UBS Group AG
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
UBS Group AG manages $666.3B across 10408 positions as of Q1 2026. Top holdings: NVDA (2.2%), AAPL (1.9%), MSFT (1.8%). Fund DNA: Diversified Scout. HoldingsIntel Rating: 3.5/5.0.
Q1 2026 Summary
Active quarter - 1195 new positions, 1225 exits, 4430 increased. Top move: IEFA (INCREASED, conviction 73). Portfolio: $666.3B across 10408 positions.
Top holdings by portfolio weight
NVDA2.18%
AAPL1.91%
MSFT1.84%
SPY1.20%
AVGO1.14%
AMZN1.08%
GOOGL1.04%
IEFA0.94%
JPM0.84%
GOOG0.80%
Other0.79%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings10,408 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 83.2M | $14.5B | 2.2% | $121.08 | +90.10% | 29 qtrssince 2019-Q1 | Increased 59 | |
APPLE INC | 50M | $12.7B | 1.9% | $151.23 | +98.52% | 29 qtrssince 2019-Q1 | Increased 56 | |
MICROSOFT CORP | 33M | $12.2B | 1.8% | $266.32 | +60.43% | 29 qtrssince 2019-Q1 | Increased 59 | |
STATE STR SPDR S&P 500 ETF T | 12.3M | $8B | 1.2% | $484.58 | +53.21% | 29 qtrssince 2019-Q1 | Increased 57 | |
BROADCOM INC | 24.6M | $7.6B | 1.1% | $167.90 | +154.70% | 29 qtrssince 2019-Q1 | Increased 52 | |
AMAZON COM INC | 34.4M | $7.2B | 1.1% | $137.87 | +91.58% | 29 qtrssince 2019-Q1 | Decreased 0 | |
ALPHABET INC | 24.2M | $6.9B | 1.0% | $132.53 | +199.60% | 29 qtrssince 2019-Q1 | Increased 55 | |
ISHARES TR | 69.3M | $6.3B | 0.9% | $81.24 | +17.20% | 29 qtrssince 2019-Q1 | Increased 73 | |
JPMORGAN CHASE & CO | 19.1M | $5.6B | 0.8% | $126.02 | +136.33% | 29 qtrssince 2019-Q1 | Increased 45 | |
ALPHABET INC | 18.5M | $5.3B | 0.8% | $128.46 | +206.08% | 29 qtrssince 2019-Q1 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer