612.0M+2.8M sh
- Fedex Fght Hldg Co. Inc. Common StockFDXF$129.7M+859.0K sh
- Cerebras Systems Inc. Com Class ACBRS$125.0M+565.7K sh
- Fervo Energy Co. Class A ComFRVO$107.2M+3.7M sh
- Keel Infrastructure Corp.KEEL$55.2M+9.6M sh
- ETF Ser SolutionsBGIG$40.1M+1.1M sh
Added3,791
- Micron Technology Inc.MU$7.0B+43.0K sh
- Apple Inc.AAPL$15.0B+1.8M sh
- Alphabet Inc.GOOGL$9.0B+1.2M sh
- Lam Research Corp.LRCX$3.3B+1.2M sh
- Broadcom Inc.AVGO$9.5B+495.0K sh
- Applied Materials Inc.AMAT$2.7B+502.9K sh
Trimmed3,797
- NVIDIA Corp.NVDA$16.6B-101.7K sh
- Advanced Micro Devices Inc.AMD$3.6B-1.7M sh
- ExxonMobil Holdings Corp.XOM$841.9M-10.0M sh
- Intel Corp.INTC$2.7B-7.8M sh
- SPDR S&P 500SPY$9.2B-33.9K sh
- Amazon.com Inc.AMZN$8.2B-175.4K sh
Sold out1,114
- Hologic Inc.HOLX$384.7M-5.1M sh
- Clearwater Analytics Hldgs ICWAN$348.5M-14.7M sh
- Apellis Pharmaceuticals Inc.APLS$249.7M-6.2M sh
- Coterra Energy Inc.CTRA$243.9M-6.9M sh
- Amicus Therapeutics Inc.FOLD$230.8M-16.0M sh
- Sealed Air Corp. NewSEE$200.2M-4.8M sh
Largest holdings
Each holding's share of everything the fund reported.
The 10 largest of 8,928
- NVIDIA Corp.NVDA2.64%
- Apple Inc.AAPL2.38%
- Microsoft Corp.MSFT2.13%
- Broadcom Inc.AVGO1.51%
- SPDR S&P 500SPY1.46%
- Alphabet Inc.GOOGL1.44%
- Amazon.com Inc.AMZN1.30%
- Micron Technology Inc.MU1.12%
- Alphabet Inc.GOOG1.08%
- iShares Core MSCI Eafe ETFIEFA1.07%
Reported value, each quarter
Hover a column for its exact figure
$0$200B$400B$600B$800B
Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Every holding
Sort by any column, filter by the move or by name. A company we cover opens its whole record.
| NVIDIA Corp.NVDA | $16.6B | 2.64% | 83.1M | -101.7K | Trimmed | $14.5B |
| Apple Inc.AAPL | $15.0B | 2.38% | 51.8M | +1.8M | Added | $12.7B |
| Microsoft Corp.MSFT | $13.4B | 2.13% | 35.9M | +2.8M | Added | $12.2B |
| Broadcom Inc.AVGO | $9.5B | 1.51% | 25.1M | +495.0K | Added | $7.6B |
| SPDR S&P 500SPY | $9.2B | 1.46% | 12.3M | -33.9K | Trimmed | $8.0B |
| Alphabet Inc.GOOGL | $9.0B | 1.44% | 25.3M | +1.2M | Added | $6.9B |
| Amazon.com Inc.AMZN | $8.2B | 1.30% | 34.2M | -175.4K | Trimmed | $7.2B |
| Micron Technology Inc.MU | $7.0B | 1.12% | 6.1M | +43.0K | Added | $2.0B |
| Alphabet Inc.GOOG | $6.8B | 1.08% | 19.2M | +696.5K | Added | $5.3B |
| iShares Core MSCI Eafe ETFIEFA | $6.7B | 1.07% | 69.6M | +279.8K | Added | $6.3B |
| JPMorgan Chase & Co.JPM | $6.2B | 0.98% | 18.8M | -304.0K | Trimmed | $5.6B |
| UBS Group AGUBS | $5.3B | 0.84% | 107.1M | +247.1K | Added | $4.2B |
| Meta Platforms, Inc.META | $4.8B | 0.77% | 8.5M | -698.6K | Trimmed | $5.3B |
| Eli Lilly & Co.LLY | $4.6B | 0.74% | 3.9M | -177.6K | Trimmed | $3.7B |
| Taiwan Semiconductor Manufacturing Company LimitedTSM | $4.6B | 0.73% | 9.6M | -1.4M | Trimmed | $3.7B |
| Vanguard Mid Cap Index ETFVO | $4.5B | 0.71% | 55.5M | +1.9M | Added | $3.8B |
| Visa Inc.V | $4.4B | 0.69% | 12.7M | +648.5K | Added | $3.6B |
| Invesco QQQ TrustQQQ | $4.2B | 0.67% | 5.7M | -431.2K | Trimmed | $3.5B |
| Vanguard Scottsdale FDSVONG | $3.8B | 0.61% | 29.8M | +974.7K | Added | $3.2B |
| Advanced Micro Devices Inc.AMD | $3.6B | 0.57% | 6.2M | -1.7M | Trimmed | $1.6B |
| Vanguard Scottsdale FDSVONV | $3.5B | 0.56% | 33.2M | +1.9M | Added | $2.9B |
| Lam Research Corp.LRCX | $3.3B | 0.53% | 7.7M | +1.2M | Added | $1.4B |
| Vanguard S&P 500VOO | $3.3B | 0.52% | 4.8M | +93.2K | Added | $2.8B |
| Cisco Systems, Inc.CSCO | $3.3B | 0.52% | 27.8M | -4.2M | Trimmed | $2.5B |
| AbbVie Inc.ABBV | $3.2B | 0.51% | 12.8M | -1.2M | Trimmed | $3.1B |
| Vanguard Growth ETFVUG | $3.1B | 0.49% | 36.1M | -351.2K | Trimmed | $2.7B |
| iShares Core MSCI Emerging MarkIEMG | $3.1B | 0.49% | 37.3M | -363.2K | Trimmed | $2.6B |
| iShares TrustUSIG | $3.0B | 0.48% | 58.7M | +2.7M | Added | $2.9B |
| Vanguard Value ETFVTV | $3.0B | 0.47% | 13.7M | +154.6K | Added | $2.6B |
| Johnson & JohnsonJNJ | $2.8B | 0.45% | 11.0M | +827.6K | Added | $2.5B |
| iShares Core S&P 500 ETFIVV | $2.7B | 0.43% | 3.7M | -1.0M | Trimmed | $3.1B |
| Intel Corp.INTC | $2.7B | 0.43% | 19.5M | -7.8M | Trimmed | $1.2B |
| Applied Materials Inc.AMAT | $2.7B | 0.43% | 3.7M | +502.9K | Added | $1.1B |
| SPDR Gold TrustGLD | $2.6B | 0.42% | 7.1M | +513.8K | Added | $2.8B |
| Walmart Inc.WMT | $2.5B | 0.40% | 22.4M | +2.4M | Added | $2.5B |
| Costco Wholesale Corp.COST | $2.5B | 0.40% | 2.7M | +195.6K | Added | $2.5B |
| Tesla, Inc.TSLA | $2.4B | 0.38% | 5.7M | +251.3K | Added | $2.0B |
| iShares TrustIWF | $2.3B | 0.37% | 18.7M | -555.6K | Trimmed | $2.1B |
| Palo Alto Networks Inc.PANW | $2.3B | 0.37% | 6.8M | -1.5M | Trimmed | $1.3B |
| Technology Select Sector SPDR ETFXLK | $2.3B | 0.36% | 11.9M | -322.8K | Trimmed | $1.6B |
| Texas Instruments Inc.TXN | $2.2B | 0.36% | 7.5M | -1.1M | Trimmed | $1.7B |
| Home Depot, Inc.HD | $2.2B | 0.36% | 6.4M | -874.8K | Trimmed | $2.4B |
| Eaton Corp. plcETN | $2.2B | 0.35% | 5.2M | +388.0K | Added | $1.7B |
| GE Vernova Inc.GEV | $2.2B | 0.35% | 1.9M | +304.6K | Added | $1.4B |
| Coca-Cola Co.KO | $2.2B | 0.35% | 27.1M | -1.9M | Trimmed | $2.2B |
| Vanguard Ftse Developed MarketsVEA | $2.2B | 0.35% | 30.9M | +230.5K | Added | $2.0B |
| Morgan StanleyMS | $2.2B | 0.35% | 10.5M | -1.4M | Trimmed | $2.0B |
| Goldman Sachs Group Inc.GS | $2.1B | 0.33% | 2.1M | +57.0K | Added | $1.7B |
| Berkshire Hathaway Inc. Class BBRKB | $2.1B | 0.33% | 4.1M | -424.7K | Trimmed | $2.2B |
| NextEra Energy Inc.NEE | $2.0B | 0.33% | 23.3M | -30.8K | Trimmed | $2.2B |
1–50 of 10,042
Every quarter it filed
What the fund reported and how many positions it held, each quarter since September 2024.
| Quarter | Reported value | Positions |
|---|---|---|
| June 2026 quarter | $628.8B | 8,929 |
| March 2026 quarter | $563.3B | 9,003 |
| December 2025 quarter | $504.6B | 8,983 |
| September 2025 quarter | $511.5B | 8,798 |
| June 2025 quarter | $477.9B | 8,780 |
| March 2025 quarter | $451.5B | 8,766 |
| December 2024 quarter | $446.0B | 8,575 |
| September 2024 quarter | $357.0B | 8,180 |
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