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UBS Group AG — 13F Holdings & Portfolio

CIK 1610520 · latest 13F-HR filed 2026-05-05

Backtest portfolio

UBS Group AG manages $666.32B in 13F-reported U.S. long-equity assets across 22,771 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (1.02%), MSFT (1.02%), NVDA (1.01%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1,304 new positions, exited 1,277, added to 3,843, and trimmed 3,145.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$666.32B

Long-equity book

Holdings

22,771

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+1304 / −1277 / ↑3843 / ↓3145

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$4.35B +226.5%
  • VANGUARD SCOTTSDALE FDS$2.71B +594.9%
  • VANGUARD SCOTTSDALE FDS$2.69B +1098.4%
  • ISHARES TR$2.66B +1270.8%
  • VANGUARD INDEX FDS$2.23B +138.1%
Show all 3843 →

Top Trims

  • UBS GROUP AG-$2.33B -35.8%
  • MICROSOFT CORP-$1.33B -9.8%
  • ALPHABET INC-$915.7M -14.7%
  • META PLATFORMS INC-$839.3M -13.7%
  • AMAZON COM INC-$821.6M -10.3%
Show all 3145 →

New Positions

  • ASTRAZENECA PLC$1.18B
  • AMCOR PLC$482.1M
  • SUNBELT RENTALS HOLDINGS INC$124.3M
  • FORGENT POWER SOLUTIONS INC$68.0M
  • INDIVIOR PHARMACEUTICALS INC$66.8M
Show all 1304 →

Exited Positions

  • CYBERARK SOFTWARE LTD$850.9M
  • CONFLUENT INC$389.0M
  • EXACT SCIENCES CORP$303.6M
  • ASTRAZENECA PLC$264.6M
  • FRONTIER COMMUNICATIONS PARE$258.7M
Show all 1277 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $6.79B 1.02% 26,735,710 SH
2 MICROSOFT CORP MSFT 594918104 $6.78B 1.02% 18,309,887 SH
3 NVIDIA CORPORATION NVDA 67066G104 $6.75B 1.01% 38,676,298 SH
4 ISHARES TR IEFA 46432F842 $6.16B 0.93% 68,098,248 SH
5 NVIDIA CORPORATION NVDA 67066G104 $5.31B 0.80% 30,437,983 SH
6 ALPHABET INC GOOGL 02079K305 $4.86B 0.73% 16,903,543 SH
7 AMAZON COM INC AMZN 023135106 $4.70B 0.71% 22,563,634 SH
8 BROADCOM INC AVGO 11135F101 $4.55B 0.68% 14,705,845 SH
9 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $4.54B 0.68% 6,979,947 SH
10 UBS GROUP AG UBS H42097107 $4.00B 0.60% 102,270,300 SH
11 INVESCO QQQ TR Put QQQ 46090E103 $3.98B 0.60% 6,900,800 SH
12 APPLE INC AAPL 037833100 $3.91B 0.59% 15,410,213 SH
13 VANGUARD INDEX FDS VO 922908629 $3.85B 0.58% 13,398,638 SH
14 MICROSOFT CORP MSFT 594918104 $3.43B 0.51% 9,264,766 SH
15 JPMORGAN CHASE & CO JPM 46625H100 $3.32B 0.50% 11,293,723 SH
16 VANGUARD SCOTTSDALE FDS VONG 92206C680 $3.15B 0.47% 28,723,623 SH
17 INVESCO QQQ TR Call QQQ 46090E103 $2.94B 0.44% 5,091,218 SH
18 VANGUARD SCOTTSDALE FDS VONV 92206C714 $2.94B 0.44% 31,310,742 SH
19 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.93B 0.44% 4,512,037 SH
20 ISHARES TR USIG 464288620 $2.87B 0.43% 56,079,908 SH
21 STATE STR SPDR S&P 500 ETF T Put SPY 78462F103 $2.87B 0.43% 4,410,300 SH
22 VANGUARD INDEX FDS VOO 922908363 $2.75B 0.41% 4,597,702 SH
23 NVIDIA CORPORATION Call NVDA 67066G104 $2.74B 0.41% 15,699,018 SH
24 META PLATFORMS INC META 30303M102 $2.66B 0.40% 4,646,158 SH
25 VANGUARD INDEX FDS VTV 922908744 $2.65B 0.40% 13,488,527 SH
26 VANGUARD INDEX FDS VUG 922908736 $2.63B 0.40% 6,030,803 SH
27 ISHARES INC IEMG 46434G103 $2.62B 0.39% 37,600,646 SH
28 ALPHABET INC GOOG 02079K107 $2.54B 0.38% 8,843,931 SH
29 INVESCO QQQ TR QQQ 46090E103 $2.41B 0.36% 4,170,507 SH
30 NVIDIA CORPORATION Put NVDA 67066G104 $2.39B 0.36% 13,712,762 SH
31 STATE STR SPDR S&P 500 ETF T Call SPY 78462F103 $2.33B 0.35% 3,575,882 SH
32 APPLE INC Put AAPL 037833100 $2.30B 0.35% 9,082,300 SH
33 SPDR GOLD TR Call GLD 78463V107 $2.26B 0.34% 5,255,752 SH
34 ISHARES TR IVV 464287200 $2.12B 0.32% 3,251,302 SH
35 ISHARES TR MBB 464288588 $2.07B 0.31% 21,819,427 SH
36 ISHARES TR IWF 464287614 $2.04B 0.31% 4,782,074 SH
37 ELI LILLY & CO LLY 532457108 $2.03B 0.30% 2,208,239 SH
38 ISHARES TR Put HYG 464288513 $2.01B 0.30% 25,209,606 SH
39 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.96B 0.29% 30,648,926 SH
40 META PLATFORMS INC META 30303M102 $1.94B 0.29% 3,385,016 SH
41 JOHNSON & JOHNSON JNJ 478160104 $1.91B 0.29% 7,794,783 SH
42 VISA INC V 92826C839 $1.85B 0.28% 6,107,185 SH
43 SPDR GOLD TR GLD 78463V107 $1.84B 0.28% 4,286,354 SH
44 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.77B 0.27% 5,246,653 SH
45 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.72B 0.26% 1,728,341 SH
46 BROADCOM INC AVGO 11135F101 $1.72B 0.26% 5,541,307 SH
47 RTX CORPORATION RTX 75513E101 $1.69B 0.25% 8,786,147 SH
48 ALPHABET INC GOOGL 02079K305 $1.69B 0.25% 5,887,369 SH
49 EXXON MOBIL CORP XOM 30231G102 $1.68B 0.25% 9,926,408 SH
50 TESLA INC Call TSLA 88160R101 $1.66B 0.25% 4,464,207 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $666.32B 22,771 0001610520-26-000057
2025-12-31 2026-01-29 $616.68B 24,019 0001610520-26-000004